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.

  • Estate and Business Succession Planning Day

    13 Nov 2015
    Stamford Plaza, Adelaide

    This event provided attendees with the opportunity to hear from some of South Australia’s leading specialists address ‘real world’ estate & business succession planning opportunities. The presenters explored the use of testamentary trusts and life interests including how to unwind them; succession planning issues for businesses and families planning to transfer significant assets to their children; tax issues unique to executors of deceased estates; the role of super funds as succession tools and the important role of the ‘trusted advisor’.

  • Estate Planning Day

    12 Nov 2015
    City West Receptions, West Perth

    This event helped practitioners gain an in-depth understanding of estate planning issues while staying on top of recent developments. Participants learnt about current strategies as they explored the opportunities and pitfalls you should be aware of when advising your clients.

  • Hot property - What should you know for 2016?

    29 Oct 2015
    Town Hall, Melbourne

    Low interest rates and strong local and foreign demand have created a hot property market. While other parts of the economy splutter, the pace of property developments continues unabated. Your clients might be looking to buy, sell, develop or change use in relation to property. Not surprisingly, the ATO has its eye firmly on the property industry. As tax advisors, this is a time to be vigilant. Going into 2016, areas of interest for practitioners include:

    • state of the current property market
    • what’s new - who and what are the ATO targeting?
    • tips, traps and strategies for income tax, CGT and GST
    • an expanded High Court view of “consideration” for dutiable transactions
    • foreign investors - beware!
    • legal pitfalls - latest traps and emerging issues.

    This event continued the highly popular annual Property Series where experienced lawyers, accountants and industry experts share their knowledge on what’s hot in the property market.

  • Aged Care Accommodation – Options and Strategies

    22 Oct 2015

    Clients are now looking to their advisers for guidance on accommodation options for them or their parents. Led by industry specialist Greg Roberts this session explored the minefield of jargon, Centrelink tests and accommodation options to help you help your clients.

  • Tax Effective Extraction of Retained Earnings from "Dormant" Private Companies

    22 Oct 2015
    Leonda by the Yarra, Hawthorn

    The tax effective extraction of retained profits from private companies has been and continues to be one of the greatest challenges for SME taxation advisers. The top-up tax goal posts have recently moved, and further changes are expected. This event covered:

    • changes impacting the top up tax rate: corporate tax rate reduction
    • franking credit refunds through SMSF shareholders
    • Division 7A secured and unsecured loans
    • share cancellations, reductions and buy-backs
    • dividend access shares, dividend streaming, dividend stripping and value shifting
    • capital payments anti-avoidance provisions: sections 45A and 45B issues
    • pre-CGT assets and shares
    • dealing with capital losses.

  • September Bi-Monthly Tax Briefing

    21 Oct 2015
    The Australian Institute of Management SA, Hindmarsh

    Part of the Bi-Monthly Tax Briefing Series 2015, aimed particularly at smaller practices and sole practitioners, this event had a practical focus and covered key tax developments occurring in the previous 2 months.

  • Tricks & Treats - Top 2 SME Topics of 2015

    20 Oct 2015

    As the ATO increases it audit focus there are common tax “tricks”, which can trap the unwary, and “treats” that are available to those with the knowledge of when these may be advantageous.

    This webinar guided you through the various common traps, pitfalls and opportunities including:

    • common deductions incorrectly claimed or overlooked
    • effective tax deferral strategies
    • planning tips for robust and effective salary packaging
    • simple superannuation strategies as retirement approaches.

  • Main Residence - Making Sure You Qualify

    20 Oct 2015
    Edwards Marshall, Adelaide

    Using a case study based approach, this event covered:

    • What taxpayers need to do to ensure that they have a main residence
    • subdivision and partitions and key points that need to be worked through when considering subdividing the family home
    • renting out your residence - opportunities and pitfalls with regard to the 6 year rule
    • rules for spouses
    • changing your main residence
    • the partial main residence rules
    • how the main residence exemption interacts with other CGT provisions.

  • 2015 Tasmanian State Convention

    16 Oct 2015

    Materials are currently being uploaded for this event, this message will be removed when all materials are available. The 2015 Tasmanian State Convention covered a range of tax issues that confront us in the ever-changing environment we work in. With an emphasis on the practical, it looked at:

    • the treatment of unpaid present entitlements (UPEs)
    • the developments in the interaction of GST and property development
    • some tips on solving “inherited” problems
    • the changing nature of the profession
    • doing business in China.

  • 2015 South Australian Tax Intensive

    15 Oct 2015
    Novotel Barossa Valley Resort, SA

    This event consisted of three case studies including:

    • the best tax deal for your client
    • preparing small business and primary producers for change - tax concessions and Division 7A
    • restructuring opportunities - a bold new era?