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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 Local Tax Club – Property Issues (Brisbane)

    23 Jun 2021 | Tattersall’s Club, Brisbane | QLD

    Property ownership in Australia has never been more complex at both the Federal and State level. Overlaid by the perennial headache of the revenue versus capital distinction, property owners increasingly have to navigate their way through the tax minefield which takes the form of continual legislative change aimed solely at their landholdings, pertinent case law and draft ATO guidance.

    This session will consider the following risk areas:

    • Capital v Revenue
    • Flipping
    • Active Asset Test – SBCGT Concessions
    • Main Residence – Non-Residents
    • Vacant Land & Deductions
    • Succession Issues.

  • 2021 Local Tax Club – Melbourne CBD Trust distributions – Navigating the trustee’s annual minefield

    17 Jun 2021 | Leonda by the Yarra, Hawhorn | VIC

    While trust distributions are an annual event, there is nothing standard about them. With 30 June fast approaching, now is an appropriate time to revisit year-end trust distribution issues before trustee resolutions are made.

    This Month's session considered a number of practical issues including:

    • Distributing income of the trust estate and the net income
    • Streaming franking credits and capital gains
    • Section 100A and the coming tsunami
    • Issues for family trusts and their interposed entities
    • The obligations of closely held trusts.

  • 2021 Local Tax Club Series – Year-end trust distributions – what do I need to know? (Sydney)

    17 Jun 2021 | Spry Roughley Services | NSW

    With 30 June fast approaching, now is an appropriate time to revisit yearend trust distribution issues before trustee resolutions are made. This month’s session will consider a number of practical issues including:

    • Trust income and net (taxable) income – what’s the difference and should I be concerned?
    • Distributions after a trust has vested – why change the status quo?
    • Distributions to non-resident beneficiaries
    • Resolutions – what should a trustee consider?
    • Section 100A – where are we at?

  • 2021 WA Tax Forum

    17 Jun 2021 | The Westin Perth, Perth | WA

    Following a year that changed the world, the 2021 highlighted the best of Western Australian (and interstate) talent.

    With an outstanding speaker line-up who presented on a range of relevant and topical issues, the event offered delegates a fantastic forum to keep up to date with our changing tax landscape.

    This event covered:

    • Workshop, panel and technical sessions with an emphasis on “real-world” application
    • A mixture of plenary and concurrent sessions relevant for SME and corporate tax professionals.

  • 2021 Agribusiness Intensive

    09 Jun 2021 | Stamford Plaza, Brisbane | QLD

    The two-day 2021 Agribusiness Intensive featured sessions specifically targeted towards the key tax issues arising from ongoing primary production business transactions. It is also the ideal opportunity to keep abreast of current tax and related legal issues impacting on primary productions businesses.

  • 2021 Yarra Valley Tax Retreat

    03 Jun 2021 | RACV Healesville Country Club & Resort, Yarra Valley | VIC

    2021 finally rewards us with an opportunity to reconnect. Unwind and take in all the idyllic Yarra Valley has to offer while connecting with industry-leading experts on a range of hot topics for SMEs and private clients. This 2-day residential-style retreat offered a packed program of practical insight and thought leadership. Highlights included:

    • Dr Julianne Jaques QC, CTA and Frank Hinoporos, CTA of Hall & Willcox taking us through the latest issues in tax residency
    • The Tax Institute’s Senior Advocate, Robyn Jacobson, CTA and Neil Brydges, CTA of Sladen Legal covering a raft of recent developments in property
    • Paul Hockridge, CTA of Mutual Trust exploring the tax consequences of new working arrangements in the post-COVID world.

  • 2021 Queensland Tax Forum

    27 May 2021 | Stamford Plaza, Brisbane | QLD

    This event began with an outlook of the current economic environment and what this means for the re-emerging world. There was also thought provoking discussions with our expert commentators Robyn Jacobson, CTA, Dr David Morrison, CTA, Mark Robertson QC, CTA, Linda Tapiolas, CTA and John Ioannou, CTA, on the design and effectiveness of the CGT rollovers following the Board of Taxation’s review.

    The 2021 program has been unapologetically designed to focus on expert-led technical sessions that provided participants with the practical insights and skills to navigate the changing tax landscape in the re-emerging world. With sessions covering topical issues surrounding trusts, intellectual property, superannuation, M&A, and capital management, as well as a plenary session delivered by Jeremy Geale, CTA, and Ali Noroozi, FTI, on the evolution of taxpayer engagement with the ATO, the Queensland Tax Forum set the scene for the next decade of tax.

  • NSW 13th Annual Tax Forum

    20 May 2021 | Hyatt Regency Sydney, Sydney | NSW

    This event covers some of the following topics:

    • The dark corners of Div 7A
    • Trust hot topics
    • Family trust elections – why bother making one?
    • Broader issues of trust distributions – it is not all about the tax
    • Estate Planning – tax implications and other considerations
    • Tax issues in a difficult environment
    • Demergers and capital management update
    • ATO’s new top 1000 combined assurance program
    • Heads of Tax panel
    • Economic update
    • Current battlegrounds in GST
    • Insolvency and ATO debt collection post COVID
    • R&D is back and alive
    • Don’t lose your losses
    • Enforcing JobKeeper and cash flow boost — dealing with audits and issues arising from accessing the stimulus payments.

Past Event Search
Keywords Eg. TD 2005/D52 ALL words EXACT phrase WITHOUT words State of Event Date range