This is a remote seminar held via the Webinar.net platform, a recording will be made available for up to 3 months, please follow the prompts in your login details email.
Crypto used to be a lot easier to navigate for us tax practitioners. Messaging through your client's ATO pre-fill and read the dreaded warning - "Your client held or disposed of crypto assets that may have resulted in a capital gains tax event.” was a great trigger to book some capital gains and losses with some help from the “tax calculator” software providers.
But now, the clients that are still “in” the crypto space are doing more fancy investments and transactions than just speculative investment and these dont get caught by the ATO pre fills.
They know what they have done - but do you know how to talk to them about it, so you can work out the tax? Can you have reasonably meaningful conversation with these clients? What are they doing and what are the tax outcomes? Is everything on capital account, or can we bank some revenue losses?
The tax is straight forward once you have addressed these questions and understand what your client has actually done!
Benefits & Learning Outcomes:
This session will assist you in practically navigating the majority of individual clients' issues and challenges in this space.
Recommended For:
Designed for practitioners navigating Crypto and need to manage clients that are playing in this space.
Meet Your Speaker, Lisa Greig:
Lisa Greig is a fellow practitioner with small business clients. She balances her time between running her own practice and sharing her extensive knowledge and experience to all levels of the profession. Her sessions always focus on practical insights, having firsthand understanding of the issues and frustrations facing public practice and matters important to clients. Lisa presents the annual TAG sessions in Victoria and WA as well as sessions on specific areas that are changing or attracting the attention of regulators.
