In-House Training

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Organisations
face the constant challenge of tax law changes, payroll changes, workforce changes, operational inefficiencies and gaps in processes, often resulting in increased compliance costs.

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Our in-house training is designed to provide organisations with better knowledge and awareness of their employment tax obligations and help teams achieve long-term objectives. We make sure that clients receive the full benefit of our in-house training by providing a simple and hassle-free training solution.

To ensure this:

1. You decide the agenda – we will work with you to design the session
2. You decide the time, location and length of the session
3. You choose the audience (Finance, Tax, HR, Payroll teams, etc)
4. You choose the style (presentation, workshop, discussion group, etc

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Here are examples of areas we can provide training on:

Entertainment Expenses and FBT

The reporting of Entertainment in annual FBT Returns remains the biggest challenge.

We’ll help you to meet the challenge by understanding the FBT, GST and Income Tax implications of Entertainment Expenses and how to differentiate from deductible meals.

Unravelling the FBT, GST, Income Tax, accounting and process challenges associated with Entertainment fringe benefits. Particular focus on Policy and Process to achieve FBT savings and best practice approach

Particular focus areas will include:

1. How to achieve FBT savings through valuation, planning and structuring.
2. Food & Drink, when does it constitute Entertainment
3. Alcohol Consumption
4. Travel Expenses
5. Other types of Entertainment.
6. Sustenance and Policy development.

Paul will highlight best practice process, common errors and dispel the many myths.

Cars, Car Parking and Exemptions

A detailed analysis of the FBT rules as they apply to motor vehicles and car parking including alternate valuation methodologies and application of the concessions and exemptions.

We will focus on the key FBT rules, areas of risk for motor vehicles, and ways to reduce an employer’s FBT cost.
We will cover the current areas of ATO concern and consultation including safe harbor rules for logbook, pooled cars, claiming exemption and car parking market valuation. Attendees will be given an understanding of the key areas to focus on for managing FBT, fleet planning strategies and policy implementation. Paul will highlight the common errors and dispel the many myths.

The FBT car parking rules are complex and require careful consideration to ensure compliance and to maximise savings.

We will provide you with a clear understanding of the rules governing car parking fringe benefits, the steps required to ensure compliance and strategies to minimise FBT liabilities.

Relocations, Remote Area, LAFHA and FBT

Understanding the FBT implications and FBT reporting requirements for mobile employees.

FBT Reporting requires an understanding of employee mobility & relocations and an analysis of the associated employee costs to determine the FBT implications.

The FBT law contains many FBT exemptions and concessions that apply to Relocations, Mobility and Living Away From Home. These reduce or eliminate the FBT liability but only if the rules are followed.

Understanding the FBT reporting requirements is critical from a compliance perspective.

• Assist attendees in understanding how and when the many FBT Exemptions and Concessions operate and apply
• Designed for all business types and sizes, FBT taxable, FBT exempt, and FBT rebatable employers
• Providing practical knowledge to assist in managing and understanding the FBT Exemptions and Concessions

Annual FBT Return Update Essentials

Helping you to launch your FBT Season!

Our Annual FBT Return Update Essentials session will provide you with the springboard to launch your annual FBT return work.

With a number of recent and anticipated key changes announced, this is a must attend training session.

Attendees will be given an understanding of the key areas to focus on when preparing or reviewing the FBT return. The particular focus areas include Entertainment, Employee Expenses, Cars, Car Parking and Relocation / Mobility.

FBT Reporting for the Not-for-Profit Sector

What’s important in the Not-for-Profit sector: FBT Reporting, Payment Summary Reporting and Salary Packaging.

The FBT law contains special rules for thousands of organisation’s operating in the Not for Profit sector. These rules provide exemptions and concessions, and in conjunction with these, allow for Salary Packaging to be hugely advantageous for employees.

In this training session you will find out all you need to know about FBT Return reporting and Payment Summary reporting for Not for Profit organisations.

We will cover each of the employer types and the FBT treatments applying to each.

Importantly, this training session will provide a detailed understanding of the Fringe Benefits Tax rules and policy requirements to ensure compliance and a successful Salary Packaging program.

Throughout the training we will highlight the common mistakes and dispel the many myths that exist in relation to FBT and Salary Packaging for Not for Profit organisations.

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