Part IVA Risks for SMEs

Institute of Financial Professionals Australia (IFPA)

About this session

While often associated with ‘the big end of town’, Part IVA is increasingly relevant in the small‑to‑medium enterprise (SME) environment. The ATO’s data‑matching capabilities, increased audit activity and focus on integrity measures mean that SME advisers must be able to identify, assess and manage Part IVA risk with confidence. This session covers: ATO warning areas Businesses passing the PSI rules – Part IVA risks of income splitting Rules affecting professional firms Recent case law How does the ATO approach Part IVA? Managing Part IVA risks Register now to secure your place! $99+GST (members) | $132+GST (non- members) TPB CPD Hours Available Presented by: Karen Vella Karen translates complex technical topics into meaningful, engaging and practical knowledge for her clients – no matter their level of experience. She is popular because she understands exactly what makes a great practice, a great team, and how to deliver the knowledge they need in the way that they need it. She knows this because she has been where they are. After training with the Big Four, Karen initiated her own successful practice before becoming a Partner in a second-tier firm. Prior to TaxBoutique, she built her expertise as a trainer with leading industry groups and organisations as a specialist consultant.