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Retreat Face-to-face Online Queensland

Private Business Tax Retreat

27-28 February 2025 | JW Marriott Gold Coast Resort | 12 CPD hours

 

 

Private Business Tax Retreat

Super Earlybird now open

Available for a strictly limited period!

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

Super earlybird registration

$ 1,495 (Member)

$ 1,495 (New Member*)

$ 1,795 (Non Member)

Contact us
Download Brochure
  • When27-February-2025 - 28-February-2025
  • FormatIn person & Online
  • CPD Hours12
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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

 

Event information

JW Marriott Gold Coast Resort & Spa
158 Ferny Ave, Surfers Paradise QLD


JW Marriott Gold Coast Resort & Spa boasts brand-new guest rooms, award-winning service and a covetable location on Australia’s Gold Coast. Our redesigned hotel rooms and suites offer an ideal setting to relax after a busy day, complete with high-speed Wi-Fi, plush bedding and pristine marble bathrooms. Wake up feeling refreshed and take advantage of our superb resort facilities, from peaceful saltwater lagoons and an outdoor freshwater pool with a slide to a modern fitness centre and Sport Court®.

The JW Marriott Gold Coast Resort & Spa is approximately a 40-minute drive from Gold Coast Airport or an one-and-a-half hour drive from Brisbane Airport.

Car parking is $24 per day for self-parking or $35 per day for valet parking.

Favourable room rates have been negotiated and secured at the JW Marriott Gold Coast Resort & Spa.


Accommodation bookings can be made directly with our host venue, The JW Marriott Gold Coast Resort & Spa via this link: Private Business Tax Retreat - Accommodation - February 2025

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.

 
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