All events Queensland Local Tax Club

Local Tax Club - Gold Coast




Keep up to date with the latest developments in all areas of tax and connect with your local network over breakfast

With a local and topical line-up of sessions and presenters, the Local Tax Club Series will deliver quintessential and hot topics which affect you and your clients.

This series includes 5 sessions delivered locally to you. With each session featuring a specialist tax topic presented by experts in their fields and a monthly tax update to keep you abreast of Australia’s ever changing tax legislation, being part of your Local Tax Club will not only keep you on top of the latest tax knowledge but will connect you with your peers, and fellow members of your tax community.

Take advantage of our subscription package, with special discounts and incentives for Local Tax Club Series subscribers as well as making registrations for the year much easier.

To register for a single session please complete the registration form on the brochure and email to

Event Details

Single session registration

$ 125 (member)

$ 150 (non member)

  • When30-March-2023 - 30-November-2023
  • FormatFace-to-face
  • CPD Hours7.5 (1.5 per event)



30 March 2023
7:30 AM - 9:00 AM
1.50 CPD hours

Let’s get organised for the last quarter of the 2023 income year with practical year-end tax planning tips, savings, case studies, and insights to put your clients’ groups in the best position, given recent changes:

  • Trust distributions, considering Reimbursement Agreement time bombs
  • Trust resolutions – tips and traps
  • Dividend declarations and payments
  • Superannuation opportunities
  • Year-end obligations such as Division 7A repayments
  • Documentation required, including set offs


Stephen Holmes, CTA, WMS Chartered Accountants

8 June 2023
7:30 AM - 9:00 AM
1.50 CPD hours

This is not your “standard” year-end planning session! 

run of cases in the Courts on trusts in 2022 has prompted many professionals to consider whether asset structuring and asset protection strategies of the past (including companies and trusts) are still relevant. This session will explore:

  • Should all of the assets be put in the name of the ‘non-risk’ spouse and what is the impact of the High Court decision in Bosanac v Commissioner of Taxation [2022] HCA 34?
  • The effectiveness of gift and loan back arrangements following the decision in Re Permewan No. 2 [2022] QSC 114.
  • Considerations to be aware of before interposing a holding company.
  • Asset protection and its interaction with the general anti-avoidance rules in Part IVA.


Jodie Robinson, CTA, McCullough Robertson

28 September 2023
7:30 AM - 9:00 AM
1.50 CPD hours

Part 3: What’s Up Doc? - Payroll Tax and medical professionals – amnesties, exemptions and grouping

Following the outcome of recent cases, rulings and the announcement of potential exemptions and amnesties, payroll tax for medical practitioners is currently a very pertinent tax issue for a legal/accounting practice with medical clients. This session will cover the current state of play in this area, what practices are affected and practical considerations for clients. Despite the recent focus on contractors and billing practices, it is also important to remember that payroll tax grouping remains an ongoing issue and this session will also look at common grouping issues in medical practices.


Alan Gill, CTA, Lutz & Associates

19 October 2023
7:30 AM - 9:00 AM
1.50 CPD hours


Jodie Robinson, CTA, McCullough Robertson

Friday, 1 December 2023
7:30 AM - 9:00 AM
1.50 CPD hours

Part 5: Passing the baton (not the tax issues)

Many private and family-owned businesses will transition to next generation ownership or be sold in the next few years. Effective succession planning is a complex process that raises many potentially difficult issues, including tax. While the plan may not trigger immediate tax consequences, a well-thought out plan should assist in avoiding any unintended consequences when the plan is implemented. This session will highlight:

  • Change of control – now vs later, and how will the successor obtain control. The availability of tax concessions, impact on pre-CGT assets, availability of tax losses
  • Consideration for the transfer – market value substitution rules, CGT value-shifting, buy-sell agreements, use of insurance to fund a buy-out, funding issues (ie Div7A, debt forgiveness)
  • Restructures to facilitate transfer of assets or operations, including share-buy backs, dividend stripping
  • Other strategies to facilitate the plan, including use of option agreements, lease or licence of business assets.


Michelle Hartman, CTA, PwC



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