Tech Savvy Webinar May 2022 - FIFs and PIEs
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 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)
- Calculating the right PIR
- Including PIE income in tax returns
- Common errors
Portfolio Reports
- How to read the reports
- Where to include items in tax returns
Presenters
Ryan Ehlers
Sophie O'Connell
CPD Hours and Recordings
CPD Hours 1.25