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Forum South Australia Face-to-face

SA Tax Forum

4–5 March 2027 | The Playford Hotel Adelaide | 13 CPD hours

 

 

Super early bird registration now available!

Where SA’s tax community connects

Why Attend?

The SA Tax Forum fosters collaboration, professional connections, and peer learning at every level. Be part of a dynamic forum that brings together tax professionals from across South Australia to share insights, discuss emerging issues, and explore practical solutions. 

Program Highlights

  • Two-day format combining plenaries and deep-dive workshops
  • Flexible concurrent sessions for both SME and corporate tax professionals
  • Practical learnings and expert guidance on current and emerging tax issues

Connecting the profession

Our forums are designed for discussion and incorporate opportunities throughout to mingle with peers and presenters.  Each forum program includes several networking activities for attendees to connect with like-minded members of the profession and discuss the latest issues in tax and beyond.

Tailored for You

Flexible ticket options allow you and your team to customise your program, ensuring CPD content aligns with your interests and professional development needs.

Employer tickets offer a flexible option for firms to send multiple attendees to this event. For more information, contact JehanHapuarachchi@taxinstitute.com.au. 

 
 

Event Details

Super early bird registration

$ 1,495 - Member

$ 1,495 - New Member*

$ 1,795 - Non member

Contact us
Download Brochure
  • When04-March-2027 - 05-March-2027
  • FormatFace-to-face
  • CPD Hours13

*New Member - Member ticket rate + Pro rata Affiliate membership until 30 June added at checkout (approx $53 per month)

 

Proudly sponsored by:

 

2027 Technical Program

Welcome and President’s Address

Session 1: Division 7A After Bendel – Where Things Stand and What Practitioners Should Do
Speaker: Michael Butler, CTA (Life), Finlaysons

Session 2: LRBAs – Where Do the Rules Stand Now?
Speaker: Shirley Schaefer, BDO

Session 3: Small Business CGT Concessions – Eligibility, Tests and Traps
Speaker: Sonia Mascolo, CTA, Bentleys

Workshop 1: Old Gains, New Rules – Understanding CGT from 1 July 2027
Speakers: Caitlin Ashworth, CTA, CCK Lawyers, Daniel Kedzior, CCK Lawyers

Session 4: AML and Counter-Terrorism Regime – Where Are We Eight Months In?
Speaker: Richard Storey, Grant Thornton

Session 5: Under Pressure – The Realities of Modern Tax Practice
Speakers: Caitlin Ashworth, CTA, CCK Lawyers, Darryl Cross, Institute for Leadership Coaching, Tim Sandow, CTA, BDO

Session 6: Stamp Duty: What’s New and What You Need to Know
Speaker: Paul Ingram, CTA, Minter Ellison

Session 7: Professional Practice and PSI
Speakers: Connor Eglinton, ATI, HWL Ebsworth Lawyers, Neil Oakes, CTA, Perks

Session 8: Holiday Homes or Rental Properties: Navigating the New Deduction Rules
Speaker: Brad Loftus, RSM Australia

Workshop 2: Navigating the Minimum Tax Trust Regime
Speakers: Amy Lancaster, Cowell Clarke, Joshua Pascale, Cowell Clarke

Session 9: International Tax Essentials: A Practical Guide for SME Advisers
Speakers: Stefan Bratis, KPMG, Jacqui Tucker, CTA, KPMG

 
 

Event Information

The Playford Hotel Adelaide
120 North Terrace, Adelaide SA 5000

The forum will be held at The Playford Hotel Adelaide. Located in the heart of Adelaide’s cultural precinct, The Playford presents a contemporary take on the elegant

Art Nouveau era depicted through its unique South Australian art, décor and bespoke customer service.

Favourable room rates have been negotiated and secured at The Playford Hotel Adelaide. Accommodation bookings can be made by clicking 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.

The Playford is approximately 9 kilometres from Adelaide Airport, a short 15–20-minute commute by car.

Attendees have access to a variety of travel options, including taxi, rideshare, private vehicle or public transport.

  • Train: Adelaide Railway Station is just a few steps away from the hotel.
  • Tram: The tram stop serving the city and heading toward Glenelg departs from right outside the hotel.
  • Bus: Adelaide Central Station/Franklin Street bus station is located about 600 metres away.

Parking

Car parking is available in The Playford car park located on Victoria Street, opposite the hotel. Self-parking is available for $30 per night, subject to availability.

Register now

 

Interested in raising your company's profile?

Contact our partnerships team to find out more about becoming a sponsor.