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All events Local Tax Club NSW

Local Tax Club - Parramatta

 

 

Keep up to date with the latest developments in all areas of tax!

With a local and topical line-up of sessions and presenters, the Local Tax Club Series will deliver quintessential and hot topics which affect you and your clients.

This series includes 10 sessions delivered locally to you. With each session featuring a specialist tax topic presented by experts in their fields and a monthly tax update to keep you abreast of Australia’s ever changing tax legislation, being part of your Local Tax Club will not only keep you on top of the latest tax knowledge but will connect you with your peers, and fellow members of your tax community.

Take advantage of our subscription package, with special discounts and incentives for Local Tax Club Series subscribers as well as making registrations for the year much easier.

Event Details

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  • When17-February-2022 - 17-November-2022
  • FormatFace-to-face
  • CPD Hours15 (1.5 per event)

 

 

Program

17 February 2022
7:30 AM - 9:00 AM
1.50 CPD hours

This informative session will provide insights into the tax policy and administration matters currently in the sights of the Tax Policy and Advocacy team at The Tax Institute. Join our Senior Advocate, Robyn Jacobson, CTA, as she shares her insights and practical tips on matters which affect your clients.

The session will include a discussion on the following key matters:

  • Looking ahead to the Federal Budget 2022–23 and the Federal election
  • Tax reform: update on Case for Change
  • Recent submissions and advocacy work
  • Key pending ATO guidance and consultation

Speakers

Robyn Jacobson, CTA, The Tax Institute
Jane Harris, CTA

17 March 2022
7:30 AM - 9:00 AM
1.50 CPD hours

The session will provide a refresher on the CGT main residence exemption using practical scenarios to examine the traps and opportunities. Many believe that a sale of the family home is not taxed but the main residence exemption rules are complex and unexpected outcomes can occur.

Fundamental concepts will be considered through the scenarios including:

  • The meaning of 'main residence' and practical guidance on making a dwelling a main residence;
  • Circumstances when the exemption will be unavailable or reduced;
  • The operation of the absence rule and how it interacts with short term letting;
  • How the rules are applied when dwellings are constructed or renovated; and
  • The operation of the main residence exemptions for deceased estates and the ATO's recent approach to the 2 year rule.

Speakers

Matthew McKee, FTI, Brown Wright Stein Lawyers
Kelly McNeill, First Equity Partners

28 April 2022
7:30 AM - 9:00 AM
1.50 CPD hours

This session continues on from Part 1, and provides a refresher on the land tax principal place of residence exemption, using practical scenarios to examine the traps and opportunities. The session will also consider the CGT main residence exemption where a taxpayer becomes a non-resident.

Concepts that will be considered through the scenarios include:

  • The meaning of 'principal place of residence' for land tax and the general requirements;
  • The application of land tax when moving homes;
  • How the land tax rules are applied when dwellings are constructed or renovated;
  • Generating income from the family home and absences; and
  • Moving overseas – are the CGT and land tax concessions available, and will surcharge land tax apply?

Speakers

Jim Koutsokostas, CTA, Hall & Wilcox
Todd Bromwich, Hall & Wilcox

12 May 2022
7:30 AM - 9:00 AM
1.50 CPD hours

The tax and superannuation landscape is in a constant state of change. There are numerous government announcements, new bills, new legislation, cases, rulings and other ATO publications being released on a regular basis. It is difficult for practitioners to keep up to date let alone incorporate all of these changes into their planning strategies for their clients.

This presentation will provide practitioners with an opportunity to learn about the more recent changes, and how they impact upon planning for clients.

Speakers

Jo-anne Hotston, CTA, Taxbytes

23 June 2022
7:30 AM - 9:00 AM
1.50 CPD hours

21 July 2022
7:30 AM - 9:00 AM
1.50 CPD hours

18 August 2022
7:30 AM - 9:00 AM
1.50 CPD hours

22 September 2022
7:30 AM - 9:00 AM
1.50 CPD hours

27 October 2022
7:30 AM - 9:00 AM
1.50 CPD hours

17 November 2022
7:30 AM - 9:00 AM
1.50 CPD hours

       

Register now
Speakers
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Robyn Jacobson, CTA

The Tax Institute

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Jane Harris, CTA

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Matthew McKee, FTI

Brown Wright Stein Lawyers

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Kelly McNeill

First Equity Partners

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Jim Koutsokostas, CTA

Hall & Wilcox

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Todd Bromwich

Hall & Wilcox

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Jo-anne Hotston, CTA

Taxbytes

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