- The wisdom of making gifts for asset planning
- The issues to take into account when making gifts
- The documentation required to perfect gifts of different kinds of property
- Whether valuations are required
- Solvency and Insolvency issues
- Implications for relationship property claimant
- Implications for family protection and testamentary promises claims
- Taxation issues relevant to gifts
- Contracts to check when making gifts
- Opportunities to streamline probate and estate administration
- Opportunities to rationalise trusts
- Why proper trust administration will be at a premium
- Why in some cases, it may not be appropriate to make gifts.
- Q&A
- Relationship Management - Intermediaries Team - who are we?
- Levy Overview (how is ACC funded and why)
- Introduction to Business Products with examples (CoverPlus vs CoverPlus Extra, ACC Discount Programmes)
- Experience Rating
- ACC Claims and Entitlements Overview
- Invoicing - types, timeframes etc
- Classification Units
- Keypoints from IR Returns - what information does the ACC obtain from the Inland Revenue
- Part Time vs Full Time
- Minimum & Maximum Weekly Compensation Rates
- Active vs Passive
- Multiple/Mixed Earners
- 1st Week ACC
- Cessations
- NZ Superannuation - how this could effect a clients entitlement
- A clear idea of how Wilco can extend your marketing
- Practical skills for editing and customising Wilco
- Ideas for printing and distribution
- Excel for Accountants
- LTC Workshop
- Dealing with Death and Estates
- Electronic Workpapers
- Land Transactions
- Trusts - Tax Traps & Tricks
- PowerPoint for Administrators
- Word For Administrators
- Farming & Livestock Workpapers
| HOME |
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| Tailored Training |
| Free Tutorials |
| Webcasts |
Business Fitness NZ Client Development Centre
Webinar Programme
Current Topics:
Working For Families – calculating & maximising your clients' tax credits
New Session: Wednesday 14th March, 10:30 – 11:30am
$150 + GST
Suited to: Partners, Directors, Accounting Technicians
Let Maggie Jaques from nsaTax demystify Working For Families Tax Credits with a particular focus on the changes made to calculating Working For Families entitlements from 1 April 2011.
Ensure you and your team are aware of the changes and how to make claims correctly before the IRD advise you otherwise. IRD are actively reviewing incorrect working for families credits claims, this can be an expensive exercise if an incorrect claim is made.
Examples and different scenarios will be worked through in the webinar covering how the calculations work in practice under the new rules.
Maggie will also touch briefly on the practical side of applying for the credits and discuss entitlements, covering the various types of credits available.
Ensure your client is receiving all the credits they are entitled to.
CPD: Qualifies for 1 verifiable CPD hour
Click here to book now
Back to Top
IRD Arrears and Repayment Plans
Tuesday 28 February, 10:30am – 12pm
$200 + GST
Suited to: Partners, Directors, Accounting Technicians
When your clients are at the stage of debt remission with IRD they are already in deep and need your help to navigate their way out.
Dealing with IRD can be a David and Goliath situation, and for a small business owner, trying to negotiate with a powerful agency with deep pockets can be not only difficult but intimidating. IRD have many rights and don't necessarily follow the same processes as commercial businesses.
When assisting a client in debt to handle the IRD, you'll need to know how to interact with a variety of civil servants who know the rules but may not be easy to communicate with - what's in the text books can be very different to reality.
Join Tim Chemaly, Tax Specialist with nsaTax, for this 90 minute webinar, designed to help you assist your clients to navigate the dangerous waters of IRD arrears and repayment plans.
CPD: Qualifies for 1.5 verifiable CPD hours
Click here to book now
Back to Top
Gift Duty Refresher
A CCH Webinar
Tuesday 6 March, 10:30am – 12pm
$180 + GST
Suited to: Partners, Accountants, Trust Administrators
A practical refresher to explain when it will be appropriate to gift under the new regime.
If your business is Trusts, you cannot afford to miss this webinar presented by Pravir Tesiram, Partner at Taylor Grant Tesiram and founder of CCH Trust Service.
We will cover:
Click here to book now
Back to Top
ACC Webinars
Providing an Online ACC Service to Clients
Thursday 1 March, 10:30am – 12pm
$200 + GST
Suited to: Partners, Directors, Administrators
Trudi Ballantyne takes you through the ins and outs of running a successful ACC Administration & Advisory service in an increasingly online world.
Get guidance from someone who has learned the lessons first hand, and effectively plan, market and implement a structured and worthwhile ACC service for your clients.
It is imperative that key decision makers (i.e. Partners & Directors) attend this session along with the likely administrators who will manage the service.
This webinar will suit those firms who have not yet set up their ACC Administration & Advisory service, or who feel their service is not currently robust.
CPD: Qualifies for 1.5 verifiable CPD hours
Click here to book now
ACC Training Stage 1
Wednesday 7 March, 10:30-11:30am
FREE
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ACC Business Relationship Manager Miranda Clark takes your team through:
ACC – Managing the Risks of Adjustments
Tuesday 27 March, 10:30-11:30am
FREE
Suited to: Partners, Directors, Accounting Team
You may be helping your clients save money by adjusting their ACC cover, however are you aware of the risks of scaling down cover if the worst was to happen?
Cecilia Farrow, CEO of Triplejump, takes you through the risks that might arise and the processes you should have in place to minimise them. Her session will cover how Income Protection insurance and ACC work together, the risks related to the different types of Income Protection policies, the effect of exclusions on a clients Income Protection insurance, the effect of ACC adjustments and Death benefits, your internal business processes to avoid creating risk to your clients.
Although you have your clients' best interests at heart, unintended gaps in the combination of ACC and Income Protection Insurance cover has the potential to cause serious financial hardship. Attend this complimentary webinar and ensure that you are taking an holistic view to adjusting ACC cover in future.
Click here to register directly
Back to Top
Wilco
Wednesday 29 February, 10:30 – 11:30am
$55 + GST
Suited to: Administrators, in-house marketing & partners
Our resident Wilco wrangler, Nat Brownrigg takes your administrator through the ins and outs of what you can do with Wilco and how to go about doing it.
This one hour webinar is a practical session for administrators and also a food-for-thought session for partners/directors and anyone who does your in-house marketing.
Nat will take you through the creative process of really making Wilco your own.
Walk away with:
Click here to book now
Back to Top
Providing an annual Company Administration service to clients
Thursday 8 March, 10:30am – 12pm
$200 + GST
Suited to: Partners, Directors & Administrators
Join Chartered Accountant Trudi Ballantyne for a 90 minute webinar on how to plan, market and implement a structured and worthwhile annual company administration service for your clients and unbundle this service from your annual accounts delivery.
Hear first-hand from the director of a firm who has successfully launched this service. Include the firm's decision-makers and the team members who will be administering the service.
CPD: Qualifies for 1.5 verifiable CPD hours.
Click here to book now
Back to Top
Year End Tax Planning
Tuesday 13th March, 10:30am - 12pm
$180 + GST
Suited to: All Accounting Team Members
Its that time of year again. Time to plan for the end of the March 2012 year, finalising those remaining March 2011 tax returns and considering issues for the 2013 year. In short, there is much to think about.
In this webinar with Phil walker from nsaTax, we consider such issues as income recognition, subvention payments and loss offsets, bad debts, year end elections, and expense claims. March is a natural deadline for many issues so don't be caught out.
CPD: Qualifies for 1 verifiable CPD hour
Click here to book now
Back to Top
Lunch & Tax Talk
Thursday 15th March, 12:15 - 1:15pm
$200 + GST
Suited to: Partners, Directors and Senior Accountants
Phil Walker, director of nsaTax leads this interactive monthly webinar. With the ability to steer the topics and ask client-specific questions, get the most out of having a tax expert on hand.
Last Chance Saloon: This session will give participants to opportunity to discuss any tax issues they want answers to prior to the end of March. We will have set topics to discuss but remember this session gives you the chance to discuss your issues.
CPD: Qualifies for 1 verifiable CPD hour
Click here to book now
Back to Top
Risk Reviewing and Ongoing Administration of Family Trusts
Thursday 22 March, 10:30am – 12pm
$200 + GST
Suited to: Partners, Directors & Administrators
Trudi Ballantyne takes you through how to proactively review the administration of your clients' trusts in a structured way.
This 90 minute webinar covers initial set up; liaison with the client and their solicitor; and ongoing administration of your client's family trust.
We also go through undertaking trust risk reviews and any remedial action required, and reporting back to clients. Include the firm's decision-makers and the team members who will be administering the service.
CPD: Qualifies for 1.5 verifiable CPD hours.
Click here to book now
Back to Top
Coming Soon...
Watch this space for our upcoming webinars:
Email training@businessfitness.co.nz for more info on any of the above topics and their timing.
Back to Top
Webinar Programme
Current Topics:
| Working For Families | IRD Arrears and Repayment Plans |
| Wilco | Company Administration |
| ACC Webinars | Gift Duty Refresher |
| Year End Tax Planning | Lunch & Tax Talk |
| Family Trusts | Coming Soon... |
Working For Families – calculating & maximising your clients' tax credits
New Session: Wednesday 14th March, 10:30 – 11:30am
$150 + GST
Suited to: Partners, Directors, Accounting Technicians
Let Maggie Jaques from nsaTax demystify Working For Families Tax Credits with a particular focus on the changes made to calculating Working For Families entitlements from 1 April 2011.
Ensure you and your team are aware of the changes and how to make claims correctly before the IRD advise you otherwise. IRD are actively reviewing incorrect working for families credits claims, this can be an expensive exercise if an incorrect claim is made.
Examples and different scenarios will be worked through in the webinar covering how the calculations work in practice under the new rules.
Maggie will also touch briefly on the practical side of applying for the credits and discuss entitlements, covering the various types of credits available.
Ensure your client is receiving all the credits they are entitled to.
CPD: Qualifies for 1 verifiable CPD hour
Click here to book now
Back to Top
IRD Arrears and Repayment Plans
Tuesday 28 February, 10:30am – 12pm
$200 + GST
Suited to: Partners, Directors, Accounting Technicians
When your clients are at the stage of debt remission with IRD they are already in deep and need your help to navigate their way out.
Dealing with IRD can be a David and Goliath situation, and for a small business owner, trying to negotiate with a powerful agency with deep pockets can be not only difficult but intimidating. IRD have many rights and don't necessarily follow the same processes as commercial businesses.
When assisting a client in debt to handle the IRD, you'll need to know how to interact with a variety of civil servants who know the rules but may not be easy to communicate with - what's in the text books can be very different to reality.
Join Tim Chemaly, Tax Specialist with nsaTax, for this 90 minute webinar, designed to help you assist your clients to navigate the dangerous waters of IRD arrears and repayment plans.
CPD: Qualifies for 1.5 verifiable CPD hours
Click here to book now
Back to Top
Gift Duty Refresher
A CCH Webinar
Tuesday 6 March, 10:30am – 12pm
$180 + GST
Suited to: Partners, Accountants, Trust Administrators
A practical refresher to explain when it will be appropriate to gift under the new regime.
If your business is Trusts, you cannot afford to miss this webinar presented by Pravir Tesiram, Partner at Taylor Grant Tesiram and founder of CCH Trust Service.
We will cover:
Click here to book now
Back to Top
ACC Webinars
Providing an Online ACC Service to Clients
Thursday 1 March, 10:30am – 12pm
$200 + GST
Suited to: Partners, Directors, Administrators
Trudi Ballantyne takes you through the ins and outs of running a successful ACC Administration & Advisory service in an increasingly online world.
Get guidance from someone who has learned the lessons first hand, and effectively plan, market and implement a structured and worthwhile ACC service for your clients.
It is imperative that key decision makers (i.e. Partners & Directors) attend this session along with the likely administrators who will manage the service.
This webinar will suit those firms who have not yet set up their ACC Administration & Advisory service, or who feel their service is not currently robust.
CPD: Qualifies for 1.5 verifiable CPD hours
Click here to book now
ACC Training Stage 1
Wednesday 7 March, 10:30-11:30am
FREE
Suited to: ACC Administrators
ACC Business Relationship Manager Miranda Clark takes your team through:
Back to Top
ACC Training Stage 2
Wednesday 21 March, 10:30-11:30am
FREE
ACC Business Relationship Manager Miranda Clark takes your team through:
ACC – Managing the Risks of Adjustments
Tuesday 27 March, 10:30-11:30am
FREE
Suited to: Partners, Directors, Accounting Team
You may be helping your clients save money by adjusting their ACC cover, however are you aware of the risks of scaling down cover if the worst was to happen?
Cecilia Farrow, CEO of Triplejump, takes you through the risks that might arise and the processes you should have in place to minimise them. Her session will cover how Income Protection insurance and ACC work together, the risks related to the different types of Income Protection policies, the effect of exclusions on a clients Income Protection insurance, the effect of ACC adjustments and Death benefits, your internal business processes to avoid creating risk to your clients.
Although you have your clients' best interests at heart, unintended gaps in the combination of ACC and Income Protection Insurance cover has the potential to cause serious financial hardship. Attend this complimentary webinar and ensure that you are taking an holistic view to adjusting ACC cover in future.
Click here to register directly
Back to Top
Wilco
Wednesday 29 February, 10:30 – 11:30am
$55 + GST
Suited to: Administrators, in-house marketing & partners
Our resident Wilco wrangler, Nat Brownrigg takes your administrator through the ins and outs of what you can do with Wilco and how to go about doing it.
This one hour webinar is a practical session for administrators and also a food-for-thought session for partners/directors and anyone who does your in-house marketing.
Nat will take you through the creative process of really making Wilco your own.
Walk away with:
Click here to book now
Back to Top
Providing an annual Company Administration service to clients
Thursday 8 March, 10:30am – 12pm
$200 + GST
Suited to: Partners, Directors & Administrators
Join Chartered Accountant Trudi Ballantyne for a 90 minute webinar on how to plan, market and implement a structured and worthwhile annual company administration service for your clients and unbundle this service from your annual accounts delivery.
Hear first-hand from the director of a firm who has successfully launched this service. Include the firm's decision-makers and the team members who will be administering the service.
CPD: Qualifies for 1.5 verifiable CPD hours.
Click here to book now
Back to Top
Year End Tax Planning
Tuesday 13th March, 10:30am - 12pm
$180 + GST
Suited to: All Accounting Team Members
Its that time of year again. Time to plan for the end of the March 2012 year, finalising those remaining March 2011 tax returns and considering issues for the 2013 year. In short, there is much to think about.
In this webinar with Phil walker from nsaTax, we consider such issues as income recognition, subvention payments and loss offsets, bad debts, year end elections, and expense claims. March is a natural deadline for many issues so don't be caught out.
CPD: Qualifies for 1 verifiable CPD hour
Click here to book now
Back to Top
Lunch & Tax Talk
Thursday 15th March, 12:15 - 1:15pm
$200 + GST
Suited to: Partners, Directors and Senior Accountants
Phil Walker, director of nsaTax leads this interactive monthly webinar. With the ability to steer the topics and ask client-specific questions, get the most out of having a tax expert on hand.
Last Chance Saloon: This session will give participants to opportunity to discuss any tax issues they want answers to prior to the end of March. We will have set topics to discuss but remember this session gives you the chance to discuss your issues.
CPD: Qualifies for 1 verifiable CPD hour
Click here to book now
Back to Top
Risk Reviewing and Ongoing Administration of Family Trusts
Thursday 22 March, 10:30am – 12pm
$200 + GST
Suited to: Partners, Directors & Administrators
Trudi Ballantyne takes you through how to proactively review the administration of your clients' trusts in a structured way.
This 90 minute webinar covers initial set up; liaison with the client and their solicitor; and ongoing administration of your client's family trust.
We also go through undertaking trust risk reviews and any remedial action required, and reporting back to clients. Include the firm's decision-makers and the team members who will be administering the service.
CPD: Qualifies for 1.5 verifiable CPD hours.
Click here to book now
Back to Top
Coming Soon...
Watch this space for our upcoming webinars:
Email training@businessfitness.co.nz for more info on any of the above topics and their timing.
Back to Top
CONTACT US
support@businessfitness.co.nz
Copyright Business Fitness NZ © | Site Map | Software solutions for accountants by Acclipse
support@businessfitness.co.nz
Copyright Business Fitness NZ © | Site Map | Software solutions for accountants by Acclipse
