Event name goes here






CPD hours




Event Details

Standard registration

$ 1,800 (member)

$ 1,800 (new member*)

$ 2,100 (non member)

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

Proudly supported by

Accountancy Insurance
Intuit Quickbooks
Sceales Lawyers

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: Chris McMahon, Commissioner of State Revenue, RevenueWA

Session 2A: SMSFs – The latest

Speaker: Jemma Sanderson, CTA, Cooper Partners

Session 2B: Navigating the digital afterlife – Deceased estates and the challenges of the digital age

Speaker: Tracey Dunn, EY 

Session 3: Walter Gianotti Memorial Address – The tax profession and the ATO working together to resolve tax disputes

Speaker: Andrew Orme, Australian Taxation Office

Session 4: The cutting edge of small business CGT concessions – Planning and traps

Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 5A: Handling a tax dispute from audit to litigation

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

,Session 5B: Employment tax compliance in a highly regulated world

Speaker: Gina Nedeljkovic, RSM Australia

Session 6: Recent cases and significant decisions

Speaker: Clare Thompson SC, ATI, Francis Burt Chambers

Session 7: ATO debt recovery and your client

Speakers: Sylvia Gallagher, Australian Taxation Office, Travis Kukura, RSM Australia, 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: Recent rulings and what’s on the ATO’s radar

Speaker: Fiona Dillon, CTA, Australian Taxation Office, Tracey Dunn, EY, David Montani, CTA, Nexia Australia

Facilitator: Ross Forrester, CTA, Westcourt

Session 10: Family Trust Elections

Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 11: Navigating professional standards in a transformative landscape

Speakers: Steve Dobson, Board Member of Tax Practitioners Board, Stuart Third, CTA, Downs Accounting

Facilitator: Robyn Jacobson, CTA, The Tax Institute

Session 12: So your client woke up famous. Now what? 

Speaker: Elliott Brannen, Tempo Tax & Accounting


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.

Hyatt Regency Perth is pleased to offer accommodation at a special delegate rate*. To book, call the reservations team on 13 12 34 or visit their website and select your stay dates, here.

*Rates subject to change based on availability at time of booking.

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.