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.
22 Apr 2015
Edwards Marshall, Adelaide
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.
02 Apr 2015
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.
26 Mar 2015
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.
26 Mar 2015
Leonda by the Yarra, Hawthorn
This event provided an update on some of the ATO’s key concerns relating to self-managed super funds. It covered emerging risks, industry activity and trends.
25 Mar 2015
Kooyong Lawn Tennis Club, Kooyong
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.
25 Mar 2015
Flinders Street, Adelaide
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.
23 Mar 2015
Deloitte Lawyers, Melbourne
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.
18 Mar 2015
RACV Club, Melbourne
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.
18 Mar 2015
RACV Royal Pines, Gold Coast
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.
12 Mar 2015
Sheraton on the Park, Sydney
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.