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.

  • Resides in Australia - The Reboot in Dempsey v Commissioner for Taxation Webinar

    21 Nov 2014
    Online
    QLD

    Harry Lakis represented the successful Applicant in the recent residency case of Dempsey v Commissioner for Taxation [2014] AATA 335. This case is widely considered to have reset the approach for analysis of residency in Australia, when a Presidential bench of the Administrative Appeals Tribunal upheld the statutory test as construed by the High Court in 1946, and in doing so rejected the adherence to checklists as had evolved in both the Commissioner’s practice, and some recent Tribunal decisions.

    Is “continuity of association” a relevant test? Can the taxpayer have a house in Australia? What if they ticked the wrong box on their customs entry card? What were identified as the relevant factors now? In the words of the Tribunal: Harry discussed the paramount “principles” as prescribed in the law, and compare this to its "application” by Tribunals.

  • Taxing Relationship Breakdowns Webinar

    12 Nov 2014
    Online
    QLD

    It is inevitable that a number of your good clients will undergo a marriage breakdown. It is essential to be aware of the specific tax issues that a breakdown can create.

    This session addressed the important tax issues that practitioners should be aware of where clients are involved in a divorce or other relationship breakdown.

  • Succession Planning Masterclass

    11 Nov 2014
    RACV Club, Melbourne
    VIC

    This event brought together experts from the field to present on and discuss the following topics:

    • family business succession: beware the sleeping giant
    • achieving a successful SMSF succession plan
    • testamentary freedom? Claims against the estate
    • what the incoming executor has to look forward to from a tax perspective.

  • Superannuation Don't Get Court! Webinar

    05 Nov 2014
    Online
    QLD

    Recent court and tribunal decisions are affecting the way your clients use the superannuation system. This event looked at the danger areas highlighted in these decisions and how to avoid them. Superannuation is a technical area and your best defence is good planning.

  • GST for SMEs

    05 Nov 2014
    City West Receptions, West Perth
    WA

    The GST affects all aspects of a SME’s operations, transaction by transaction. In the vast majority of cases, the GST will have a straightforward and neutral effect for businesses. The GST collected from customers will be remitted to the ATO and the GST paid to suppliers will be claimed as input tax credits. However, in a minority of cases, the GST can be complex and a significant cost if not managed proactively.

    This event provided attendees with the tools needed to first identify potential problems and then manage these towards a solution. This included straightforward practical tips which can save both SMEs and their advisors significant costs and stress in this specialist area.

  • The Tax Litigation Process

    03 Nov 2014
    Greenwoods & Freehills, Melbourne
    VIC

    The 2014 Young Tax Professionals Series features 6 sessions designed to cover a range of topics and recent developments. This series will be delivered by highly reputed practitioners offering a unique opportunity to all delegates.

    This event covered the tax litigation process.

  • Estate Planning

    28 Oct 2014
    Tattersall’s Club, Brisbane
    QLD

    Wills are the mechanism that deal with assets and personal property on death. Estate and succession planning is the process you undertake in conjunction with a solicitor, accountant and financial planner to leave ownership, control and perspective of wealth in a controlled manner. In other words, planning to avoid an uncontrolled passing. That planning involves a consideration of income tax and duty issues, more so, when dealing with assets that are controlled as opposed to owned.

    This event provided an overview of those issues as well as non-tax considerations when raising with your clients wills, estate and succession planning.

  • NSW Tax Symposium

    23 Oct 2014
    Amora Hotel Jamison, Sydney
    NSW

    This event brought together topical issues, timely guidance and strong technical content specifically for SME’s and those with SME clients.

    The day included presentations, updates, workshops and an open forum session where participants discussed the burning issues with our expert panel.

    Note: If you want to purchase a discounted bundle of just the videos from this event, go here.

  • NSW Tax Symposium video bundle

    23 Oct 2014
    Amora Hotel Jamison, Sydney
    NSW

    Note: This "event" duplicates only the video content from the NSW Tax Symposium. This will allow you to access bundle pricing for all the videos from this event. If you want to purchase all materials, including papers and PowerPoints, or purchase selected papers or PowerPoints, go here instead.

    This event brought together topical issues, timely guidance and strong technical content specifically for SME’s and those with SME clients.

    The day included presentations, updates, workshops and an open forum session where participants discussed the burning issues with our expert panel.

  • State Taxation Update

    23 Oct 2014
    Leonda by the Yarra, Hawthorn
    VIC

    State taxes remain a key tax consideration with any proposed business or development. As with other areas of taxation, it is an area that is constantly changing. This event provided an update of recent developments in the area of state taxation.

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