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Over the next 20 years there will be the biggest intergenerational transfer of wealth ever. Couple this with Australia’s ageing population and there’s no doubt your clients will need to talk to someone about their estate and succession planning; make sure it’s you!

The growth in the wealth of Australians, diversity of business structures and changing family dynamics means that estate and succession planning has become of paramount importance. At a time when we live longer and are working later into life, tax laws only continue to change and become more complex. There has never been a more important time to obtain advice in relation to estate and succession planning.

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  • 1.5 day event
  • 10.5 CPD hours
  • Business and professional profile growth
  • Answers to empower you and your clients


Crown Perth

Crown is a fully integrated entertaining precinct renowned for its world-class facilities and luxury accommodation. Situated on the eastern banks of the swan river, it is only minutes from the Perth CBD and both domestic and international airports.

Address: Crown Perth, Great Eastern Highway, Burswood, Perth, WA, 6100

Tel: 1800 556 688

Visit website

A photograph of Sofitel Noosa Pacific Resort pool

Getting There

Delegate Travel

Parking has never been easier at Crown with over 4,000 bays available 24/7. There is a range of free, paid, undercover and open car parks across the resort. Crown is conveniently located within an easy driving distance of Perth CBD. Free parking is available at Crown, Perth in allocated car parks. For more information, Visit website


Tickets & Pricing

Full conference: The registration fee includes catering and the networking drinks.
Registration deadline Member price New-member price* Non-member price
Early bird Pricing – 1 February 2019 $1,025 incl GST $1,345 incl GST* $1,195 incl GST
Standard – after 1 February 2019 $1,125 incl GST $1,445incl GST* $1,295incl GST
Thursday only (full day) $695 incl GST $1,015 incl GST* $795 incl GST
Friday only (half day) $450 incl GST $770 incl GST* $550 incl GST

Our Speakers

Chris Balalovski, CTA


Sally Bruce

Jackson McDonald

Dudley Elliott, CTA

Trove Group

Loreena Gillon, CTA

Arithmos Chartered Accountants

Yikai Hoe, CTA

Provident Lawyers

Tim Lethbridge

Croftbridge Lawyers

David Marks, QC


Daniel Taborsky, CTA

EY Law

Caroline Teo

Paterson and Dowding

Lucy Thomas

Paterson and Dowding


The Tax Institute CPD Event App

The Tax Institute understands the impact that an event of this nature has on the environment, especially when printing delegate materials. We are excited to announce that The Tax Institute has an event app. This app is easy to use and contains program information, materials (technical papers and slides), evaluation forms and more. We encourage all delegates to download the app on their phone or tablet prior to this event. Once the materials are available, an email will be sent to delegates with access details (in the days leading into the event).

Download the app for iPad or Android.

The Tax Institute CPD Event App download link - Apple iPad The Tax Institute CPD Event App download link - Android


Interested in raising your company's profile?

Find out more about becoming a sponsor by contacting Wayne Flekser on 02 8223 0071 or email us for further details.


For more information, please feel free to contact the QLD team on 07 3225 5200 or email  email us.