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On-demand Conference

Financial Services Taxation Conference

12 CPD Hours | OnDemand now available

 

 

FinancialServices

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.

The Financial Services Taxation Conference is Australia's premier tax event for all those working across the sector


Why attend?

Australia’s premier tax event for the financial services industry brings together leading experts, practitioners and emerging professionals from across the sector. Over two days, participants will explore the key tax issues that have shaped the last 12 months, gain insight into evolving regulatory and compliance expectations, and examine the impact of technological disruption — including the growing influence of AI-enabled tax functions. The program also considers global economic shifts and the expanding suite of ESG reporting obligations that continue to influence business strategy, financial performance and compliance frameworks.

Program highlights
  • Two-day conference featuring high-profile keynotes, plenaries and specialised technical streams
  • Deep-dive sessions tailored for all segments of the financial services industry
  • Practical guidance on current and emerging tax issues affecting the financial services sector
  • Insights into technological and regulatory developments shaping future tax functions
Connecting the profession

This conference is designed to foster meaningful discussion and provide opportunities to engage with peers, presenters and industry leaders. Across the two days, attendees will have access to dedicated networking activities, enabling them to connect with like-minded professionals, exchange perspectives and discuss the latest developments influencing Australia’s financial services tax landscape.

Event Details

OnDemand registration

$ 1,695 - Member

$ 2,090 - Event & new membership bundle

$ 1,995 - Non-member

Contact us
Download Brochure
  • When26-March-2026 - 30-September-2026
  • FormatOnDemand
  • CPD Hours12
 
 

2026 Program 

Welcome and President's address

Speakers: Matt Osmond, CTA, Chair, Conference Organising Committee, Tim Sandow, CTA, President of The Tax Institute

Session 1: Keynote address 

Speaker: Jeremy Hirschhorn, Second Commissioner Client Engagement, Australian Taxation Office  

 Session 2: Navigating the debt deduction creation rules

Speakers: George Bishop, Allens, Ellen Thomas, Allens

Session 3A: Taxation and regulation of private credit

Speaker: Matt Osmond, CTA, PwC

Session 3B: Tax and regulatory insights for IDPS and bare trust operators

Speakers: Jessika Heynen-Brookes, CTA, KPMG, Natalie Raju, KPMG

Session 4A: Investment management update

Speakers: Siew-Kee Chen, CTA, Deloitte, Ryan Kinsella, Deloitte

Session 4B: International tax update

Speaker: Jayde Thompson, Alvarez & Marsal

Session 5A: Taxation of derivatives and similar instruments

Speakers: Simon Jenner, CTA, EY, Anita Sharma, EY

Session 5B: Third party data governance – Meeting expectations and amanaging risk

Speakers: Aaron Bennett, Australian Taxation Office, Rob Leonard, PwC

Session 6: Cases and rulings update

Speakers: Bronwyn Kirkwood, Ashurst, Steve Whittington, Ashurst

Session 7: Economic update

Speaker: Besa Deda, William Buck

Session 8A: M&A update with a focus on real assets

Speaker: Sue Ann Khoo, Deloitte

Session 8B: Red tape reduction project – Financial services perspectives for the Board of Taxation Review

Panellists: Mike Garrod, Suncorp Group, Andrew Mills, CTA (Life), Board of Taxation, Bronwyn Tan, BlackRock Australia

Facilitator: Julie Abdalla, FTI, The Tax Institute

Session 9: Litigation update – The application of Part IVA and the DPT

Speaker: Catherine Pierce SC, Chancery Chambers

Session 10A: Taxation of dividends

Speaker: Michael Anderson, BDO

Session 10B: Managing withholding tax obligations and foreign income tax offsets

Speaker: John Fulton, CTA, KPMG

Session 11: ATO current areas of focus in financial services

Speakers: James Campbell, Australian Taxation Office, Rhys Chalmers, Australian Taxation Office

 Session 12: The AI enabled tax function of the future

Speakers: Katherine Boiciuc, EY, Kelum Kumarasinghe, EY, Paul Masnick, CTA, QBE Insurance

 

 

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