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 CPP 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
25 Feb 2014
The Australian Institute of Management SA
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.
21 Feb 2014
Stamford Plaza, Adelaide
This event focused on difficult practical issues for tax practitioners who advise on property investment and development transactions.
- what advice should you give a client who calls on Friday to tell you they are bidding at an auction on Saturday and want a ‘creative structure’?
- how can you improve the tax position of a new client who has a diverse property portfolio or has just inherited real estate?
- what should you be telling a client who wishes to leave property to the next generation, perhaps using superannuation?
- what are the GST implications?
- and what are the 25 biggest issues in property tax (or ‚25 things I hate about property tax?).
19 Feb 2014
InterContinental Sanctuary Cove Resort, Gold Coast
The global tax landscape is facing significant change as international institutions including G20 and the OECD consider the impact of base erosion and profit shifting (BEPS). This change is expected to find its way into the domestic legislation of Australia and that of our trading partners. This event considered these developments.
This event also covered numerous tax issues that will impact our industry, from the new transfer pricing rules, to Part IVA, trust issues and the ever-popular cases update to mention a few.
05 Feb 2014
Greenwoods & Freehills, Perth
This event covered an overview of the income tax demerger concessions and anti-avoidance provisions. It also covered:
- ATO’s views and trends as evidenced in class rulings
- traps and pitfalls to look out for
- other matters to consider
- stamp duty implications of demergers.
04 Feb 2014
National Australia Bank, Sydney
The implementation of a limited recourse borrowing arrangement by an SMSFs is a very complex transaction since there are a minefield of issues and traps which need to be carefully considered and navigated. The successful implementation of these arrangements requires the practitioner to be up to date and on top of their game. Getting it wrong can have devastating consequences.
This event covered the following:
- practical issues, common errors and traps with implementation
- the role of the accountant, lawyer, financier and financial planner
- single acquirable asset, repair, maintain and improve
- loan and security documents and dealing with the financier
- stamp duty concessions and dealing with the OSR
- overview of TA 2012/7
- latest developments and strategies
- CGT and “absolute entitlement” – Oswal v Commissioner of Taxation  FCA 745
- government’s proposed look through provisions – where are we now?
28 Nov 2013
Leonda by the Yarra, Melbourne
- This is the second of a two-part series focussing on superannuation. This session focussed on understanding pension strategies, a topic that has become crucial for any adviser with aging clients who wish to optimise their pension payments and pave the way to smarter superannuation succession planning.
27 Nov 2013
Grand Hotel Chancellor, Hobart
- There have been significant changes in the tax and regulatory landscape for the charity and not-for-profit (NFP) sector in recent times. How will the changes impact you, your organisation or your clients?
- The objective of this seminar was to update your knowledge about:
- not-for-profit regulation and in particular, working with the new Australian Charities and Not-For-Profits Commission and the Australian Taxation Office
- bring to your attention key changes in the privacy principles regulations currently applied to Australian Government agencies and businesses operating in Australia
- provide a greater understanding of the characteristics of good Not-For-Profit governance.
26 Nov 2013
Australian Institute of Management, Adelaide
- The 2013 Bi-Monthly Tax Briefing Series keeps you are kept up-to-date with our ever changing tax legislation. Each session covers key tax developments arising from the previous two months and tackles in detail the most pertinent issues.
22 Nov 2013
Stamford Plaza, Adelaide
- This Superannuation Day delved into the often complex world of SMSFs and superannuation in general.This year the program covered the various changes that have happened in recent times and looks at the potential changes to strategic thinking because of these. It also takes the time to review some well established law and principles, which are often the cause of review or confusion, to confirm current thinking and practical application.
- Topics covered include:
- super changes – what’s new and what’s the impact?
- superannuation guarantee – what you need to know
- insurance in SMSFs – the changes and practical implications
- relationship breakdowns – SMSF super splitting
- stamp duty implications of common SMSF transactions
- practical SMSF administration
- acquiring assets from related parties – case study.
21 Nov 2013
The Tax Institute, Sydney
- This seminar was specifically designed to satisfy the requirements of Rule 42.1.6 of the Solicitors Rules. It is useful if:
- you are a solicitor with a need to satisfy the mandatory requirements of Rule 42
- your practice involves the tax area
- you want to have something relevant to tax practice
- It covered:
- the ethical tax solicitor
- fingerpointing – claims against professional advisers in the area of tax
- preparing a tax case for the AAT