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On-demand

Financial Services Taxation Conference

12 CPD hours | On-demand available now

 

 

FinancialServices

Missed the event? On-demand now available!

We understand it's a busy time for tax professionals and there are simply not enough hours in the day.  Rest assured, we've made it easy for you to still gain access to the latest knowledge in tax.   

On-demand - All the latest content at your fingertips 

On-demand gives you virtual access to session recordings, technical papers and presentations from the most recent event. Download the brochure to view the full program.

On-demand gives you flexibility to digest the content in your own time with access for 6 months from date of purchase.

Available for a strictly limited period!
 

Australia’s premier tax event for the financial services industry

This thought-provoking program explores all the key tax issues that have emerged over the last 12 months, along with a focus on regulatory compliance, technological disruption, economic headwinds, geopolitical changes and a range of ESG reporting obligations. These industry issues overlay a number of tax challenges for taxpayers which impact financial and business strategy, and compliance and reporting obligations.

Designed for all segments of the financial services industry, participants will hear from some of Australia’s leading experts and thought leaders over this two-day conference.

Returning to Crown Sydney in 2025, we will pick up where we left off in 2024, with two streams of technical content, high profile keynotes and exceptional networking opportunities.

Event Details

On-demand registration

$ 1,695 (member)

$ 1,695 (new member*)

$ 1,995 (non-member)

Contact us
Download Brochure
  • When27-March-2025 - 30-September-2025
  • FormatOn-demand
  • CPD Hours12
 
 

Technical program

Welcome and President's address

Matt Osmond, CTA, Chair, Financial Services Taxation Conference Organising Committee together with the 2025 President of The Tax Institute.

Session 1: Opening address - The future of financial services

Barry Trubridge, PwC Australia
Facilitator: Michael Potter

 Session 2: Thin Capitalisation - case studies and calculations

Julian Humphrey, CTA, KPMG

Session 3A: Operational taxes

Jodie Bosler, State Street

Session 3B: TOFA refresh and industry issues

Michael Anderson, BDO

Session 4A: Investing in US private credit

Peter Oliver, CTA, KPMG and Vanessa Kasbekar, KPMG

Session 4B: Income tax and GST treatment of fees

Brad Miller, EY and Kimberley Christy, EY

Session 5A: Pillar Two workshop – key principles and calculations

Stuart Landsberg, PwC and Tony Chen, PwC

Session 5B: FS M&A update – private equity focus

James Momsen, BDO

Session 6: Tax Cases and rulings update

Steve Whittington, Ashurst and Bronwyn Kirkwood, Ashurst

Session 7: Economics update

Cherelle Murphy, EY

Session 8A: Tax treatment of intangible assets in financial services

Cameron Blackwood, ATI, Corrs 

Session 8B: Anti-avoidance regimes in Australian tax law

Daniel McInerney KC, Victorian Bar

Session 9: Tax director panel

Steve Southon, ATI, National Australia Bank, and Sarah Pang, FTI, IAG

Facilitator: Siew-Kee Chen, CTA, Deloitte

Session 10A: International tax update

Manu Sriskantharajah, Deloitte

Session 10B: Promoter penalty rules

Jeremy Geale, CTA, MinterEllison and Sarah Taylor, Australian Taxation Office

Session 11: Tax Policy update

Graeme Cooper, FTI, Herbert Smith Freehills

Session 12: ATO Panel

Bill Neskovski, Australian Taxation Office and Aaron Bennett, Australian Taxation Office

Facilitator: Matt Osmond, CTA, PwC 

 

 

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