Forum Face-to-face Victoria

VIC Tax Forum

19-20 March 2026 | W Melbourne | 12 CPD hours

 

 

Where Victoria’s tax community connects

Why Attend?

The Vic 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 Victoria to share insights, discuss emerging issues, and explore practical solutions. 

Program Highlights

  • Plenary sessions, and breakout streams focusing on SME, Corporate and Hot Topics
  • Expert presenters discussing the latest on Trusts, CGT, superannuation, payroll, state taxes and more
  • Top quality technical content and practical tools and advice to ensure practitioners stay on top of the latest changes in tax

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

Super early bird registration

$ 1,495 - Member

$ 1,890 - Event & new membership bundle

$ 1,795 - Non member

  • When19-March-2026 - 20-March-2026
  • FormatFace-to-face
  • CPD Hours12
 

Technical Program out now!

Welcome and President's address

Speakers: Chaya Lal, FTI, PKF, Chair, Organising Committee, Tim Sandow, CTA, President, The Tax Institute


Session 1: Navigating the shifting landscape of tax policy

Panellists: Julie Abdalla, FTI, The Tax Institute, John Kehoe, Australian Financial Review, Dr Niv Tadmore, CTA, Jones Day


Session 2A: Trust in transition
Speaker: Daniel Smedley, CTA, Sladen Legal


Session 2B: Case update – International tax in the spotlight

Speakers: Michael Clough, FTI, King & Wood Mallesons, Eugene Wheelahan KC, FTI, Victorian Bar


Session 3A: Small business CGT concessions – When being ‘small’ and in ‘business’ isn’t enough

Speaker: Leanne Connor, CTA, WGC Business Advisors


 3B: M&A in focus – Recent themes, non-resident CGT and transaction structures

Speaker: Enzo Coia, CTA, KPMG


Session 4A: Losing pre CGT status – Key issues and emerging challenges

Speaker: Archana Manapakkam, FTI, Velocity Legal


Session 4B: Distributions and Franking Credits in the spotlight

Speakers: Rhys Jewell, CTA, Partner, Corrs Chambers Westgarth, Nathan Unitt, Corrs Chambers Westgarth


Session 5A: Div 7A – Practical issues and current developments

Speakers: Chris Wookey, CTA (Life), Chris Wookey Chartered Accountants, Nick Wookey, KHQ Lawyers


Session 5B: Heads of tax panel

Panellists: Sharon Arasu, Carsales, Ben Lee Kong, REA Group, Adalene Pandeli, Coles, Alex Sequeira, Acciona Group

Facilitator: Narelle McBride, CTA, PwC


Session 6A: Revenue versus capital

Speaker: Adam Dimac, Hall & Wilcox 


Session 6B: Tax governance and the journey to Justified Trust – Then, now and what’s next

Panellists: Emily L Marsden, EY, Adam Pritchard, Australian Taxation Office

Facilitator: Josheph Phan, PKF Advisory 


 

Session 7: How to practically implement AI in your firm

Speaker: Adrian Cartland, Cartland Law


Session 8A: Superannuation update

Speaker: Liz Westover, FTI, Deloitte


Session 8B: Is my registration in danger of being suspended or terminated?

Speaker: Christian Febbraro, FTI, Piper Alderman


Session 9A: Employee incentive schemes

Speaker: Shaun Cartoon, FTI, Arnold Bloch Leibler


Session 9B: Economic update

Speaker: Dr Brendan Rynn, KPMG


Session 10A: Taxing earnouts – Navigating the patchwork quilt

Speaker: Karen Goodfellow, CTA, Goodfellow Tax Advisory


Session 10B: Session 10B: I only engage contractors – Why do I have a payroll tax assessment?

Speaker: Elissa Romanin, MinterEllison


Sessio 11A: Family trust elections – Intergenerational wealth transfer and

Speaker: Scott Luetjens, ATI, Deloitte


Session 11B: State tax considerations for corporate restructures

Speaker: Kristina Popova, Grant Thornton


Session 12A: Tax residency for individuals – The tests, recent cases and practical tips

Speaker: Michael van Schaik, LZR


Session 12B: The ATO’s debt approach – What can you do for your clients?

Speakers: Anna Longley, Australian Taxation Office, Tuan Van Le, Challenger Law

 


 

Event Information

W Melbourne
408 Flinders Lane, Melbourne, VIC

Reveal to revel at W Melbourne, sitting in the heart of the Melbourne CBD on the iconic Flinders Lane, the luxury hotel takes its design cues from the laneways that it sits between. Extending the laneway culture inside, 294 bold rooms and suites peel back the layers and revel in the city’s creative history. With 830 square meters of ultra-modern event space, our hotel in the CBD of Melbourne, will set the stage for spectacular events. Vibrant restaurants and bars electrify the experience; with Warabi offering Japanese omakase dining, Lollo taking you from day-to-night, celebrating Melbourne’s multicultural cuisine influences, subterranean cocktail bar, Curious is the bar to see and be seen in.

Favourable room rates have been negotiated and secured at W Melbourne. Accommodation bookings can be made by following the link here.

W Melbourne is approximately 10 minutes' walk from both Flinders Street and Southern Cross railway station. 

Parking is available for $100 per day for guaranteed valet parking (book ahead of time) or $80 per day for self parking, subject to availability. 

 

Interested in raising your company's profile?

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