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Forum Face-to-face South Australia

SA Tax Forum

5-6 March 2026 | Stamford Plaza | 13 CPD hours

 

 

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

$ 1,890 - Event & new membership bundle

$ 1,795 - Non member

Contact us
Download Brochure
  • When05-March-2026 - 06-March-2026
  • FormatFace-to-face
  • CPD Hours13

Proudly sponsored by: 

Technical Program out now! 

Welcome and President address

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

Session 1: Session 1: Div7A - Practical insights and latest developments  

Speaker: Michael Butler, CTA (Life), Finlaysons

Session 2: Superannuation

Speaker: Shirley Schaefer, BDO

Session 3: Succession planning for family businesses - Tax & legal traps

Speaker: Christopher Annicchiarico, WRP Legal

Workshop 1: Family Trust Elections – Navigating the complexities

Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 4:  Cross-border tax landmines and opportunities when selling Australian property

Speaker: Ben Turner, FTI, Atlas Tax and Employment Tax Advisor 

 Session 5: Practical AI for accounting and legal practices 

Speaker: Adrian Cartland, Cartland Law

Session 6: Tax Ombudsman update

Speaker: Victoria Haffey, Deputy Tax Ombudsman

Session 7: Tax debts & insolvency – Practical pathways through a legal-ethics lens 

Speaker: Sylvia Villios, CTA, University of Adelaide

Session 8: Comparison of land tax and stamp duty on land conveyances

Speakers: Amy Lancaster, Cowell Clarke, Josh Pascale, Cowell Clarke

Workshop 2: Small business CGT concessions – Restructuring for an exit event

Speaker: Caitlin Ashworth, CTA, CCK Lawyers

Session 9: Tax effective liquidations – Structuring for the best outcome 

Speaker: Daniel Lopresti, Clifton Hall

 

 

Event Information

Stamford Plaza Adelaide
150 North Terrace Adelaide, 5000 Adelaide

Stamford Plaza Adelaide is a premium 5-star hotel superbly located in the heart of Adelaide's CBD on the city’s key cultural boulevard, North Terrace. Just 10 minutes from Adelaide Airport and a short 20-minute drive to the iconic beachside suburb of Glenelg, the hotel is perfectly positioned for both convenience and experience. 

 

Favourable room rates with a 12% discount off the best available daily rate have been negotiated and secured at Stamford Plaza Adelaide.

Accommodation bookings can be made by contacting the hotels directly and quoting the code “PR10H” when booking.

To book accommodation at Stamford Plaza Adelaide:
Phone: 08 8461 1111
Email: reservations@spa.stamford.com.au

* 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.

Stamford Plaza Adelaide is approximately 7 km (around 19 minutes’ drive) from Adelaide Airport. Attendees have access to a variety of travel options, including taxi, rideshare, private vehicle, or public transport.

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

 

Parking 
Stamford Plaza Adelaide offers a range of secure parking options available 24 hours a day, 7 days a week for hotel guests and visitors. On-site valet and self-parking options are available, subject to availability and height restrictions. Check this for more information.

       

 

Interested in raising your company's profile?

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