Financial Arrangements for SMEs – Avoid Costly Mistakes

This course will cover what’s old, what’s new and what to look out for, including common mistakes and errors.

Specific topics covered will include:

• Financial arrangement defined
• Cash basis persons
• Base price adjustments
• Debt remission (General, Shareholder loans, Remission & insolvency, Debt parking, Remission & family arrangements, Remission and trusts, Remission v bad debts)
• Debt capitalisation
• Guarantees
• Deferred property settlements
• Financial leases
• Foreign exchange
• Financial arrangements and GST.

Upon satisfactory completion of this activity you will be able to:

• process SME financial statements and tax returns involving financial arrangements with confidence
• remember the key steps and uncover value in choosing the best accounting options.

Suited to…

…foundation through to intermediate accountants, especially those in public practice.

CDP Hours

3

PRESENTER

Mike Hadwin, Director, Symmetry Advisory

Mike is a regular presenter for TEO Training. You’ll learn from Mike’s 35-plus years of tax experience as a public CA and facilitator. His clear presentation style enables you to quickly understand and apply practical learning concepts to common situations you may face in your role.