WA Tax Retreat

1-2 August 2024 | Pullman Bunker Bay Resort - Margaret River Region



Back in 2024 and bigger and better than ever before!

The WA Tax Retreat offers the experienced tax practitioner a unique forum to network with esteemed colleagues and presenters alike in at this idyllic location, nestled on the white sands of Bunker bay on the door step of the Margaret River wine region. 

A deep dive into the hot topics affecting tax practitioners today

Held over 1.5 days, the retreat offers a mix of workshop and plenary sessions, presented by local and interstate experts in their fields.

The 2-hour workshops will allow speakers and delegates alike to delve deep into high level tax discussions on the respective topics.

Unique industry networking and an idyllic location

A trip to Bunker Bay would be wasted without a chance to breath the salty air and enjoy the breath taking surrounds. 

Delegates can enjoy delicious local-fare at the offsite dinner on Thursday evening and wind down or continue the conversation or over a drinks and canapes at the closing reception on Friday evening.

Seats and accommodation are limited to this event - register now to avoid missing out!

Event Details

Early bird registration

$ 1400 (member)

$ 1400 (new member)*

$ 1700 (non member)

  • When01-August-2024 - 02-August-2024
  • FormatFace-to-face
  • CPD Hours10


Welcome and opening

Speaker: Modiesha Stephens, CTA, Chair, Retreat Organising Committee

Session 1: Setting the Scene – Hot issues in tax

Speaker: Robyn Jacobson, CTA, The Tax Institute

Session 2: What do you mean my client doesn’t get a small business concession?

Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 3: The $3M Cap & Div 296

Speaker: Jemma Sanderson, CTA, Cooper Partners

Session 4: Unlocking wealth in family structures

Speaker: Daniel Smedley, CTA, Sladen Legal

Session 5: Family Trust Elections

Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 6: Ethics, Professional Codes and your PI Insurance – Beware the murky waters!

Speakers: Fiona Halsey, Halsey Legal Services, Robyn Jacobson, CTA, The Tax Institute, Dudley Elliott, CTA, Trove Advisory, TBA

The WA Tax Retreat will be held at the Pullman Bunker Bay Resort.

Just over three hour's drive south of Perth, Pullman Bunker Bay Resort offers the ultimate getaway.

Nestled on the white sands of Bunker Bay, this 5 star Margaret River Region resort boasts an absolute beachfront location with direct beach access. Guests can relax, recharge & unwind.

We’ve negotiated favorable rates with the Pullman Bunker Bay Resort. 

If you would like to book accommodation for the retreat, please click here.

*All accommodation must be booked at least 30 days prior to the event.


Just over three hour's drive south of Perth, Pullman Bunker Bay Resort offers the ultimate getaway.

Interstate travellers from Melbourne and Sydney can now fly direct with one of Jeststars three-times-weekly direct flights to Busselton Margaret River Airport.  Pullman Bunker Bay Resort is approximately a 30-minute drive from Busselton airport. 


Networking function


Interested in raising your company's profile?

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