As part of the service that David J Gibney Pty Ltd offers, we constantly educate our clients about what options are available to minimize their tax obligations. Altering life stages has a ripple effect on our financial requirements. Our complimentary seminar presentations to new and existing clients are often used as a forum to consider a variety of issues. These help clients to understand how strategic planning can be used within the context of their unique situation.

Ongoing dialogue ensures that potential adjustments are able to be managed without fear of change well before implementation. Seminar information is delivered in our offices starting with welcome drinks about 20 mins prior to the start time of 7pm. For those of you who come directly from work, a small snack is available and afterwards supper is offered. This allows an opportunity to ask questions or obtain clarification on a particular issue that was discussed. A take home information package for attendees regarding the topic is available to clarify the content. Once you have had a chance to absorb the information (& within a couple of days) follow up support in the form of a phone call to answer any further queries is available. If you wish to attend any of the seminars, please call the office on the above number or register your interest via email link on the contact page.

Super Seminar Information

  • What is a self Managed Superannuation Fund?
  • Advantages of a Self Managed Superannuation Fund
  • Assets
  • Contributions
  • Withdrawals
  • Estate Planning and Binding Death Benefit Nominations
  • Instalment Warrants
  • Planning – ungeared unit trusts

Business Growth Seminar

  • The importance of a Business Plan
  • Business Structures – Tax advantages & traps
  • Superannuation for small business
  • Insurance for Small business
  • Record keeping, compliance and record keeping software
  • Goods and Services Tax (GST)
  • Small Business Capital Gains Tax Issues

Super for Under 40's

  • Wealth Building & Tax Concessions in Super
  • Tax Deductible Life Insurance
  • Contributions – overview and consequences
  • Eligible Assets for Super Funds to Purchase
  • Strategies to Borrow inside & outside super funds to build wealth
  • Installment Warrants and Ungeared Unit Trusts

Rental Property Taxation

  • Claiming Deductions and why it is so important
  • Land Tax
  • Repairs
  • Depreciation Expenses
  • Borrowing Expenses
  • Body Corporate Issues
  • Deductibility of Interest
  • Non-Residence Issues
  • Capital Gains Tax CGT
  • Land Subdivision and the principal Residence Exemption
  • Ownership Structure
  • Ownership Issues of Housing
  • Rental Property Example

Succession Planning

  • Rural Assets
  • Testamentary Trusts
  • Trusts & Company Assets
  • When a Will is not a Will

Farm Tax

  • Definition of a primary Producer?
  • Non Commercial Loss Legislation
  • Special Provisions for Primary Producers
  • Averaging
  • Goods & Services Tax – GST
  • Capital Gains Tax CGT
  • Business Structures

Aged Care

  • When to start looking
  • Pensions Explained
  • ACAT, Centrelink & Aged Pension
  • Income
  • Fees/Bond
  • Legal & Taxation Considerations
  • Gifting implications