Kathryn Bertram

Kathryn Bertram, FTI

Johnson Winter & Slattery

Kathryn Bertram, FTI, is a Partner in the tax team at Johnson Winter & Slattery where she practises in tax controversy (advising clients on all aspects of tax disputes including reviews, audits, ADR and litigation) and state taxes (including transfer duty, landholder duty and land tax). She is a member of The Tax Institute’s National and Victorian Women in Tax committees and the Tax Disputes Masterclass committee, the Law Institute of Victoria’s State Taxes Committee and the LIV/SRO Liaison Committee.

Session details

Session 15.3: R&D Tax Incentive – What do you need to know

This session will explore the lifecycle of the R&D tax incentive, outline the key technical issues in making a claim and offer an understanding of the likely review process if AusIndustry make an adverse determination.

The session will cover:

An overview of the current R&D tax incentive
Pitfalls and Tips
How the proposed changes will affect your client’s business
Key lessons from recent cases
Timeline of an actual dispute from AusIndustry decision to the AAT review and what it may cost you
Lessons learnt ‘on the ground’, and
How taxpayers can avoid a dispute with AusIndustry.

Speakers: Kathryn Bertram, FTI, Johnson Winter & Slattery, Mariana von Lucken, CTA, HLB Mann Judd