Private Business Tax Retreat

12 CPD Hours | OnDemand now available!



Private Business Tax Retreat

Missed the event? On-demand now available!

We understand it's a busy time for tax professionals and there are simply not enough hours in the day.  Rest assured, we've made it easy for you to still gain access to the latest knowledge in tax.   

On-demand - All the latest content at your fingertips 

On-demand gives you virtual access to session recordings, technical papers and presentations from the most recent event. Download the brochure to view the full program.

On-demand gives you flexibility to digest the content in your own time with access for 6 months from date of purchase.

Available for a strictly limited period!

Top-class technical program and fantastic networking on the Gold Coast!

The premier summer getaway for SME experts

The Private Business Tax Retreat is designed to provide delegates with knowledge and awareness of all the key issues that concern their SME clients, and help them stay on top of new developments in in the private client space. With two days of focused learning, practical content and fantastic networking, it’s simply a ‘can’t miss’ event.

Practical insights and the latest technical content for advisers 

The Private Business Tax Retreat includes the right balance of technical insights and practical takeaways, along with ample opportunity for delegates to relax poolside during the day.

Network, network, network

Two dedicated networking events will allow you to make meaningful connections with peers and speakers.  

Attend in-person, or virtually. 

Event Details

On-demand registration

$ 1,400 (Member)

$ 1,400 (New Member*)

$ 1,700 (Non Member)

  • When15-February-2024 - 16-February-2024
  • FormatOn-demand
  • CPD Hours12

Proudly supported by 

Intuit Quickbooks
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Technical program

Session 1: Keynote address

Catherine Rich, Goldman Sachs

Session 2: Unlocking the small business CGT concessions – restructuring your business

Linda Tapiolas, CTA, Cooper Grace Ward Lawyers, Tom Walrut, FTI, Cooper Grace Ward Lawyers

Session 3: Restructuring – to roll or not to roll?

Neil Brydges, CTA, Sladen Legal

Session 4: Tax Consolidation for SMEs

Michael Garrone, CTA, Mage Advisory

Session 5: Capital Raising and Capital Management for SMEs

Georgina Ling, Deloitte, Richard Wheeler, CTA, Deloitte

Session 6: Part IVA – A cause for concern

Joanne Casburn, FTI, Hamilton Locke

Tax Policy & Advocacy update

Robyn Jacobson, CTA, The Tax Institute

Session 7: Hot topics Round-up – ESG, UPEs and Corporate Tax Residency

This 1.5-hour session will discuss all of the latest topics practitioners need to be on top of in practice.

Unlocking value via ESG

Louise Horrocks, McCullough Robertson

Division 7A and UPEs – the current state of play

Dominic Moon, ATI, Macpherson Kelley

Corporate Tax Residency

Anna Berryman, BDO

Session 8: 99B and the Temple of Doom

Kaitilin Lowdon, ATI, Arnold Bloch Leibler, Jonathan Ortner, FTI, Arnold Bloch Leibler

Session 9: International tax – Singapore (family office)

Michelle Hartman, CTA, PwC, Benjamin Tan, PwC Singapore

Session 10: Transfer pricing and thin capitalisation – not just the big end of town

Natalya Marenina, BDO

Session 11: International aspects of ATO reviews – uncovering international tax matters arising from ATO reviews – everything’s not always about Division 7A

Facilitator: Neil Brydges, CTA, Sladen Legal

Panelists: Michelle Hartman, CTA, PwC, Kaitilin Lowdon, ATI, Arnold Bloch Leibler, Karen Price, Australian Taxation Office 


Event information

JW Marriott Gold Coast Resort & Spa
158 Ferny Ave, Surfers Paradise QLD

JW Marriott Gold Coast Resort & Spa boasts brand-new guest rooms, award-winning service and a covetable location on Australia’s Gold Coast. Our redesigned hotel rooms and suites offer an ideal setting to relax after a busy day, complete with high-speed Wi-Fi, plush bedding and pristine marble bathrooms. Wake up feeling refreshed and take advantage of our superb resort facilities, from peaceful saltwater lagoons and an outdoor freshwater pool with a slide to a modern fitness centre and Sport Court®.

The JW Marriott Gold Coast Resort & Spa is approximately a 40-minute drive from Gold Coast Airport or an one-and-a-half hour drive from Brisbane Airport.

Car parking is $24 per day for self-parking or $35 per day for valet parking.

Favourable room rates have been negotiated and secured at the JW Marriott Gold Coast Resort & Spa.

Accommodation bookings can be made through our accommodation and travel provider, ConferenceNational, by following the link on the event web page or via this link: https://www.conferencenational.com.au/pbtr2024

Please note that as per hotel booking conditions, all accommodation booked is non-refundable. All additional hotel incidentals, including breakfast, remain the responsibility of delegates, and individuals will be responsible for payment of the balance of their account when checking out of the hotel. Please note that extra charges may be incurred for additional guests and will be charged to individual room accounts upon checkout.

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