Welcome Address
Speaker: Jodie Robinson, CTA, Chair, Retreat Organising Committee
Session 1: Opening Keynote – Understanding the Currents Beneath the Surface
Session 2: : Division 7A – UPEs, Reform and What Comes Next
Speaker: Mark Molesworth, CTA, BDO
Session 3: Keeping Your Balance – Trustee Decisions in a Changing Tax Landscape
Speaker: Matthew Sealey, FTI, PwC Australia
Session 4: Don’t Get Caught in the Rip – Succession Planning in the New World
Speaker: Hayley Mitchell, McCullough Robertson
Session 5: The Smart Surfer’s Guide to AI in Tax Practice
Speaker: Billy-Jo Famlonga, FTI, Famlonga Business Services
Session 6: Private Groups and Family Offices – Are Your Arrangements Fit for Purpose and Ready for Scrutiny?
Speaker: Rachel Witte, KPMG
