Embrace<br>your digital tax world

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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.

  • Tax Amnesty

    21 Aug 2014
    George Street, Sydney
    NSW

    The Australian Taxation Office is urging all taxpayers with offshore assets to come clean and declare their overseas interests ahead of a global crackdown. Unfortunately the details in respect of the project are unclear and as a result many taxpayers are confused as to what this means and fearful of coming forward.

    The following issues were considered:

    • how does the Tax Office regard the taxpayer? In some cases ordinary taxpayers are dealing with legacy issues (e.g. parent disclosed to their children before they died that there was an account that existed overseas) v the taxpayer who deliberately evaded tax and has decided to have a clear conscience. Will the penalties be different?
    • how long does it take to get a resolution?
    • will the Tax Office only seek to collect the tax for the last 4 years or will it go to the principal sum? Does the fact the monies were held in an offshore accumulation trust mean the 4 year rule has no application?
    • what is the go forward position of the taxpayer?

  • National Superannuation Conference 2014

    14 Aug 2014
    Park Hyatt, Melbourne
    National

    This event is currently having materials uploaded, this message will be removed when all materials are uploaded.

    This event brought together regulators and leading practitioners from the legal, accounting, audit and financial advisory services fields of the superannuation industry for two full days to discuss tax and other challenges, and opportunities that exist within the ever-changing superannuation operating environment.

    Speakers were chosen because they are leading superannuation and tax experts, with the essential blend of knowledge and experience in the practical application of the laws.

    Uniquely, this conference was designed for tax professionals from both the large fund and SMSF sectors. A mixture of plenary sessions and two streams of breakout sessions were offered.

  • Foreign Wills

    12 Aug 2014
    The Tax Institute, Sydney
    NSW

    Client matters with an overseas element are becoming more commonplace as the global economy extends and the world becomes smaller. In providing advice and representation today, the trusts and estates solicitor needs to be able to advise regarding both wills prepared overseas that purport to deal with Australian assets, and in relation to the preparation and administration of Australian wills that deal with assets in other jurisdictions.

    This event covered:

    • wills made elsewhere for use here
    • wills made here for use elsewhere
    • recognition, including jurisdiction questions.

  • NSW 11th Annual Estate & Business Succession Planning

    06 Aug 2014
    Swissotel Sydney, Sydney
    NSW

    The ageing population continues to fuel client demand for good practical advice in the area of estate and business succession planning. In this our 11th annual Estate and business succession planning event continued with the same winning formula of excellent topic selection together with an expert panel of presenters who are prominent leaders in their field.

    Our presenters this year discussed some of the most topical and important areas of estate and business succession planning including:

    • superannuation and estate planning
    • common mistakes when making binding death benefit nominations
    • practical impacts of family provision claims
    • leaving offshore assets to the next generation
    • what the incoming executor has to look forward to from a tax perspective.

  • Small Business CGT Masterclass

    30 Jul 2014
    Williams Rd North, Toorak
    VIC

    Taxpayers can literally save millions of dollars in tax by applying the small business CGT concessions. However, the concessions are extremely complex and one mistake can mean missing out altogether.

    This event alerted participants to the danger areas, identifed planning opportunities and provided practical strategies for obtaining the most out of the concessions. Some of the more difficult issues were examined and the ATO provided commentary.

  • Deceased Estates

    30 Jul 2014
    Plaistowe Mews, West Perth
    WA

    No two deceased estates are the same. Different asset mixes and family dynamics can result in unforeseen problems to the adviser. It is incumbent on the practitioners advising on this area to have a working knowledge of the various issues which may arise across a range of different disciplines, such as the administration process, income tax and superannuation matters.

    This event discussed the income tax, CGT and superannuation issues that arise on the death of a client, from the will, to the estate administration, the benefits of testamentary erusts and potential stamp duty concessions available.

  • July Bi-Monthly Tax Briefing

    29 Jul 2014
    The Australian Institute of Management SA, Hindmarsh
    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.

  • Personal & Professional Services Day

    25 Jul 2014
    Stamford Plaza, Adelaide
    SA

    Do you advise professional service providers (lawyers, accountants, medical practitioner, architects etc.)? Are you aware of the available structures and relevant legislative frameworks that apply to those professional service providers?

    This event explored topical issues relevant to professional service providers including:

    • setting the scene: Available professional service structures within relevant legislative frameworks
    • contractor vs employee issues (if it looks like a duck and quacks like a duck, is it a duck?)
    • payroll tax issues and the grouping provisions
    • recent developments in remuneration strategies, including the ATO’s Employee Remuneration Trust Draft Ruling (TR2014/D1), bonuses, early termination payments, and superannuation and salary packaging
    • Taxpayer Alert TA2013/3 – Professional practice structures.

  • GST: 2014 in Review

    24 Jul 2014
    Leonda by the Yarra, Hawthorn
    VIC

    Despite 14 years of experience, GST issues continue to arise unexpectedly. This event recaped the significant developments in 2014 GST and focused on their practical implications for practitioners and clients.

  • Issues Arising for Private Companies

    23 Jul 2014
    Tattersall's Club, Brisbane
    QLD

    Private companies are extremely versatile. They can act as trustee for trusts and superannuation funds, trade or invest in their own right, participate in a consolidated group, be a beneficiary in a family trust and act in a multitude of other roles while protecting our assets.

    In their many personas private companies interplay with a plethora of taxation rules relating to the payment of dividends, the provision of loans to shareholders, the consolidation regime, capital gains tax and the challenges of expanding offshore.

    If you have responsibility for any aspect of the taxation of private companies this full day workshop will put you on the “front foot” ensuring that you can advise on the optimum use of private companies and be aware where the pitfalls are lurking.

    Topics covered were:

    • dividend access shares
    • Division 7A: Change is on the horizon
    • private companies and the small business CGT concessions
    • panel discussion
    • tax consolidations and SME’s
    • payment of dividends from a private company
    • expanding offshore.

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