Event name goes here
 

19+

speakers

2

streams

12

CPD hours

2

days

 

Event Details

Super early bird registration

$ 1,495 (member)

$ 1,495 (new member*)

$ 1,795 (non member)

  • When13-March-2025 - 14-March-2025
  • FormatFace-to-face
  • CPD Hours12

Proudly supported by

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, Co-Chair of the Organising Committee, Tim Sandow, CTA, President, The Tax Institute


Session 1: Walter Gianotti Memorial Address 

Speaker: To be announced


Session 2A: Personal Services Income – The current landscape

Speaker: Ben Macpherson, CTA, Pitcher Partners


Session 2B: Corporate tax residency – Do we care, should we care?

Speakers: Mat Chamberlain, CTA, EY, Andrew James, EY  


Session 3A: 

Speakers: Daniel Taborsky, CTA, Birchstone Tax Law, Shivani Jethwa, Birchstone Tax Law


Session 3B: The new debt deduction creation rules and the surprising ways taxpayers may be caught 

Speaker: Natasha McCarthy, KPMG  


Lunch and Session 4: Inspector-General of Taxation and Taxation Ombudsman update 

Speaker: Ruth Owen CBE GAICD, Inspector-General of Taxation and Taxation Ombudsman


,Session 5: Navigating the tax minefield - Strategies to prepare for ATO and State Revenue audits and reviews

Speaker: Andrew Giorgi, FTI, Smailes Krawitz


Session 6: Dealing with blunders in earlier years 

Speaker: Paul Sokolowski, CTA, Arnold Bloch Liebler


Session 7: The current state of play with TASA and TPB - A panel session

Speakers: Robyn Jacobson, CTA, The Tax Institute, Tracey Dunn, EY, Tim Sandow, CTA, BDO

Session 8: ATO guidance in 2025 

Speaker: Fiona Dillon, CTA, Australian Taxation Office


Session 9: Winding-up a family trust on inter-generational wealth transfer 

Speaker: Ron Jorgensen, CTA, Tas Bar  


Session 10: So, you’ve decided to restructure to a company

Speaker: Sean Pearce, CTA, MKT Taxation Advisors 


Session 11: Case updates  

Speaker: Fiona Beckett-Cooper, EY  


Session 12: Tbc 

Speakers: Billy-Jo Famlonga, FTI, Famlonga Business Services, Paul Joseph, RSM Australia, Annabelle Lewkowski, Curtin University, Craig Seddon, Westcourt Family Business Accountants

 
 
 

Pan Pacific Perth

207 Adelaide Terrace, Perth, WA

Experience the heartfelt warmth and hospitality that radiates through Pan Pacific Perth. The fully renovated meeting rooms and guest rooms add a sense of elevated luxury to our Perth hotel, centrally located on Adelaide Terrace and just steps away from the city’s best shopping and dining attractions.

Pan Pacific Perth is pleased to offer accommodation at a special delegate rate*. To book, please follow the link, here.

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

The Pan Pacific Perth is approximately 12km’s and a 20–30-minute drive from Perth airport. Delegates can take advantage of a plethora of travel options, including bus, train, taxi or private car.

This hotel 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.