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On-demand Forum

SA Tax Forum

13 CPD hours | OnDemand now available

 

 

Missed the event? OnDemand now available!

We understand it's a busy time for tax professionals and there are simply not enough hours in the day.  Rest assured, we've made it easy for you to still gain access to the latest knowledge in tax.   

OnDemand - All the latest content at your fingertips 

OnDemand gives you virtual access to session recordings, technical papers and presentations from the most recent event. Download the brochure to view the full program.

OnDemand gives you flexibility to digest the content in your own time with access for 6 months from date of purchase.

Available for a strictly limited period!

Where SA’s tax community connects

Why Attend?

The SA Tax Forum fosters collaboration, professional connections, and peer learning at every level. Be part of a dynamic forum that brings together tax professionals from across South Australia to share insights, discuss emerging issues, and explore practical solutions. 

Program Highlights

  • Two-day format combining plenaries and deep-dive workshops
  • Flexible concurrent sessions for both SME and corporate tax professionals
  • Practical learnings and expert guidance on current and emerging tax issues

Connecting the profession

Our forums are designed for discussion and incorporate opportunities throughout to mingle with peers and presenters.  Each forum program includes several networking activities for attendees to connect with like-minded members of the profession and discuss the latest issues in tax and beyond.

Tailored for You

Flexible ticket options allow you and your team to customise your program, ensuring CPD content aligns with your interests and professional development needs.

Employer tickets offer a flexible option for firms to send multiple attendees to this event. For more information, contact JehanHapuarachchi@taxinstitute.com.au. 

Event Details

OnDemand registration

$ 1,495 - Member

$ 1,890 - Event & new membership bundle

$ 1,795 - Non member

Contact us
Download Brochure
  • When05-March-2026 - 30-September-2026
  • FormatOnDemand
  • CPD Hours13

Proudly sponsored by: 

 

2026 Program

Welcome and opening remarks

Speaker: Josh Pascale, Cowell Clarke, Co-Chair, Forum Organising Committee

Session 1: Session 1: Div7A - Practical insights and latest developments  

Speaker: Michael Butler, CTA (Life), Finlaysons

Session 2: Superannuation

Speaker: Shirley Schaefer, BDO

Session 3: Death, taxes… and succession planning - Navigating the (new) third certainty

Speaker: Christopher Annicchiarico, WRP Legal

Workshop 1: Family Trust Elections – Navigating the complexities

Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 4:  Cross-border tax landmines and opportunities when selling Australian property

Speaker: Ben Turner, FTI, Atlas Tax and Employment Tax Advisor 

 Session 5: Practical AI for accounting and legal practices 

Speaker: Adrian Cartland, Cartland Law

President address

Speaker: Tim Sandow, CTA, President, The Tax Institute

Session 6: Tax Ombudsman update

Speaker: Victoria Haffey, Deputy Tax Ombudsman

Session 7: Tax debts & insolvency – Practical pathways through a legal-ethics lens 

Speaker: Sylvia Villios, CTA, University of Adelaide

Session 8: Comparison of land tax and stamp duty on land conveyances

Speakers: Amy Lancaster, Cowell Clarke, Josh Pascale, Cowell Clarke

Workshop 2: Small business CGT concessions – Restructuring for an exit event

Speaker: Caitlin Ashworth, CTA, CCK Lawyers

Session 9: Tax effective liquidations – What the adviser needs to know 

Speaker: Brad Loftus, RSM Australia, Daniel Lopresti, Clifton Hall

 

       

 

Interested in raising your company's profile?

Contact our partnerships team to find out more about becoming a sponsor.