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.
17 Sep 2015
The Langham, Melbourne
Materials from this event are currently being uploaded, this message will be removed when all materials are available.
The 2015 National GST Intensive revisited some GST fundamentals and also covered topical areas including:
- the latest issues arising in the areas of real property, wealth management, administration, compliance and dealing with the ATO
- the international arena
- panel discussion on the top 10 things we all need to know about GST.
14 Sep 2015
Part of the 2015 Young Tax Professionals Life Cycle of an Adviser Series aimed at young professionals with limited tax experience, this event covered important tax issues.
01 Sep 2015
Related party loans are a common feature of many business structures - from family businesses where initial to on-going funding is provided to fund the business to multinationals establishing a new wholly owned subsidiary (be it in Australia for an inbound or out of Australia with establishment of a subsidiary overseas).
The purpose of this event was to go through the various tax and practical issues that can arise from such loans and the best way to deal with them.
28 Aug 2015
Stamford Plaza, Adelaide
This event focused on several key aspects of private business taxation to ensure you are aware of the latest developments in key areas across private business taxation. This included sessions on employee share schemes for start-up businesses and business structuring and restructuring including the proposed earnout provisions.
27 Aug 2015
Leonda by the Yarra, Hawthorn
The event focused on determining the dutiable value of transactions involving dutiable property for stamp duty purposes. Dutiable value is defined in the Duties Act to be the higher of consideration and unencumbered value and the interpretation of those words will be put under scrutiny by considering the following topics:
- labelling the payments: Lend Lease
- single or multiple transactions: Bambro, Dick Smith and Zodiac Resources
- construction cases: Davis, Araghi
- rethinking selected stamp duty rulings
- what is to be valued and what is included: Cross City Tunnel, 185 Tyabb Road
- how to value – top-down, bottom-up, the whole or the parts: Hazel Holdings.
27 Aug 2015
Brisbane Marriott Hotel, Brisbane
This event included both corporate and SME streams and comprehensively considered the Federal Government’s tax reform agenda.
The Hon. Josh Frydenberg MP, the Assistant Treasurer opened the Forum and the event also included a leading international expert on tax law and policy, Professor Miranda Stewart, CTA, who discussed tax reform from the perspective of best practice transfer policy.
- the SME stream covered issues from trusts and Div 7A to sessions focusing on exiting a business (whether to a trade buyer or to the next generation), and managing Part IVA risks
- the Corporate stream touched on everything from TP documentation and country by country reporting, to FBT tips and tricks on transport, food and accommodation, tax and valuation issues when structuring a transaction and related duty issues when dealing with interests in land.
Teresa Dyson, CTA, closed the forum with a critique of the reform agenda.
21 Aug 2015
Doltone House, Darling Island Wharf, Sydney
The 3rd National Superannuation Conference catered to tax specialists within the superannuation industry and covered tax issues affecting both the large fund and self-managed superannuation fund (SMSF) sectors.
The Australian superannuation industry has recently passed $2 trillion in total members’ assets. In this light, it is not surprising that the industry has figured prominently in a number of landmark government consultations or reports, including the Financial System (Murray) Inquiry, the discussion paper Re:Think and the ongoing consultation in respect of tax reform, and the 2015 Intergenerational Report.
This event brought together regulators and leading practitioners from the legal, accounting, audit and financial advisory services fields of the superannuation industry to discuss these tax and related challenges, and the opportunities that these will bring.
19 Aug 2015
RACV Club, Melbourne
Recent cases such as Hancock v Rinehart have given Courts the opportunity to comment on how they expect trustees to behave. These cases provide valuable lessons and reminders for trustees of family trusts and of other trusts such as self-managed superannuation funds. Topics covered include:
- the fiduciary duty of a trustee: the overarching principle
- obligations when amending the trust deed
- ability to retire as trustee
- principles and considerations when appointing a new trustee
- when is privacy an issue
- duty to produce documents.
13 Aug 2015
Pullman Resort Bunker Bay, WA
The 48th Western Australia State Convention had an SME-focus, but offered something to all tax professionals. Topics covered included:
- Part IVA
- tax policy
- company dividends
- international tax
- employment taxation
05 Aug 2015
Doltone House Hyde Park, Sydney
This event covered some of the most topical and important areas of estate and business succession planning including:
- the trusted advisor
- retired and moving overseas
- post retirement living
- binding financial agreement
- passing assets to your children?
- tax Issues within deceased estates.