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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.

  • Tax Issues in International Structures and Transactions

    06 Nov 2017 | QIC – Training Room, Brisbane | QLD

    Globalisation is increasingly becoming a feature of the business landscape and as Australian businesses expand globally, they often need advice on how to structure their operations in foreign jurisdictions and how to fund their international expansion. This session aimed to give an overview of the tax issues associated with choosing to set up a foreign subsidiary versus a permanent establishment. It also provided an overview of the tax issues that need to be considered in funding offshore transactions.

  • Restructuring Rollover vs CGT Concessions - And The Winner Is...

    01 Nov 2017 | Dexus Place, Sydney | NSW

    With the new small business restructure relief applying from 1 July 2016, there is now the option of either applying the rollover or looking to the small business concessions for tax relief for changing operating structures. This session considered the benefits and restrictions of each to highlight when one or the other is preferred.

  • Testamentary Trusts

    26 Oct 2017 | Leonda By The Yarra, Hawthorn | VIC

    This event covered the following:

    • opportunities and pitfalls for deceased estates and testamentary trusts including recent developments
    • the main residence exemption, deceased estates and testamentary trusts: planning opportunities
    • dealing with life interests.

  • Estate planning considerations in a new world

    25 Oct 2017 | Online | WA

    This webinar provided guidance on the implications for estate planning for your clients under the new rules, and the areas where you can add value and ensure that your client’s intentions with respect to their superannuation is satisfied upon their passing.

  • Division 7A Day

    24 Oct 2017 | Crown Perth, Burswood | WA

    Division 7A still poses a minefield of traps and complications for tax practitioners and their clients. A mistake in understanding its complex rules can have serious impact on a client, and in turn on their adviser relationship. This event explored some of its more complicated aspects and when they might apply.

  • Pensions under the new regime – Considerations, strategies and practicalities

    18 Oct 2017 | Online | WA

    This webinar covers the following:

    • areas to be wary of when finalising the 2017 financial statements for our pension clients
    • CGT relief – practicalities and implementation
    • valuations – high or low? Is there a preference?
    • what happens when your TRP client satisfies that condition of release
    • transfer balance accounts and reporting.

  • Part IVA - Navigating Your Way Through, as an SME Advisor

    18 Oct 2017 | Grant Thornton, Brisbane | QLD

    This event covered the following:

    • an overview of the current provisions of Part IVA
    • the practical process adopted by the ATO in considering Part IVA in relation to Private Rulings and the role of the GAAR Panel
    • the potential application of Part IVA to transactions such as: small business restructures, using the CGT small business concessions and using a discretionary trust
    • what can practitioners do to assist their clients in mitigating the Part IVA risks?

  • The Super Stocktake

    10 Oct 2017 | Dexus Place, Sydney | NSW

    This event looked at the latest on the superannuation reforms and focuses on ‘hangover’ issues now that the ‘dust has settled’ (a little), including:

    • where are you at with transitional CGT relief and your clients’ super funds?
    • have your clients got their estate planning in order, especially when it comes to super, including their pensions and the transfer balance cap, and control of both benefits and succession of their SMSFs?

  • Contributions - Planning, considerations and what happens if there is an excess?

    04 Oct 2017 | Online | WA

    This webinar covered the following:

    • the operation of the total superannuation balance provisions
    • tips and traps to be wary when considering triggering the bring forward NCC cap
    • how the transitional NCC cap operates in a TSB environment
    • maximising contribution strategies
    • assessing TSB – what is and isn’t included?


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