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Tax Workshop – Newcastle (Jun 2026)

24 Jun 2026 8:00AM – 10:30AM AEST
Tax workshops

$260.00 +GST

Click here to contact us about group pricing

Venue: Apollo International Hotel Newcastle, Apollo 2, 290 Pacific Highway, Charlestown NSW 2290

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 June 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.

FTEs: The Practical Essentials

Even after 27 years in the 1936 Tax Act, the Trust loss rules in Schedule 2F can seem impenetrable. The judicial consideration of the rules has been limited, for example: 

  • Colonial First State [2011] FCA 16 – what is a fixed entitlement/fixed trust
  • Eldersmede Pty Ltd [2004] AATA 710 – the income injection test
  • Advanced Holdings Pty Limited ATF The Demian Trust [2020] FCA 1479 – the control test and circularity of distributions.

 

At least once a year advisers have to turn their minds to whether their clients’ trusts should have made a family trust election (FTE) and other entities an interposed entity election (IEE) in order to:

  • Recoup prior year losses against income received from another family entity or facilitate a loss company in which the trust has a majority interest to satisfy the continuity of ownership test
  • Satisfy the 45-day holding period rule in relation to franked dividend received by the trust so that beneficiaries can benefit from the franking credits escape the trustee beneficiary reporting rules
  • Satisfy ultimate ownership conditions for the purposes of the small business roll-over in Subdiv 328-G of the ITAA 1997

 

If an FTE or IEE has been made, consideration may have to be given to whether a revocation is desirable or even possible.

 

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.