Fundamentals & Practical Aspects of Tax Compliance :
Presenter:
Alison Augustin B.Ec FIPA FCPA
Dates:
Thursday 6 November 2014
Time:
9.00am to 4.00pm
Venue:
IPA WA Division Training Room
Suite 9,100 Mill Point Road, South Perth
Fee:
Early Bird - Register before 30 October
Member $355.00 (inc GST)
Non-Member $435.00 (inc GST)
Part 1-Administration & Income Assessment
Topics
An introduction to the Australian Tax System and the
administrative requirements.
 Fundamentals of tax residency and its impact
 Brief introduction to income and deductions
 The concepts of income and supplementary income
 The different categories of income; ie taxable
income, adjusted taxable income, rebate income,
surcharge income and the implications of each
category
Regular - Register after 30 October
Member $375.00 (inc GST)
Non-Member $455.00 (inc GST)
Includes:
Course notes, lunch & tea breaks.
CPE Hours:
7
Introduction & Overview
This is the first part of a two-part course. Part 1 covers the
fundamentals and the practical aspects of what is required
and is essential to tax compliance; a concise
understanding of tax compliance that is not taught in
textbooks; the things that put the whole tax compliance
jigsaw together.
The main focus would be that of individual compliance and
the impact of whom and what is taxable and the
circumstances that lead to being assessable to tax.
This course encompasses questions on ‘how and what’
situations that come up from clients and the day to day
circumstances that surround tax compliance from the
client’s, the ATO’s and accountants’ point of view.
Learning Outcomes
Upon completion the attendees will understand
 key elements of tax compliance and tax returns
 application of relevant tax principles of income in
various circumstances
 different classes of income and how they impact the
taxpayer
 elements of tax residency and its implications on tax
compliance
 tax administration from a compliance standpoint
Recommended for:
This is an intermediate seminar recommended for recent
entrants to the profession who have some understanding
of tax, overseas professionals wishing to gain the basics
in Australian tax and bookkeepers.
About the presenter
ALISON AUGUSTIN B.Ec FIPA FCPA
AA Tax and Finance
Alison Augustin is the founding Director of the AA Tax
and Finance. She is also currently the Managing Director
of AA Tax Management. Alison is a Registered Tax
Agent, a Fellow of both the IPA and CPA. She holds a
Bachelor of Economics (Accounting) Degree from
Monash University, Australia. In her role as Director,
she provides advice on business setups, tax and
accounting services. She assists and advises on GST
implications on various businesses, particularly, property
development for companies. Alison has been a
presenter at the Tax Training Workshops for NAATI and
the IPA over the recent years. In her 20 years of work
experience, Alison has worked with major accounting
firms and as an External Tax Consultant for a multinational company and also public listed companies.
During her time with these establishments, she has
conducted various training sessions for staff members,
teaching them the fundamentals of tax and other
specialized topics. Alison has been involved in tax in
many different industries; Construction & Development,
Banking and Finance, Manufacturing, Oil and Gas,
Gaming & Investment, Hospitality, Education, Non-Profit
Organisations and Retail.
REGISTRATION FORM AND TAX INVOICE
ABN 81 004 130 643
Fundamentals & Practical Aspects of Tax Compliance:
Part 1 – Administration & Income assessment
Dates: Thursday 6 November 2014
Time: 9.00am to 4.00pm
Venue: IPA WA Division Training Room, Suite 9, 100 Mill Point Road South Perth
Register on-line at publicaccountants.org.au or complete registration form and return to:
Institute of Public Accountants, Locked Bag 9, South Perth, WA 6951
Ph: 08 9474 1755 Fax: 08 9474 2911 Email: wadivn@publicaccountants.org.au
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This document will be a Tax Invoice for GST purposes when you make full payment. Please keep a copy for your records.
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$266.25
$435.00
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$455.00
(Registration includes GST)
*Regional Members - All regional members located 200kms from Perth are entitled to a 25% discount on the registration fee.
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