Seminar materials

Seminar and Convention papers from all Taxation Institute events are available online to be downloaded in PDF format.

Seminar papers and presentations

The Tax Institute runs over 300 CPD seminars a year and the majority of our speakers dedicate considerable time and effort in preparing and writing papers and presentations. All papers and powerpoint presentations provided by the speakers from our seminars are available through the website individually or through a Tax Knowledge eXchange subscription.

Finding a paper or presentation 

To find a paper you can either scroll through the list at the bottom of this page or use the right hand side Paper Search to refine your search criteria. Enter Keyword, State of Event and Date Range. For a more detailed search use our Advanced Search facility.

  • Defuse the Ticking Time Bombs

    01 Dec 2015
    City West Receptions, Perth
    WA

    This event ensured you can identify and deal with threats and prepare both yourself and your clients for 2016. Participants heard directly from the ATO on how they can assist with addressing the issues as they arise. Topics:

    • managing Issues and Disputes with the ATO
    • Division 7A - pitfalls & traps
    • professional indemnity insurance fundamentals
    • value shifting: navigating the minefield
    • Division 245: The potential income tax cost of a forgiven debt
    • lessons from the litigation battlefield - how accountants get into trouble and how not to.

  • November Bi-Monthly Tax Briefing

    24 Nov 2015
    The Australian Institute of Management SA, Hindmarsh
    SA

    Part of the Bi-Monthly Tax Briefing Series 2015, aimed particularly at smaller practices and sole practitioners, this event had a practical focus and covered key tax developments occurring in the previous 2 months.

  • Workshopping Current SMSF Complexities & Strategies

    24 Nov 2015
    Bourke Street, Melbourne
    VIC

    This superannuation masterclass was designed as a series of workshops for delegates who advise on or deal in superannuation. The workshops considered various complex SMSF strategies with the use of practical examples and allowed delegates to engage in intensive discussion.

  • 2015 Year in Review

    20 Nov 2015
    Mercure Hotel, Cnr Gheringhap & Myers Streets, Geelong
    VIC

    Throughout the year, the Breakfast Club provides regular updates on all important developments in tax, including policy developments, legislative changes, ATO pronouncements and publications and recent court decisions.

    This event provided a valuable review of the past and some important insights into the future for tax advisers and our clients.

  • Superannuation Death Disputes - The Floodgates are Opening!

    19 Nov 2015
    Online
    VIC

    Superannuation is now a wealth succession vehicle and binding nominations and actions of trustees are being examined like never before. Nominations have transformed from a do-it-yourself job to an important legal document. What can you do to look after your clients interests and also reduce your litigation risks? Heather Gray and Bernie O’Sullivan talked though the issues.

  • SME Tax Symposium

    19 Nov 2015
    Doltone House, Hyde Park
    NSW

    The SME Tax Symposium offered a great choice of sessions that showcased the best speakers and delivered extremely relevant topics. The program provided strong technical content along with practical and insightful guidance on SME tax issues.

  • International Masterclass

    18 Nov 2015
    Town Hall, Melbourne
    VIC

    The Australian Taxation Office has undertaken, and is currently undertaking, several significant audits in relation to transfer pricing and profit shifting, with the potential for litigation.

    This event heard perspectives on some important issues arising from this activity from senior representatives from the judiciary, Victorian Bar, private practice and the ATO.

  • New Powers of Attorney Act

    18 Nov 2015
    RACV Club, Melbourne
    VIC

    New power of attorney laws came into effect in Victoria on 1 September 2015. Significant changes have been made to the types of enduring powers of attorney that are available, together with strengthened provisions to deal with misuse and abuse of enduring powers of attorneys. This event discussed the key changes, including:

    • types of enduring powers of attorney under the new legislation
    • capacity and execution of enduring powers of attorney
    • conflict transactions
    • the effect of new legislation on existing powers of attorney
    • the role of the ‘supportive attorney’
    • penalties for a breach of obligations by an attorney
    • estate planning opportunities under the new legislation
    • a practical discussion of enduring powers of attorney and different roles, including trustees, directors and appointors
    • enduring powers of attorney and superannuation (including binding death benefit nominations).

  • Estate and Business Succession Planning Day

    13 Nov 2015
    Stamford Plaza, Adelaide
    SA

    This event provided attendees with the opportunity to hear from some of South Australia’s leading specialists address ‘real world’ estate & business succession planning opportunities. The presenters explored the use of testamentary trusts and life interests including how to unwind them; succession planning issues for businesses and families planning to transfer significant assets to their children; tax issues unique to executors of deceased estates; the role of super funds as succession tools and the important role of the ‘trusted advisor’.

  • Estate Planning Day

    12 Nov 2015
    City West Receptions, West Perth
    WA

    This event helped practitioners gain an in-depth understanding of estate planning issues while staying on top of recent developments. Participants learnt about current strategies as they explored the opportunities and pitfalls you should be aware of when advising your clients.