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Event name goes here
 

20+

speakers

2

streams

12

CPD hours

2

days

 

Event Details

Early bird registration

$ 1,695 (member)

$ 1,695 (new member*)

$ 1,995 (non member)

Contact us
Download Brochure
  • When03-April-2025 - 04-April-2025
  • FormatFace-to-face
  • CPD Hours12

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The program

Technical, practical, relevant

Consider the SA Tax Forum your one-stop shop for tax technical updates, practical learnings and expert insights into the many and varied issues facing practitioners and advisers across SA. 

The two-day event format includes plenaries, breakout streams and panels. With a format designed to offer flexibility and choice, delegates can attend a mix of plenary and concurrent sessions that are relevant for both SME and corporate tax professionals.

Flexible ticket options are available to ensure you and your team can all attend, by tailoring the content to suit your CPD needs and areas of interest.  

Welcome and President address

Speakers: Josh Pascale, Cowell Clarke (Co-Chair, Forum Organising Committee), Tim Sandow, CTA, President, The Tax Institute

Session 1: VIP keynote address

Speaker: The Hon. Stephen Mullighan MP

Session 2: Tainted Gains – SMSF, NALI/NALE and other issues

Speaker: Stephen Heath, CTA (Life), Wallmans

Session 3: Panel session – The current state of play with TASA and TPB

Panellists: Tim Sandow, CTA, The Tax Institute, Peter de Cure, Tax Practitioners Board

Facilitator: Lisa Pritchard, CTA, Holman Hodges 

Session 4: A closer look at the small business CGT concessions

Speaker: Adam Dimac, Hall & Wilcox 

Session 5A:  ATO private groups tax performance programs – Next 5,000 and medium & emerging

Speaker: David Hall, Australian Taxation Office

Session 5B: Super & SMSFs – Where are the goal posts?

Speaker: Shirley Schaefer, BDO

Session 6: Depreciating assets - Transactional tips and traps

Speaker: Jackson Jury, Cowell Clarke

Session 7: Alcohol taxation in Australia - A tour of the different regimes

Speaker: Jessica Pengelly, CTA, HWL Ebsworth Lawyers

Session 8: Monetary easing in an election year - Navigating the investment environment in an uncertain interest rate environment

Speaker: Tim Clark, Morgan Stanley

 Session 9: Payday super

Speaker: Jacqui Tucker, CTA, KPMG

Session 10: Navigating disputes involving discretionary trusts

Speaker: Sam Ure, FTI, South Australian Bar 

Session 11: Walking the tightrope - Anti-Avoidance traps for corporate restructures in preparation for sale

Speaker: Briony Hutcheson, CTA, Finlayson 

Session 12: Challenging the conclusions of the South Australian Commissioner

Speaker: Lee Jurga, Perks

 Session 13: Taxation of image rights

Speakers: Elma Li, WRP Legal & Advisory, Nick McCann, WRP Legal & Advisory

 

Pullman Adelaide

16 Hindmarsh Square, 5000 Adelaide

Adelaide’s premium 5-star hotel positioned in the heart of the Adelaide CBD. Located on Hindmarsh Square, you are only a short walk from many attractions, including Rundle Street’s fashion boutiques and lively café culture, Adelaide Oval, National Wine Centre and a pleasant 20 minute journey takes you to the Adelaide Hills Wine region. It is a pleasant 45-minute drive to the Barossa Valley and Mclaren Vale.

Favourable room rates have been negotiated and secured at Pullman Adelaide. To book please follow the link, here.

* Please note that as per hotel booking conditions, all accommodation booked is non-refundable. All additional hotel incidentals, including breakfast, remain the responsibility of delegates, and individuals will be responsible for payment of the balance of their account when checking out of the hotel. Please note that extra charges may be incurred for additional guests and will be charged to individual room accounts upon checkout. Rates subject to change based on availability at time of booking.

The Pullman Adelaide is approximately 7 km and a 19 minutes drive from Adelaide airport. Delegates can take advantage of a plethora of travel options, including bus, taxi or private car.

To find the best route from your location please click here.