Tech Savvy Webinar - FIFs & PIEs - April 2021
Short, technical webinars, suitable for Grads to Managers (and Partners who want a refresher!). Improve your understanding of the FIF and PIE concepts and how to interpret a typical portfolio report for completing a client’s financial statements. This webinar creates the foundation needed to enable you to maximise your client's tax position relating to FIF and PIE investments Click on Description below for more details!
Description
This webinar forms part of the Grad Pack 2021and TrainSmart Option 2, Option 2 PREMIUM and TrainSmart Option 3 and Option 3 PREMIUM (no registration required!) This webinar will discuss the following topics:
-
Foreign Investment Funds (FIFs)
- A refresher on the basics
- CV and FDR calculations
- Foreign Tax Credits and FIF Income
PIE Investments
- Listed, Unlisted (Multi-rates)
- Choosing the right PIR
- Expenses and Losses
- Common errors
Portfolio Reports
- How to read the reports
- Items to look out for
- Where to include items in tax returns
Presenters
Dianne Wood
David Hogue
CPD Hours and Recordings
1.25 CPD Hours
TrainSmart
TrainSmart Option 2, 2 Premium and TrainSmart Option 3, 3 Premium and Grad Pack attendees you do not have to register for this webinar - your links and slides will be sent to you.
Who should attend?
Junior to Intermediate accountants - this webinar is for you - pitched at your level of understanding.
Senior accountants, Managers and Partners - hop on for a refresher on these topics!