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Conference Online Face-to-face

Death & Taxes Conference

Early bird registration now available!

 

 

deathandtaxes

Early bird registrations now open!

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 the administration estates, administering an SMSF on death, a dive into the re-emerging provisions of 99B and 100A, 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

Early Bird Registration

$ 1,695 (member)

$ 1,695 (new member*)

$ 1,995 (non member)

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Download Brochure
  • When23-October-2025 - 24-October-2025
  • FormatHybrid
  • CPD Hours12
 

2025 Program

Session 1: Tax implications of settlements – Common claims, issues and recent cases

Speaker: Justin Byrne, CTA, QLD Bar

Session 2: Tax Masterclass

Speakers: Joanne Casburn, FTI, Cooper Grace Ward Lawyers, Melinda Ranson, Cooper Grace Ward Lawyers

Session 3: ATO focus areas

Speaker: Anthony Bach, CTA, Australian Taxation Office

Facilitator: Julie Abdalla, ATI, The Tax Institute

Session 4: How protected are your assets?

Speaker: Patrick Ellwood, FTI, Clover Law

Session 5: Modernising legacy trusts and optimising outdated trust deeds

Speakers: Dr Phil Bender, CTA, Victorian Bar, Nathan Yii, CTA, Nathan Yii Lawyers

Session 6: AI and its impact on estates

Speaker: Adrian Cartland, Cartland Law

Session 7: Entitlements and taxation of estate income

Speaker: Glenn Davies, BNR Partners

Session 8: Australian beneficiaries of foreign trusts – Not just in your lifetime

Speakers: Fletch Heinemann, CTA, HLS Tax Law, Sarah Lancaster, HLS Tax Law

Session 9: Superannuation death benefits – Key issues and practical considerations

Speaker: Speaker to be announced

Session 10: Managing and transitioning trading businesses

Speaker: Sally Preston, CTA, Smart Solutions Tax & Business Advisory

Session 11: Primary production land in the estate plan

Speaker: Matthew Burgess, CTA, View Legal

Session 12: The great debate – Life Interests… best thing since sliced bread or a poison chalice?

Speakers: John Ioannou, CTA, Mapcherson Kelley, Archana Manapakkam, Velocity Legal, Bryan Mitchell, FTI, Mitchell’s Solicitors, Nicole Treacey, Mapcherson Kelley

Adjudicator: Ann Janssen, ATI, Estate First Lawyers

Register now

 

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