Tax Workshop – Chatswood (Apr 2026)

15 Apr 2026 8:30AM – 10:30AM AEST

Tax workshops

$220.00 +GST

Click here to contact us about group pricing

Venue: The Chatswood Club, 11 Help Street, Chatswood NSW 2067

The Tax Workshop is perfect for sole practitioners and small practices, offering practical, expert-led sessions designed to refresh your knowledge and keep you ahead in the ever-changing tax landscape.

The following topics will be covered in the April session:

Tax Brief

What we cover: Our Tax Brief is a review of the current tax landscape to keep you up-to-date with any changes and current news.

Looking Outside the Superannuation Sphere

The tax concessions in superannuation make it an attractive investment vehicle, not only to save for retirement – the size of balances in some funds are there not because they will fund retirement but because earnings on balances over $2 million are taxed at only 15 %.

The Government has proposed to increase this rate to 30% to be applicable to fund income on balances over $3 million. There are caps on amounts that can be contributed to super, but super balances may have increased substantially (for some) as a result of astute investment earnings especially share trading. The generous superannuation concessions have eclipsed other avenues for investing long-term to build up a retirement nest egg. Not many investments have their tax capped at 15%.

In this session we consider the tax concessions that are provided in some other types of investments, including:

Investment bonds – tax-free after 10 years
Listed investment companies with capital gains
Early-stage investors – non-refundable carry-forward tax offset and modified CGT treatment
Managed investment trusts
Exchange traded funds and franking credits
Private companies – using franking credits and the 30% tax rate to reduce overall tax liability
Early-stage venture capital limited partnership (ESVCLP) – tax offset / exemption from income tax and capital gains from disposal of eligible venture capital investments made by the ESVCLP

WARNING: This session does not contain any evaluation of the merit of any particular type of investment.

All TaxBanter tax training qualifies as eligible CPE/CPD hours.

Terms and Conditions

Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.