Seminar and Convention Papers

Seminar and Convention papers from all Taxation Institute events are available online to be downloaded in PDF format.

Seminar Papers

 All papers and powerpoint presentations provided by the speakers  from our seminars are available through the website.


Convention Papers

Various State and National conventions are held annually and Convention Papers are available as a separate subscription item. Individual papers from State Conventions are also available through the website. Convention papers are also available for purchase separately on CD.

Convention paper package pricing

  • $670 Complete print set + CD-ROM
  • $315 CD-ROM only set (6 CDs - National and State Conventions)
  • $490 Complete print set of State Convention books
  • $120 Individual printed State Convention books

To find out more information about the CD and Convention books, please download an order form (273KB PDF).

Finding a Paper

Use the right hand side Paper Search to refine your search criteria. Enter Keyword, State of Event and Date Range.

  • 2010 Tax Agent Services Regime Roadshow

    09 Mar 2010
    Pullman Reef Hotel Casino
    QLD

    The new national Tax Practitioners Board has formed and all legislation and regulations have been finalised. The consequences of non-compliance with the new regime will have a substantial impact on your practice. This event was intended for all practitioners providing tax services. This includes those providing tax advice, ascertaining tax liabilities, entitlements or obligations, and representing clients in dealings with the Commissioner including accountants, lawyers, partnerships and companies. This event was also held on 1 February in Brisbane, 2 February in Melbourne, 3 February in Sydney, 4 February in Adelaide, 5 February in Perth, 22 February in Canberra, 23 February in Launceston, 24 February in Hobart and 8 March in Canberra.

  • 2010 FBT Roadshow

    26 Feb 2010
    Peppers Seaport Hotel, Launceston
    TAS

    FBT is not only concerned with completing annual returns, it is an ongoing issue in the lifecycle of a business. It requires constant attention and planning to ensure advisers stay at the forefront of new developments and opportunities for their clients.

    The 2010 FBT Roadshow addressed current issues and recent changes and ensured you are equipped with everything you need to deal with your clients’ FBT transactions and planning issues. This event provided attendees with a thorough understanding of the current FBT environment and the issues and opportunities relevant to their clients.

    This event was intended for tax practitioners with a basic understanding of the key principles underlying FBT and salary packaging. It was an ideal refresher for small practitioners wanting to update their FBT skills, and an excellent program for those in medium to large practices with 2 – 3 years experience. If your practice prepares and reviews FBT returns and advises clients on FBT and salary packaging, this event was a must!

    This event was also held 16 February in Melbourne, 17 February in Adelaide, 23 February in Brisbane, 24 February in Perth and 25 February in Sydney.

  • Division 7A and Unpaid Trust Distributions to Corporate Beneficiaries

    25 Feb 2010
    Leonda by the Yarra, Hawthorn
    VIC

    This event was part of the Breakfast Club Series.

    On 16 December 2009, the ATO released draft ruling TR2009/D8 setting out its views on the potential application of Division 7A where there is an unpaid trust distribution to a company beneficiary. What started out at the beginning of 2009 as somewhat of a passing comment in an ATO presentation, has turned into a major concern for private clients and advisors. The draft ruling addresses circumstances when an unpaid distribution has been converted to a loan, or amounts to the provision of "financial accommodation" and so is caught by Division 7A. This event analysed the draft and its implications. It also discussed the exposure draft legislation covering the Division 7A amendments announced in the May 2009 budget. This event was also repeated on 26 February in Geelong.

  • Tax Update Bi-Monthly Tax Briefing 2010

    16 Feb 2010
    Education Development Centre, Hindmarsh
    SA

    This event covered the changes to the tax law from December 2009 to February 2010. It looked at recent tax rulings and tax determinations.

  • Unpaid Present Entitlements - A New Approach to Taxing Trust Distributions

    11 Feb 2010
    Swissotel Sydney, Sydney
    NSW

    Just before Christmas, the Tax Office released a very controversial draft ruling on the tax treatment of unpaid present entitlements (UPE). The draft ruling raises exceptionally complex trust and tax law issues which will have hard practical consequences for trustees, beneficiaries and their advisers. The draft ruling is intended to have both retrospective and prospective application depending on what technical issues are seen to be involved. This event identified the issues addressed by the draft ruling, considered the basis of the Tax Office’s position and provided guidance on practical responses to this new approach.

  • 2010 Financial Services Taxation Conference

    11 Feb 2010
    Hyatt Regency, Sanctuary Cove
    National

    There is little doubt that our financial services industry has suffered considerably over recent times. While the surviving financial powerhouses of London, New York and Europe may take serveral years to recapitalise and flourish, the increased regulation and governance standards will change our working enviornments for many years to come. Investors are increasingly reviewing the nature and extent of their investment into and out of Australia as regulators keep pace with the outcomes. Revenue authorities around the world are at the forefront to the reponse to cross-border debt and equity funding choices, as well as global financial management decisions. Added to these global influences is a monumental reform of many elements of the Australian taxation framework. The traditional relationships between direct and indirect taxes and Federal and State taxes all hang in the balance. This event covered some of the most important taxation issues of today's financial services environment. It also looked at the initiatives to position Australia as a leading financial services centre in the region.

By launching an 11th hour action against a TPG managed entity in relation to the profits from selling its shares in Myer the ATO have thrown a cat amongst the pigeons in the managed funds industry. To find out what this action means for you, this event covered:
  • the contents of the draft tax rulings on TR 2009/D17 and 18
  • the implications on the ATO's actions on treaty shopping
  • how this action might affect industries outside the private equity sector.
This event also gave a brief update on some important new tax issues in M&A including:
  • TR 2009/D5: Do special dividends form part of the capital proceeds on sale of shares
  • the proposed changes to the scrip for scrip rules.

  • Issues for Expatriates (and their advisors) Are You Still a Resident? Welcome to the Complications

    10 Feb 2010
    Swissotel Sydney
    NSW

    Implementation of the 2009 Budget Announcement to effectively repeal s23AG has the flow on effect of increasing enormously the complexity for residents of Australia who are working overseas particularly in the area of accounting for and claiming FITO. But who is a resident of Australia? When do you become a nonresident?

      This event was relevant particularly to delegates who:
    • have clients that had the benefit of the s23AG exemption in the year ending 2009
    • have clients that are no longer living in Australia because they are working overseas
    • have clients that are living in Australia but are working overseas
    • have clients who are no longer living in Australia because of retirement
    • have clients coming to Australia or returned to Australia from overseas
    • are interested in learning more about the tax rules relating to residence of individuals.

  • Current Corporate Tax Issues

    09 Feb 2010
    Swissotel Sydney, Sydney
    NSW

    This event brought together leading corporate tax experts to review the most recent developments providing you with an identification of the current tax issues that you need to be aware of.

    Topics included:
  • update on the consolidation regime
  • update on issues relating to capital management
  • employee share arrangements - Where are we now?
  • TOFA - Will it apply to you? Can it apply to you? When will it apply to you?
  • the international tax interface
  • thin capitalisation, transfer pricing and debt deductions.
    This half day event was intended for tax professionals working in a corporate environment (both listed and unlisted) and advisors (to corporate entities) with a predominant income tax background.

  • Superannuation & Estate Planning

    04 Feb 2010
    Crowne Plaza, Parramatta
    NSW

    This event, part of the Breakfast Club series, provided practitioners with a useful tool kit to assist with identifying the relevant issues and understand the latest cutting edge strategies which may be implemented for clients.

    The event was aimed at those involved in estate planning for clients. A tax update session was also included.

    Note: This event was also held in Sydney on 2 February 2010.