FBT Roadshow

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					Roadshow Series 2010 - The Premier Practical Tax Education Series


FBT Roadshow
February 2010

Presented by Grant Thornton                                                   4
                                                                            CPD HRS




                                 Everything you need to
                                         know for 2010
                                          All delegates will receive
                                         a practical reference guide
                                                for future use.


                                    3 Hear the latest FBT updates
                                    3 Review key concepts and trouble spots
                                    3 Discover planning opportunities for
                                        your clients

                                    3 Work through case studies that illustrate
                                        the practical application to your practice

                                    3 Take advantage of group discounts



                        Online

                        Save time, register online at
                        www.taxinstitute.com.au/fbt



        Adelaide | Brisbane | Launceston | Melbourne | Perth | Sydney
Roadshow Series 2010 - The Premier Practical Tax Education Series

FBT Roadshow
Dates and venues
Location      Date                        Venue                                                       Presenter

Adelaide      Wednesday 17 February       Intercontinental Adelaide, North Terrace, Adelaide          David Hawkes ATIA

Brisbane      Tuesday 23 February         UQ Downtown Brisbane, 345 Queen Street, Brisbane            Paul Banister FTIA

Launceston    Friday 26 February          Peppers Seaport Hotel, 28 Seaport Boulevard, Launceston     Elizabeth Lucas ATIA

Melbourne     Tuesday 16 February          Kooyong Lawn Tennis Club, 489 Glenferrie Road, Kooyong     Elizabeth Lucas ATIA

Perth         Wednesday 24 February        The Melbourne Hotel, Cnr Hay and Milligan Streets, Perth   Paul Dawson FTIA

Sydney        Thursday 25 February         The Grace Hotel, 77 York Street, Sydney                    John Ross FTIA




About the program
FBT is not only concerned with completing annual returns, it is an ongoing issue in the lifecycle of a business. It requires constant
attention and planning to ensure advisers stay at the forefront of new developments and opportunities for their clients.
Through a combination of technical and workshop sessions, the 2010 FBT Roadshow will address current issues and recent
changes and ensure you are equipped with everything you need to deal with your clients’ FBT transactions and planning issues.
By the end of the session attendees will have a thorough understanding of the current FBT environment and the issues and
opportunities relevant to their clients.


Why attend?
  To gain an awareness of crucial FBT concepts and recent developments
  To take a practical look at the calculation of taxable values
  To ensure you have a thorough understanding of the problem areas of FBT and trouble spots to be aware of
  To benefit from practical examples and case studies illustrating tax compliance issues and planning strategies to reduce FBT
  liabilities
  To ensure you are maximising opportunities available to you and your clients
  To receive the tools you need for practical application within your practice


Who should attend?
This session is intended for tax practitioners with a basic understanding of the key principles underlying FBT and salary
packaging. It is an ideal refresher for small practitioners wanting to update their FBT skills, and an excellent program for those in
medium to large practices with 2 – 3 years experience.
If your practice prepares and reviews FBT returns and advises clients on FBT and salary packaging, this seminar is a must!


Delegate workbook
Delegates will receive a comprehensive, easy to use workbook that will:
  Provide a broad update on the fundamentals
  Clearly highlight recent developments of which you need to be aware
  Highlight common mistakes to avoid
  Provide you with tips and advice from the experts
  Include case studies and worked examples applying what you have learnt
  Serve as a reference guide for future use.
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8.00am – 8.30am                                                                                               ORE DETAIL
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Registration

8.30am – 1.00pm

Technical session – FBT update                                           Workshop session
The FBT update session will include discussion on recent                 The workshop element will include case studies on various
legislative changes, significant case law, ATO interpretive              topics including:
decisions, rulings and determinations. You will also learn                 Car and car parking benefits
how to minimise the cost of providing employee benefits and
                                                                           Entertainment
maximise the benefits of salary packaging for your organisation.
Specifically, the session will cover:                                      Available exemptions

 What’s new?                                                               Effective salary sacrifice arrangements.

 Benefits provided in respect of employment                              The program will include session breaks and question time.
 Calculating the fringe benefit taxable amount
 Employee contributions
 Gross up formula
 Excluded benefits
 Reportable fringe benefits
 Meal entertainment fringe benefits
 Record keeping
 The Commissioner’s guidelines
 Rebatable employees and PBI’s
 Exemptions for not-for-profit employees.


Presenter profiles
Paul Banister FTIA is a Tax Director who leads Grant Thornton’s Taxation Services team in Brisbane. Paul has over 20 years’
experience advising a wide range of corporate and family groups on taxation and business issues. Paul’s expertise includes
extensive experience in packaging of remuneration and benefits and dealing with the associated compliance with and management
of employment tax issues.

Paul Dawson FTIA is a Senior Manager at Grant Thornton in Perth. Paul has over 15 years’ experience in public practice and
specialises in corporate taxation, business structures and indirect taxes. Paul has significant experience in advising businesses on
their FBT compliance obligations and the application of the FBT law to their particular circumstances.

David Hawkes ATIA is a Senior Manager in the Taxation Services Group of Grant Thornton and has 12 years’ experience in
advising clients on a wide range of taxation issues. David leads the Fringe Benefits Tax team in Adelaide and has considerable
experience in advising both public and private sector clients on FBT compliance and effective remuneration strategies. David has
also had extensive involvement in development and delivery of FBT seminars.

Elizabeth Lucas ATIA is an Associate Director at Grant Thornton, Melbourne. Elizabeth is a member of the Fringe Benefits Tax
NTLG and a regular commentator on tax effective remuneration strategies and FBT in the press. Elizabeth has specific expertise
in the not for profit sector.

John Ross FTIA is a Tax Director at Grant Thornton, Sydney. John has led the Fringe Benefit Tax Return Program at Grant Thornton
Sydney since 2003 and their annual seminar on FBT. John has extensive experience in salary packaging and benefits and has
worked out of London for two years on global expatriate tax assignments for clients.

Each roadshow presenter will be supported by an additional representative from the Grant Thornton team.
                Roadshow Series 2010 - The Premier Practical Tax Education Series                                                                                                                        WD
                FBT Roadshow

                Registration Form/Tax Invoice                                                                                                                                                       4
                                                                                                                                                                                                 CPD HRS
                This document will be a tax invoice for GST upon completion and payment. Please retain original copy for your records.
                Please photocopy for additional delegates. All prices quoted include GST.


                      Online                            Save time, register online at www.taxinstitute.com.au/super
                             Fax          to 02 8223 0077 or                              Mail          to PO Box H185, Australia Square, Sydney NSW 1215

                                                                                                                                                                                 ABN 45 008 392 372
                  Select Location
                        Adelaide                                        Launceston                                Perth
                        Brisbane                                        Melbourne                                 Sydney

                  Select your registration type                                                             Member                       Non-member                    New-member3
                  Standard                                                                                       $395                         $475                         $575
                  Group discount (3+ people from the same firm)1                                                 $316                         $475                         $575
                  Multi-roadshow discount (any three roadshow sessions)2                                         $316                         $475                         $575


                  1
                    Group discount: A 20% discount applies to Members when 3 or more people from the same firm register together.
                  2
                    Multi-roadshow discount: A 20% discount applies to Members when firms attend any 3 or more roadshow sessions in January – June 2010. Please complete a separate form for each person (all forms
                    must be submitted together). If one person is attending more than one roadshow, please select the other session/s they wish to attend from the list below:
                       2010 Superannuation Roadshow           2010 Tax Effect Accounting Roadshow
                  3
                    New member: For an additional $100 on the non-member rate, become a Member of the Taxation Institute of Australia. Membership will run from 1 January 2010 to 30 June 2010 and includes
                    a free 2 week trial to MemberPlus, upon request.


                 Delegate Contact Details
                Prefix: (Mr/Miss/Ms/Mrs/Other)                                                                    Company:
                Preferred Name:                                                                                   Title:
                Last Name:                                                                                        Tel:
                Member No:                                                                                        Mobile:
                Postal Address:                                                                                   Email:
                                                                    Suburb:                                       Fax:
                State:                                              Postcode:                                     Dietary Requirements:

                 Payment Method
                Please note: All registration payments must be made prior to the event, unless other arrangements have been made within the Taxation Institute.


                      I enclose a cheque* for                   $                                                 Card no.:

                      Please charge my credit card              $
                                                                                                                  Expiry date:
                Card Type:
                      AMEX                  Visa                 MasterCard                Diners                 Cardholder’s signature:

                                                                                                                 Cardholder’s name:
                For registration enquiries, please call 02 8223 0047 or email registrations@taxinstitute.com.au
                For event enquiries please contact your local office:
                NSW/ACT 02 8223 0040                              VIC/TAS 03 9603 2000                    QLD 07 3225 5200                      SA 08 8357 8113                    WA 08 9322 2004
                *Please make cheque payable to Taxation Institute of Australia.                                                                                             Date of Issue: November 2009

                      Replacements                                                                                   Cancellations
                      Please note registrations for the event are not interchangeable but                            The Taxation Institute must receive cancellations in writing five working days
                      replacements are acceptable. Please notify us at least two days prior                          prior to the seminar. No refund will be given for cancellations received within
                      if you intend on sending a replacement. CPD hours will be allocated                            five working days of the event. A replacement may be nominated. Further
                      to the designated attendee. If the replacement is not a Member,                                details on the Taxation Institute’s cancellation policy can be found at
                      the non-member registration fee will apply.                                                    www.taxinstitute.com.au

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