Event name goes here






CPD hours




Event Details

Super early bird registration

$ 1,400 (member)

$ 1,400 (new member*)

$ 1,700 (non member)

  • When07-March-2024 - 08-March-2024
  • FormatFace-to-face
  • CPD Hours12

The program

Technical, practical, relevant

Consider the WA 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 across WA. 

The two-day event format includes plenaries, breakout streams, panels and workshops. With a format designed to offer flexibility and choice, delegates can attend a mix of plenary and concurrent 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.  

Welcome and Presidents address

Speakers: Modiesha Stephens, CTA, MS Legal, Chair of the Organising Committee, Todd Want, CTA, President, The Tax Institute

Session 1: Opening keynote

Speaker to be announced

Session 2: Walter Gianotti Memorial Address – The tax profession and the ATO working together to resolve tax disputes

Speaker: Andrew Orme, Australian Taxation Office

Session 3: The cutting edge of small business CGT concessions – Planning and traps

Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 4A: SMSFs – The latest

Speaker: Jemma Sanderson, CTA, Cooper Partners

Session 4B: Navigating the digital afterlife – Deceased estates and the challenges of the digital age

Speaker: Tracey Dunn, EY

Session 5: Recent cases and significant decisions

Speaker: Clare Thompson SC, ATI, Francis Burt Chambers

Session 6A: Handling a tax dispute from audit to litigation

Speakers: Andrew Giorgi, FTI, Smailes Krawitz, Alan Krawitz, CTA,

Session 6B: Employment tax compliance in a highly regulated world

Speaker: Gina Nedeljkovic, RSM Australia

Session 7: ATO debt recovery and your client

Speakers: Travis Kukura, RSM, Shannon O’Connor, RSM Australia, Daniel Taborsky, CTA, Birchstone Tax Law

Facilitator: Ross Forrester, CTA, Westcourt

Session 8: Division 7A – Just taking it one debit loan at a time

Speaker: Robyn Jacobson, CTA, The Tax Institute

Session 9: Topic to be confirmed

Speakers: To be announced

Session 10: Family Trust Elections

Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 11: Topic to be confirmed


Session 12: Topic to be confirmed



Hyatt Regency Perth

99 Adelaide Terrace, Perth, WA

Located on the foreshore parklands of the picturesque Swan River, Hyatt Regency Perth offers the quintessential

location for any event. Savour unparalleled views coupled with a legacy of exemplary Hyatt service.

2024 information coming soon...

The Hyatt Regency Perth is situated in the east end of Perth CBD, with multiple free CBD bus routes going past. Check out the

TransPerth website for the best route. The Hyatt Regency Hotel is approximately 12km and a 20 to 30-minute drive

away from Perth airport. Delegates can take advantage of a plethora of travel options, including bus, train, taxi or private car.