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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 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.

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

    23 Feb 2021 | Online | NSW

    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.

    The session will include a discussion on the following key matters:

    • 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.

  • Rottnest Tax Retreat

    04 Dec 2020 | Country Club Rottnest Island Golf Course, Perth | WA

    Allowing experienced tax practitioners an opportunity to delve deep into high level tax topics, the Rottnest Tax Retreat showcased some of WA’s best minds in tax, along with a distinctive networking opportunity.

    Delegates attended four technical sessions presented by experts in their fields, covering Trusts, Part IVC and a case update.

  • Early access to Super

    01 Dec 2020 | Online | National

    With the COVID-19 pandemic, early release of superannuation arrangements have seen members access more than $30 billion of superannuation benefits. While these arrangements end on 31 December 2020, it is timely to remember that the COVID-19 early release provisions are not the only arrangements which allow members early access.

    Leaving aside the question of whether it is prudent for individuals to access their superannuation early, and where members may continue to face financial hardship regardless of COVID-19 during these unprecedented times, this pop up webinar provided valuable insights as to other ways in which members can obtain early access.

  • In Division 7A, We Trust

    26 Nov 2020 | The Melbourne, Perth | WA

    This event provided an update of the current state of play of Division 7A, consider the ways COVID-19 has impacted on taxpayers’ abilities to comply and use practical examples and case studies to examine the following key Division 7A issues:

    • what COVID-19 concessions are available to deal with Division 7A?
    • what can we expect from proposed reforms?
    • strategies to deal with financially distressed clients and Division 7A
    • debt forgiveness
    • capital gains and residency issues

    This event also provided delegates with an in-depth understanding of the key developments in trusts including:

    • trust taxation – Reimbursement Agreement (Section 100A)
    • structuring for trusts workshop.

  • Family law: Tax issues in Family Trusts

    20 Nov 2020 | Online | VIC

    In this session, Terry Murphy QC, CTA and Hadi Mazloum from the Victorian Bar discussed the intersection of tax and family law, especially in relation to family trusts and how this impacts the advice given by tax professionals.


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