All events Face-to-face Queensland Local Tax Club

Local Tax Club - Townsville

March to November 2024

 

 

Local-tax-clubs

The latest tax knowledge, hot topics and local networking

Being part of your Local Tax Club will keep you on top of the latest tax knowledge, connected with peers in your local tax community and up to date on quintessential and hot topics which affect you and your clients.

Each session features a specialist tax topic presented by a subject-matter expert, and a monthly tax update to keep you abreast of Australia’s ever changing tax legislation.

  • Connect with local peers and discuss the latest knowledge over breakfast
  • Hear the latest in quintessential tax topics such as division 7A, superannuation, CGT and more, from subject-matter experts
  • Stay abreast of what's happening with a monthly tax update on all the latest cases
  • Gain nifty resources, stronger connections, and all the latest knowledge in tax

Our flexible registration options mean you can register for the full series or just select the sessions you wish to attend. You can also get your team involved with a company subscription and send a different person to each session.

Register for your Local Tax Club today! Gain nifty resources, stronger connections, and all the latest knowledge in tax.

To register for a single session please complete the registration form on the brochure and email to customeradmin@taxinstitute.com.au

Venue: Findex Townsville - Level 5/22 Walker St, Townsville City

1.5 CPD hours per session

Event Details

Full series registration

$ 350 - Individual series - 5-pack (member)

$ 500 - Individual series - 5-pack (non-member)

  • When21-March-2024 - 28-November-2024
  • FormatFace-to-face
  • CPD Hours7.5 (1.5 hours per session)

 

Program

21 March 2024
7:30 AM - 9:00 AM
1.5 CPD hours

This session will cover important commercial and tax considerations that should be taken into account in respect of the ongoing use of trusts and will discuss:

  • Asset protection (Richstar)
  • Family law (Spry) and payroll tax (Smeaton Grange) considerations; and
  • What does it means to consider beneficiaries (Owies) and more.

Presenter

David Hall, CTA, Findex

23 May 2024
7:30 AM - 9:00 AM
1.5 CPD hours

This informative session will discuss when a Family Trust Election and Interposed Entity Election are required and the issues that arise once these are in place. This session is a must-attend for all family advisers!

Presenter

David Hall, CTA, Findex

1 August 2024
7:30 AM - 9:00 AM
1.5 CPD hours

Presenter
Scott Vollmerhause, PVW Partners

3 October 2024
7:30 AM - 9:00 AM
1.5 CPD hours

The presentation will focus on 2 practical deceased estate administration problems including issues that arise in deeds of family arrangement, appropriation powers in wills, settlement of claims in estates and the relief available to executors and trustees of deceased estates touching on legal, duty and taxation considerations.

Presenter
Jarrad Mobbs, MobbsMarr Legal

28 November 2024
7:30 AM - 9:00 AM
1.5 CPD hours


       


 

Interested in raising your company's profile?

Contact our partnerships team to find out more about becoming a sponsor.