2026

Yarra Valley Tax Retreat

Source: Victoria

Published Date: 23 Jul 2026

 

Our committee has pulled together technical experts that delved into (then pulled us out of) the deep, dark abyss of various current tax issues … and left us feeling enlightened and equipped to address these issues in our practices. Our presenters will use case studies to highlight and solve complex tax problems, setting us up for success when we work through these issues with our clients.

Some sessions addressed ongoing complexities but shed new light on them or highlighted current areas of focus of the ATO (and, where relevant, the State Revenue Offices). Other sessions considered issues that are sure to come across your desk soon if you’ve not previously dealt with them, preparing you so that you can expect the unexpected.

We had a great mix of sessions that particularly appealed to practitioners that work with small to medium enterprises and groups, and high net worth individuals and families, including thorny Div 7A case studies, practical trust law issues that continue to rear their ugly heads, strategic considerations relating to residences, and SMSF do’s, don’ts, and definitely nots!

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

Author(s): Aathees Paransothy , Geoff Mann CTA

Property Development Agreements – Tax Risks and Cases

Author(s): Simon Tisher CTA , Adrian Zuccarini

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

Author(s): Russell Krupp

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

Author(s): Evan Beissel

Estates: Tips, Traps, and Hot Issues

Author(s): Milana Starikov , Chanmony Om

Division 7A in Practice – Challenges and Opportunities

Author(s): Kaitilin Lowdon ATI , Adrian Zuccarini

Trust Matters – Navigating FTEs, Restructures and Distributions

Author(s): Andrew De Wijn

Discretionary Trust Distributions: Practical Guidance for the Year Ahead

Author(s): Michael Flynn KC, CTA-Life

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

Author(s): Philip Bender

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

Author(s): Daniel Butler CTA , Vivian Cheng

Details

  • Published On:23 Jul 2026
  • Took place at:RACV Country Club and Resort

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2026

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