24-25 July 2025 | Pullman Bunker Bay Resort
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
Standard registration
$ 1,695 (member)
$ 1,695 (new member)*
$ 1,995 (non member)
Proudly supported by:
Session 1: Keynote address - How to give proper advice on Part IVA
Speaker: To be confirmed
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
Speaker: Clare Thompson SC, ATI, Administrative Review Tribunal
Session 7: Tax year in review - What's hot and what's not
Speakers: Neil Brydges, CTA, Sladen Legal, Billy-Jo Famlonga, FTI, Famlonga Business Services, David Montani, CTA, Grant Thornton, Jemma Sanderson, CTA, Cooper Partners Financial Services
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 1 July and is subject to availability.
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.
Contact our partnerships team to find out more about becoming a sponsor.
