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.

  • Div 7A Deadly Sins

    22 Apr 2015
    Edwards Marshall, Adelaide
    SA

    Division 7A imposes significant restrictions on the ability to access wealth in private companies and manage trust taxation liabilities through distributions to private companies. This event considered strategies to rectify compliance problems and identify the tax planning opportunities that still exist.

  • Structures: Companies, trusts and partnerships

    02 Apr 2015
    NAB, Sydney
    NSW

    This event covered the following topics:

    • assessing your client’s situation using the information available
    • using case studies, explore the pros and cons of each structure
    • deciding on the best structure for your clients.

  • For the sake of change - Getting your structure where you need it to be

    26 Mar 2015
    Online
    QLD

    If your client’s structure has a limited useful life, planning for change is driven by a myriad of considerations. Firstly and most importantly are the operational objectives and requirements of the business or investment vehicle. For SME advisors, there are a host of different types of structures that our clients commonly use and consequently, managing the taxation considerations are a particular challenge.

    Whether it be simplification of an unwieldy group (perhaps comprising different types of structures that don’t work well together from a tax perspective) or managing the taxation consequences of changing to a new entity that better meets our client’s growing needs, failing to address the issues properly can have dire consequences, particularly for purely internal restructures where there is no consideration flowing from an external sale.

    This event was about structural growing pains for SME clients and how they might be alleviated.

  • Division 7A Masterclass

    25 Mar 2015
    Kooyong Lawn Tennis Club, Kooyong
    VIC

    This masterclass provided tax advisers with an inside look at how Div 7A issues can arise when dealing with divorce, financial stress and other life changing events. Advisers can walk away from this event equipped with how to recognise the impact these issues may have on your client’s circumstances and provide practical ways to mitigate their effects.

  • Taxing Like A Boss

    25 Mar 2015
    Flinders Street, Adelaide
    SA

    This event provided essential knowledge and practical solutions for the identification and management of key employer taxation obligations, with a focus on PAYG withholding, fringe benefits tax, WorkCover and payroll tax. Business advisers will find many opportunities to manage risks associated with these key obligations as well as implement strategies to add value to their clients in this complex and constantly evolving area of taxation law.

  • Choice of Business Structure

    23 Mar 2015
    Deloitte Lawyers, Melbourne
    VIC

    The 2015 Young Tax Professionals Series features 6 sessions delivered by highly reputed practitioners. The series will provide attendees with the opportunity to explore the practical issues faced by tax practitioners, including the fundamental tax and legal issues to be considered at each stage of the life cycle of a business from formation to sale.

    This event covered choice of business structure.

  • Estate Claims: A New Battleground

    18 Mar 2015
    RACV Club, Melbourne
    VIC

    Controversial changes to the rules relating to who can make a claim against a deceased estate took effect from 1 January 2015. Adult children and other close family members may now find it more difficult to make claims. Some claimants (friendly neighbours, nieces & nephews) will no longer generally be eligible at all. Conversely, clients arguably now have greater freedom of testamentary disposition.

    This event analysed these and other changes included in the new legislation and what they mean to your clients.

  • 30th National Convention

    18 Mar 2015
    RACV Royal Pines, Gold Coast
    National

    Materials for this event are currently being uploaded. This message will be removed when all materials are available.

    Recognised as Australia’s premier taxation conference, the National Convention delivered unrivalled technical excellence, expertise and quality.

    Designed to meet the needs of tax professionals from all industries and stages of their career, this event was a great way to stay up to date and maintain your technical knowledge.

  • 12th Annual Superannuation Intensive

    12 Mar 2015
    Sheraton on the Park, Sydney
    NSW

    This event was equipped with a highly regarded and influential panel of expert speakers, discussing practical issues facing SMSF clients and practitioners. A dedicated program covering the recent superannuation regulation changes, case law, strategies in dealing with some of the key issues related to superannuation, retirement planning generally & specific to SMSFs.

    This event also covered the regulatory landscape in the SMSF space and address the recent changes related to providing SMSF advice.