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All events Victoria Local Tax Club

Local Tax Club - Melbourne

 

 

Be part of our Breakfast Clubs in Victoria - join today!

Long regarded as the must-attend monthly event in Victoria, our Breakfast Club Series feature a local and topical line-up of sessions and presenters who are experts in their fields. Included for all attendees is a monthly tax update to keep you abreast of Australia’s ever changing tax legislation.

Being part of these events 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.

Flexible registration options

Register for the full series as an individual, or and company (send a different person to each session) or register for sessions individually to suit your CPD needs.

To register for a single session please complete the registration form on the brochure and email to customeradmin@taxinstitute.com.au

Venue: Leonda by the Yarra, Hawthorn

1.5 CPD hours per session | Breakfast included

Please note: The Local Tax Club will only be run in an in-person format in 2023. Materials will be provided electronically.

Event Details

Registration

$ 875 (member)

$ 875 (new-member)

$ 925 (non member)

Contact us
Download Brochure
  • When23-February-2023 - 23-November-2023
  • FormatFace-to-face
  • CPD Hours15 (1.5 per event)

Program

22 June 2023
7:30 AM - 9:00 AM
1.5 CPD hours

This informative session will provide insights into the tax policy and administration matters currently in the sights of the Tax Policy and Advocacy team at The Tax Institute. Join our Senior Advocate, Robyn Jacobson, CTA as she shares her insights and practical tips on matters that affect your clients. The session will include a discussion on the following key matters:

  • Unpacking the key measures from the Federal Budget 2023–24
  • Recent submissions and advocacy work
  • Recent and expected ATO guidance; and
  • How recent guidance and legislative measures impact you and your clients.

Speaker: Robyn Jacobson, CTA Senior Advocate, The Tax Institute

Tax update presenter: Adam Dimac, Hall & Wilcox Lawyers

27 July 2023
7:30 AM - 9:00 AM
1.5 CPD hours

More millionaires have migrated to Australia in the last 20 years than (almost) any other country in the world. This is in addition to returning expats, inheritors and beneficiaries of overseas wealthy families. It is shocking for these clients to learn that half of their funds could be wiped out by Australian tax. The application of section 99B is often met with disbelief by clients. It has the potential to capture amounts which a lay-person might otherwise consider to be tax-free. Despite having been introduced over 40 years ago, its interpretation and scope is not always fully understood. In today’s environment, it can apply to common situations, such as: • Previous foreign employment earnings • Pre-migration wealth • Foreign gifts and inheritance; and • Inter-generational wealth transfers. In this session, George Psarrakos will explore the scope of section 99B and useful strategies to manage the implications for Australian resident high net wealth individuals and wealthy families. This includes accounting treatment, record keeping and other practical and technical considerations.

Speaker: George Psarrakos, CTA, Mutual Trust

Tax update presenter: Adam Dimac, Hall & Wilcox Lawyers

24 August 2023
7:30 AM - 9:00 AM
1.5 CPD hours

Tax Agents can be placed in difficult situations with clients on a daily basis. The Code of Professional Conduct regulates the conduct of all registered tax agents, and yet, too often, issues arise where ethical and legal obligations are routinely ignored to satisfy the demands of clients. In this presentation, Arthur Athanasiou will revisit the regulatory and ethical framework that applies to registered tax agents under the Tax Agent Services Act 2009. The Code of Professional Conduct will be analysed with practical examples and guidance on how to avoid the intervention of the Tax Practitioners Board.

Speaker: Arthur Athanasiou, CTA Thomson Geer Lawyers

Tax update presenter: Adam Dimac, Hall & Wilcox Lawyers

21 September 2023
7:30 AM - 9:00 AM
1.5 CPD hours

This session will present updates in respect of the tax treatment of digital assets (e.g. crypto and non-fungible token (NFT)) including: 

  • The Board of Taxation Review of the Tax Treatment of Digital Assets and Transactions in Australia
  • Tax consequences arising from the FTX collapse
  • New and interesting tax issues in blockchain; and
  • Recent updates to the ATO’s website guidance.

Speaker: Gareth Redenbach, Victorian Bar

Tax update presenter: Adam Dimac, Hall & WIlcox Lawyers

26 October 2023

7:30 AM - 9:00 AM
1.5 CPD hours

Speaker: Louise Clarke, Australian Taxation Office

Tax update presenter: Adam Dimac, Hall & Wilcox Lawyers

The ATO’s Next 5,000 program is in its fifth year. Although this program focusses on Australia’s wealthiest private groups and is not industry specific, in the findings released by the ATO it has identified property related tax issues are common in this population. In this session, the ATO will discuss the following:

  • An overview of the Private Wealth programs and how our property and construction strategy is incorporated.
  • A recap of the Next 5,000 program, including our targeted approach with key focus areas (which include property and construction issues)
  • How our Next 5,000 program incorporates our property and construction strategy and the insights we have seen from engagements to date.

23 November 2023
7:30 AM - 9:00 AM
1.5 CPD hours

There have recently been a number of notable section 100A developments. In December 2022, the ATO issued the new taxation ruling TR 2022/4 and practical compliance guideline PCG 2022/2. Meanwhile, a series of cases have progressed through the courts, including the Guardian AIT and BBlood Enterprises cases. In this session, Mark will consider these recent developments, and their practical implications.

Speaker: Frank Hinoporos, CTA, Hall & Wilcox Lawyers

Tax update presenter: Adam Dimac, Hall & Wilcox Lawyers

       

Register now

 

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