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Nominations closing 17 November 2017

Scholarship for the Graduate Diploma of Applied Tax Law

The winner of the 2018 Emerging Tax Star Award will receive a full scholarship into our Graduate Diploma of Applied Tax Law program valued at $9,900. The program provides you the expertise to offer superior professional tax advice, and undertake highly-skilled tax work across a range of contexts.

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Emerging Tax Star

Open to members and non-members with less than 5 years tax experience, this award recognises inspirational young tax professionals who are already proving themselves as future leaders in the profession.

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SME Tax Adviser of the Year

This award is open to members of The Tax Institute who have advised SME clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

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Corporate Tax Adviser of the Year

This award is open to members of The Tax Institute who have advised corporate clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

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Chartered Tax Adviser of the Year

Recognises inspirational and successful tax professionals who hold leadership roles and have demonstrated entrepreneurial spirit and innovative ideas. All applicants must be a Chartered Tax Adviser with more than 15 years’ tax experience and have outstanding involvement in the tax community and a high ethical standard.

 

About the Tax Adviser of the Year Awards

The Tax Institute’s Tax Adviser of the Year Awards honour the best and brightest in the Australian tax profession, across all levels of experience.

They are judged by an independent expert panel that comprises leading members of the tax profession.

If you, or someone you know, can demonstrate both technical excellence and outstanding client service, the Tax Adviser of the Year Awards provide an opportunity for national recognition.

About the Graduate Diploma program and scholarship

The Graduate Diploma of Applied Tax Law has been designed to meet the changing needs of the tax professional. The program combines advanced tax technical knowledge with practical skills. It will enable graduates to establish a competitive edge in their careers and prepare for the changing demands of tomorrow.

The program is:

  • Highly valued by employers – Our Tax Education Program is valued by employers due to its immediate application in the workforce.
  • Sought after by candidates – We provide a competitive edge and prepare candidates for their career.
  • Recognised – We are recognised by regulators, higher education providers and accounting associations.

Find out more

The scholarship:

If the winner has already completed the Graduate Diploma of Applied Tax Law they will receive registration to the 2019 National Convention including flights and accommodation.

Key dates

18 September 2017 Nominations open
17 November 2017 Nominations close
5 February 2018 Finalists announced
16 March 2018 Awards announced and presented during The Tax Institute’s National Convention Gala Dinner.

Categories & Criteria

The four award categories recognise excellence and achievement at different experience levels.

THE EMERGING STAR TAX AWARD is given to a developing tax professional who has demonstrated commitment and passion in building their tax career. Nominations are invited from members and non-members of The Tax Institute who can show:

  • completion of the CTA1 Foundations course or equivalent
  • less than 5 years’ experience in tax
  • technical tax expertise
  • tax community involvement
  • initiative in growing the tax profession
  • outstanding ethics and professionalism

THE SME TAX ADVISER OF THE YEAR AWARD is given to a tax adviser in the small to medium sized enterprise (SME) environment. Nominees will demonstrate:

  • membership of The Tax Institute
  • more than 5 years’ tax experience
  • technical tax expertise
  • continuing knowledge development
  • outstanding ethics and professionalism

THE CORPORATE TAX ADVISER OF THE YEAR AWARD is given to a tax professional in the corporate environment. Nominees will demonstrate:

  • membership of The Tax Institute
  • more than 5 years’ tax experience
  • technical tax expertise
  • continuing knowledge development
  • tax community involvement
  • outstanding ethics and professionalism

THE CHARTERED TAX ADVISER OF THE YEAR AWARD is given to a tax professional who has shown entrepreneurial spirit, strategic business expertise and innovative ideas. Nominees will demonstrate:

  • membership of The Tax Institute
  • more than 15 years’ tax experience
  • leadership in the tax profession
  • tax community involvement
  • outstanding ethics and professionalism

Recognition

If you’re a short-listed applicant, finalist or winner, you will be recognised for your achievements in the tax profession.

This recognition includes the use of a special logo for your website and stationery, and promotion through The Tax Institute’s marketing and social media.

In addition, if you are a finalist, you will receive flights, accommodation and delegate registration to attend The Tax Institute’s 2018 National Convention in Cairns on 14-16 of March. At the Gala Dinner, you will be presented with a framed certificate.

The winner in each category receives a prestigious trophy and is acknowledged as an outstanding tax leader through a range of mainstream media, social media and marketing channels.

Judges

Tax Adviser Of The Year Awards | Judges

To be announced...

The 2017 awards

2017 Tax Adviser of the Year Awards Winners:

Matthew Pawson CTA

Chartered Tax Adviser of the Year: Peter Madden, CTA from KPMG

Peter has more than 30 years’ experience in the profession and has been a member of the Institute since 1983. He became a partner at KPMG in 1990 and now leads the KPMG International and M&A tax groups. Peter has been actively involved with the Treasury and ATO on issues surrounding administration of complex and untested anti-avoidance tax legislation.

Peter contributes back to the profession significantly and first lectured tax courses at UTS in 1985. He has mentored many senior tax professionals and is a member of Treasury’s BEPS Tax Advisory Group, published many topical papers and provided submissions to the Taxation in Australia journal. Overall, Peter has shown outstanding global leadership and a strong contribution to the tax profession.

Matthew Pawson CTA

Corporate Tax Adviser of the Year: Michael Barbour, CTA from Westpac Banking Corporation.

Michael has been at Westpac Banking Corporation for 18 years, heading up the Group Taxation function since 2001. He has achieved significant value for the bank through tax consolidation and shown initiative and flexibility in relation to numerous tax technical, commercial and environmental changes facing the bank.

As chair of the Tax Working Group of the International Banking Federation, Michael has engaged directly with the OECD and is a member of the Advisory Panel for the Board of Taxation where he has demonstrated exceptional technical knowledge.

Michael presents at domestic and overseas tax forums and engages on industry issues with the Australian Bankers Association and Federal Treasury.

Matthew Pawson CTA

SME Tax Adviser of the Year: Julie Van der Velde, CTA from VdV Legal

Julie has considerable experience in the field of taxation law. This experience has culminated in the establishment of her own legal practice in Adelaide where she regularly advises SME clients.

Julie contributes to the tax profession through her running of a monthly tax update breakfast for ‘Ladies in Tax’. She also teaches at Adelaide University, is a State Councillor for CPA Australia, writes and presents for the Law Society and has been published in the Taxation in Australia journal and In the Black magazine.

Matthew Pawson CTA

Emerging Tax Star: Jonathan Ortner, FTI from Arnold Bloch Leibler

Jonathan specialises in the provision of taxation advice for private and corporate clients.

He impressed the judges with his work advising clients in the ‘Project Do It’ initiative and through his commitment to building a strong external network. Jonathan has assisted in developing the tax precedent database of his firm and has been actively involved in writing tax articles for the Institute and other professional bodies.

Jonathan is currently receiving excellent marks in his Masters of Tax and completes significant pro bono work in his spare time.

2017 Finalists

The Tax Adviser of the Year Awards recognise tax practice excellence, professionalism, leadership and ethics in the below categories:

Emerging Tax Star

Julie Abdalla, Fellow, MinterEllison
Sally Dole, Non Member, Macquarie Group
Jonathan Ortner, Fellow, ABL
Stephanie Schaefer, CTA, KPMG

SME Tax Adviser of the Year

Stuart Glasgow, CTA, Mutual Trust Pty Ltd
Kaitilin Lowdon, Associate, ABL
Ian Raspin, CTA, BNR Partners
Julie Van der Velde, CTA, VdV Legal

Corporate Tax Adviser of the Year

Michael Barbour, CTA, Westpac
Fiona Dillon, CTA, ATO
Clint Harding, CTA, ABL
Simon How, CTA, KPMG

Chartered Tax Adviser of the Year

Stephen Carpenter, CTA, KPMG
Antoinette Elias, CTA, EY
Peter Madden, CTA, KPMG

Terms and conditions

Nominations

Nominations for the Tax Adviser of the Year Awards are accepted from individuals only. However, you can nominate a peer through our simple online nomination process.

You can be nominated for only one award category per year.

If you are a previous finalist, you are eligible to nominate again in the same category or another. If you are a previous award winner, however, you are not eligible to nominate again in the same category.

Judging

Nominations are reviewed by an independent judging panel that comprises leading members of the tax profession.

The judging uses a score-based process and finalists are advised by telephone or email.

Judges are required to sign a confidentiality agreement and ‘conflict of interest’ disclosure statement.

Confidentiality

The Tax Institute considers information provided in nominations as commercial-in-confidence.

This information is accessed only by organising staff and the judging panel. It is not published, or used for media or marketing, without the nominated party’s express permission and clearance.

Nominated parties are also expected to ensure their clients’ privacy in any examples they provide.