BONUS: Receive a copy of The Tax Agents Manual FREE!

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MID YEAR SALE Great savings on our range of books, CPD on DVD and more.

Share them with your colleagues or add them to your shelf for easy at-hand access to highly practical guidance.

IVA Division 7A Handbook, 7th edition Discretionary Trusts Distributions, 3rd edition BONUS: Receive a copy of The Tax Agents Manual FREE! All seven books only Member $1,320.00 $849.

00 NEW: 2016 CPD ON DVD BOXSET Just released 10 DVDs, 10 CPD hours This is a practical, convenient way to bring yourself or your team right up to date with recent developments.

Our latest boxset includes: SMSF real property investments CGT small business concessions selected practical issues CGT rollovers an SME s perspective Succession planning to avoid disputes between

1 MID YEAR SALE Great savings on our range of books, CPD on DVD and more. SAVE UP TO 50% HIGHLIGHTS ERS COMPLETE PRACTITIONER SET Save hundreds and equip your library with this full set of guides and handbooks. Share them with your colleagues or add them to your shelf for easy at-hand access to highly practical guidance. Includes: NEW: CGT Small Business Reliefs, 8th edition SMSF Guide, 7th edition Trust Structures Guide, 11th edition Estate & Business Succession Planning, 7th edition The Tax Adviser s Guide to Part IVA Division 7A Handbook, 7th edition Discretionary Trusts Distributions, 3rd edition BONUS: Receive a copy of The Tax Agents Manual FREE! All seven books only Member $1, $ Non-member $1, $ NEW: 2016 CPD ON DVD BOXSET Just released 10 DVDs, 10 CPD hours This is a practical, convenient way to bring yourself or your team right up to date with recent developments. Filmed in 2016, there are 10 DVDs included and 10 CPD hours. What s more, you ll save more than $400. Our latest boxset includes: SMSF real property investments CGT small business concessions selected practical issues CGT rollovers an SME s perspective Succession planning to avoid disputes between trustees and beneficiaries Self-funding a private group business or investment, including Div 7A and trust considerations SMSF participation in private business Corporate residency and the Hua Bank case Transfer pricing basics/including simplified documentation Establishing an overseas operation and then repatriating funds from it Withholding tax and foreign tax fundamentals. Ten DVDs, 10 CPD hours Member $1, $ Non-member $1, $ Order online now at taxinstitute.com.au Terms and conditions This offer is not available in conjunction with any other offer, discount or voucher from The Tax Institute. This offer applies only to purchases made between 27/05/16 and 08/07/16. For further information about this offer, please publications@taxinstitute.com.au

BOOK COLLECTION NEW: CGT SMALL BUSINESS RELIEFS 8th EDITION Written by John Gaal, TaxCounsel The essential resource for practitioners advising on the CGT small business reliefs has been fully revised

Book only save Annual online subscription (4 CPD hours) save ebook edition save SMSF GUIDE 7th EDITION Written by Jemma Sanderson, CTA In the seventh edition, you ll find recent developments, rulings

Book only save Annual online subscription (3 CPD hours) save ebook edition save TRUST STRUCTURES GUIDE 11th EDITION Written by Sladen Legal The new 11th edition of this user-friendly guide offers

2 BOOK COLLECTION NEW: CGT SMALL BUSINESS RELIEFS 8th EDITION Written by John Gaal, TaxCounsel The essential resource for practitioners advising on the CGT small business reliefs has been fully revised and updated for 2016 in a new eighth edition. Updates cover recent decisions; the Commissioner s views on control of trusts, and on UPEs; CGT earnout amendment implications and more. Book only save Annual online subscription (4 CPD hours) save ebook edition save SMSF GUIDE 7th EDITION Written by Jemma Sanderson, CTA In the seventh edition, you ll find recent developments, rulings and important cases, and tax-effective SMSF strategies alongside expert tips to ensure that you avoid common and costly mistakes. Book only save Annual online subscription (3 CPD hours) save ebook edition save TRUST STRUCTURES GUIDE 11th EDITION Written by Sladen Legal The new 11th edition of this user-friendly guide offers at-a-glance details on the full range of trusts, key points for every structure, and illustrates the different uses of trusts. Book only save Annual online subscription (3 CPD hours) save ebook edition save ESTATE & BUSINESS SUCCESSION PLANNING 7th EDITION Written by Bernie O Sullivan, CTA This highly practical guide for accountants, financial planners and lawyers is Australia s most comprehensive estate planning and business succession guide. Book only save Annual online subscription (3.5 CPD hours) save ebook edition save

that your client has entered into, or is considering entering into. Book only save 30% Member $180.00 $126.00 Non-member $200.00 $140.

3 BOOK COLLECTION (CONT.) UP TO 30% THE TAX ADVISER S GUIDE TO PART IVA Written by Greg Travers, CTA This practical and readable guide helps you navigate the rules to determine whether Pt IVA may apply to an arrangement that your client has entered into, or is considering entering into. Book only save 30% Member $ $ Non-member $ $ Annual online subscription (2 CPD hours) save ebook edition save 30% Member $ $ Non-member $ $ MARKS TRUSTS & ESTATES: TAXATION AND PRACTICE 3rd EDITION Updated by Robert Allerdice, CTA Marks Trusts & Estates: Taxation and Practice, originally written by Bernard Marks, has been fully revised and updated. Published in a new online-only format, this is an essential resource for any practitioner needing to understand even the most complex tax matters relating to trusts and estates. Annual online subscription (5 CPD hours) save Member $ $ Non-member $ $ UP TO 40% DIVISION 7A HANDBOOK 7th EDITION Written by John Gaal, TaxCounsel This title, written for accountants, lawyers and tax practitioners, is a highly practical resource which offers a clear and concise explanation of the Div 7A rules. Book only save 40% Member $ $ Non-member $ $ Annual online subscription (3 CPD hours) save ebook edition save 40% Member $ $96.00 Non-member $ $ UP TO 50% DISCRETIONARY TRUST DISTRIBUTIONS 3rd EDITION Written by John Gaal, TaxCounsel This guide covers the complex issues around the impact of income tax and CGT on distributions, the streaming, anti-avoidance and primary producer trust amendments and more. Book only save 50% Member $ $90.00 Non-member $ $ Annual online subscription (2 CPD hours) save ebook edition save 50% Member $ $80.00 Non-member $ $90.00

4 CPD COLLECTION Receive expert training at a time that suits you. 25% SAVE TAX FOR TRUSTS IN ESTATE PLANNING AND WEALTH MANAGEMENT SELF-PACED LEARNING PROGRAM This comprehensive program gives you the knowledge to provide expert advice across a range of planning strategies, and the skills to interpret even the most complex tax matters relating to trusts in estate planning and wealth management. Also includes: 12 months online access to Marks Trusts & Estates: Taxation and Practice handbook Extracts from Estate & Business Succession Planning handbook Online access to subject matter expert Harry Rigney, CTA, for additional support The Tax Institute s online tax research session. Eight modules (30 CPD hours) save 25% Member $1, $ Non-member $1, $1, SAVE 31 ST NATIONAL CONVENTION VIDEO COLLECTION The 31 st National Convention had broad appeal and relevance for those with small practices through to those working in mid-tier or large accounting and legal firms. This specially priced bundle of videos filmed at the Convention covers: Tax reform Property investments BEPS Recent cases and more. Nine videos (9 CPD hours) save Member $ $ Non-member $ $ ONLINE EXCLUSIVE: Place your order at taxinstitute.com.au/videocollection SAVE SUPERANNUATION HANDBOOK WEBINAR SERIES Gain an in-depth understanding of superannuation and its tax implications, be guided through case studies illustrating how the system works in practice, and explore the opportunities, strategies and pitfalls you should be aware of when advising your clients. Includes: Superannuation contributions Investments in superannuation Pensions tips, traps and strategies Estate planning and SMSFs. BONUS 12 month access to SMSF Guide online Four x 1.5 hour webinar recordings (9 CPD hours) save Member $ $ Non-member $ $620.00

DISPUTES BETWEEN TRUSTEES AND BENEFICIARIES SELF-FUNDING A PRIVATE GROUP BUSINESS OR INVESTMENT, INCLUDING DIV 7A AND TRUST CONSIDERATIONS SMSF PARTICIPATION IN PRIVATE BUSINESS CORPORATE RESIDENCY

5 CPD ON DVD COLLECTION Save on our range of new CPD on DVD titles, or purchase them all together in our brand new 2016 CPD on DVD Boxset and save more than $400. SMSF REAL PROPERTY INVESTMENTS This DVD does not include a technical paper CGT SMALL BUSINESS CONCESSIONS SELECTED PRACTICAL ISSUES CGT ROLLOVERS AN SME S PERSPECTIVE SUCCESSION PLANNING TO AVOID DISPUTES BETWEEN TRUSTEES AND BENEFICIARIES SELF-FUNDING A PRIVATE GROUP BUSINESS OR INVESTMENT, INCLUDING DIV 7A AND TRUST CONSIDERATIONS SMSF PARTICIPATION IN PRIVATE BUSINESS CORPORATE RESIDENCY AND THE HUA WANG BANK CASE TRANSFER PRICING BASICS INCLUDING SIMPLIFIED DOCUMENTATION ESTABLISHING AN OVERSEAS OPERATION AND THEN REPATRIATING FUNDS FROM IT WITHHOLDING TAX AND FOREIGN TAX FUNDAMENTALS NEW: 2016 CPD ON DVD BOXSET 10 DVDs, 10 structured CPD hours, includes: SMSF real property investments CGT small business concessions selected practical issues CGT rollovers an SME s perspective Succession planning to avoid disputes between trustees and beneficiaries Self-funding a private group business or investment, including Div 7A and trust considerations SMSF participation in private business Corporate residency and the Hua Bank case Transfer pricing basics/including simplified documentation Establishing an overseas operation and then repatriating funds from it Withholding tax and foreign tax fundamentals. 10 DVDs includes 10 CPD hours Member $1, $ Non-member $1, $975.00

6 ORDER FORM/ TAX INVOICE This document will be a tax invoice for GST on completion and payment. Please retain original copy for your records. All prices quoted are in Australian dollars and include GST where applicable. ABN PLEASE PRINT IN BLOCK LETTERS. Purchase Mail GPO Box 1694 Sydney, NSW 2001 Fax membership@taxinstitute.com.au Mid Year Sale offers end 8 July Terms and conditions apply. WD Price list (includes discount) Member Non-member CPD on DVD Boxset $ $ Complete Practitioner Set: seven printed books $ $ CGT Small Business Reliefs, 8th edition: printed book $ $ CGT Small Business Reliefs, 8th edition: online subscription $ $ CGT Small Business Reliefs, 8th edition: ebook $ $ Discretionary Trust Distributions, 3rd edition: printed book $90.00 $ Discretionary Trust Distributions, 3rd edition: online subsciption $ $ Discretionary Trust Distributions, 3rd edition: ebook $80.00 $90.00 Division 7A Handbook, 7th edition: printed book $ $ Division 7A Handbook, 7th edition: online subscription $ $ Division 7A Handbook, 7th edition: ebook $96.00 $ Estate & Business Succession Planning, 7th edition: printed book $ $ Estate & Business Succession Planning, 7th edition: online subscription $ $ Estate & Business Succession Planning, 7th edition: ebook $ $ Marks Trusts & Estates: Taxation and Practice, 3rd edition: online subscription $ $ SMSF Guide, 7th edition: printed book $ $ SMSF Guide, 7th edition: online subscription $ $ SMSF Guide, 7th edition: ebook $ $ The Tax Adviser s Guide to Part IVA: printed book $ $ The Tax Adviser s Guide to Part IVA: online subscription $ $ The Tax Adviser s Guide to Part IVA: ebook $ $ Trust Structures Guide, 11th edition: printed book $ $ Trust Structures Guide, 11th edition: online subscription $ $ Trust Structures Guide, 11th edition: ebook $ $ Superannuation Handbook [Webinar] Series ( M1) $ $ Tax for Trusts Self-Paced Learning Program (TAXFORTRUSTS_SP) $ $1, CGT rollovers an SME s perspective DVD $92.00 $ CGT small business concessions selected practical issues DVD $92.00 $ Corporate residency and the Hua Wang Bank case DVD $92.00 $ Establishing an overseas operation DVD $92.00 $ Self-funding a private group business or investment DVD $92.00 $ SMSF participation in private business DVD $92.00 $ SMSF real property investments DVD $92.00 $ Succession planning to avoid disputes between trustees and beneficiaries DVD $92.00 $ Transfer pricing basics DVD $92.00 $ Withholding tax and foreign tax fundamentals DVD $92.00 $ *It is ESSENTIAL you provide your address for online subscriptions Total $ Contact details Title: (Dr/Mr/Mrs/Miss/Ms/Other) First name: Last name: Member no: Postal address: Suburb: State: Postcode: Company: Position: Tel: Mobile: Fax: Payment method I enclose a cheque* for $ *Please make cheque payable to The Tax Institute in Australian dollars. Please charge my credit card $ Card type: AMEX Visa MasterCard Diners Card no. / / / Expiry date: Cardholder s name: Cardholder s signature: 795IP_05/16

15 th Annual Superannuation Intensive

1 DAY EVENT 15 th Annual Superannuation Intensive 7 CPD hours Outline The recent superannuation reforms were comprehensive and far reaching, particularly for SMSF members with larger balances. Since the