Event name goes here






CPD hours




Event Details

Standard registration

$ 1,900 (member)

$ 1,900 (new member*)

$ 2,200 (non member)

  • When22-May-2024 - 23-May-2024
  • FormatFace-to-face
  • CPD Hours14

The program

Technical, practical, relevant

Consider the NSW 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. 

The two-day event format includes 4 breakout streams, panels and workshops with a huge 40+ session technical program. With a format designed to offer flexibility and choice, delegates can attend 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.  

Session 1A: UPEs and Div 7A – Where do we go from here?

Speaker: Chris Ardagna, CTA, Pitcher Partners

Session 1B: BEPS Pillar Two: Navigating the compliance and reporting impacts of the new global minimum tax

Speaker: Nadine Redford, EY

Session 1C: Build to rent

Speaker: Andrew Howe, PwC

Session 2A: Div 296 $3m Cap Changes and their impact on superannuation strategies

Speaker: Craig Day, Colonial First State

Session 2B: ATO update

Speaker: Donna Lyons, Australian Taxation Office, Sean Williams, Australian Taxation Office

Session 2C: The unhealthy payroll tax

Speaker: Nick Gangemi, CTA, William Buck

Session 3A: The changing landscape of employment law – The employment lawyer’s perspective

Speaker: Clare Kerley, Hall & Wilcox

Session 3B: Undertaking M&A and restructures in an uncertain tax reform landscape

Speakers: Cameron Blackwood, ATI, Corrs, Michael Carroll, Corrs

Session 3C: The modern-day ATO – Increasingly digitised, but how do we solve more complex issues?

Speaker: Bruce Collins, CTA, Tax Controversy Partners

Session 4A: Navigating the employment taxes minefield – The tax lawyer’s perspective

Speaker: Todd Bromwich, Hall & Wilcox

Session 4B: Heads of Tax Panel – Topical issues facing tax leaders

Speakers: Fiona Boyce, Westpac, Gilbert Diab, CTA, Origin Energy, Janice Lo, National Australia Bank, Sharyn Zha, Ramsay Health Care

Session 4C: Trustee resolutions, Tips and traps. It is not just about the tax

Speaker: Matthew McKee, FTI, Brown Wright Stein Lawyers

Lunch and an interview with the CEO 
Speaker: Scott Treatt, CTA, CEO, The Tax Institute

Session 5A: Passing wealth in Discretionary Trusts to the next generation

Speaker: Lisa To, CTA, Bartier Perry

Session 5B: M&A Transactions and FIRB - Tax Considerations

Speaker: David Moore, Johnson Winter Slattery, Bernard Quain, EY

Session 5C: Salient tax issues in the construction industry

Speaker: William Calokerinos, CTA, Wentworth Chambers

Session 6A: Trusts and s99B – Is this the new ATO focus area?

Speakers: Micaela Bernfield, ATI, Arnold Bloch Leibler, Jonathan Ortner, FTI, Arnold Bloch Leibler

Session 6B: Promoter penalty legislation

Speaker: David McLure SC, New Chambers

Session 6C: Strategies to enhance mental health and wellbeing for tax professionals

Speaker: Sam Eddy, Open Change

Session 7A: Trustee discretion – The decision-making process for the family trust trustee

Speaker: Raffael Maestri, Bartier Perry

Session 7B: Economic update

Speaker: Pat Bustamante, Westpac

Session 7C: Ethics in tricky situations

Speaker: Linden Barnes, Law Society

Session 8A: Small business CGT concessions – Active assets and companies

Speaker: Vanessa Priest, FTI, SW Accountants & Advisors

Session 8B: Limiting debt deductions: a look at the new thin capitalisation rules

Speakers: Ria Neilson, Allens, Jay Prasad, ATI, Allens

Session 8C: Building a personal brand

Speaker: Merilyn Speiser, Catalina Consultants

Session 9A: General SMSF update

Speaker: Graeme Colley, Auditors Institute

 Session 9B: Taxation of intangible arrangements

Speaker: Chris Ferguson, Deloitte

Session 9C: 10 ways (not) to lose franking credits

Speaker: Jane Harris, CTA, Brown Wright Stein Lawyers

Session 10A: Effective SMSF estate planning

Speaker: Elizabeth Burnheim, Keypoint Law

Session 10B: Tax risk governance, transparency and public perceptions

Speakers: Julie Abdalla, FTI, The Tax Institute, Dr Pamela Hanrahan, Johnson Winter and Slattery

Facilitator: Annemarie Wilmore, Johnson Winter Slattery

Session 10C: GST adjustment events in property 

Speakers: Rebecca Lawrence, CTA, KPMG, Andrew Sommer, CTA, Clayton Utz

Session 11A: Employee share schemes for SMEs – What you need to know

Speakers: Jake Berger, Pitcher Partners, Alex  Feldman, Tiger & Bear

Session 11B: Part IVA and DPT – Where is this heading?

Speaker: Joseph Meoli, KPMG Law

Session 11C: Recent changes in duty

Speaker: Matt Sealey, PwC

Session 12A: Effective tax governance for private groups – top 500 v next 5000

Speaker: Roshan Dewalagama, Deloitte

Session 12B: Transfer pricing

Speaker: Lorena Sosa, ATI, PwC, Cynthia Vasanthanathan, MinterEllison

Session 12C: Let’s revisit alienation of income

Speaker: David Hughes, CTA, McCullough Robertson

Session 13A: Holiday rentals and tax

Speaker: Adrian Bailey, CTA, Cleary Hoare

Session 13B: Case update

Speaker: Thomas Arnold, CTA, Ground Floor Wentworth Chambers

Session 13C: Views on residency

Speaker: Chris English, KPMG

Session 14A: Tax and wealthy families coming to Australia – case studies on how to get it right

Speaker: Tim Lyford, ATI, William Buck

Session 14B: The T in ESG – Tax transparency and the sustainability agenda

Speakers: Philip Beswick, KPMG, Jenny Wong, CTA, KPMG

Session 14C: The Hot Topic

Speaker: Rose McEvoy, Brown Wright Stein Lawyers

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