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Taxpayers Australia's 2013 Seminar Series

Roger Timms, TAI's Seminar Presenter

Roger is Taxpayers Australia's Head of Tax & Superannuation. He has established a track record as one of Australia's foremost presenters of tax and superannuation seminars. Roger's presentations are second to none, and provide 'proven' knowledge and practical content.

Prior to joining Taxpayers Australia, Roger was the National Manager of the Webb Martin tax training business and a tax consulting partner at a Big Four accounting practice.

Here's what some previous attendees of Roger's seminars have said:
As always Roger delivers
10/10 excellent: one of the best seminars I have ever attended
Roger was very engaging and put the legislation into laymen’s terms and was easy to understand
A practical presentation - thank you!
Very knowledgeable and interesting presenter. Good use of examples.

Melbourne: Leonda by the Yarra
2 Wallen Road, Hawthorn VIC 3122

Sydney: The Grace Hotel
77 York Street, Sydney, NSW 2000

Brisbane: Royal on the Park
Cnr Alice and Albert Streets, Brisbane, QLD 4000

Members: $231 (Incl. GST)

Non-members: $264 (Incl. GST)

Time: 9am - 12:30pm

CPE/CPD Hours: 3.5 hours

Attendees receive comprehensive notes and morning tea.

TRUSTS - A PRACTICAL GUIDE

Melbourne:	Tuesday 21 May 2013
Sydney:	Tuesday 28 May 2013
Brisbane:	Thursday 23 May 2013

Help! What do I need to know in order to comply with the rapidly changing tax laws and Tax Office administrative practices in relation to trusts?

Trust income and distributions:

Why is the definition of ‘income of the trust estate’ in the deed so important?
How can effective distribution resolutions be completed by 30 June?
How do trustees apply the proportionate approach to distributions?
What is required in order to stream capital gains or franked dividends?
Can other classes of income can be streamed?
How should distribution resolutions be framed with and without streaming?
What is the effect on beneficiaries of a subsequent increase in trust taxable income?
An update on key interpretations issued by the Tax Office
HIGHLIGHTED BY DETAILED EXAMPLES

Testamentary Trusts:

The tax and other benefits of utilising such trusts
Issues to consider when there are non resident beneficiaries
The acquisition of assets after the trust has been established

Division 7A and trusts:

The current position in relation to distributions to a corporate beneficiary
Application of Tax Ruling TR2010/3

General round-up:

Expanded trust TFN withholding rules
The use of family trust elections
The small business CGT concessions and trusts

REGISTER HERE

SUPERANNUATION

Melbourne:	Tuesday 20 August 2013
Sydney:	Thursday 22 August 2013
Brisbane:	Thursday 29 August 2013

Seminar agenda TBA.

REGISTER HERE

ESTATE PLANNING

Melbourne:	Wednesday 16 October 2013
Sydney:	Tuesday 22 October 2013
Brisbane:	Thursday 24 October 2013

Seminar agenda TBA.

REGISTER HERE

FBT 2013 - COMPLETE

If you couldn't attend the sessions, you can avail yourself of the detailed notes from the FBT seminars, presented by Roger Timms, TAI's Head of Tax & Superannuation, PLUS a video presentation by Roger addressing the important changes to the FBT regime during 2012-13, in particular the radical re-write of the LAFHA rules.
Notes also include the powerpoint presentation and a CD containing a 2013 FBT checklist, proforma declarations, Car Salary Packaging Ready Reckoner and solutions to the comprehensive case study covering planning tips for the new LAFH rules and more.
Find out more and purchase here.

Beware, the landscape has changed!

A must attend event for tax and BAS agents, business accountants and all other professionals responsible for FBT compliance and planning.

Attendees at the seminar will:

Learn about the important changes to the FBT regime during 2012-13, in particular the radical re-write of the LAFHA rules, and
Receive the following:

comprehensive notes
2012-13 FBT checklist
interactive proforma FBT declarations
a car salary packaging ready reckoner
solutions to the comprehensive case study covering planning tips for the new LAFH rules and more

Major changes to LAFHA

What is required to access the concessions from 1 October 2012?
Is there a maximum period during which the concessions are available?
Why the concessions will rarely be available to temporary and foreign residents
The transitional rules, and
When do fly-in fly-out arrangements come under LAFHA?

Car Fringe Benefits

Obtain a clear understanding of the alternative valuation methods available
How the taxable value can be reduced
Find out why the Tax Office are reviewing vehicle registration records, and
Why luxury cars are under the FBT spotlight

Meal Entertainment

How to minimise the FBT cost using the actual method
Advantages and disadvantages of the 50/50 method
How to minimise the FBT costs attributable to Christmas and Year End functions, and
Current Tax Office approach to compliance with meal entertainment benefit rules

In-House Fringe Benefits

New rules announced – find out how these concessions will be lost when the benefit is salary sacrificed

Salary Packaging

The effect of recent FBT changes on salary packaging strategies, and
A case study to highlight that benefits are still available!

Reportable Fringe Benefits

Which fringe benefits must be reported?
Understand the rules which apply to reportable employer superannuation contributions

Prefer to book offline?

Download Seminar Order Form

Can't attend a session?

Notes and a video presentation addressing the key issues are available for all seminar topics.

View available notes & videos.