All events Convention Face-to-face South Australia

Barossa Convention

10-12 August 2022 | Novotel Barossa Valley Resort



Top tax technical program and first-class networking events 

The Barossa Convention has a rich history as one of The Tax Institute’s leading events for SME practitioners in South Australia and around the country. The high-quality technical program allows delegates time to go in-depth on the latest issues in tax and mingle with some of Australia’s best tax minds over three relaxing days in the stunning setting of the Barossa Valley. 

Invigorating discussion and practical application 

The expert led technical program will feature a mix of plenaries, panel discussions and in-depth case studies, allowing delegates the time to get into the latest tax issues impacting their clients. Along with a key focus on practical examples, tips and strategies as takeaways from the event, the format allows for ample attendee interaction, discussion and robust debate during the sessions or as part of the networking events. 

Unique industry networking and idyllic location 

Set to become the standout of the The Barossa Convention each year are its off-site dinners held at one of the regions world-renowned wineries. Combined with the pre-event networking function on Wednesday night, there’s plenty of opportunity to meet up with friends and peers, old and new, from accounting, law, financial services and regulatory backgrounds while in the Barossa Valley, an iconic destination for interstaters and locals alike. 

Event Details

Full Registration - Standard

$ 1,800 (member)

$ 1,800 (new member)

$ 2,100 (non member)

  • When10-August-2022 - 12-August-2022
  • FormatFace-to-Face
  • CPD Hours12




Join us for a program of plenaries, workshops and case studies. Practical and technical sessions will be led by expert presenters and facilitators.

Plus, don't miss the networking dinner and showcase of regional local produce, food and wines.

5:30–7:00pm Registration

7:00–9:00pm Welcome Reception

8:00–8:30am Registration

 8:00–8:30am Welcome and Opening Address Will Fennell, Convention Chair

 8:30–9:30am Session 1: 100A and Division 7A

Fiona Dillon, CTA, Chief Tax Counsel, ATO; Peter Slegers, CTA, Cowell Clarke

 9:30–10:30am Session 2: Life beyond Section 100A and investment structuring

Yan Wong, ATI, Grant Thornton

 10:30–11:30am Morning tea

 11:30am–12:30pm Session 3: M&A – Navigating tax in the Risks & Opportunities that exist in a post-COVID world

Mark D’Angelica, FTI, BDO

 12:30–1:30pm Session 4: South Australian Deeds

Julie Van der Velde, CTA, VdV Legal

 1:30–2:30pm Lunch

 2:00–3:00pm Session 5: An adviser’s duties to a client

Arthur Athanasiou, CTA (Life), Thomson Geer Lawyers

 3:00–3:30pm Afternoon tea

 3:30–4:15pm Session 6: Professional practice profits allocation + PSI

Sonia Mascolo, CTA, Bentleys

 4:15–4:45pm Session 7: Keynote address

Andrea Michaels MP

 4:45–6:45pm Free time

 6:45pm Bus departs for dinner

 7:00–10:30pm “Back to the Future” Convention Dinner

 10:30pm Bus departs for Novotel Barossa Valley Resort

8:45–9:30am Tax Policy & Advocacy update

Julie Abdalla, FTI, The Tax Institute

Robyn Jacobson, CTA, The Tax Institute

 9:30–10:30am Session 8: Back (dated) to the future

Briony Hutchens, CTA, DW Fox Tucker Lawyers

 10:30–11:00am Morning Tea

 11:00am–12:00pm Session 9: Cryptocurrencies, NFTs, DeFi and the future of blockchain

Will Fennell

Piper Alderman

 12:00–1:00pm Session 10: Determining employment status, a matter for judges or parliament?

Suzanne MacKenzie, CTA, Bar Chambers

Prof. Andrew Stewart, University of Adelaide

Piper Alderman

 1:00–2:00pm Lunch

 2:00–3:00pm Session 11: International expansion for SMEs

Phil Shepherd, CTA, KPMG

Angelica Caruso, KPMG

 3:00–3:30pm Afternoon tea

 3:30–4:30pm Session 12: Tax litigation and disputes – what we can learn from the past

Jessica Pengelly, CTA, HWL Ebsworth Lawyers

 4:30pm Closing Address

The Novotel Barossa Valley Resort is located in the Barossa Valley district, set in a natural amphitheatre overlooking Jacob’s Creek.

Rooms are limited and must be booked prior to 12 July 2022. Avoid  disappointment and book your stay directly with the Novotel here.

For alternative accommodation arrangements, please contact the Barossa Wine and Tourism Association on 1300 852 982 or visit the website 

Use the Convention as an opportunity for an extended break in the Barossa Valley or in many of the incredible attractions SA has to offer visitors. There is plenty to do within the region including food and wine tours, hot air ballooning, cycling, golf plus much more. Book in the break you deserve today. Find out more

The resort is located at 42 Pioneer Avenue, Rowland Flat Barossa Valley. It is 85 kilometres (75-minute drive) from the Adelaide CBD and Adelaide Airport. The venue provides free on-site parking for guests. Car hire is readily available at Adelaide Airport and we encourage you to book when registering for this event. 


Plan your trip now – register today with our early bird registration offer.  See you in the Barossa!

Speaker Spotlight video with Arthur Athanasiou

Listen to event speaker, Arthur Athanasiou, discuss his perspectives on, 'An adviser’s duties to a client', ahead of the Barossa Convention. 

Speakers - Day two

Peter Slegers, CTA
Cowell Clarke


Fiona Dillion, CTA


Yan Wong, ATI
Grant Thornton


Sonia Mascolo, CTA


Arthur Athanasiou, CTA-Life
Thomson Geer Lawyers


Julie Van der Velde, CTA
VdV Legal


Mark D’Angelica, FTI

Speakers - Day two

Julie Abdalla, FTI
The Tax Institute


Suzanne MacKenzie, CTA
Bar Chambers


Jessica Pengelly, CTA
HWL Ebsworth Lawyers


Robyn Jacobson, CTA
The Tax Institute


Prof. Andrew Stewart
University of Adelaide and Piper Alderman


Briony Hutchens, CTA
DW Fox Tucker Lawyers


Phil Shepherd, CTA


Will Fennell
Piper Alderman


Angelica Caruso


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