Launch of a new course, membership renewals and an updated SMSF Guide

Announcing our new
course: Tax for Financial Advising

The Tax Institute’s education offerings continue to grow
with the launch of our new Tax for Financial Advising course. From 1 July 2014,
the Tax Agents Services Act 2009 (Cth) (TASA) brings financial planners
and advisers into the fold by requiring advisers who provide tax advice, during
the provision of financial advice, to register as a tax (financial) adviser.
Our new course provides candidates with an opportunity to
better service their clients with a solid grounding in ascertaining and
advising clients on their tax affairs and to meet competence requirements under
the TASA and Code of Professional Conduct.
The course delivers content on entities, superannuation, CGT
and tax concepts, as well as the online course in the Code of Professional
Conduct. By undertaking the course, notifying tax (financial) advisers will
meet the 20 hours of tax-relevant CPD requirements which apply from 1 July
For more information, visit
Final online
membership renewal winners
We would like to congratulate Alan Hawke, CTA, Geoffrey
Walker, CTA and Thelma Macgowan, FTI, the final three winners of iPad minis
with Tax Institute eBooks (valued at $1,000!), including the new The Tax
Adviser’s Guide to Part IVA
, just for renewing their membership online.
If you haven’t renewed yet, please make sure you do so as
soon as possible to ensure continuity of your membership. Once renewed, and as
an ongoing member of The Tax Institute, we ask that you continue to use your
existing membership card, certificate and decal.
You can renew your membership online at
Publishing soon: SMSF
Guide, 6th edition
In 2014’s new edition, Jemma Sanderson, CTA, looks at recent
developments including: the new rules with respect to excess concessional
contribution refunds and the traps to watch out for; reserving strategies in
practice; recent cases with respect to the operation of binding death benefit
nominations; trustee discretion and the importance of full consideration of the
succession of an SMSF and more. Find out what else is new in the sixth edition
by visiting our website.

Marks’ Trusts &
Estates: Taxation in Practice, 3rd edition

We’re very excited to publish a new edition of Bernard
Marks’ text in August. The new third edition publishes in an online-only
version and comprehensively covers both recent issues and foundation concepts,
providing detailed analysis of the new streaming provisions introduced after
the decision in Bamford. Find out more on our website.

Noel Rowland

Noel Rowland is Chief Executive Officer of The Tax Institute.

The Tax Institute is Australia’s leading professional association in tax. Its 13,000 members include tax agents, accountants and lawyers as well as tax practitioners in corporations, government and academia.


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