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6-Webinar Series

 

 

6-Webinar Series

Created by members, for members 

We’re excited to bring back the 6-part webinar series developed by your State Council, with a special bonus session from your National Council.

Running from July 2025 through to March 2026, these member-exclusive sessions tackle the key issues and emerging trends shaping the profession. Curated by your peers, each webinar is designed to keep you informed and connected.

Each session runs for 90 minutes and earns you 1.5 CPD hours – that’s a total of 10.5 CPD hours if you attend all six sessions as well as the bonus National Council presentation.

Register once to access the full series, and you’ll receive all session links plus on-demand recordings via the Member Hub. You can join anytime and catch up at your convenience if you miss the live webinar. 

Session outline

Topic: Identifying vulnerable taxpayers   

Tuesday 22 July 2025 | 12:30-2:00pm AEST

Supporting those who need it most: identifying vulnerable taxpayers

Discover how you can make a real difference to your vulnerable clients. This engaging session will equip you with the tools to recognise signs of vulnerability in clients and provide practical ways to offer the right support.

Whether due to financial abuse, mental health issues or challenging personal circumstances, learn how early identification and the right approach can lead to better outcomes for your clients.
 

This session will cover:

  • How to identify a vulnerable client

  • Understanding financial abuse

  • The Government’s proposed policy changes directed at ending financial abuse

  • How practitioners can support vulnerable clients.

Panellists:

  • Annemarie Wilmore, Johnson Winter Slattery
  • Dr Ann Kayis-Kumar, UNSW

This session is brought to you by your NSW State Council

Topic: Family trust elections

Tuesday 12 August 2024 | 12:30-2:00pm AEST

Family trust elections: getting it right

The ATO has sharpened its focus on family trust elections (FTEs), resulting in large, unexpected tax bills for family trust distribution tax (FTDT).

This session will provide a practical guide to understanding and managing FTEs, interposed entity elections (IEEs), and the potential adverse tax implications of making distributions outside the ‘family group’. With the ATO paying closer attention to trust distributions and compliance, staying across the FTE rules is more important than ever.

We will explore common traps, recent ATO guidance, and what you need to know to ensure your clients can steer clear of unexpected tax bills.

 

This session will cover:

  • Making valid FTEs and IEEs

  • Meaning of ‘distribution’

  • Consequences of distributing outside the ‘family group’
  • The inflexible design of FTDT, with its unlimited amendment period and lack of ATO power of discretion.

Panellists: 

  • Linda Tapiolas, Cooper Grace Ward Lawyers

 This session is brought to you by your QLD State Council

Topic: Exposure of SMEs to international tax issues

Tuesday 16 September 2025 | 12:30-2:00pm AEDT

 

This session is brought to you by your WA State Council

Topic: Effectively dealing with the ATO

Tuesday 18 November | 12:30-2:00pm AEDT

 

This session is brought to you by your South Australia State Council

 

Topic: Frequently encounted FBT issues

Tuesday 10 February 2026 | 12:30-2:00pm AEDT

 

This session is brought to you by your VIC State Council 

 

Topic: Estate Planning

Tuesday 10 March 2026 | 12:30-2:00pm AEDT

 

This session is brought to you by your TAS State Council

End of Year Tax Issues 2026

Tuesday 9 June 2025 | 12:30pm-2pm AEST | 1.5 CPD hours

Be on top of the tax issues your clients are facing this end of financial year with this free webinar, only available to members of The Tax Institute. 

Approaching the end of each financial year is the final opportunity to review your clients’ tax affairs to ensure they are in order. In addition to the regular year-end considerations, particular matters warrant the attention of practitioners this year.

Presented by: 
Robyn Jacobson, CTA, The Tax Institute

This session is brought to you by The Tax Institute

Event Details

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  • When22-July-2025 - 09-June-2026
  • FormatOnline
  • CPD Hours10.5

     

 

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