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Conference Face-to-face NSW

Financial Services Taxation Conference

26-27 March 2026 | Crown Sydney | 12 CPD hours

 

 

FinancialServices

Super early bird registration now available for a limited time

The Financial Services Taxation Conference is Australia's premier tax event for all those working across the sector


Why attend?

Australia’s premier tax event for the financial services industry brings together leading experts, practitioners and emerging professionals from across the sector. Over two days, participants will explore the key tax issues that have shaped the last 12 months, gain insight into evolving regulatory and compliance expectations, and examine the impact of technological disruption — including the growing influence of AI-enabled tax functions. The program also considers global economic shifts and the expanding suite of ESG reporting obligations that continue to influence business strategy, financial performance and compliance frameworks.

Program highlights
  • Two-day conference featuring high-profile keynotes, plenaries and specialised technical streams
  • Deep-dive sessions tailored for all segments of the financial services industry
  • Practical guidance on current and emerging tax issues affecting the financial services sector
  • Insights into technological and regulatory developments shaping future tax functions
Connecting the profession

This conference is designed to foster meaningful discussion and provide opportunities to engage with peers, presenters and industry leaders. Across the two days, attendees will have access to dedicated networking activities, enabling them to connect with like-minded professionals, exchange perspectives and discuss the latest developments influencing Australia’s financial services tax landscape.

Event Details

Super Early bird registration

$ 1,695 (member)

$ 1,695 (new member*)

$ 1,995 (non-member)

Contact us
Download Brochure
  • When26-March-2026 - 27-March-2026
  • FormatFace-to-face
  • CPD Hours12
 
 

Technical program

Welcome and President's address

Speakers: Matt Osmond, CTA, Chair, Conference Organising Committee, Tim Sandow, CTA, President of The Tax Institute

Session 1: Keynote address 

 Session 2: Navigating the debt deduction creation rules

Speakers: George Bishop, Allens, Ellen Thomas, Allens

Session 3A: Taxation and regulation of private credit

Speaker: Matt Osmond, CTA, PwC

Session 3B: Tax and regulatory insights for IDPS and bare trust operators

Speakers: Khalid Ismail, KPMG, Natalie Raju, KPMG

Session 4A: Investment management update

Speakers: Siew-Kee Chen, CTA, Deloitte, Ryan Kinsella, Deloitte

Session 4B: International tax update

Speaker: Jayde Thompson, Alvarez & Marsal

Session 5A: Taxation of derivatives and similar instruments

Speakers: Simon Jenner, CTA, EY, Anita Sharma, EY

Session 5B: Third party data governance – Meeting expectations and amanaging risk

Speakers: Aaron Bennett, Australian Taxation Office, Rob Leonard, PwC

Session 6: Cases and rulings update

Speakers: Bronwyn Kirkwood, Ashurst, Steve Whittington, Ashurst

Session 7: Economic update

Session 8A: M&A update with a focus on real assets

Speaker: Nari Kye, CTA, Deloitte

Session 8B: Red tape reduction project – Financial services perspectives for the Board of Taxation Review

Speakers: Mike Garrod, Suncorp Group, Andrew Mills, CTA (Life), Board of Taxation 

Session 9: The PepsiCo High Court decision – implications for the application of Part IVA and the DPT

Speaker: To be announced

Session 10A: Taxation of dividends

Speaker: Michael Anderson, BDO

Session 10B: Managing withholding tax obligations and foreign income tax offsets

Speaker: John Fulton, CTA, KPMG

Session 11: ATO current areas of focus in financial services

Speakers: James Campbell, Australian Taxation Office, Rhys Chalmers, Australian Taxation Office, Antony Faisandier, Australian Taxation Office

Session 12: The AI enabled tax function of the future

Speakers: Katherine Boiciuc, EY, Kelum Kumarasinghe, EY

 

Event Information

Crown Sydney
1 Barangaroo Ave, Barangaroo, NSW 2000 

Crown Sydney offers uncompromising design that captures the essence of its harbour side setting, highly intuitive personalised service, and the finest dining and facilities unlike anything Sydney has seen before. Located in in the bustling precinct of Barangaroo, connected to sprawling parklands, laneway bars, beautiful public artworks and bay views of Sydney redefining bespoke luxury in the heart of the harbour.

Favourable room rates have been negotiated and secured at Crown Sydney. Accommodation bookings can be made by following the link on the event web page or via this link. This offer is not combinable with other offers.

Crown Sydney is centrally located along the Barangaroo waterfront, yet still close to the heart of Sydney. Sydney Airport is located just 15 kilometres from the hotel. The closest train station is the Wynyard stop, a 9-minute walk to Crown Sydney. The closest light rail stop is the Bridge Street stop, where the L2 and L3 run. This stop is an 11-minute walk to Crown Sydney. The closest stop is Barangaroo South on Hickson Rd, which is a 3-minute walk to Crown Sydney.

Parking 
Valet Parking is available through the hotel’s Bell Desk team at the rate of $80.00 per 24 hours. Alternatively, The Barangaroo Reserve car park is a 10-minute walk to Crown Sydney. We invite you to visit the website to view the most current rates and book in advance https://www.carepark.com.au/find-a-care-park/barangaroo-reserve. The closest Wilsons public car park is located at Barangaroo Reserve, however, please kindly be aware this parking lot does not operate 24 hours. For more information you can also visit https://www.crownsydney.com.au/general/getting-here. 

 

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