Tax Team Training
Agenda & Discussion Points
1. Tax Team Training
● Ongoing training requirements for the tax team were discussed.
● Emphasis was placed on consistency, accuracy, and coordination
across client files.
● Areas requiring refresher training were identified for upcoming sessions.
● Discussion regarding the provision of legitimate tax-saving measures to
the client.
2. Sample File Review
● Sample cases were reviewed to highlight common issues and best
practices.
● The importance of documentation and review notes was reinforced.
3. Individual Tax Returns
● Chakra Ghimire – FY2024
○ Status and key tax considerations were discussed.
○ Highlighted on CGT calculation and how to record property
purchases and sales.
● Dipak Acharya – FY2025 (TFN: 876568129)
○ Lodgement status, planning points, and next steps were
reviewed.
4. Trust Distribution – Trust Structures
● Distribution treatment for Unit Trust, Discretionary Trust, and Family
Trust structures was discussed.
● Focus was placed on correct beneficiary allocations, compliance, and
documentation requirements.
5. Company Tax Planning Matters
● Shiwakoti Family Pty Ltd (Tax Planning)
○ Tax planning strategies and structuring considerations were
discussed.
● Visa Advisor Pty Ltd
○ Current tax position and compliance matters were reviewed.
○ As the report provided by the team later on changed by Goba Sir
so that it saves the division 7A interest for the next financial year.
○ Also you have to verify to show the same balance in another
associate company.
● Jaishi Pty Ltd
○ Ongoing tax and reporting matters were discussed.
● AREAA Pty Ltd
○ Key tax issues and next steps were reviewed.
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