In the lead up to financial year-end, our property fund experts offered an online tax and accounting training session specifically for property funds.
The training session provided the opportunity to maintain and develop expertise in managing the compliance for property funds, and assist with processes when working with an accounting firm such as ours.
The session delivered a deeper insight into the technical and information requirements when preparing accounts, demonstrated how tax components are calculated and common accounting vs. tax differences.
Our property fund experts spent time running through the basic tax knowledge of property trusts, and extended across the following topics:
- Removal of special purpose financial reporting
- Key financial reporting requirements for property funds
- Managed Investment Trusts and Attribution Managed Investment Trusts
- General taxation of trusts
- Calculation of taxable income and tax deferred income
- Accounting vs. tax differences and common adjustments
SW Speakers
René Muller
Partner, Assurance and Advisory Services
SW
Luke Fernandes
Associate Director, Tax
SW
Carmelin De Francesco
Senior Manager, Tax
SW
Our 2022 Financial Reporting webinar series will run across four interactive sessions presented by accounting experts.
This year, the series will be delivered online, and sessions are spread across the year with a focus on topics of particular relevance and importance to our clients in 2022, and also provide you with a general update on what’s new in financial reporting.
Series details
Timing
Each webinar will run from 1pm – 2pm on a Thursday.
Sessions
1 Share-based payments: 28 April 2022
This session delved into the key tax and accounting issues surrounding share-based payments with insightful worked examples. The webinar covered:
- Overview and background
- Recent changes to tax legislation
- What is a share-based payment?
- Vesting conditions
- Recognition and measurement – worked example
- Valuation methodologies
2 Financial services: 19 May 2022
Our experts focused on financial services and provided an update on:
- Regulatory update – accounting standards, regulatory bodies
- SIV fund compliance update
- AFSL compliance update including transition to general purpose financial reporting
- Tax update for financial services
3 Financial Reporting update for financial year end 30 June 2022: 9 June 2022
Our experts provided insight and an update on:
- Accounting standard changes
- Key focus areas for 30 June 2022 reporting
- ASIC update and focus areas
- Corporate governance update
- Other regulatory changes
4 Financial Reporting update for financial year end 31 December 2022: 17 November 2022
Our experts will cover:
- Accounting standard changes
- Key focus areas for 31 December 2022 reporting
- ASIC update and focus areas
- Corporate governance update
- Other regulatory changes
Series experts
Further experts to be announced shortly.
René Muller
Partner, Assurance and Advisory Services
SW
Jimmy Cao
Associate Director, Assurance and Advisory Services
SW
Justin Batticciotto
Associate Director, Tax
SW
Vikas Nahar
Director, Corporate Finance
SW
Bessie Zhang
Partner, Assurance and Advisory Services
SW
Rami Eltchelebi
Partner, Assurance and Advisory Services
SW
Simon Tucker
Director, Tax
SW
Brent Sheers
Senior Manager, Assurance and Advisory Services
SW
Contact us
If you have any queries or would like more information, please contact the Marketing team via [email protected].