TaxBanter · Sole Practitioner, Adelaide SA “Excellent knowledge of the presenters and rapport...

TaxBanterIndustry leading tax training.

2020

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 BookkeeperTraining

17 Our Media

18 Tax Library

19 Our Affiliates

Table of Contents

2 [email protected] 03 9660 3500 Created January 2020

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.

Who we are.

[email protected] 03 9660 3500 Created January 2020

“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 hasbeen with us for many years, his style andapproach suits us—we’d be lost without him!”

Tricor Services Australia, Sydney NSW

What ourclients say about us.


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!

Our team.

www.taxbanter.com.au/trainers

Neil JonesCPA, CTADirector & SeniorTax Trainer

Daniel BiancardiB.ECOM, CASenior Tax Trainer

Jenny DabornBCom, MTax, CPASenior Tax Trainer

Veronica DoodyBBS (Accounting), LL.B, Dip Ed, CASenior Tax Trainer

Tim EdgecombeBCom, MTax, CA, CTASenior Tax Trainer

Debbie GhulianiBCom, CA, CTASenior Tax Trainer

Lynne GibsonBA (Accounting and Economics), FCA, CTA, FTIA Senior Tax Trainer

Lee-Ann HayesBBus (Accounting), CPASenior Tax Trainer

George Housakos B.ECOM, MIPA, AFASenior Tax Trainer

Robyn JacobsonBCom, FCA, FCPA, CTA, Registered Tax AgentSenior Tax Trainer

Brian KamenetzkyBA, LL.BSenior Tax Trainer

Meng LeeBAHons (Accounting & Economics), LL.B, GDip (Commercial & Taxation Law)Senior Tax Trainer

Gary MartinBCom, MTax, Dip Ed, FTIASenior Tax Trainer

Craig McCormickBBus, M Com Law, CA, CTA, F Finsia, MAICD, Registered Tax AgentSenior Tax Trainer

Michael MessnerBSc (Banking & Finance) Hons, MSc (Economics), MBus (Professional Accounting), CPA, CPA Canada, Registered Tax AgentSenior Tax Trainer

Garry PayneBCom, LL.B, Solicitor of Supreme Court of NSWSenior Tax Trainer

Nicole RowanLL.B(Hons), Solicitor of Supreme Court of Victoria, GradDipEd, Diploma of ManagementSenior Tax Trainer

Leanne SaundersMTax, BSc, Dip FS, CTASenior Tax Trainer

Fred SchenckMTax, BBus, CPA, CTA, Registered Tax AgentSenior Tax Trainer

6

Trainers


www.taxbanter.com.au/writers

7

WritersLetty ChenCTA, CA, MTax, GDipLegalStud,B.Acc (Hons)Tax Writer/Projects

Helen CosbyBA, M Comm, CTASenior Tax Writer

Vesna IskraHD(TL), B Ec, LLB, LLM,M Tax Studies, Dip Legal PracSenior Tax Writer

Lydia KovacevichMTax, M.Acc., BEconFinTax Technical Writer

Michelle ParsonsBA (Hons), LLB, LLMAdmitted to the SupremeCourt of Victoria and theHigh Court of AustraliaTax Technical Writer


In-housetax 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


2020Publicsessiontraining.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.

VictoriaBox HillFrankstonMacedon RangesMelbourne CBDMilduraMount WaverleySt Kilda Rd (AMand PM sessions)

NSWChatswoodNorwestNewcastleSydney

QueenslandBrisbaneGold Coast

Western AustraliaBusselton/BunburyPerth

South AustraliaAdelaide

Northern TerritoryDarwin

www.taxbanter.com.au/public-sessions


2020special 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

2020Special Topics

JanuaryPAYG revisited

July CGT event E4

FebruaryEmployment termination payments

AugustTaxing expatriates

MarchEmployee share schemes

SeptemberTrust or company

AprilDivision 7A – the state of play

October Loss or destruction of business assets

MayATO access powers

NovemberLiquidation andadministration of companies

JuneRelevance of accountingtreatment for tax purposes

DecemberPersonal servicesincome revisited

“I frequently refer back to special topic notes, sometimes years after the session.”TaxBanter client, Bunbury WA


Online 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 toeducate 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 fullseries to receive a 25% discount.

www.taxbanter.com.au/online-tax-training

Note:All of our past sessions can also be purchasedindividually on demand for a specialisedlearning experience.


Tax Fundamentalsface-to-face.

Tax Fundamentalsonline.

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 DatesTimes for all days are 9am-4:30pm

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

Melbourne4-5 March9-10 September

Sydney25-26 March14-15 October

Tax Fundamentals Modules

Deductions Capital Gains Tax (CGT) Fringe Benefits Tax (FBT)

Assessable Income

Entities Superannuation

Capital Allowances Goods & Services Tax (GST) Tax Administration

Pricing: $1320 (inc. GST) per person. Additional registrations receive a 50% discount.


Superannuation trainingonline.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.

SuperannuationTraining Online

March:Super Update

September:Super Update

March: Contributions—gettingthe money into your SMSF

September: The taxation of SMSFs

July:Super Update

December:Super Update

July: The conditions of release:The details

December: Non arms-length income: How does it really work?

For further details and to register:www.taxbanter.com.au/super-online


Tax for BAS Agents & Bookkeepersonline.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 TopicsMonthly Schedule

February—Investment and rental properties

August —Superannuation update

April—FBT: What’s hot?

October—Capital gains tax: The basics

June—Payroll tax issues

November—GST administrative issues

Special Topic schedule by month:

For further details and to register:www.taxbanter.com.au/tax-for-bookkeepers


TaxYak.

Banterblog.

Tax Yak PodcastOur 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 BlogAn 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


TaxBanterTax 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 yourcredentials through:www.taxlibrary.taxbanter.com.au

For more info:www.taxbanter.com.au/tax-library


Ouraffiliates.Need further tax assistance? Our affiliates, WebbMartin Consulting and TaxEd provide a range of servicesto suit your needs.

Webb Martin ConsultingWMC 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

TaxEdIn 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


Level 9, 41 Exhibition StreetMelbourne, VIC 3000

www.taxbanter.com.au

TaxBanter · Sole Practitioner, Adelaide SA “Excellent knowledge of the presenters and rapport...

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