Barossa Convention

12 CPD hours | Registrations now open!




Program out now!

Top tax technical program and first-class networking event

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

Early bird registration

$ 1,700 (Member)

$ 1,700 (New Member*)

$ 2,000 (Non Member)

  • When07-August-2024 - 09-August-2024
  • FormatFace-to-face
  • CPD Hours13

Proudly supported by:

2024 program 

Welcome Reception 
Is it a bird? Is is a plane? No it’s the Barossa Convention Welcome Reception! Let the battle begin and join us for an evening of beverages and canapes while mingling with your fellow delegates and our esteemed speakers.

Welcome and President’s Address
Speakers: Jessica Pengelly, CTA, Chair, Convention Organising Committee, Todd Want, CTA, President, The Tax Institute

Session 1: Unit trusts … Look closer

Speaker: Peter Slegers, CTA, Cowell Clarke

Session 2: The latest in Tax Policy and Advocacy

Speaker: Robyn Jacobson, CTA, The Tax Institute

Session 3: My spidey sense is tingling – Navigating the Part IVA web

Speaker: Sylvia Villios, CTA, University of Adelaide

Session 4: Simplified transfer pricing for the everyday tax advisor

Speaker: Simon How, CTA, Bentleys

Session 5: 10 Things I hate about your trust distribution

Speakers: Adrian Cartland, Cartland Law, Sally Storey, CTA, Brentnalls

Session 6: Advocacy on your client’s behalf with revenue authorities – Superman or Clark Kent?

Speaker: Sam Ure, FTI, VIC Bar

Session 7: Trust splitting – Dead or alive?

Speaker: Michael Butler, CTA, Finlayson

Session 8: New battlegrounds in payroll tax disputes

Speaker: Jessica Pengelly, CTA, HWL Ebsworth Lawyers

Session 9: “Beware of the Dragon” – Estate and structure considerations to avoid a succession fire

Speakers: Alexandra Nicola, Thomson Geer Lawyers, Nicole Peterson, CTA, PKF Adelaide

Session 10: Research and Development

Speaker: Brett Zimmermann, CTA, Australian Taxation Office

Session 11: Navigating the GST maze – Essential insights for property developers?

Speaker: Anna Chong, CTA, KPMG

Session 12: Unmasking the tax heroes and villains of employment departures – Panel session

Speakers: Matt Brittingham, CTA, Tributum Law, Will Snow, Snow Legal

Session 13: Jumping the ditch – Not landing in it

Speaker: David W Marks KC, CTA, QLD Bar

Event information

Novotel Barossa Valley Resort

42 Pioneer Avenue, Rowland Flat, Barossa Valley

The Novotel Barossa Valley Resort located in the Barossa Valley district, is set in a natural amphitheatre overlooking Jacob’s Creek. The guest rooms all feature private balconies and views of the Barossa Ranges. Both comfort and functionality are assured with iPod docking stations, connecting directly to 32-inch LCD TVs, pay TV channels, in-house movies, comfortable workstations, including ergonomic chairs and broadband access, a large chaise lounge to stretch out on and individually controlled air-conditioning.

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.

All accommodation bookings must be made directly with the venue via the self-book weblink here

Rooms are limited and must be booked prior to 6 July 2024. 

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


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