About This Webinar
Are Your Tax Planning Strategies Keeping Up?

The Australian tax landscape is evolving and the margin for error has never been smaller.
From increased scrutiny on trust distributions to the ongoing complexity of Division 7A and related party arrangements, staying up-to-date demands precision.

Join David Boyar & Timothy Munro as they dive deep into:

  • Division 7A: Navigate the complexities of Div 7A, from the practical application of complying loan agreements, common compliance traps, and what advisers need to watch for when dealing with loans, payments, and debt forgiveness involving private companies.

  • Professional Firm Profit Allocations (PFP): Unpack the ATO's guidelines on how profits are allocated from professional firms — including the application of the Practical Compliance Guideline (PCG 2021/4). We'll examine the risk assessment framework, and what advisers need to consider when reviewing profit allocation structures for professional practices.

  • Section 100A: Trust distributions to family members can be straightforward in theory — but in practice, they're rarely simple. We'll work through the technical complexities of practical guidance on navigating grey areas so advisers can act with confidence when dealing with family group arrangements.


Learn how to structure, review, and implement services that stand up to ATO scrutiny.

Why This Webinar?

  • David and Tim are real accountants with deep practical experience and a genuine passion for helping accountants deliver services their clients value

  • We get straight to the point. It’s technical content you can apply straight after the webinar.

  • We address the exact provisions the ATO is actively scrutinizing.

  • We provide practical takeaways that you can apply directly to client engagements.

Presenters
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    David Boyar
    General Manager, ChangeGPS
    David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
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    Timothy Munro
    Founder & Executive Director, ChangeGPS
    Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.
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    Linda Bernard
    Product Manager