About this session
Australian employee tax planning involves much more than lodging a return at the end of the financial year.
PAYG withholding is happening throughout the year, work-related expenses need evidence while they are being incurred, salary-packaging choices can affect more than take-home pay, voluntary super contributions have their own tax rules, and additional income from investments, property or other sources can change the final assessment.
This session builds a practical Australian employee tax system around those moving parts. Participants first understand how PAYG, marginal tax rates, the tax-free threshold, Medicare, study-loan obligations, income statements and the annual assessment fit together.
They then learn the difference between deductions and offsets and use ATO-style principles to evaluate work-related expense and recordkeeping questions without treating every work cost as deductible.
The later modules examine salary sacrifice, fringe benefits, super tax interactions, investment income, capital-gains triggers and tax-return preparation.
Participants learn to review ATO pre-fill rather than relying on it blindly, distinguish the tax return from the notice of assessment, recognize when a situation has become too complex for generic education, and leave with an Australian Tax Planning Calendar that supports year-round records and better-informed tax decisions.
What your people take away
- Understand how Australian PAYG withholding connects with the final annual tax assessment
- Distinguish deductions from tax offsets and apply sound work-expense and recordkeeping principles
- Understand the tax implications of salary packaging, reportable fringe benefits, and super contributions without receiving product recommendations
- Recognize Medicare, study-loan, investment, capital-gains, property, and employee-share-scheme tax triggers
- Build a year-round Australian tax system covering records, ATO pre-fill, tax-return review, assessment, and future planning
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What each length covers
30 minutes
30 Minutes — Key Points: Understand Your Australian Tax PositionA focused 30-minute session on three key points from Understand Your Australian Tax Position: connect PAYG with the final annual tax position, understand marginal tax & the tax-free threshold without chasing a particular rate and distinguish Medicare levy, mls & private health tax information.
- Connect PAYG with the final annual tax position
- Understand marginal tax & the tax-free threshold without chasing a particular rate
- Distinguish Medicare levy, mls & private health tax information
Covers 3 of 4 points in Understand Your Australian Tax Position.
60 minutes
60 Minutes — Module 1: Understand Your Australian Tax PositionStart with the Australian employee tax framework. Participants connect PAYG withholding, marginal tax rates, the tax-free threshold, Medicare, study-loan obligations, income statements, ATO information, and the final annual tax position without attempting to calculate an individual's tax.
- Module 1: Understand Your Australian Tax Position
- Australian Financial Year Map
- PAYG Withholding vs Final Tax
- Marginal Tax & Tax-Free Threshold
- Medicare Levy / MLS Boundary
- HELP / Study-Loan Tax Interaction
- ATO Income Statement & Tax Account
- Live Q&A
Covers 1 of 4 parts: Understand Your Australian Tax Position.
90 minutes
90 Minutes — Modules 1 and 2: Understand Your Tax Position & Claim Legitimate DeductionsBuild on PAYG literacy with deductions, offsets, work-related expense rules, private / work apportionment and recordkeeping. Participants examine working-from-home, vehicle, professional and self-education scenarios and learn why a deductible expense still costs money.
- Module 1: Understand Your Australian Tax Position
- Module 2: Build Your Deductions & Evidence System
- Deduction vs Tax Offset
- Work-Related Expense Test
- Work / Private Apportionment
- Working-from-Home & Travel Boundaries
- Tax Evidence System
- Live Q&A
Covers 2 of 4 parts: Understand Your Australian Tax Position and Build Your Deductions & Evidence System.
3 hours
Covers 3 of 4 parts: Understand Your Australian Tax Position, Build Your Deductions & Evidence System and Understand Workplace, Salary Packaging & Super Tax Interactions.
Full day
Full Day — Complete Australian Tax Planning Essentials WorkshopExplore all four modules with PAYG scenarios, work-deduction exercises, recordkeeping, salary-packaging examples, fringe-benefit scenarios, super tax maps, Medicare / study-loan examples, investment / capital-gains triggers, ATO pre-fill review, and an Australian Tax Planning Calendar. Participants leave with a structured tax-management system rather than individualized tax advice or a list of tax-minimization transactions.
- Module 1: Understand Your Australian Tax Position
- Module 2: Build Your Deductions & Evidence System
- Module 3: Understand Workplace, Salary Packaging & Super Tax Interactions
- Module 4: Manage Investments, Tax Time & the Full Financial Year
- PAYG & Annual Tax Map
- Deduction / Offset exercise
- Work-Related Expense Scenario Lab
- Salary Packaging & Fringe Benefits Map
- Super Contribution Tax Map
- Investment / CGT Trigger Check
- ATO Pre-Fill Review
- Australian Tax Planning Calendar
- Live Q&A
Covers all 4 parts.
Also available as a 4-week or 8-week program, for change that lasts. Ask us about it.
What’s covered
Understand Your Australian Tax Position
Every length- Connect PAYG with the final annual tax positionParticipants learn how tax withheld through payroll during the financial year connects with the final Australian tax assessment.
- Understand marginal tax & the tax-free threshold without chasing a particular rateParticipants learn how Australian marginal tax bands operate at a conceptual level and why entering a higher band does not mean all taxable income is taxed at that rate.
- Distinguish Medicare levy, mls & private health tax informationParticipants distinguish the Medicare levy from the Medicare levy surcharge and learn why private hospital cover can interact with the surcharge without treating insurance as a tax product.
- Understand how study loans & ATO information enter the tax pictureParticipants learn how applicable HELP and other study / training loans can interact with PAYG withholding and annual compulsory repayments.
Build Your Deductions & Evidence System
90 minutes and longer- Distinguish a deduction from a tax offsetParticipants learn that a deduction generally reduces taxable income while a tax offset generally reduces tax otherwise payable under its rules.
- Test whether a work expense has the required connectionParticipants evaluate supplied employee expenses by asking whether they incurred the cost, were reimbursed, have the required connection with earning employment income, need to apportion private use, and hold the evidence required under current ATO rules.
- Handle working from home, travel & self-education carefullyParticipants examine working-from-home calculation methods, home-to-work versus work-related travel, vehicle recordkeeping, professional expenses, and self-education boundaries.
- Build the record before tax timeParticipants create a Tax Evidence System covering receipts, electronic records, work-use calculations, diaries or logs where required, income records, investment records, donation evidence, super documentation, and other relevant tax material.
Understand Workplace, Salary Packaging & Super Tax Interactions
3 hours and longer- Understand salary sacrifice before focusing on the tax effectParticipants learn that salary sacrifice exchanges part of future cash remuneration for an agreed benefit or contribution under employer and tax rules.
- Distinguish fringe benefits, reportable amounts & taxable salaryParticipants learn why fringe benefits tax is generally an employer tax while certain benefits can create reportable fringe benefits amounts that matter for specified income tests and obligations.
- Understand the tax categories around super contributionsParticipants distinguish employer super, salary-sacrificed contributions, personal deductible contributions, concessional contribution caps, and carry-forward concepts at a tax level.
- Recognize when super tax has become a specialist issueParticipants identify excess-contribution questions, Division 293, personal deduction notices, significant carry-forward contributions, unusual contribution timing, and other situations that can require current ATO information or professional tax / financial advice rather than generic employee education.
Manage Investments, Tax Time & the Full Financial Year
Full day only- Recognize the tax information created by investmentsParticipants identify bank interest, dividends, franking credits, managed-fund distributions, capital gains, capital losses, and investment records as potential tax-return inputs.
- Recognize property, equity, crypto & foreign-income complexityParticipants learn that rental property, employee share schemes, crypto, foreign income, contracting, and cross-border work can create materially more complex Australian tax obligations.
- Review ATO pre-fill — do not assume it is the whole returnParticipants learn how employer, bank, health, investment, and other third-party data can appear in ATO pre-fill and why the taxpayer still needs to review completeness, add missing information, examine deductions, and understand the declaration made when lodging.
- Close the year with the return, assessment & next-year planParticipants distinguish the lodged tax return from the ATO notice of assessment, identify refunds or amounts payable, understand when an amendment or registered tax agent may be appropriate, and build an Australian Tax Planning Calendar covering records, workplace tax reviews, investment documentation, tax time, and the next financial year.
Tools and materials
- Australian Tax Learning Baseline
- Australian Employee Tax Map
- Australian Tax Terminology Guide
- Australian Financial Year Timeline
- PAYG vs Final Tax Guide
- Medicare Levy / MLS Comparison
- Study-Loan Tax Interaction Guide
- ATO Income Statement & Pre-Fill Guide
- Deduction vs Tax Offset Guide
- Work-Related Expense Decision Map
- Apportionment Scenario Cards
- Working-from-Home Record Guide
- Travel & Vehicle Tax Boundary Guide
- Self-Education Tax Question Guide
- Tax Evidence System
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Tax Planning Essentials: Australia
How long is Tax Planning Essentials: Australia?
Tax Planning Essentials: Australia runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers three key points from Understand Your Australian Tax Position: connect PAYG with the final annual tax position, understand marginal tax & the tax-free threshold without chasing a particular rate and distinguish Medicare levy, mls & private health tax information. A 60-minute session covers Understand Your Australian Tax Position in full, with a live Q&A. A 90-minute session adds Build Your Deductions & Evidence System. A 3-hour session adds Understand Workplace, Salary Packaging & Super Tax Interactions. A full-day session adds Manage Investments, Tax Time & the Full Financial Year. It is also available as a 4-week or 8-week program.
Can Tax Planning Essentials: Australia be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Tax Planning Essentials: Australia?
Create a free Workbliss profile with your work email, then open Tax Planning Essentials: Australia to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.