Bryce Figot of DBA Lawyers has advised and represented numerous approved SMSF auditors who are being audited and investigated by the ATO and ASIC. Bryce will present what to expect from ATO audits and how to best prepare for them. If all goes well in an ATO audit of an SMSF auditor, the ATO may […]
Navigating Penalties and Past Precedents: Lessons from the Legal Front Concluding our series, Navigating the Tax Tide, this webinar addresses the critical aspects of managing and mitigating penalties in interactions with the ATO. Learn from past decisions and understand the different impacts of tribunal rulings versus court decisions. We'll discuss strategies for dealing with challenging […]
"The Commissioner never uses the General Anti-Avoidance Rule in Part IVA on small businesses..." or does he? Recent cases suggest otherwise. Over the past year, the Commissioner has actively applied Part IVA in various scenarios involving small to medium enterprises (SMEs), including: Minerva Case: Applying Part IVA where a trustee makes a low-taxed beneficiary presently […]
How all accountants and financial professionals can start using (free) Artificial Intelligence to save time and improve accuracy Artificial Intelligence (AI) has well and truly arrived in the tax and accounting industry – think ChatGPT, Google’s Gemini or Microsoft’s CoPilot. In today's competitive landscape, accountants are constantly seeking ways to streamline processes, enhance client services, […]
For many clients, retirement is usually a trigger to seek advice about their finances. There is much to consider, particularly for SMSF trustees as they have new responsibilities and considerations when a member retires, such as setting up an investment strategy for retirement, transfer balance account reporting, pension planning and maximising exempt current pension income. […]
We are extremely pleased to introduce our Market Mastery Series, the new Institute of Financial Professionals Australia (IFPA) Monthly Investment/Economic Focussed Webinar Series, designed to provide you with insightful analysis and practical guidance in the ever-evolving world of finance and investment. Episode 2 Discussion Points: Is this the ‘big one’ – start of a major correction/crash? If […]
What’s changing and what does this mean? From 26 August 2024, 3 major changes in employment law in Australia are taking effect -which will impact almost all employers. Join Olivia Ang (Partnerships Manager), Simon Obee (Principal Lawyer) and Annie Pellizzon (HR Advisory Manager) as they discuss the latest updates to workplace and employment legislation, and […]
The recent legislative changes to the non-arm’s length expense (NALE) provisions for SMSFs have softened the tax consequences for expenses of a “general” nature. However, there is no such luck for NALE of the “specific” kind. This session delves into the types of specific expenses that can be caught under the NALE rules and […]
Pricing for Professional Services in 2025 In this session, we will explore why pricing is crucial for the profitability and sustainability of your business. You will receive an overview of common pricing models (hourly, fixed, value-based, subscription) and learn how to choose the best one for your services and clients. We will discuss the challenges […]
Ethics plays a significant role in shaping and strengthening a profession. In this webinar, we will look at the instrumental role of the professional code of ethics in raising ethical and professional standards as a key anchor in the ethical decision-making process. The session will address the following: Ethics and moral awareness Code of ethics […]
On the setting up of a SMSF, all members are required to be individual trustees or directors of a corporate trustee. However, life events such as incapacity and death, may require someone to fill the shoes of the replaced individual. In this session, Phil Broderick will explore control of an SMSF and why it […]
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the must-know developments in the superannuation sector over the last three months. You'll gain valuable knowledge of the latest legislative and regulatory changes, understand the implications and what the changes mean for your clients, and identify […]
