Event name goes here






CPD hours




Event Details

Standard registration

$ 1,800 (member)

$ 1,800 (new member*)

$ 2,100 (non member)

  • When11-April-2024 - 12-April-2024
  • FormatFace-to-face
  • CPD Hours13

Proudly sponsored by 

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The program

Technical, practical, relevant

Consider the SA Tax Forum your one-stop shop for tax technical updates, practical learnings and expert insights into the many and varied issues facing practitioners and advisers across SA. 

The two-day event format includes plenaries, breakout streams and panels. With a format designed to offer flexibility and choice, delegates can attend a mix of plenary and concurrent sessions that are relevant for both SME and corporate tax professionals.

Flexible ticket options are available to ensure you and your team can all attend, by tailoring the content to suit your CPD needs and areas of interest.  

Welcome and President address

Speaker: Todd Want, CTA, President, The Tax Institute

Session 1: UPEs and corporate beneficiaries - Revisiting the Division 7A planning issues

Speaker: Paul Tanti, CTA, Thomson Geer Lawyers

Session 2: Practical application and implications of Section 99B

Speaker: Michael Butler, CTA, Finlaysons

Session 3A: Constructive conflicts – Disputes, settlements and insolvencies in building and development

Speaker: Adam Rosser, Adam Rosser Dispute Resolution

 Session 3B: The latest on GST – Not just 10%

Speaker: Jessica Pengelly, CTA, HWL Ebsworth Lawyers

Session 4: The ins and outs of the CGT main residence exemption

Speakers: Karen Gregor, CTA, Nexia Edwards Marshall, Paul Dimasi, CTA, Nexia Edwards Marshall

Session 5: Superannuation earnings tax – What you need to know…

Speaker: Daniel Marateo, ATI, Cowell Clarke


Session 6: Navigating professional standards in a transformative landscape

Speaker: Peter De Cure AM, Tax Practitioners Board

Session 7: The impact of AI on the tax profession

Speaker: Adrian Cartland, Cartland Law

Session 8: Keynote address

Speaker: Bruce Djite, Property Council of Australia

Session 9: Family Trust Elections

Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 10: The parent trap - Gifts & loans in estates

Speaker: Bryan Mitchell, FTI, Mitchells Solicitors

Session 11: The advisor as executor

Speakers: Bryan Mitchell, FTI, Mitchells Solicitors, Julie Van der Velde, CTA, VdV Legal

Session 12: Employee vs Contractor

Speaker: Suzanne Mackenzie, CTA, Bar Chambers

Session 13: Top 500 and Next 5000 – How private groups can get it “right”

Speaker: Theodore Bourlotos, Australian Taxation Office


Adelaide Oval

War Memorial Dr, North Adelaide SA 5006

Adelaide Oval is situated right in the heart of the city, framed by the River Torrens and surrounding precinct.

Whether you’re travelling by car, bus, train or tram, Adelaide Oval’s close proximity to the CBD makes it easily accessible.

Each of the 138 guest rooms offers contemporary design, enhanced by custom furnishing and in-room technology. Every part of your experience has been carefully considered, from your welcome drink on arrival through to thoughtful extras included in your stay.

Favourable delegate room rates have been negotiated and secured at the Oval Hotel. Accommodation bookings can be made, here

Adelaide Oval is situated right in the heart of the city, framed by the River Torrens and surrounding precinct and is a short 6kms from Adelaide airport.

If travelling from interstate on the morning of the event, delegates can take advantage of a plethora of travel options, including bus, taxi, shuttle or town-car.