Retreat Queensland Online Face-to-face

Private Business Tax Retreat

26 - 27 February 2026 | QT Gold Coast | 12 CPD hours

 

 

Private Business Tax Retreat

Super Early bird registration now available for a limited time

The ultimate retreat for SME experts -Plan your 2026 summer getaway today! 

Expert tax content and practical application

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 stay to 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 Information

QT Gold Coast 
7 Staghorn Ave, Surfers Paradise QLD 4217

Beach serene to neon scene the QT Gold Coast has something for every taste. With 4 unique in-house dining options to choose from you can enjoy relaxed drinks by the pool or tantalize your taste buds at one of the hotel's restaurants. Just a short walk to the beach and within walking distance to the heart of Surfer's Paradise Gold Coast, QT is the place to meet. 

Favourable room rates have been negotiated and secured at QT Gold Coast exclusively for Private Business Tax Retreat delegates. Accommodation bookings can be made through the QT website here - Private Business Tax Retreat | QT Gold Coast

Please note that as per hotel booking conditions, all accommodation booked is non-refundable. All additional hotel incidentals, including breakfast, remain the responsibility of delegates, and individuals will be responsible for payment of the balance of their account when checking out of the hotel. Please note that extra charges may be incurred for additional guests and will be charged to individual room accounts upon checkout.

QT Gold Coast is located approximately 35 minutes from the Gold Coast airport and is a 3 minute walk from the Cypress Avenue tram station. Alternatively, if driving from Brisbane City QT is located just over an hour's drive and parking is availble onsite from $20 p/night.

 

 

Technical Program out now! 

Welcome and Presidents address

Speakers: Jacquii Burnham, CTA, KPMG and Tim Sandow, CTA, President, The Tax Institute


Session 1: Keynote address


Session 2: Superannuation and SMSF update

Speaker: Alexandra Plumb, Vincents


Session 3: Corporate tax for SMEs – Not just the preserve of the big end


Session 4: Division 7A in practice – Managing income streaming, concessions and compliance risks

Speaker: Amanda Guruge, CTA, Tax Controversy Partners


Session 5: Defence against the dark arts – Mastering the Small Business CGT concessions

Speaker: John Ioannou, CTA, Macpherson Kelley


Session 6: The final return – Death, estates and navigating the ATO

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

Session 7: Trust deeds under the microscope – Income, variations and hidden traps

Speaker: Melinda Peters, CTA, McCullough Robertson


Session 8: To extend or not to extend

Speakers: Dung Lam, CTA, West Garbutt, Hugo Southcott, West Garbutt


Session 9: Hot topics round up

Speakers: Bruce Collins, CTA, Tax Controversy Partners, Billy-Jo Famlonga, FTI, Famlonga Business Services, Jenny Lin, Australian Taxation Office


Session 10: Payroll tax risk areas – Industry hotspots and practical solutions

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


Session 11: Emerging issues in the private space

Panellists: Jane Harris, CTA, Brown Wright Stein, further panellists to be announced

Event Details

Super Early Bird Registration

$ 1,495 (Member)

$ 1,495 (New Member*)

$ 1,795 (Non Member)

  • When26-February-2026 - 27-February-2026
  • FormatHybrid
  • CPD Hours12

 

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