Seminar Notes

FBT Seminar Notes
&, Video Presentation by Roger Timms - February 2012

Avail yourself of the detailed notes from the FBT seminars, presented by Roger Timms, TAI's Head of Tax & Superannuation, PLUS a 30-minute video presentation by Roger summarising the key FBT issues you need to know. The video will assist in honing your skills by referring to the detailed notes.

Notes also include a CD containing a 2012 FBT checklist, interactive proforma declarations plus Car Salary Packaging Ready Reckoner.

As an example, view a short preview of last year's Estate Planning DVD presentation by Roger here.   

• More Information
• Add to Cart

FBT Seminar Notes - February 2012

The notes from this seminar, presented by Roger Timms, TAI’s Head of Tax & Superannuation, will be available late-February. If you couldn’t attend the sessions, you can avail yourself of their excellent content, including the powerpoint presentation and a CD containing a 2012 FBT checklist, Interactive Proforma Declarations and Car Salary Packaging Ready Reckoner.

• More Information
• Add to Cart

'Estate Planning' Seminar Notes
PLUS, Video Presentation by Roger Timms - October 2011

Avail yourself of the detailed notes from the Estate Planning seminars, presented by Roger Timms, TAI's Head of Tax & Superannuation, PLUS a 30-minute video presentation by Roger summarising the key issues which are typically relevant when establishing an estate plan. The DVD covers:

1. CGT events upon death
2. Testamentary Trusts
3. The Family Home - retain the CGT exemption
4. Superannuation Death Benefits
5. Business Interests, including CGT concessions 

The video will assist in honing your skills by referring to the detailed notes.

View a short preview of the DVD presentation here. 

To take an in-depth look at the content covered in the notes, click here.  

• More Information
• Add to Cart

'Estate Planning' Seminar Notes - October 2011

The notes from this seminar, presented by Roger Timms, TAI’s Head of Tax & Superannuation, are now available. If you couldn’t attend the sessions, you can avail yourself of their excellent content, including powerpoint presentation.

These notes include:

• CGT implications of death - overview
• Passing on the family home
• Passing on business assets - sole trader
• Passing on ownership of a business
• Testamentary trusts
• Taxation of estate income
• Small business CGT concessions
• Effect of death on an entity
• Superannuation death benefits
• Passing assets onto the next generation: Case study

To take an in-depth look at the content, click here.  

• More Information
• Add to Cart

'Superannuation' Seminar Notes - August 2011

The notes from this seminar, presented by Roger Timms, TAI’s Head of Tax & Superannuation, are now available. If you couldn’t attend the sessions, you can avail yourself of their excellent content, including powerpoint presentation.

These notes include:

• Types of superannuation funds
• Types of contributions
• Taxation of contributions
• Taxation of investment earnings
• Taxation of benefits
• Retirement income streams (including a case study)
• Restrictions on investments made by superannuation funds
• Borrowings by superannuation funds (including a case study)
• Small business CGT concessions
• Tax Office guidance for SMSFs

To take an in-depth look at the content, click here.  

• More Information
• Add to Cart

'Trusts- All you need to know' Seminar Notes - May & June 2011

The notes from this seminar, presented by Roger Timms, TAI’s Head of Tax & Superannuation, are now available. If you couldn’t attend the sessions, you can avail yourself of their excellent content, including powerpoint presentation.

These notes include:

• 2010-2011 Developments
• The Bamford Case
• Tax Ruling TR 2010/3
• Trust income
• Trust distributions
• Distributions when there is no trust income
• CGT events relating to trusts
• Streaming of income
• Trustee distribution checklist
• Testamentary trusts
• Division 7A and trusts

To take an in-depth look at the content, click here.  

• More Information
• Add to Cart