All events Retreat Face-to-face Victoria

Yarra Valley Tax Retreat

21-22 July 2022 | RACV Healesville Country Club

 

 

All in the family – tax, superannuation and estates

This 2-day residential-style retreat will be held at the stunning RACV Healesville Country Club & Resort in the Yarra Valley and offers a packed program of practical insight and thought leadership. 

In-depth technical program and expert presenters

Featuring a mix of technical sessions, case studies and workshops, the technical program considers how tax and superannuation law applies to families and covers a range of topics in this complex area, including Session 100A and Division 7A, marriage and relationship breakdowns, trust distribution and trust splitting, blended families, capital gains tax, estate planning, superannuation and more.   

Mix work and play and plan your getaway!

We recognise that taking a break from work and the office is more important than ever, so this event has incorporated numerous opportunities to relax, unwind and enjoy some time out in the magnificent surrounds of the Yarra Valley.

 

Event Details

Full Registration - Early Bird

$ 1,450 (member)

$ 1,450 (new member)

$ 1,750 (non member)

  • When21-July-2022 - 22-July-2022
  • FormatFace-to-Face
  • CPD Hours12

 

 

Program

Join us for a program of plenaries, workshops and case studies. Practical and technical sessions will be led by expert presenters and facilitators.

Plus, don't miss the networking dinner and showcase of regional local produce, food and wines.

9.30–9.55am Registration and light morning tea


9.55–10.00am Welcome and opening address

Rachel O’Donnell, CTA, Chair, Retreat Organising Committee


10.00–11.00am Session 1: Setting up your structure – considerations when commencing a new business

Linda Tapiolas, CTA, Cooper Grace Ward Lawyers


11.00am–12.00pm Session 2: Main residence exemption: is it the devil or an angel in the details?

Neil Brydges, CTA, Sladen Legal; Edward Hennebry, FTI, Sladen Legal


12.00–1.00pm Lunch


1.00–2.00pm Session 3: Property investment and diversifying wealth

Andrew Henshaw, CTA, Velocity Legal


2.00–3.00pm Workshop 1: Set up and growth

Workshop Leader: Daniel Angelovich, PWS Advisory

Workshop Facilitator: Neil Brydges, CTA, Sladen Legal


3.00–3.30pm Afternoon tea


3.30–4.30pm Session 4: When divorce rears its (potentially) ugly head – managing tax issues that arise in a marriage or relationship breakdown

Paul Hockridge, CTA, Hockridge Advisory


4.30–5.30pm Session 5: : Deceased estates and tax-effective estate planning: Some key issues

Miranda Stewart, CTA, University of Melbourne Law School


5.30–6.30pm Delegate free time


6.30–10.00pm Yarra Valley showcase and retreat dinner

8.30–9.30am Session 6: Divorce, death and super – how to exit an SMSF

Philippa Briglia, Sladen Legal; Phil Broderick, CTA, Sladen Legal


9.30–10.30am Workshop 2: Death and divorce

Workshop Leader: Mark Gioskos, FTI, Victorian Bar


10.30–11.00am Morning tea


11.00am–12.00pm Session 7: Division 152

Michael Parker, CTA, Hall & Wilcox Lawyers


12.00–1.00pm Session 8: How we all became the Brady Bunch! Navigating tax, super and structuring issues for blended families

Leanne Connor, CTA, WGC Business Advisors


1.00–2.00pm Lunch


2.00–3.00pm Session 9: When it all needs to come undone – Dismantling structures

Mark Molesworth, CTA, BDO


3.00–4.00pm Workshop 3: Succession and retirement

Workshop Leader: Karen Goodfellow, CTA, Tappli Pty Ltd


 4.00pm Closing address and networking drinks


RACV Healesville Country Club & Resort provides a range of leisure, dining, accommodation and event options in the heart of Victoria’s premier wine and fresh produce region, the Yarra Valley.

RACV Healesville Country Club & Resort offers luxurious accommodation with stunning views of the resort. Accommodation is limited, book early to avoid disappointment.

A corporate rate has been negotiated with RACV Healesville Country Club & Resort. Please call 03 5962 4899 and quote “The Tax Institute” to secure your booking.

 

Planning to stay for the weekend? As accommodation is limited, we recommend you book your accommodation as soon as possible to avoid disappointment.


For more accommodation options, please click here.

Treat the family and yourself to a few extra days in the glorious Yarra Valley. Widely renowned as Victoria’s premier wine region, there is an extensive number of other unique experiences for you to enjoy too. From hot-air ballooning to cycling and wildlife spotting, gold, day spas, food tours and more – there truly is something for everyone! 

 

Plan your trip now – register today with our special early bird offer. See you in the Valley!       

Networking function

 

Interested in raising your company's profile?

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