26 - 27 February 2026 | QT Gold Coast | 12 CPD hours
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.
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.
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.
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!
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.
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)
Contact our partnerships team to find out more about becoming a sponsor.
