Conference NSW

Financial Services Taxation Conference

14-15 March 2024 | Crown Sydney




Australia's premier tax event for the financial services industry

2024 program now available!

Back in Sydney for 2024, this event is designed to provide valuable insights and knowledge for all financial services taxation professionals. Year on year, the program is presented by a wide range of experts and presenters from every corner of the industry, including policymakers, academics, bankers, barristers, tax lawyers and accountants. Bringing the perspectives of regulators, government, taxpayers, and advisers directly to you.

The conference content is fast paced and the optional break-outs ensure that content relevant to particular sub-sectors is covered and delivered at the appropriate level of depth. There are also plenty of opportunities throughout the conference to come together socially, have fun and expand your professional network.

Early bird registation ends midnight Friday, 16 February!

Event Details

Early bird registration

$ 1,800 (member)

$ 1,800 (new member*)

$ 2,100 (non-member)

  • When14-March-2024 - 15-March-2024
  • FormatFace-to-face
  • CPD Hours11

Technical program

Welcome and opening address

Matt Osmond, CTA, PwC

Session 1: Keynote address

Speaker to be announced

 Session 2: Thin Capitalisation

Ryan Kinsella, Deloitte, Shahzeb Panhwar, PwC

Session 3A: Banking, non-bank lending and insurance update

James Campbell, Australian Taxation Office, Remali Vilathgamuwa, CTA, EY

Session 3B: Wealth management update

Wendy Tse, Magellan Asset Management, Suzanne Emery, Australian Taxation Office

Session 4A: Foreign hybrids and CFC’s

Bevan Grace, KPMG, Michelle Siu, Aware Super

Session 4B: M&A – Completing a deal

Scott Heezen, King & Wood Mallesons, Kaihui Chong, Liberty Global Transaction Solutions, Victoria Lanyon, King & Wood Mallesons

Session 5A: Transfer pricing and MAP

Priscilla Ratilal, ATI, Deloitte, Bill Yohana, ATI, BDO

Session 5B: What are the ESG considerations for tax practitioners in financial services?

Shirley Lam, KPMG

Session 6A: Deferred tax issues in financial services

Brad Ivens, ATI, EY, Michelle Mori, EY

Session 6B: LPP Update

Angela Wood, CTA, Clayton Utz, Kristen Deards SC, Banco Chambers

Session 7: Economics update

Warren Hogan, Judo

Session 8A: Leasing and asset financing

Grant Harrison, PwC, Julian Humphrey, CTA, KPMG

Session 8B: Pillar 2 implementation

Michael Barbour, CTA, Westpac, Robert Colquhoun, AFMA, Amelia Teng, Deloitte

Facilitator: Michael Anderson, BDO

Session 9: Capital management

Julian Pinson, FTI, PwC

Session 10: Tax and governance

Teresa Dyson, Non-Executive Director, Sarah Pang, IAG

Session 11: Tax cases and rulings update

Joanne Dunne, CTA, Australian Taxation Office, Steve Whittington, Ashurst



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