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On-demand Convention

Private Business Tax Retreat

12 CPD hours | OnDemand now available

 

 

Private Business Tax Retreat

Missed the event? OnDemand 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.   

OnDemand All the latest content at your fingertips 

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

OnDemand 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!

The ultimate retreat for SME experts - Plan your 2026 summer getaway today! 

Expert tax content and practical application

Join us for a two-day tax retreat tailored for advisers of private clients. This expert-led program explores essential and timely topics that practitioners must master to ensure they provide the best guidance to their clients. Superannuation, corporate tax for SMEs, Division 7A, CGT Concessions and more are all addressed as part of this top-notch program.

With two days of focused learning, practical insights, and excellent networking opportunities, 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.

Flexible format and attendance options

Offered in both an in person or online format, this event represents exceptional value and flexibility. Join us in person from our host destination on the Gold Coast, or view from the comfort of your home or office.  

Make the most of your visit

If you're heading to the Gold Coast, consider extending your stay to fully enjoy our beautiful beachside setting. Relax with a good book, treat yourself to a day at the spa, ride the waves, or explore the nearby theme parks — the options are endless!

 

 

2026 Program

Welcome and Presidents address

Speakers: Jacquii Burnham, CTA, KPMG and Tim Sandow, CTA, President, The Tax Institute

Session 1: Keynote address

Speaker: The Hon. Bruce Billson, Australian Small Business and Family Enterprise Ombudsman

Facilitator: Julie Abdalla, FTI, The Tax Institute

Session 2: Superannuation and SMSF update

Speaker: Alexandra Plumb, Vincents

Session 3: Corporate tax for SMEs – Not just the preserve of the big end

Speaker: Neil Brydges, CTA, Sladen Legal

Session 4: Division 7A in practice – Managing income streaming, concessions and compliance risks

Speaker: Amanda Guruge, CTA, Tax Controversy Partners

Session 5: Defence against the dark arts – Mastering the Small Business CGT concessions

Speaker: John Ioannou, CTA, Macpherson Kelley

Session 6: The final return – Death, estates and navigating the ATO

Speaker: Sally Preston, CTA, Smart Solutions Tax & Business Advisory

Session 7: Trust deeds under the microscope – Income, variations and hidden traps

Speaker: Melinda Peters, CTA, McCullough Robertson

Session 8: To extend or not to extend

Speakers: Dung Lam, CTA, West Garbutt, Hugo Southcott, West Garbutt

Session 9: Hot topics round up

Speakers: Bruce Collins, CTA, Tax Controversy Partners, Billy-Jo Famlonga, FTI, Famlonga Business Services, Jenny Lin, Australian Taxation Office

Session 10: Payroll tax risk areas – Industry hotspots and practical solutions

Speakers: Fletch Heinemann, CTA, HLS Tax Law, Sarah Lancaster, HLS Tax Law

Session 11: Emerging issues in the private space

Panellists: Billy-Jo Famlonga, FTI, Famlonga Business Services, Jane Harris, CTA, Brown Wright Stein, Mark West, CTA, West Garbutt

Facilitator: Jacquii Burnham, CTA, KPMG

Event Details

OnDemand registration

$ 1,495 - Member

$ 1,890 - Event & new membership bundle

$ 1,795 - Non member

Contact us
Download Brochure
  • When26-February-2026 - 31-August-2026
  • FormatOnDemand
  • CPD Hours12

 

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Contact our partnerships team to find out more about becoming a sponsor.