Webinar On Demand - End Of Financial Year Tax Rollup 2024

1 CPD Point – Substantive Law

The End of Financial Year is fast approaching, the federal budget has been released and it is time to turn our minds to formulating our clients’ end of year tax strategies.

Join Sammy Syed and Kristy Binns from RSM Australia for a 1 hour webinar as they assist you in developing your end of financial year checklists and take you through the key matters to consider and vital deadlines to adhere to in your end of year tax planning for common business structures.

This presentation will cover:

• Year end Tax Planning Strategies
• Practical Examples - Key Matters
• Budget Update - Key Strategies
• Checklist / Summary - Key Matters to Consider

This webinar is suitable for lawyers, accountants and other professional advisers and is pitched at an intermediate level. It assumes a basic knowledge of common business structures.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD point, Competency Area 4 – Substantive Law. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only uploaded to the Legal Practice Board after the Webinar On Demand is viewed. This is not an interactive activity.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD points for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenters: Sammy Syed & Kristy Binns

Sammy Syed
Senior Manager, Perth Tax Services, RSM

Sammy is a Senior Manager in the Perth Tax Services division. Sammy has a broad spectrum of business and tax knowledge, focusing on all aspects of his client’s affairs, including exposure to business structure reviews, different aspects of CGT including concessions and rollovers. He looks to achieve measurable growth and improve financial performance of the businesses he works with in addition to providing specialist tax solutions.

Sammy’s experience includes advising and servicing clients primarily in the small-medium enterprise space and high net worth individuals. He has also been providing advisory services on specialist tax matters to the regional offices within RSM. Prior to joining RSM, Sammy was with Nexia Perth for over 10 years in the Business Advisory Division where he commenced his career as a graduate progressing through to a Senior Client Manager.

Kristy Binns
Senior Manager, Perth Tax Services, RSM

Kristy Binns is tax specialist at RSM in Perth. She has over 23 years’ experience in the tax and accounting industry and is a trusted tax advisor.

Kristy has a broad range of experience and has assisted small to medium enterprises, large family groups and high net wealth individuals across a diverse range of industries and can assist with all areas of business and tax advice. Kristy has significant experience in advising on the application of Capital Gains Tax, FBT, Division 7A and Trusts.