The ability to receive a tax-free death benefit in relation to a parent-child relationship typically depends on being able to evidence financial dependency or the relevant criteria to establish an interdependency relationship. However, this topic is not well understood by many advisers and generally speaking, a parent-child or a grandparent-grandchild relationship does not satisfy the […]

Have you or your clients been contacted by the ATO regarding the asset valuations within their SMSF? This essential webinar will guide you through the necessary actions to mitigate the risk of attracting further attention from the ATO. During this session, we will explore the immediate steps you should consider to ensure compliance. Additionally, we […]

Guiding Principles: The Essentials of ATO Interaction Join us for the first installment of our illuminating three-part series, "Navigating the Tax Tide", designed to enhance your understanding of the Australian Taxation Office's (ATO) current priorities and your interactions with them. In this session, we'll dive into the essentials of tax governance, the management of tax […]

Fortifying Your Tax Defences: Strategies for Certainty and Compliance The second session of our "Navigating the Tax Tide" series focuses on empowering taxpayers with the knowledge to robustly defend their tax positions. Discover effective strategies for interacting with the ATO, preparing your documentation in anticipation of audits, and utilising ATO rulings to your advantage. This […]

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.   Deep Dive into Investment Markets with Ashley Owen We are also excited to feature Ashley […]

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, […]