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2010 Seminar Series

Taxpayers Australia has announced the dates of the 2010 Seminar Series, to be held in Melbourne, Sydney and Brisbane.

Presented by Roger Timms, our 2010 Seminar Series will address topical and timely tax issues, including:

Fringe Benefits Tax (completed)

Melbourne Tuesday 23 February 2010
Sydney Thursday 18 February 2010
Brisbane Tuesday 16 February 2010

What you need to "get it right" in your 2010 return!

• FBT overview
• Identifying fringe benefits and calculating the taxable value
• FBT exemptions and concessions, for example shared and pooled vehicles
• Reportable fringe benefits, what are they and the basis of calculation?
• Documentation

Changes during 2009-10

• Amending legislation, including:
  • foreign income exemption changes to section 23AG ITAA36 which affect FBT liabilities, and
  • Tax Agent Services Act 2009 including agent responsibilities
• Newly released cases, rulings, determinations and interpretive decisions

Where is the current Tax Office compliance focus?

• 2009-10 Tax Office specific compliance issues
• Update of Tax Office audit/compliance activities

Living-away-from-home vs travelling for employment purposes

• How to determine living away from home vs travelling for business
• What are the consequences for the employer and employee in either scenarios?
• Recent Tax Office guidance in respect of living away from home allowances

What documentation must the employer maintain?

• Record keeping requirements
• What documentation the employer must obtain from the employee?
• What records are lodged with the FBT return?

Salary packaging update

• Is salary packaging still beneficial?
• Which items are best to salary package
• What is the employee contribution method?

Superannuation

Melbourne Thursday 29 April 2010
Sydney Tuesday 20 April 2010
Brisbane Thursday 22 April 2010
Baulkham Hills Friday 30 April (2nd Sydney session)

• what does the Henry Review mean for your superannuation strategy?
• how does the three year "bring forward" contribution rule work?
• how to add $1.0m to your annual contribution on a tax-free basis
• borrowing to acquire superannuation fund assets - the current position
• superannuation funds acquiring assets from related parties
• contractors, SGC obligations and the 10% rule.
  

Trusts

Melbourne Tuesday 13 July 2010
Sydney Thursday 15 July 2010
Brisbane Tuesday 20 July 2010

• distributing to beneficiaries after the High Court decision in the Bamford case
• dealing with trust capital gains in the hands of beneficiaries
• CGT concessions - how they apply to trusts
• testamentary trusts - the advantages and other issues
• distributing to a corporate beneficiary - the new "rules"
• family trust elections and interposed entity elections
  

CGT Fundamentals

Melbourne Tuesday 7 September 2010
Sydney Thursday 2 September 2010
Brisbane Thursday 9 September 2010

• the timing of CGT events
• working out the net capital gain - current year gains, current & prior year losses and discount gains
• the CGT treatment of different asset classes
• what makes up capital proceeds and cost base and when would the market value substitution rule apply?
• same asset and replacement asset rollovers - when are they available and the implications
• main residence exemption - all the tricks and traps!
  

GST and Property Transactions

Melbourne Tuesday 9 November 2010
Sydney Thursday 11 November 2010
Brisbane Tuesday 16 November 2010

• when will the sale of land constitute an enterprise?
• what are "new residential premises" for GST purposes?
• what are the implications of new residential premises acquired for resale instead becoming rental properties?
• when are premises "commercial residential" and how are they treated for GST purposes?
• the operation of the margin scheme
• the GST treatment of "off the plan" sales.
  

Introducing Roger Timms Roger is Taxpayers Australia’s National Technical Manager. 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. Here’s what some of Roger’s seminar attendees have said: - Roger was one of the best presenters I have ever experienced out of all tax seminars. - I found both the content and the presentation by Roger Timms to be first class. - Most practical seminar I have been to for a long time. - Presenter very knowledgeable & precise! 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. He has also written regular articles for Inside Tax and held the role of editor of the Lawyers Tax Manual.

Cost & Important Information Members: $187 (incl. GST) Non-members: $220 (incl. GST) Time: 9am - 12:30pm CPE/CPD Hours: 3.5 hours All attendees receive comprehensive notes & morning tea. Venues Melbourne*:  - Taxpayers Australia, 1405 Burke Road, Kew East, 3102 Victoria, or  - The Manningham, 1 Thompsons Road, Bulleen, 3105 Victoria Sydney: Menzies Hotel, 14 Carrington Street, Sydney, 2000 NSW Brisbane: Holiday Inn, 159 Roma Street, Brisbane, 4000 QLD Baulkham Hills: Crowne Plaza Norwest, 1 Columbia Court, Baulkham Hills, NSW 2153 * Venue subject to change from Taxpayers Australia to The Manningham, depending on attendance numbers.