Retreat

WA Tax Retreat

24-25 July 2025 | Pullman Bunker Bay Resort

 

 

The WA Tax Retreat offers the experienced tax practitioner a unique forum to network with esteemed colleagues and presenters alike in at this idyllic location.

A deep dive into the hot topics affecting tax practitioners today

Held over 1.5 days the retreat offers a mix of workshop and plenary sessions, presented by local and interstate experts in their fields.

The workshops will allow speakers and delegates alike to delve deep into high level tax discussions on the respective topics.

Unique industry networking and an idyllic location

Nestled on the white sands of Bunker bay and on the door step of the Margaret River wine region, a trip to Bunker Bay would be wasted without a chance to breath the salty air and enjoy the breath taking surrounds. 

Delegates can enjoy delicious local-fare at the dinner on Thursday evening and wind down or continue the conversation or over a drinks and canapes at the closing reception on Friday evening.

Seats and accommodation are limited to this event - register now to avoid missing out!

Event Details

Early bird registration

$ 1,495 (member)

$ 1,495 (new member)*

$ 1,795 (non member)

  • When24-July-2025 - 25-July-2025
  • FormatFace-to-face
  • CPD Hours10

Proudly supported by:

Technical Program

Session 1: Keynote address

Speaker: Mark Robertson KC, CTA, Queensland Bar


Session 2: Trusts distribution

Speaker: David Montani, CTA, Grant Thornton


Session 3: Tax governance for private groups

Speakers: Liam Telford, RSM Australia, Jacob Young, RSM Australia

Session 4: Super, tips, traps and disputes

Speaker: Jemma Sanderson, CTA, Cooper Partners Financial Services


Session 5: Loans and UPEs in estate planning

Speaker: Neil Brydges, CTA, Sladen Legal


Session 6: Your role in preparing your client for tax litigation

Speakers: Neil Brydges, CTA, Sladen Legal, Billy-Jo Famlonga, FTI, Famlonga Business Services, Mark Robertson KC, CTA, Queensland Bar 


The WA Tax Retreat will be held at the Pullman Bunker Bay Resort.

Just over three hour's drive south of Perth, Pullman Bunker Bay Resort offers the ultimate getaway.

Nestled on the white sands of Bunker Bay, this 5 star Margaret River Region resort boasts an absolute beachfront location with direct beach access. Guests can relax, recharge & unwind.

We’ve negotiated favorable rates with the Pullman Bunker Bay Resort. 

To book your accommodation please click here*

*This rate is only available until 24 June and is subject to availability.

bunker-bay-accommodation

Just over three hour's drive south of Perth, Pullman Bunker Bay Resort offers the ultimate getaway.

Interstate travellers from Melbourne and Sydney can now fly direct with one of Jeststars three-times-weekly direct flights to Busselton Margaret River Airport.  Pullman Bunker Bay Resort is approximately a 30-minute drive from Busselton airport. 

       


Networking function

 

Interested in raising your company's profile?

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