Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
Retreat On-demand

Private Business Tax Retreat

12 CPD Hours | On-demand now available

 

 

Private Business Tax Retreat

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!

Expert tax content and practical application

The ultimate summer retreat for SME experts

Join us for a two-day tax retreat tailored for advisers of private clients. This expert-led program explores essential and timely topics that practitioners must master to ensure they provide the best guidance to their clients. Tax Governance Next 5,000, TASA, Part IVA, trusts, FTEs, international issues and more are all addressed as part of this top-notch program.

With two days of focused learning, practical insights, and excellent networking opportunities, it’s simply a ‘can’t miss’ event.

Practical insights and the latest technical content for advisers 

The Private Business Tax Retreat includes the right balance of technical insights and practical takeaways, along with ample opportunity for delegates to relax poolside during the day.

Flexible format and attendance options

Offered in both an in person or online format, this event represents exceptional value and flexibility. Join us in person from our host destination on the Gold Coast, or view from the comfort of your home or office.  

Make the most of your visit

If you're heading to the Gold Coast, consider extending your stayto fully enjoy our beautiful beachside setting. Relax with a good book, treat yourself to a day at the spa, ride the waves, or explore the nearby theme parks — the options are endless!

Event Details

On-demand registration

$ 1,695 (Member)

$ 1,695 (New Member*)

$ 1,995 (Non Member)

Contact us
Download Brochure
  • When27-February-2025 - 28-February-2025
  • FormatOn-demand
  • CPD Hours12
Event webpage images - 1

 

Technical program

Session 1: Understanding your latest obligations with TASA

Speaker: Robyn Jacobson, CTA, The Tax Institute

Session 2: Is tax planning dead? Part IVA cases

Speaker: Chris Peadon, FTI, New Chambers

Session 3: Understanding trust resolutions - Key year end considerations for advisers

Speakers: Elizabeth Allen, Macpherson Kelley, Emma Carr, Macpherson Kelley

Session 4: Family trust elections – Risks and pitfalls

Speaker: Jonathan Ortner, FTI, Arnold Bloch Leibler

Session 5: Managing tax uncertainty for private groups

Speaker: Bruce Collins, CTA, Tax Controversy

Session 6: Tax Governance Next 5000 – What are they looking for?

Panellists: Melisa Hall, Australian Taxation Office, David Hughes, CTA, McCullough Robertson, Troy Whelan, Australian Taxation Office

 

Session 7: The (accidental) outbound tax adviser

Speaker: Michael Cranston, FTI, Waterhouse Lawyers

Session 8: International tax issues for your foreign owned client

Speaker: Nicole Bryant, FTI, The Macro Group

Session 9: Hot topics round up

Speakers: Joey Borenzstajn AM, Arnold Bloch Leibler, Neil Brydges, CTA, Sladen Legal, Jonathan Ortner, FTI, Arnold Bloch Leibler, Melinda Peters, CTA, McCullough Robertson

Session 10: State tax issues – Hot topics in Payroll Tax

Speaker: Matthew McKee, FTI, Brown Wright Stein Lawyers

Session 11: Three-hundred-pound gorillas and elephants in the room – Strategies to deal with ATO debt recovery action

Panellists: Jason Bettles, Worrells, Bruce Collins, CTA, Tax Controversy Partners, and Stacey Miller, Cronin Miller

Facilitator: Neil Brydges, CTA, Sladen Legal

 
Untitled design - 1

 

Interested in raising your company's profile?

Contact our partnerships team to find out more about becoming a sponsor.