ATMA Certificate of Tax Preparation (Individual 2009). Melbourne, 6 July - 9 July 2009

ATMA Certificate of Tax Preparation

– (Individuals 2009)

four (4) day program


This course is aimed at ensuring that your staff are armed with the technical skills required of them ahead of the annual tax season.  This course has been designed to provide attendees with the practical skills needed to enable them to prepare and complete accurate and compliant basic individual income tax returns using source data in a timely and accurate manner.

The content of this course is one of the most comprehensive and authoritative of all the courses on offer of this nature, and uses real life examples to ensure your staff will be ready to prepare individual taxation returns correctly the first time.

Students of this four day program will attain not only the best possible hands-on preparation for the upcoming tax season, but also a depth of knowledge and coverage which will place them ahead of the pack, completion of this course would be a valuable addition to any CV.


Course Outline


Introduction to the Tax System

  • An overview of the Australian Taxation System and the ATO
  • Items in the tax return
  • Who needs to lodge a return
  • The front cover
  • Due dates for lodgement


  • Assessable, exempt and non assessable income
  • Changes to the 2009 tax return
  • The income items of the tax return
  • Payment summaries
  • Allowances
  • Lump sums
  • ETP’s
  • Interest and dividends
  • Reportable fringe benefits
  • Superannuation and pensions
  • Government allowances
  • Personal services income
Supplementary Income(including Capital Gains)
  • Personal Services income
  • Capital gains – including frozen indexation and CGT discount methods
  • Rental properties
  • Foreign entities
  • Foreign source income and foreign assets or property
  • Partnerships and trusts
  • Net income or loss from business
  • Deferred non-commercial business losses
  • Net farm management deposits or withdrawals
  • Bonuses from life insurance
  • Other income


  • Deductibility provisions and substantiation
  • Depreciation calculations – including preparation of depreciation schedules
  • Interest and dividend deductions
  • Education expenses
  • Work related deductions
  • Other deductions

Rebates and Tax offsets

  • Concepts of offsets vs. deductions
  • Senior Australians tax offset
  • Super rebates
  • Private Health Insurance
  • Spouse and housekeeper rebates
  • Zone rebate
  • Other rebates

Family Tax

  • Claim alternatives
  • Rates and taxable income limits
  • FTB worksheets

Medicare Levy

  • Calculations
  • Reductions and exemptions
  • Senior Australians
  • Medicare levy surcharge and exemptions

Calculation of Income Tax

  • Calculation of tax payable on taxable income
  • Medicare
  • Adjustments
  • Credits

Final Examination 

  • Final Examination required to obtain certificate
  • 30 HOURS CPD

About the Trainer – Bob Duncan

Bob is the current President of the ATMA.  Bob has had 36 years experience in Public Practice. He worked for a Chartered Accountant prior to setting up his own practice. Bob convenes the Sydney Discussion Groups and also regularly travels interstate to present at various ATMA CPD events.

  • Bob holds a Graduate Certificate in Public Practice from Charles Sturt University.
  • A Bachelor of Business Degree from Mitchell College.
  • A Diploma in Financial Services (Financial Planning) 
  • A Diploma in Training & Assessment Systems

He regularly provides comment to various newspapers, radio stations and accounting journals. 


Course Fee

The fee for this course is $1650 (inc GST) per participant.  Included in this price is a the supply of the training manual, lunches and refreshments.


Discounts Available

 ATMA Members and their staff pay only $1450.00

CBK Members pay only $1450.00

 Multiple bookings – book FIVE (5) or more staff in the same course, and 

                                pay only $1160.00 per registrant. 


Registration Terms & Conditions

Cancellations must be received in writing 10 working days prior to the workshop.  A refund will not be given if a registrant fails to attend or cancels within 10 working days prior to the workshop start date.  Substitute attendees are always welcome.

The ATMA reserves the right to cancel or reschedule this event  should the need arise.

Name Sales End Price
Member Rate   Ended $1450
Non Members Ended $1650
Multiple Booking (5 +)   Ended $1160

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