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Retreat Victoria Face-to-face

Yarra Valley Tax Retreat

23-24 July | RACV Healesville Country Club & Resort | 10 CPD hours

 

 

Yarra Valley 24

Save the date - Super early bird registration now open!

Expert-led tax technical Retreat

Join us in the beautiful Yarra Valley for a retreat that blends technical excellence with regional charm. This year’s program, set against the stunning backdrop of RACV Healesville, offers a carefully curated selection of tax sessions covering property, debt strategies, residency, succession planning, GST, and private wealth.

With expert presenters and a focus on practical application, you'll leave equipped to handle both new and recurring tax challenges with confidence. Plus, enjoy valuable networking opportunities and unwind over fine food and wine in one of Victoria’s most picturesque regions.

With some great technical insights and a relaxed atmosphere, the 2026 Yarra Valley Tax Retreat offers the perfect blend of professional development and personal connection. Gain practical knowledge, enjoy rich conversations, and return to work refreshed and ready to tackle whatever tax throws your way.

Delegate accommodation

Favourable room rates have been negotiated and secured at RACV Healesville Country Club. Accommodation bookings can be made by calling RACV Healesville on 03 5962 4899 or via email healesville@club.racv.com.au quoting "The Tax Institute". As rooms are limited, book by 22 June to guarantee your stay at the discounted rate.

Event Details

Super early bird registration

$ 1,095 (member)

$ 1,515 (event & new membership bundle)

$ 1,395 (non member)

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Download Brochure
  • When23-July-2026 - 24-July-2026
  • FormatFace-to-Face
  • CPD Hours10

2026 Program

Session 1: Property Pain Points – GST and State Taxes in a State of Flux!

Speakers: Geoff Mann, CTA, Deloitte, Aathees Paransothy, Deloitte

Session 2: Property Development Agreements – Tax Risks and Cases

Speaker: Simon Tisher, CTA, Victorian Bar, Adrian Zuccarini, FTI, Australian Taxation Office

Session 3: CGT vs PPR – Understanding Main Residence Exemptions Across Tax and State Regimes

Speaker: 

Session 4: Why a Three-Letter Word Ending in “X” May be the Most Important Issue in Relationship Breakdowns

Speaker: Evan Beissel, FTI, Forviz Mazars

Session 5: Estates: Tips, Traps, and Hot Issues

Speakers: Chanmony Om, BNR Partners, Milana Starikov, BNR Partners

Session 6: Division 7A in Practice – Challenges and Opportunities

Panellists: Kaitilin Lowdon, ATI, Sladen Legal, Adrian Zuccarini, FTI, Australian Taxation Office

Facilitator: Leanne Connor, CTA, WGC Business Advisors

Session 7: Trust Matters – Navigating FTEs, Restructures and Distributions

Speaker: Andrew de Wijn SC, Victorian Bar

Session 8: Session 8: Restructuring Small Businesses

Speaker: 

Session 9: Modernising Trusts – Amendment Powers, Lost Deeds and Emerging Tax Issues

Speaker: Dr Philip Bender, ATI, Victorian Bar

Session 10: SMSF Investment – The Do’s, Don’ts, and Definitely Nots!

Speaker: Daniel Butler, CTA, DBA Lawyers

Register now

 

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