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Recorded Webinars

Recorded Webinar: End of Financial Year Tax Planning with an Eye on the Anti-avoidance Rules

End of Financial Year Tax Planning with an Eye to the Anti-avoidance Rules With the busy tax season fast approaching, now is the time to consider tax planning options available to assist clients prior to the end of the financial year. This session takes a look at strategies to as

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About the Webinar

End of Financial Year Tax Planning with an Eye to the Anti-avoidance Rules

With the busy tax season fast approaching, now is the time to consider tax planning options available to assist clients prior to the end of the financial year. This session takes a look at strategies to assist with the planning, along with guidance on when the ATO may consider tax planning could cross over to the realm of the anti-avoidance provisions, including:

  • Tips and traps when using the deferring of income as a tax planning strategy
  • Prepayment of expenses:
    • The tax treatment
    • Issues to consider if the prepayment is solely tax driven
  • A bad debts and trading stock tax planning refresher
  • Tips to:
    • manage and maximise the benefits of accumulated franking credits
    • accelerate depreciation claims
  • Is definitely committing to associated directors fees/bonuses pre 30th June an effective tax deferral option? (Sec. 82 KK ITAA 1936)
  • Tax planning involving capital gains, including:
    • how Part IVA can apply if triggering offsetting capital losses (TR 2008/1)
    • utilising “catch-up” concessional superannuation contributions and the conditions to meet to ensure the deduction
  • Options available if tax planning uncovers that an alternative business structure may achieve a more favourable tax outcome moving forward
  • Checklist of tax planning options to consider

Presented By

Belinda Marschke
Principal, DBM Horizons Brisbane, Qld

Belinda is a Chartered Accountant with significant experience in public practice, including Big 4 accounting firms, in-house commercial roles and in her own tax agent and consulting practice.

Belinda has extensive experience in both tax and accounting both inhouse and in client facing roles in accounting and legal firms. Belinda’s client facing roles in accounting firms, and her in-house roles in law firms, have provided her with extensive experience in leading and managing professional services practices.

Belinda currently works with clients predominantly in the SME market advising both the business and its owners as trusted advisor on business and taxation issues. Belinda’s previous role leading the Finance function of a large proprietary group of companies with over $50 million turnover has provided her with a deep understanding of the financial risks facing privately owned corporations and their owners including corporate governance, regulatory requirements and the financial, tax and business drivers.

Who Should Attend?

This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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