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Retreat Victoria Face-to-face

Yarra Valley Tax Retreat

23 - 24 July 2026 | RACV Healesville Country Club & Resort | 10 CPD hours

 

 

Yarra Valley 24

Save the date - Super early bird registration now open!

Expert-led tax technical Retreat

Join us in the beautiful Yarra Valley for a retreat that blends technical excellence with regional charm. This year’s program, set against the stunning backdrop of RACV Healesville, offers a carefully curated selection of tax sessions covering property, debt strategies, residency, succession planning, GST, and private wealth.

With expert presenters and a focus on practical application, you'll leave equipped to handle both new and recurring tax challenges with confidence. Plus, enjoy valuable networking opportunities and unwind over fine food and wine in one of Victoria’s most picturesque regions.

With some great technical insights and a relaxed atmosphere, the Yarra Valley Tax Retreat offers the perfect blend of professional development and personal connection. Gain practical knowledge, enjoy rich conversations, and return to work refreshed and ready to tackle whatever tax throws your way.

 
 

Event Details

Super early bird registration

$ 1,295 (Member)

$ 1,715 (Event & new membership bundle)

$ 1,595 (Non-Member)

Contact us
Download Brochure
  • When23-July-2026 - 24-July-2026
  • FormatFace-to-Face
  • CPD Hours10

Event Information

RACV Healesville Country Club & Resort
122 Healesville Kinglake Rd, Healesville VIC 3777

The RACV Healesville Country Club & Resort provides a range of leisure, dining, accommodation and event options in the heart of Victoria’s premier wine and fresh produce region, the Yarra Valley. Explore all the region has to offer, including wineries, galleries, wildlife, walking trails, adventure activities and local produce suppliers.

Getting there

The resort is approximately a 90 minute drive from Melbourne Airport (Tullamarine) or Melbourne CBD. Car hire is readily available at Melbourne Airport and we encourage you to book when registering for the event.

Parking

RACV Healesville Country Club & Resort has free parking available for retreat guests. 

Delegate Accommodation

RACV Healesville Country Club & Resort offers luxurious accommodation with stunning views of the resort. Accommodation is limited, book early to avoid disappointment.

A corporate rate has been negotiated with RACV Healesville Country Club & Resort. Please call 03 5962 4899 and quote “The Tax Institute” to secure your booking. Alternatively click here to book online. 

Retreat Drinks and Dinner

Enjoy an evening of drinks and dinner alongside your colleagues, peers and Retreat speakers.

Date: Thursday, 23 July 2026
Time: 7:00–10:00pm
Venue: RACV Healesville Country Club & Resort
Price: Inclusive for all full registration delegates $150 for additional tickets – see registration form for details
Dress: Business or business casual

 
 

Technical Program

Session 1: Property Pain Points – GST and State Taxes in a State of Flux!

Speakers: Geoff Mann, CTA, Deloitte, Aathees Paransothy, Deloitte

Session 2: Property Development Agreements – Tax Risks and Cases

Speakers: Simon Tisher, CTA, Victorian Bar, Adrian Zuccarini, FTI, Australian Taxation Office

Session 3: CGT vs PPR – Understanding Main Residence Exemptions Across Tax and State Regimes

Speaker: Priyanka Subramanyam, ATI, EY

Session 4: Why a Three-Letter Word Ending in “X” May be the Most Important Issue in Relationship Breakdowns

Speaker: Evan Beissel, FTI, Forviz Mazars

Session 5: Estates: Tips, Traps, and Hot Issues

Speakers: Chanmony Om, BNR Partners, Milana Starikov, BNR Partners

Session 6: Division 7A in Practice – Challenges and Opportunities

Panellists: Kaitilin Lowdon, ATI, Sladen Legal, Adrian Zuccarini, FTI, Australian Taxation Office

Facilitator: Leanne Connor, CTA, WGC Business Advisors

Session 7: Trust Matters – Navigating FTEs, Restructures and Distributions

Speaker: Andrew de Wijn SC, Victorian Bar

Session 8: Discretionary Trust Distributions: Practical Guidance for the Year Ahead

Speaker: Michael Flynn KC, CTA-Life, Owen Dixon Chambers West

Session 9: Modernising Trusts – Amendment Powers, Lost Deeds and Emerging Tax Issues

Speaker: Dr Philip Bender, ATI, Victorian Bar

Session 10: SMSF Investment – The Do’s, Don’ts, and Definitely Nots!

Speaker: Daniel Butler, CTA, DBA Lawyers

Register now
 
 
 

 

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