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Retreat Victoria Face-to-face

Yarra Valley Tax Retreat

24-25 July | Balgownie Estate Yarra Valley

 

 

Yarra Valley 24

Program out now!

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 Balgownie Estate, offers a carefully curated selection of tax sessions covering property, debt strategies, residency, succession planning, GST, and private wealth.

With expert presenters, interactive workshops, 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, he 2025 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.

Delegate accommodation

Favourable room rates have been negotiated and secured at Balgownie Estate Yarra Valley. Accommodation bookings can be made by calling Balgownie Estate on 03 9730 0700 or via email hello@balgownie.com quoting "The Tax Institute" . As rooms are limited, book by 22 June to guarantee your stay at the discounted rate.

Event Details

Super early bird registration

$ 1,295 (member)

$ 1,295 (new member)

$ 1,595 (non member)

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  • When24-July-2025 - 25-July-2025
  • FormatFace-to-Face
  • CPD Hours12

2025 Program 

Welcome and opening address

Speakers: Rachel O’Donnell, CTA, Chair, Retreat Organising Committee, Tim Sandow, CTA, President, The Tax Institute

Session 1: Taxation and the Property Development Lifecycle – Pre-acquisition to Disposal and Everything in-between 

Speaker: Prudence Barker, VIC Bar

Session 2: Empty homes and headaches - Victoria's latest taxes

Speaker: Andrew Spierings, VIC Bar

Session 3: CGT Common Issues: A ‘Grab Bag’ of Challenges and Opportunities

Speaker: Michael Parker, CTA, Hall & Wilcox Lawyers

Workshop 1: Growing cacao beans to extracting cacao butter and cocoa cake

Workshop Leader: Daniel Angelovich, Forvis Mazars

Workshop Facilitators: Prudence Barker, VIC Bar, Michael Parker, CTA, Hall & Wilcox Lawyers, Andrew Spierings, VIC Bar

Session 4: Succession planning – the ATO is watching

Speaker: To be announced

Session 5: Managing taxpayer debt: ATO and Advisor perspectives

Speakers: Megan Bishop, Piper Alderman, Anna Longley, Australian Taxation Office

Session 6: Tax residence planning – inbound & outbound

Speaker: Denise Honey, CTA, Pitcher Partners

Workshop 2: The Chocolate Ganache Session

Workshop Leader: Paul Hockridge, CTA, Hockridge Advisory 

Workshop Facilitators: Megan Bishop, Piper Alderman, Denise Honey, CTA, Pitcher Partners, Anna Longley, Australian Taxation Office  

Session 7: Extracting private wealth from private companies – look before you leap

Speaker: Rob Warnock, CTA, Harwood Andrews

Session 8: How to treat sugar bloom or redeem mildly burnt chocolate – GST corrections, adjustments, and other changes

Speaker: Rachel O’Donnell, CTA, O’Donnell Tax Law

Workshop 3: After-dinner mints

Workshop Leader: Karen Goodfellow, CTA, Goodfellow Tax Advisory 

Workshop Facilitators: Rachel O’Donnell, CTA, O’Donnell Tax Law, Rob Warnock, CTA, Harwood Andrews

Register now

 

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