From 9:00am | Registration | |||
10:00-10:30am | Session 2: Official Welcome and President's address — Tim Sandow, CTA, President, The Tax Institute | |||
10:30-11:30am | Session 3: Justice Hill Memorial Lecture — Peter Walmsley, Deputy Chief Tax Counsel, Australian Taxation Office | |||
11:30-12:00pm | Morning tea | |||
| SME | Corporate | ||
12:00-1:00pm | Session 4.1: Intergenerational change — Trusts | Session 4.4: Pillar 2 in a shifting global landscape | ||
1:00-2:00pm | Lunch | |||
| SME | Tax Disputes | Next Generation | Corporate |
2:00-3:00pm | Session 5.1: Australian beneficiaries of foreign trusts | Session 5.2: Tips and traps when a dispute emerges | Session 5.3: Revenue v Capital | Session 5.4: Diverted profits tax in practice — Insights from the PepsiCo |
3:00-3:30pm | Afternoon tea | |||
| SME | Tax Disputes | Next Generation | Corporate |
3:30-4:30 | Session 6.1: Part IVA and PSI — Anti-avoidance essentials | Session 6.2: Tax Litigation — Key considerations in deciding whether to litigate a tax dispute | Session 6.3: Reading and interpreting legislation | Session 6.4: Intangibles in transition |
| SME | Corporate | ||
4:30-5:30pm | Session 7.1: What’s on our radar for SMEs | Session 7.4 - What’s on the ATO radar for Corporates? | ||
5:30-7:30pm | Welcome Reception, Aerial, South Wharf | |||
8:30-9:15am | Session 8: Recent and emerging developments shaping our tax system | |||
9:15-10:00am | Session 9: Commissioner’s address - Rob Heferen, Commissioner of Taxation, Australian Taxation Office | |||
10:00-10:30am | Morning Tea | |||
| SME | Indirect Taxes | Hot Topics | Corporate |
10:30-11:30am | Session 10.1: Dealing with loans and UPEs in estate planning | Session 10.2: Contemporary issues with stamp duty | Session 10.3: Managing taxpayer debt — An ATO perspective | Session 10.4: Thin capitalisation — From legislation to application |
11:30am-12:30pm | Session 11.1: Managing client debt with the ATO | Session 11.2: GST — The rough edges | Session 11.3: The evolving role of Tax Practictioners — Code, breaches and compliance | Session 11.4: Impacts and general issues arising from debt deduction rules |
12:30-2:00pm | Lunch and Session 12: Technical session – Lunch (session commencing at 1:00pm) | |||
| SME | Indirect Taxes | Hot Topics | Corporate |
2:00-3:00pm | Session 13.1: Navigating the maze of trust losses | Session 13.2: State taxes in the gig economy | Session 13.3: Cases update
| Session 13.4: Shaping the futute of global tax — Head of tax insights |
3:00-3:30pm | Afternoon tea | |||
| SME | Corporate | ||
3:30-4:30pm | Session 14.1: Deep dive on ATO application of 109T | Session 14.4: Hybrids | ||
4:30-5:30pm | Session 15.1: How big-end rules are reshaping SME compliance | Session 15.4: Future proofing your TP | ||
5:30pm | Delegate free time | |||
7:00pm | Tax Summit Gala Dinner | |||
8:30-9:30am | Session 16: VIP Presentation | |||
| SME | Ethics | Hot Topics | Corporate |
9:30-10:30am | Session 17.1: Critical knowledge for advisers | Session 17.2: Tax, ethics, and family breakdowns — Practical guidance for advisers | Session 17.3: Legal Professional Privilege — What is it and how is it used | Session 17.4: Economic outlook in a shifting global landscape |
10:30-11:00am | Morning tea | |||
| SME | Ethics | Hot Topics | Corporate |
11:00am-12:00pm | Session 18.1: Areas of wide-spread misunderstanding | Session 18.2: Navigating ethics in the digital age — AI, data, and professional responsibility | Session 18.3: Taxes, tariffs and Trump | Session 18.4: Mutual Agreement Procedures |
| SME | Corporate | ||
12:00-1:00pm | Session 19.1: Shaping SMSF strategies — Big changes advisers need to know | Session 19.4: Inbound Investment — M&A | ||
1:00-2:30pm | Session 20: Closing keynote – Seated lunch | |||
SME
Join leading tax experts for in-depth sessions on trusts, estate planning, Division 7A, superannuation and more – tailored for SME advisers, sole practitioners, mid-tier partners, lawyers, barristers, academics, government professionals.
Corporate
A cutting-edge tax technical stream delivered by Big 4 firms, legal experts, and regulators – diving into key issues like M&A, residency, and demergers. Perfect for Big-4, ATO leaders, top-tier lawyers, barristers, and heads of tax from ASX 200 companies.
Tax disputes
Navigate the sharp end of tax — featuring expert insights on managing disputes, litigation strategies, and practical tips and traps when conflicts arise. Aimed at sole and SME practitioners, tax controversy specialists, lawyers, arristers, and in-house tax teams facing ATO scrutiny.
Indirect tax
Stay ahead of the curve with the Indirect Tax stream — tackling contemporary issues in stamp duty and payroll tax in the gig conomy. Essential for advisers, in-house eams, and legal professionals navigating this fast-evolving space.
Next generation
Designed for tomorrow’s top tax professionals, this stream delivers practical nsights and aspirational guidance to help new entrants build strong oundations for a successful tax career. Perfect for those in need of a refresher or accounting and legal firm staff up to manager level, as well as early-career industry representatives.
Ethics
A stream dedicated to tackling real-world dilemmas facing today’s tax professionals —offering practical guidance on navigating family breakdowns, s well as exploring the ethical challenges of AI, data, and digital responsibility.A ust for advisers committed to integrity in a rapidly changing landscape.
Hot topics
A dynamic tax technical stream for all Summit attendees — exploring emerging issues and challenges shaping the profession. Hear about the latest case update, with sessions on ATO debt, anti-money laundering and LPP, tariffs and Trump.