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Forum Face-to-face Western Australia

WA Tax Forum

12-13 March 2026 | Pan Pacific Perth | 12 CPD hours

 

 

Where WA’s tax community connects

Why Attend?

The WA 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 Western Australia to share insights, discuss emerging issues, and explore practical solutions. 

Program Highlights

  • Cutting-edge technical content from industry leaders, covering the latest in case law, tax consolidations, SMSF succession planning, property development, CGT rollovers, transfer duty, and landholder duty.
  • A thought-provoking panel discussion exploring the intersection of dispute resolution and client vulnerability in tax practice.
  • A deep dive into Family Trust Distribution tax and its practical implications.
  • Practical tools and insights to help practitioners prepare clients for audits, manage penalty risks, and navigate global tax trends shaping the high-net-worth landscape.

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)

$ 1,495 (new member*)

$ 1,795 (non member)

Contact us
Download Brochure
  • When12-March-2026 - 13-March-2026
  • FormatFace-to-face
  • CPD Hours12

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Technical Program out now!

Welcome and Presidents address

Speakers: Billy-Jo Famlonga, FTI, Famlonga Business Services, Co-Chair of the Organising Committee, Tim Sandow, CTA, President, The Tax Institute

Session 1: Walter Gianotti Memorial Address 

Speaker: Anna Longley, Australian Taxation Office

Session 2: Disputes – How to handle vulnerability

Panellists: Ruth Owen, CBE GAICD, Tax Ombudsman, Rob Thomson, Australian Taxation Office
Facilitator: Annette Morgan, CTA, Curtin University

Session 3A: Structuring and succession planning for SMSFs

Speakers: Loreena Gillon, CTA, Arithmos Chartered Accountants, Modiesha Stephens, CTA, MS Legal

Session 3B: Tax Consolidations – When it works and when it doesn’t

Speaker: Corey Beat, CTA, Crowe

Session 4A: Property development matters

Speakers: Amy James-Velagic, FTI, Australian Taxation Office, Adrian Zuccarini, Australian Taxation Office

Session 4B: International tax issues – Scale up

Speaker: Tom King, Smailes Krawitz

Session 5A: Div 149 and application to discretionary trusts 

Speaker: David Montani, CTA, Grant Thornton

Session 5B: Decoding CGT roll-overs, transfer duty and landholder duty

Speaker: Tom King, Smailes Krawitz

Session 6: Anti-Money Laundering

Speaker: Fiona Halsey, Halsey Legal Services

Session 7: Big end of town issues affecting SMEs

Speaker: Neil Brydges, CTA, Sladen Legal

Session 8: ATO avenues of review 

Panellists: Anna Longley, Australian Taxation Office, Neil Brydges, CTA, Sladen Legal, Gaurav Chitnis, CTA, HLB Mann Judd

Facilitator: Andrew Giorgi, FTI, Smailes Krawitz

Session 9: Trusts & 99B

Speaker: Todd Bromwich, Hall & Willcox

Session 10: Hot topics round up

Speakers: Julie Abdalla, FTI, The Tax Institute, Ruth Owen, CBE GAICD, Tax Ombudsman, Jemma Sanderson, CTA, Cooper Parters Financial Services

Session 11: Family Trust Distribution Tax

Speaker: Tracey Dunn, EY

Session 12: The current state of play of the tax profession

Panellists: Tracey Dunn, EY, Billy-Jo Famlonga, FTI, Famlonga Family Business, Tim Sandow, CTA, President, The Tax Institute

Facilitator: Annette Morgan, CTA, Curtin University

 

Event Information

Pan Pacific Perth
207 Adelaide Terrace, Perth, WA

Experience the heartfelt warmth and hospitality that radiates through Pan Pacific Perth. The fully renovated meeting rooms and guest rooms add a sense of elevated luxury to our Perth hotel, centrally located on Adelaide Terrace and just steps away from the city's best shopping and dining attractions.

Pan Pacific Perth is pleased to offer accommodation at a special delegate rate* To book, please follow the link, here. 

*Rates subject to change based on availability at the time of booking

The Pan Pacific Perth is approximately 12km's and a 20-30 minute drive from Perth airport. Delegates can take advantage of a plethora of travel options, including bus, train, taxi or private car. 

The hotel is situated in the east end of the Perth CBD, with multiple free CBD bus routes going past. Check out the TransPerth website for the best route. 

 

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