TaxBanter Industry leading tax training. 2020
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TaxBanter Industry leading tax training. 2020
Table of
Contents
3 About TaxBanter
4 Our Clients
6-7 Our Team
8 In-house Tax Training
9 Public Sessions
11 2020 Special Topic Calendar
12 Online Tax Updates
& Special Topics
13 Tax Fundamentals
14 Online Superannuation
Training
16 Online Bookkeeper
Training
17 Our Media
18 Tax Library
19 Our Affiliates
2 enquiries@taxbanter.com.au 03 9660 3500 Created January 2020Who we are. We’re Australia’s leading experts in tax training, which is our passion and the core of our business. We pride ourselves on providing expert knowledge through high quality training services that are flexible, practical and relevant. Whether you’re a mid to large firm seeking an in-house training solution, a firm seeking online training options, or a sole practitioner wishing to keep up-to-date on all the latest tax developments on a budget, we have a product to fit your needs. We’re proud to offer modern, flexible and practical training at a reasonable cost. We love what we do and we’re proud to provide our clients with the highest quality service, materials and tax training experience possible. enquiries@taxbanter.com.au 03 9660 3500 Created January 2020 3
What our
clients say
about us.
“Always excellent sessions that all of our staff look forward to.
Our presenter is fantastic!”
Flor Hanly, Mackay QLD
“Our firm finds the interaction and ability to ask questions and
talk through actual current client situations with the group
very beneficial.”
Lonsdale Accounting & Bookkeeping Service, Adelaide SA
“TaxBanter is able to explain the most complex tax concepts
in simple everyday language. For me, they act as a translator
between the technical legislation and the practical application.”
Sole Practitioner, Adelaide SA
“Excellent knowledge of the presenters and rapport with
other practitioners. The group is very supportive, even for less
experienced accountants.”
Mt Eliza Tax & Accounting Pty Ltd, Frankston VIC
“All the accountants here love our trainer, he has
been with us for many years, his style and
approach suits us—we’d be lost without him!”
Tricor Services Australia, Sydney NSW
4 enquiries@taxbanter.com.au 03 9660 3500 Created January 2020enquiries@taxbanter.com.au 03 9660 3500 Created January 2020 5
Our team.
The strength of the TaxBanter business is a direct result of the quality of our team.
All of our Senior Trainers have extensive experience in delivering tax courses, as
well as strong backgrounds in professional practice. Our team of trainers offers
exceptional levels of variety, specialisation and experience in all focus areas.
You can also find most of us on LinkedIn!
Trainers
Neil Jones Lee-Ann Hayes Michael Messner
CPA, CTA BBus (Accounting), BSc (Banking &
Director & Senior CPA Finance) Hons,
Tax Trainer Senior Tax Trainer MSc (Economics),
MBus (Professional
Daniel Biancardi George Housakos Accounting), CPA, CPA
B.ECOM, CA B.ECOM, MIPA, AFA Canada, Registered Tax
Senior Tax Trainer Senior Tax Trainer Agent
Senior Tax Trainer
Jenny Daborn Robyn Jacobson
BCom, MTax, CPA BCom, FCA, FCPA, CTA, Garry Payne
Senior Tax Trainer Registered Tax Agent BCom, LL.B, Solicitor of
Senior Tax Trainer Supreme Court of NSW
Veronica Doody Senior Tax Trainer
BBS (Accounting), Brian Kamenetzky
LL.B, Dip Ed, CA BA, LL.B Nicole Rowan
Senior Tax Trainer Senior Tax Trainer LL.B(Hons), Solicitor
of Supreme Court of
Tim Edgecombe Meng Lee Victoria, GradDipEd,
BCom, MTax, CA, CTA BAHons (Accounting Diploma of
Senior Tax Trainer & Economics), LL.B, Management
GDip (Commercial & Senior Tax Trainer
Debbie Ghuliani Taxation Law)
BCom, CA, CTA Senior Tax Trainer Leanne Saunders
Senior Tax Trainer MTax, BSc, Dip FS, CTA
Gary Martin Senior Tax Trainer
Lynne Gibson BCom, MTax, Dip Ed,
BA (Accounting and FTIA Fred Schenck
Economics), FCA, CTA, Senior Tax Trainer MTax, BBus, CPA, CTA,
FTIA Registered Tax Agent
Senior Tax Trainer Craig McCormick Senior Tax Trainer
BBus, M Com Law, CA,
CTA, F Finsia, MAICD,
Registered Tax Agent
Senior Tax Trainer
www.taxbanter.com.au/trainers
6 enquiries@taxbanter.com.au 03 9660 3500 Created January 2020Writers Letty Chen CTA, CA, MTax, GDipLegalStud, B.Acc (Hons) Tax Writer/Projects Helen Cosby BA, M Comm, CTA Senior Tax Writer Vesna Iskra HD(TL), B Ec, LLB, LLM, M Tax Studies, Dip Legal Prac Senior Tax Writer Lydia Kovacevich MTax, M.Acc., BEconFin Tax Technical Writer Michelle Parsons BA (Hons), LLB, LLM Admitted to the Supreme Court of Victoria and the High Court of Australia Tax Technical Writer www.taxbanter.com.au/writers enquiries@taxbanter.com.au 03 9660 3500 Created January 2020 7
In-house
tax training.
Our most popular offering, in-house sessions
are the most cost-effective way for teams of 8
or more practitioners to stay up-to-date on the
latest tax developments.
Our trainers deliver tailored sessions at your
firm on a schedule convenient to you. In-house
sessions typically include a general Tax Update,
along with a Special Topic of your choice.
Pricing starts from $2035 (inc. GST) for a 2-hour
session, and we can tailor your session duration
and frequency to meet your firm’s needs.
Did you know?
We have delivered tax training to over half of the
AFR Top 100 firms.
www.taxbanter.com.au/in-house
8 enquiries@taxbanter.com.au 03 9660 3500 Created January 20202020 Public session training. Our public sessions are an excellent way for smaller practices and sole practitioners to stay up-to-date with the latest tax developments while networking in a comfortable group setting. Public sessions include a general Tax Update, along with a Special Topic. We offer public sessions around cities and regional areas nationally – visit our website for each location’s schedule and to register. Pricing starts from $209 (inc. GST) per session. Register for a full series to receive a 15% discount. Victoria NSW Western Australia Box Hill Chatswood Busselton/Bunbury Frankston Norwest Perth Macedon Ranges Newcastle Melbourne CBD Sydney South Australia Mildura Adelaide Mount Waverley Queensland St Kilda Rd (AM Brisbane Northern Territory and PM sessions) Gold Coast Darwin www.taxbanter.com.au/public-sessions enquiries@taxbanter.com.au 03 9660 3500 Created January 2020 9
10 enquiries@taxbanter.com.au 03 9660 3500 Created January 2020
2020
special topics.
Accompanied with case studies and real-life examples, our
Special Topics are practical yet detailed analyses of topical areas
of tax law or practice. Our Special Topics are an in-depth look
at some of the topical matters regularly encountered by tax
professionals.
You can view the full description of each Special Topic on our
website at:
www.taxbanter.com.au/in-house-special-topics-2020
2020
Special Topics
January July
PAYG revisited CGT event E4
February August
Employment termination payments Taxing expatriates
March September
Employee share schemes Trust or company
April October
Division 7A – the state of play Loss or destruction of business assets
May November
ATO access powers Liquidation and
administration of companies
June December
Relevance of accounting Personal services
treatment for tax purposes income revisited
“I frequently refer back to special topic notes, sometimes years
after the session.”
TaxBanter client, Bunbury WA
enquiries@taxbanter.com.au 03 9660 3500 Created January 2020 11Online tax training:
tax updates
& special topics.
Created with the busy professional in mind, our monthly online Tax Updates and
Special Topics series offer you the flexibility to attend the session live, or at a time
suitable to you.
Throughout these sessions, attendees can interact with the presenter via a live
chat function.
Monthly Tax Update
Our Updates ensure our clients are fully informed of:
• ATO announcements and rulings
• Court and AAT decisions
• Proposed changes to the tax law
• Emerging Tax Issues
Monthly Special Topics
Our Special Topics, presented on a separate schedule, are intended to
educate our clients with detailed analyses of specific areas of tax law.
Our 2020 Special Topics program can be viewed on page 11.
Prices start from $187 (inc. GST) per session. Register for a full
series to receive a 25% discount.
www.taxbanter.com.au/online-tax-training
Note:
All of our past sessions can also be purchased
individually on demand for a specialised
learning experience.
12 enquiries@taxbanter.com.au 03 9660 3500 Created January 2020Tax Fundamentals face-to-face. Tax Fundamentals is a popular 2-day workshop we facilitate twice a year in Sydney and Melbourne as a well-rounded overview or refresher to tax. In these sessions, we review nine major topics in detail in an engaging, interactive environment while using real-life scenarios and case studies. We offer a 2-for-1 discount, along with discounts for groups. Locations and Dates Times for all days are 9am-4:30pm Melbourne Sydney 4-5 March 25-26 March 9-10 September 14-15 October Pricing: $1320 (inc. GST) per person. Additional registrations receive a 50% discount. Tax Fundamentals Modules Deductions Capital Gains Tax (CGT) Fringe Benefits Tax (FBT) Assessable Entities Superannuation Income Capital Allowances Goods & Services Tax (GST) Tax Administration Tax Fundamentals online. Can’t make the Melbourne or Sydney sessions? Tax Fundamentals Online offers the same experience and content of our annual workshops through an innovative, interactive online learning environment. Pricing: Full series: $1320 (inc. GST) per person. Additional registrations receive a 50% discount. For further details and to register: www.taxbanter.com.au/tax-fundamentals enquiries@taxbanter.com.au 03 9660 3500 Created January 2020 13
Superannuation
training
online.
Our practical and engaging Superannuation Online webinar
series is a comprehensive program intended for tax practitioners
specialising in the superannuation space. Each quarter, we present
a Superannuation Update, and we also offer a separate quarterly
Special Topic focused on Super.
Facilitated by Neil Jones, our director and a nationally-renowned
Super specialist, these sessions develop participants’ knowledge
through the use of real-life scenarios and examples.
You can attend these sessions live, or view them as recordings at
a time suitable to you.
Pricing:
$209 per session (inc. GST). Receive a 25% discount when
registering for the full series. Group discounts also apply.
Superannuation
Training Online
March: September:
Super Update Super Update
March: Contributions—getting September: The taxation of SMSFs
the money into your SMSF
July: December:
Super Update Super Update
July: The conditions of release: December: Non arms-length income:
The details How does it really work?
For further details and to register:
www.taxbanter.com.au/super-online
14 enquiries@taxbanter.com.au 03 9660 3500 Created January 2020enquiries@taxbanter.com.au 03 9660 3500 Created January 2020 15
Tax for BAS Agents
& Bookkeepers
online.
Our bimonthly BAS and Bookkeeper Online webinar series
focuses on understanding the tax consequences of common
business transactions, and certain traps to avoid while using
common real-life examples.
A technical paper is included as a resource to refer back to.
You can attend these sessions live, or view them as recordings
at a time suitable to you.
Pricing:
Single session: $88 per person per session (inc. GST).
Full series: $528 (inc. GST).
Special Topic schedule by month:
Special Topics
Monthly Schedule
February— August—
Investment and rental properties Superannuation update
April— October—
FBT: What’s hot? Capital gains tax: The basics
June— November—
Payroll tax issues GST administrative issues
For further details and to register:
www.taxbanter.com.au/tax-for-bookkeepers
16 enquiries@taxbanter.com.au 03 9660 3500 Created January 2020Tax
Yak.
Tax Yak Podcast
Our unique approach to a tax podcast – accessible, informal
and offering a large range of special guests, who are well
known experts in their field.
• Launched in 2018
• Over 22k streams in our first year
• Listened to in 49 countries
• New episodes each month
• Over 30 expert guests
• Hosted by Robyn Jacobson, Women in Finance
Awards 2019 Thought Leader of the Year
www.taxbanter.com.au/tax-yak-podcast
Banter
blog.
Banter Blog
An excellent, free resource used by accountants throughout
Australia in order to stay on top of the latest tax developments
and commentary.
• Launched in 2017
• Written by our team of technical tax experts
• Over 140k article views since our launch—meaning we
are trusted by many in the industry
www.taxbanter.com.au/banter-blog
enquiries@taxbanter.com.au 03 9660 3500 Created January 2020 17TaxBanter
Tax Library.
Exclusive to TaxBanter in-house clients and full series registrants,
Tax Library is your go-to resource for all things tax.
What’s in the Tax Library?
• Special Topic materials from your sessions
• Search, browse or filter our library of tax articles
• Historical Federal Budget summaries
You can access Tax Library by logging in with your
credentials through:
www.taxlibrary.taxbanter.com.au
For more info:
www.taxbanter.com.au/tax-library
18 enquiries@taxbanter.com.au 03 9660 3500 Created January 2020Our
affiliates.
Need further tax assistance? Our affiliates, Webb
Martin Consulting and TaxEd provide a range of services
to suit your needs.
Webb Martin Consulting
WMC provides practical, independent and cost-effective tax
solutions. Our team of expert consultants has a broad range of
specialty areas and can efficiently solve your complex tax issues.
To learn more about Webb Martin Consulting, visit:
www.webbmartinconsulting.com.au
TaxEd
In operation since 2003, TaxEd has become recognised as the
primary provider of taxation support and training services to
the Government and not-for-profit (NFP) sector across Australia.
TaxEd is a membership service that includes:
• The ability to ask our expert panel your
specific tax questions
• A monthly newsletter containing tax tips
and articles that will save you time
• A searchable library of tax-related articles
• Free bimonthly legislation updates via webinars
• And more!
To learn more about TaxEd, visit:
www.taxed.com.au
enquiries@taxbanter.com.au 03 9660 3500 Created January 2020 19Level 9, 41 Exhibition Street Melbourne, VIC 3000 www.taxbanter.com.au
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