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Conference Online Face-to-face

Death & Taxes Conference

28 - 29 October 2026 | The Calile Hotel Brisbane & Online | 12 CPD hours

 

 

deathandtaxes

Super early bird now available for a strictly limited time! 

Australia’s leading estate taxation conference

With the client bases of many practitioners ageing, the complexities of asset holdings and family arrangements increasing, and the highest ever intergenerational wealth transfers now occurring, practitioners need to invest time in developing an understanding of the taxation of deceased estates. This is an emerging market and opportunity for many, but equally one that has seen an unprecedented growth in litigation. It therefore presents risks and tax nuances that practitioners must manage and be alert to.

Industry experts and an expansive technical program

This excellent conference held over two days will address a range of topical content including Deceased Estates, Testamentary Trusts, International Estates, a dive into Loans and UPE's, plus much more.

Who should attend?

A must-attend event for all tax and legal practitioners involved in succession planning and estate administration.

Venue and destination

This year the Death and Taxes Conference will again be held in Brisbane at the centrally located Calile Hotel. It’s a great opportunity to return to in person events and reconnect with colleagues and peers from across the profession.

Network, network, network

Our specialist conferences are designed to allow delegates the time to enjoy robust technical discussions with colleagues and incorporate several opportunities throughout for attendees to mingle with peers and presenters. Each conference program includes dedicated networking functions for attendees to connect with like-minded members of the profession and discuss the latest issues in tax and beyond.

Event Details

Super early bird registration

$ 1,595 - Member

$ 2,015 - Event & new membership bundle

$ 1,895 - Non member

Contact us
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  • When27-October-2026 - 28-October-2026
  • FormatHybrid
  • CPD Hours12
 
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Event Information

The Calile Hotel

48 James Street, Fortitude Valley, QLD 4006

Located in the city of Brisbane, with direct access to restaurants, shopping and bars, The Calile Hotel features an outdoor pool, fitness centre and spa facilities. You can complete your Brisbane experience with visits to the city’s art galleries, museums and the CBD, all within a short drive from the property. Create memorable moments in time at The Calile Hotel. Enjoy the many facilities at the property, including the four onsite restaurants, Lobby Bar, Hellenika, SK Steak & Oyster and Sushi Room. Relax with a cocktail in a poolside cabana or at the hotel’s spa facilities, which provide a holistic wellness experience with modern approaches to skin health, medical aesthetics and beauty essentials.

Getting there

The Calile Hotel is located at 48 James Street, Fortitude Valley and is approximately a 20-minute drive from Brisbane Airport. The hotel is located a short ten-minute walk from the Fortitude Valley Train Station and is directly adjacent to the James Street 8A bus stop.

Parking

To guarantee your parking space ahead of arrival, The Calile Hotel has secure carparking available, please follow the link to book directly. Please note that choosing not to secure parking in advance means availability cannot be guaranteed. 

Favourable room rates have been negotiated and secured at The Calile Hotel, Brisbane. Accommodation bookings can be made by following the link here.

Rooms are limited and subject to availability.

Nearby accommodation

Guests seeking alternative accommodation arrangements, may wish to consider the following nearby options within walking distance to The Calile.

Sage Hotel James Street | 2-minute walk from The Calile Hotel

The Alva Hotel Brisbane | 6-minute walk from The Calile Hotel

Alpha Mosaic Hotel Fortitude Valley | 4-minute walk from The Calile Hotel

Please contact the hotels directly for availability and current rates.

Join fellow delegates, speakers and industry colleagues for drinks, canapés and networking at The Calile Hotel, Brisbane. 

Date: Wednesday, 28 October 2026
Time: 5:30-7:30pm
Venue: The Calile Hotel, Brisbane
Price: Included for all full registration delegates. Additional tickets are $80 each—see the registration form for details.
Dress: Business or business casual

 
 

2026 Technical Program 

Session 1: Current and Developing Issues

Panellists: Anthony Bach, CTA, Australian Taxation Office, Lyn Freshwater, BNR Partners, Dung Lam, CTA, West Garbutt

Session 2: Deceased Estates – Mapping the Post-Death Tax Landscape

Speakers: Andrew Clements, FTI, Mallesons, Paula Yu, Mallesons

Session 3: Planning for the Next Generation

Speaker: Natalie Cameron, CTA, Elda Legal

Session 4:Transferring Ownership and Control of Structures

Speaker: Grant Abbott, SMSF Strategies

Session 5: Testamentary Trusts Revisited

Speaker: Emma Woolley, CTA, Hall & Wilcox Lawyers

Session 6: Philanthropy in the Estate Plan

Speaker: Rachel Vijayaraj, CTA, Brown Wright Stein Lawyers

Session 7: Death and the Small Business CGT Concessions

Speaker: Peter Bardos, CTA, HLB Mann Judd

Session 8: Don’t Fear the Reaper – Practical Superannuation Strategies at Death

Speaker: Keeghan Silcock, Cooper Grace Ward Lawyers

Session 9: Dealing with Loans and UPEs in the Estate

Speaker: Daniel Smedley, CTA, Sladen Legal

Session 10: International Session: Estates with International Elements — Executors, Beneficiaries and Assets

Speaker: Nicole Bryant, FTI, Macro Group

Session 11: Because Death Wasn’t Complicated Enough – Enter Division 296

Speaker: Neal Dallas, CTA, BusinessDEPOT

Session 12: The Great Debate – Weekend at Bernie’s: Keeping the Discretionary Testamentary Trust Alive

Debaters: Michael Garrone, CTA, Mage Advisory, Laura Hanrahan, Hall & Wilcox, Dung Lam, CTA, West Garbutt

Adjudicator: Josh Philo, ATI, Estate First

Register now

 

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