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Seminar materials


Browse Past Events

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.

  • 2021 Barossa Convention

    28 Apr 2021 | Novotel Barossa Valley Resort | SA

    This event had a diverse range of high-profile, expert presenters from across the profession who delivered the top-quality technical sessions. There was plenty of key takeaways with all sessions having practical examples, tips and strategies delivered in a range of formats including case studies, panels and plenaries.

  • 2021 Financial Services Taxation Conference

    22 Apr 2021 | Crown, Sydney | National

    This event covered some of the following topics:

    • Economic outlook
    • The new principal purpose test in anti-avoidance rules
    • M&A in financial services
    • Loan variations and bad debts
    • Retirement income and the role of the tax system
    • Recent cases and rulings.

  • 2021 Local Tax Club Series – What's my incentive? (Sydney)

    20 Apr 2021 | Online | NSW

    In an environment where employers are looking to do more with less, what can you do to help your clients achieve this?

    This session explored some of the opportunities to enhance the employee value proposition, including start-up share schemes, accessing tax deferrals and more, and the key issues to consider in implementing these initiatives, and what help you will need along the way.

  • 2021 Superannuation Intensive Series

    24 Mar 2021 | Online | National

    Encompassing the key areas of focus for practitioners advising in the Superannuation space, take a technical deep-dive as well as walk away with practical application. Workshops were facilitated by local experts, giving you the local focus required to be advise your clients.

    Topics covered in this event:

    • Snapshot of changes affecting the SMSF industry
    • NALI and NALE = NASTY
    • SMSFs – focusing on tax
    • Estate Planning and Superannuation – what are the current issues?
    • Update from the ATO on the key issues for self-managed superannuation funds
    • Contributions – the latest and greatest
    • Property investment through the life cycle of an SMSF
    • Pensions and SMSFs.

  • 2021 Local Tax Club Series – How to approach business structures and restructures in 2021 (Sydney)

    23 Mar 2021 | Online | NSW

    As we start afresh in 2021 many businesses coming out of a challenging 2020 may wish to reconsider their structure and potentially pursue a restructure. When clients approach you with this question what are the key considerations you should be making?

    In this session we considered how to determine if the current structure is working effectively for the business, focusing on the key areas:

    • Tax Efficiency
    • Asset Protection
    • Succession Planning

    This session provided a checklist of issues to consider across these areas and how to balance these desires with commercial realities.

  • 2021 Local Tax Club Series – How to approach business structures and restructures in 2021 (Melbourne)

    18 Mar 2021 | Leonda by the Yarra & Online | VIC

    As we start afresh in 2021 many businesses coming out of a challenging 2020 may wish to reconsider their structure and potentially pursue a restructure. When clients approach you with this question what are the key considerations you should be making?

    In this session we considered how to determine if the current structure is working effectively for the business, focusing on the key areas:

    • Tax Efficiency
    • Asset Protection
    • Succession Planning.

    This session will provide a checklist of issues to consider across these areas and how to balance these desires with commercial realities.

  • 2021 Local Tax Club Series – In Our Sights (Geelong)

    26 Feb 2021 | Online | VIC

    In a fresh approach, this informative session provided insights into the tax policy and administration matters currently in the sights of the Tax Policy and Advocacy team at The Tax Institute.

    Our Senior Advocate, Robyn Jacobson, CTA, shared her insights and practical tips on matters which affect your clients.

    This event covered a tax update and the following:

    • JobKeeper matters, including the Apted appeal
    • Planning for the end of stimulus support
    • Looking ahead to the Federal Budget 2021–22
    • Tax reform project: Case for Change
    • Recent submissions and advocacy work
    • Pending ATO guidance and consultation.

  • 2021 Private Business Tax Retreat

    25 Feb 2021 | Palazzo Versace, Gold Coast | National

    This event covered the following topics:

    • Keynote Address: The post COVID economy
    • Re-thinking business structuring
    • Dealing with the Division 7A dilemma
    • Dodging the property ownership landmines
    • Small business CGT concessions — Making sense of the new rules affecting shares and units
    • Trust sleepers
    • Trust versus company: Analysis for the new decade
    • Transitioning between trust and company
    • Thought leadership – Leading the charge on tax reform
    • Managing the superannuation guarantee minefield
    • The A TO experience.


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