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.

  • 30th National Convention

    18 Mar 2015
    RACV Royal Pines, Gold Coast

    Materials for this event are currently being uploaded. This message will be removed when all materials are available.

    Recognised as Australia’s premier taxation conference, the National Convention delivered unrivalled technical excellence, expertise and quality.

    Designed to meet the needs of tax professionals from all industries and stages of their career, this event was a great way to stay up to date and maintain your technical knowledge.

  • Permanent Establishments - Revisited

    05 Mar 2015
    Greenwoods & Herbert Smith Freehills, Perth

    Determining whether you have a PE in a country continues to be a significant area of interest. While recent attention has been given to the challenge of identifying PE’s in the digital economy, there remains many questions as to when a PE exists in the old economy.

    This event examined recent ATO ID 2014/29 relating to construction activities, consider the history to Article 5 of the Model treaty, BEPS Action 7 and attribution issues for PE’s.

  • Charities, Not for Profits and Philanthropy

    26 Feb 2015
    City West Receptions, West Perth

    This event provided an update and overview of the various issues faced by not-for-profit and charitable organisations in Western Australia.

  • February Bi-Monthly Tax Briefing

    24 Feb 2015
    The Australian Institute of Management SA, Hindmarsh

    The 2015 Bi-Monthly Tax Briefing Series will keep you up-to-date with the latest tax changes while you earn valuable CPD hours. Each practical session covers key tax developments arising from the previous two months and explores how to apply these changes in a client context and how to recognise planning opportunities as a result of the changes. This series is particularly aimed at smaller practices and sole practitioners and includes the opportunity for attendees to have their queries answered.

  • Professional Practice Structures Guidelines

    19 Feb 2015
    Leonda by the Yarra, Hawthorn

    This event provided an overview of the ATO’s September 2014 Income Splitting Guidelines for Professional Practices, in the context of:

    • a practices ability to access the guidelines
    • practice structuring/restructuring required
    • whether you adopt the guidelines
    • better achieving asset protection objectives.

  • 2015 Financial Services Taxation Conference

    18 Feb 2015
    Surfers Paradise Marriott Resort & Spa

    The recommendations of the Murray Inquiry may significantly impact the Australian financial services industry. The tax and non-tax impacts of the Murray Inquiry was a focus of this event. Additionally, the Australian tax landscape for financial services continues to evolve, influenced by the ongoing international developments of BEPS, FATCA and GATCA and by developments closer to home, including the ATO’s changing approach to the resolution of industry issues.

    This event was wide-ranging, covering numerous tax issues of relevance to our industry, including infrastructure, TOFA, nominees and custodians, Part IVA, transfer pricing and thin capitalisation, among others.

  • Structuring Professional Practices - ATO Guide and Other Recent Developments

    03 Feb 2015
    National Australia Bank, Sydney

    This topic considers how professional practices should be structured and is primarily aimed at accounting practices. Practitioners can now choose from an array of business structures. For practitioners already operating within an existing structure, the issue is how to move to another structure without incurring significant transaction costs. The ATO has always been interested in such structures and this session will also cover the recent Taxpayer Alert, TA 2013/3 : Purported alienation of income through discretionary trust partner.

    This event covered the following:

    • minimisation of income tax
    • minimisation of tax on capital gains
    • asset protection
    • funding
    • cost of establishing and maintaining the structure
    • admission and exit of equity participants
    • how control is exercised
    • other practical considerations e.g. rules under which the practice will operate CPA or the ICAA.

  • Trusts - Current Issues and Hot Topics

    28 Nov 2014
    City West Receptions,

    It is several years now since Bamford, the ATO’s changed views on UPEs, and trust streaming legislation caused a splash in the tax advice industry. This ‘not-to-be-missed’ event brought together three trusts experts to revisit some of those changes a few years on – what have we learnt, what are the continuing and emerging issues and what are the ATO’s current hot spots?

  • Thin Capitalisation and Cross Border Financing - Changes Enacted

    26 Nov 2014
    Oaks on Collins, Melbourne

    The recently enacted changes to thin capitalisation, foreign dividends and the foreign residents CGT regime are part of the Government’s ongoing response to Base Erosion and Profit Shifting by multinationals. This event went through the new law, examined strategies responding to the new rules including the implications of de-gearing the Australian operations and considered the likely practical implications.

  • November Bi-Monthly Tax Briefing

    25 Nov 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.