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.

  • Trustee Duties: Lessons from Recent Cases

    19 Aug 2015
    RACV Club, Melbourne

    Recent cases such as Hancock v Rinehart have given Courts the opportunity to comment on how they expect trustees to behave. These cases provide valuable lessons and reminders for trustees of family trusts and of other trusts such as self-managed superannuation funds. Topics covered include:

    • the fiduciary duty of a trustee: the overarching principle
    • obligations when amending the trust deed
    • ability to retire as trustee
    • principles and considerations when appointing a new trustee
    • when is privacy an issue
    • duty to produce documents.

  • 48th Western Australia State Convention

    13 Aug 2015
    Pullman Resort Bunker Bay, WA

    The 48th Western Australia State Convention had an SME-focus, but offered something to all tax professionals. Topics covered included:

    • SME's
    • Part IVA
    • tax policy
    • company dividends
    • international tax
    • employment taxation
    • SMSF.

  • NSW 12th Annual Estate & Business Succession Planning

    05 Aug 2015
    Doltone House Hyde Park, Sydney

    This event covered some of the most topical and important areas of estate and business succession planning including:

    • the trusted advisor
    • retired and moving overseas
    • post retirement living
    • binding financial agreement
    • passing assets to your children?
    • tax Issues within deceased estates.

  • Deceased Estates - What Happens After Death?

    04 Aug 2015
    Wallmans Lawyers, Adelaide

    This event was designed to provide attendees with the tools necessary to undertake the administration of an estate and also provide examples and insights into some of the tax rules which relate specifically to deceased estates.

  • Restructuring a Business

    02 Aug 2015
    Pitcher Partners, Melbourne

    Part of the 2015 Young Tax Professionals Life Cycle of an Adviser Series aimed at young professionals with limited tax experience, this event covered important tax issues.

  • SA Agribusiness Day

    31 Jul 2015
    Stamford Plaza, Adelaide

    This event provided attendees with the opportunity to hear from some of South Australia’s leading Agribusiness specialists address “real world” opportunities for forward planning and growth for your clients.

  • New Employee Share Schemes Rules

    30 Jul 2015
    Leonda by the Yarra, Hawthorn

    This event looked at the new ESS rules and addressed the following key questions:

    • what are the new rules and how do they differ from the current regime?
    • what are the planning opportunities offered by the new rules?
    • does my client qualify for the 'start-up' concession? And should it offer shares or options to employees?
    • what are the common pitfalls I need to watch out for?

  • July Bi-Monthly Tax Briefing

    28 Jul 2015
    The Australian Institute of Management SA, Hindmarsh

    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.

  • Resources Intensive

    28 Jul 2015
    Tattersall's Club, Brisbane

    This event was designed for in-house tax teams and advisors in the resources sector who want to get an update on topical tax issues facing the industry in Queensland.

  • 15th Annual States' Taxation Conference

    23 Jul 2015
    Hyatt Hotel Canberra, Canberra

    Pitched at a level that provides the general practitioner with a good understanding of current issues and also included more technical topics covered in depth for tax specialists, the 15th States’ Taxation Conference program was delivered by The Tax Institute in conjunction with the Revenue Office in each state and territory. All state and territory Revenue Commissioners were in attendance, together with representatives from their respective offices. The event covered all state and territory taxes – and is particularly valuable for those with practices operating across multiple jurisdictions -- in a single technical program with attendance from both the private and government sectors. This event covers topics of “universal” interest across all the state taxes, including:

    • the opportunities for tax review that are available outside the Taxation Administration Acts
    • exploring precisely who may be liable to pay an assessment, and issues encountered in taxation litigation
    • suggestions for effective communication by Revenue Offices with their taxpayer representative counterparts
    • update on significant cases
    • expert panel discussions covering duties and payroll tax
    • contemporary land tax issues.