Tech Savvy Webinar May 2025 - FIF's & PIE's
Our Tech Savvy Webinars target common training areas with practical knowledge and examples that are directly transferable to the workplace. Our presenters know time is precious, so we keep the webinars focused and cost effective. Tech Savvy’s are ideal for junior and intermediate staff, or for those collective training sessions. That’s not to say that senior staff can’t attend, as they are great as a refresher!
Description
Our Tech Savvy Webinars target common training areas with practical knowledge and examples that are directly transferable to the workplace. Our presenters know time is precious, so we keep the webinars focused and cost effective. Tech Savvy’s are ideal for junior and intermediate staff, or for those collective training sessions. That’s not to say that senior staff can’t attend, as they are great as 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.
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
CPD Hours and Recordings
1.25 CPD hours
Presenters
Ryan Ehlers
Partner, Polson Higgs
Ryan is a Partner in the Tax Division. He is involved in both day-to-day compliance work for corporate clients, SMEs and other professionals, as well as providing specific tax advice on individual transactions.
Sophie O'Connell
Assistant Manager, Polson Higgs
Sophie is an Assistant Manager of our accounting solutions team and is involved in preparing annual financial statements and other compliance and advisory work for our clients.
She likes working for our clients to get their accounting requirements on track as well as getting to know them. During her time with Polson Higgs she has worked with clients who hold various investments and portfolios and has developed an interest in this area.
TrainSmart
This webinar is included in our TrainSmart 30 and Practice packages as well as our Grad Pack.
There is no need to register as you will be sent the link the week of the webinar, along with the slides.
Who should attend?
Tech Savvy Webinars are for junior to intermediate accountants and deal with day to day issues. Managers and Partners may enjoy them as refreshers.