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Seminar materials

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

Seminar papers and presentations

 The Tax Institute runs over 300 CPD seminars a year and the majority of our speakers dedicate considerable time and effort in preparing and writing papers and presentations. All papers and powerpoint presentations provided by the speakers from our seminars are available through the website individually or through a Tax Knowledge eXchange subscription.

Finding a paper or presentation 

To find a paper you can either scroll through the list at the bottom of this page or use the right hand side Paper Search to refine your search criteria. Enter Keyword, State of Event and Date Range. For a more detailed search use our Advanced Search facility.

  • 2014 Corporate Tax Retreat

    03 Jul 2014
    The Palazzo Versace Hotel, Gold Coast

    The corporate tax retreat has built a reputation for bringing together an impressive combination of local, interstate and international speakers, with a focus on interactive insight that is relevant to all corporate tax advisers, whether professional or in-house.

    This event covered:

    • tax reform update – targeting the reform landscape
    • a practical look at the application of the newish Part IVA to corporate reorganisations and M&A transactions
    • a BEPS masterclass
    • a discussion on business valuation issues in tax disputes.

  • Death & Taxes – Critical Issues in Estate Planning: Part 1

    26 Jun 2014
    Leonda by the Yarra, Hawthorn

    As advisers, we know considerable wealth resides in the various structures we have created for clients over many years. Unit trusts, family trusts, companies and superannuation funds exist in considerable numbers and over which clients have naturally expected and exercised absolute control. This event examined these issues.

  • SA Annual Super Day

    19 Jun 2014
    Stamford Plaza, Adelaide

    More and more Australians are looking to Superannuation as the vehicle for wealth management, retirement, succession & estate planning.

    This full day event delivered an intensive look at the latest changes and developments in the superannuation space and covered the topical issues facing advisers in the SMSF sector to achieve tax effective and commercial outcomes. The program looked at the life cycle of the SMSF and focused on contribution strategies, practical administration and management of the fund including the latest on pensions and the ultimate payment of death benefits to adult children.

  • Testamentary Trusts - Taxation of Receipts and Distributions

    18 Jun 2014
    RACV Club, Melbourne

    Since the 1990’s testamentary trusts have commonly been included in wills and today accountants and lawyers are often asked to advise on how exactly such trusts should operate. This event had an expert panel discuss some of the “grey areas” surrounding the operation of testamentary trusts.

  • GST & Property

    16 Jun 2014
    Pitcher Partners, Melbourne

    The 2014 Young Tax Professionals Series features 6 sessions designed to cover a range of topics and recent developments. This event covered GST & property.

  • Superannuation Day

    12 Jun 2014
    City West Receptions, West Perth

    Not only is the size of the SMSF sector continuing to experience very strong growth, but also the sheer volume and complexity of the developments in this area are also growing at similar rapid pace. Higher growth generally means a welcome increase in business for SMSF practitioners. However, it is also vitally important that such SMSF practitioners keep themselves up to date with all of the recent developments in the SMSF space in order to properly advise their clients. In the current changing market, no SMSF practitioner can afford to lag behind.

    This event explored the latest changes at a practical and informative level and assist practitioners with navigating the complex minefield of SMSF issues. The topics covered will assist you in identifying the different tax and compliance issues related to SMSFs that your clients are facing and provide you with the relevant tools to help you successfully deal with these issues.

  • Understanding Trust Deed Provisions

    03 Jun 2014
    Edwards Marshall, Adelaide

    Trusts have long been a central part of Australian commercial enterprise. They are often the “go to” structure for business and investment purposes and are a very effective wealth management tool.

    Central to every trust is its trust deed. Every trust deed is different. The importance of the trust deed cannot be understated. It is this document that generally establishes the trust and which sets out the terms on which the trust may be operated and managed. It is this document that defines the beneficiaries, determines when the trust is to come to an end and sets out the conditions under which the trustee is to hold the trust property.

    In recent times the ATO has increased its emphasis on the terms of the trust deed. This is apparent in rulings such as Taxation Ruling TR 2010/3 and Draft Taxation Ruling TR 2012/D1 and in Taxation Determination TD 2012/22.

    Understanding the terms of your trust has never been so important. What can be done with a trust deed that is outdated and does not meet the needs of the beneficiaries? What are the risks from a trust law, taxation and duty perspective? These are matters of concern to many advisers and their clients. This presentation included:

    • review of some common amendment clauses
    • identifying and addressing issues with beneficiary clauses
    • extending the life of a trust
    • considering the scope of the trustee’s power
    • dealing with the power of appointment and
    • discussing other issues that come up in practice.
    • The session considered the potential Federal tax and State duty risks, associated with various potential amendments and compares the positions taken by State and Federal taxing authorities.

  • Raising Finance

    28 May 2014
    Gouger St, Adelaide

    With any business operation, the raising of finance can be a critical issue, particularly in the original set-up or expansion phase. This event covered how finance can be raised (whether debt or equity) relative to the various business forms i.e. sole trader, general partnership, discretionary trust, unit trust and corporation. Using various scenarios attendees were provided with the opportunity to discuss the options available to raise finance.

  • May Bi-Monthly Tax Briefing Series

    27 May 2014
    The Australian Institute of Management SA, Hindmarsh

    The 2014 SA bi-monthly tax briefings series is the ideal forum to ensure you remain up-to-date with changing tax legislation. Each session covers key tax developments arising from the previous two months and explores the most pertinent issues in greater detail. The session includes the opportunity for attendees to have their queries answered.

  • Estate Planning & Super

    27 May 2014

    Superannuation is fast becoming the most substantial asset in an individual’s estate. Accordingly, the succession of the member’s benefits and fund are incredibly important, as the individual’s will does not govern what happens to superannuation. This event outlined:

    • recent cases impacting superannuation succession
    • strategies for managing fund succession and optimising superannuation for beneficiaries
    • further considerations for practitioners.

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