Rarely is Division 7A out of the tax practitioner’s news. Either its tentacles are spreading wider than first thought, or the complexities of the Division are resulting in arrangements falling foul of the ATO. This session explores the issues encountered in practice, including:
One of the most difficult issues families face in succession planning is who should be trustee of a family trust when the parents who established it are no longer willing or able to continue. This session will provide a guide to control management issues and strategies for navigating and avoiding disputes, including:
Running a school is a complex process and relies on relationships with many stakeholders, service providers and the community. It is inevitable that disputes will arise, but the key to resolution lies in being prepared. This session provides a guide for schools on how to prepare for a dispute and steps to take to achieve resolution, including:
Conflicts of interest can take varying forms, including not only actual conflicts, but situations that may become conflicting, as well as situations that others may perceive to be a conflict of interest. The obligation the accountant in practice has, is to manage and minimize such conflict. This session is designed to assist with achieving that objective, including:
The May 2024 reforms promised a new era of stronger governance for body corporates — from towing obstructive vehicles to regulating smoking, controlling pets, and enforcing by-laws directly against subsidiary owners. Yet the reality has proven more complex. While the powers look sweeping on paper, their practical enforcement has raised legal, procedural, and cultural challenges for committees, lot owners, and their lawyers.
We understand the reality of electronic conveyancing. How much have we understood the essential risk management imperatives that go with it? This session looks at the key issues, including:
Professional conduct obligations and electronic conveyancing
Practical risk issues in identification of the client – preventing identity fraud
Dealing with discharge of mortgage and email hacking
Risks with electronic documents and electronic signatures
Recorded Webinar: Skills:Estimating Fees and Getting Costing Right (Practice Mgmt & Business Skills)
This session looks at what we normally get wrong in fee estimates and costing. Understanding the no-go zones on costing provides a path forward in efficient practice management. It includes:
You might already know the fundamentals about the upcoming AML reforms, however the real challenge lies in putting them into practice. With sweeping changes taking effect from 1 July, this session goes beyond the basics to focus on the operational realities of compliance in a property law practice. Learn how to translate regulatory requirements into workable systems and strategies, including: including:
Conflicts of interest can take varying forms, including not only actual conflicts, but situations that may become conflicting, as well as situations that others may perceive to be a conflict of interest. The obligation the accountant in practice has, is to manage and minimize such conflict. This session is designed to assist with achieving that objective, including:
Trusts are vital tools in family wealth management, requiring thorough examination by accountants. Trusts not only facilitate the preservation and transfer of assets across generations, they also offer a structured framework for safeguarding family wealth. In this five part webinar series, learn directly from the experts on the strategic use of trusts in the context of family wealth management. Dedicated sessions include trust distributions and section 100A, compliance issues with section 99B, as well as creating bullet-proof trustee distribution resolutions.