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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:

CGT - The Essentials

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

• CGT implications when assets are removed from a company or trust, including vesting and liquidation
• CGT rollovers including transfers from individuals, partnerships and trusts to companies, marriage breakdown and exchanges of shares
• Partnerships: the implications upon formation, changes to composition and dissolution
• Small Business CGT concessions - demystify the operation of these valuable concessions with practical guidance and examples
• When will pre-CGT status of an asset be lost and the implications?

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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.

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Trusts (Completed)

Comprehensive notes detailing all the information covered in the seminar, including the PowerPoint presentation, are available in our online shop.

Melbourne Tuesday 13 July 2010
Melbourne Thursday 22 July 2010 (2nd session @ Taxpayers Australia)
Melbourne Friday 30 July 2010 (3rd session @ Taxpayers Australia)
Sydney Thursday 15 July 2010
Baulkham Hills Wednesday 28 July (2nd Sydney session)
Brisbane Tuesday 20 July 2010

• How are trust distributions affected by the High Court decision in Bamford?
• Is the Commissioner trying to limit the application of the Bamford principles in his Decision Impact Statement?
• How should a trust distribution resolution now be framed?
• Is the ability to "stream" income now lost as a result of the Commissioner's Bamford response?
• Urgent! Trust distributions for the 2010 year - what are the implications if I distribute to a corporate beneficiary following the issue of TR 2010/3?
• Does TR 2010/3 have retrospective effect?
• Should I now restructure from a trust to, say, a company?
• A round up of other key issues including distributing capital gains, trust losses,testamentary trusts and family trust elections

Fringe Benefits Tax (completed)

Comprehensive notes detailing all the information covered in the seminar, including the PowerPoint presentation, are available in our online shop.

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 (completed)

Comprehensive notes detailing all the information covered in the seminar, including the PowerPoint presentation, are available in our online shop.

Melbourne Thursday 29 April 2010
Melbourne Thursday 27 May 2010(2nd Melbourne session)
Sydney Tuesday 20 April 2010
Baulkham Hills Friday 30 April (2nd Sydney session)
Brisbane Thursday 22 April 2010

• Types of superannuation funds
• Types of contributions
• Taxation of contributions
• Taxation of investment earnings
• Taxation of benefits
• Retirement income streams
• Restrictions on investments made by superannuation funds
• Borrowing by superannuation funds
• Small business CGT concessions
• Tax Office guidance for SMSFs
• Summary of recent developments
• Impact of the Henry Review recommendations on the existing Superannuation tax arrangements

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.