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2021 WA Tax Forum

Published on 17 Jun 2021 | Took place at 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.

Get a 20% discount when you buy all the items from this event.

Individual sessions

An update with the Australian Taxation Office

Author(s):  Hoa Wood

This presentation covers:

  • Reflections on what we learned in 2020, particularly about supporting the community and the tax profession
  • Highlighting areas of focus for the ATO in 2021. 
Materials from this session:

Superannuation member balance strategies upon death

Author(s):  Jemma SANDERSON

This paper covers:

  • Implications of recent cases
  • The importance of valid binding death benefit nominations (BDBNs)
  • Transfer balance cap strategies and solutions
  • Dealing with properties and other “lumpy” assets when paying death benefits and
  • The changing role of superannuation in estate planning.
Materials from this session:

Job maker plan – the “temporary” budget measures: Loss carry back and full expensing

Author(s):  Amy JAMES-VELAGIC,  Kasey MacFarlane

This presentation covers:

  • Temporary loss carry-back
  • Temporary full expensing
  • Changes to the Instant asset write-off.
Materials from this session:

Capital vs Revenue – when are we going to work this out?

Author(s):  Daniel McINERNEY

This paper covers explored recent case law on the question and discuss what, if any, advances in jurisprudence have been made since 1938 when Sun Newpapers was handed down. 

Materials from this session:

OECD BEPS 2.0 – What’s next for international tax reform?

Author(s):  Mark RYAN

This paper covers the background to the BEPS 2.0 Pillar 1 and Pillar 2 proposals in the context of the broader BEPS initiative, recent developments as well as the various tensions and unresolved issues.

 

Materials from this session:

Legal Privilege – the principles, the problems, the practice

Author(s):  Richard NORTON

This presentation covers the principles established by the Australian Courts in relation to the privilege available to clients to resist the production of documents communicating or recording legal advice.

Materials from this session:

Division 7A

Author(s):  David Montani

This paper covers:

  • Brief recap on why Division 7A exists
  • Loan repayments by direct set-off against a dividend
  • Loan repayments by round-robin set-off against a dividend
  • Solutions
  • Practical examples.
Materials from this session:

Trusts workshop

Author(s):  Ron JORGENSEN

This paper covers the various problems that can and may arise and the practical insights to resolve these problems.

Materials from this session:

Debt equity and cross border financing

Author(s):  David BOND

The presentation covers common interest deductibility issues arising under these provisions and will illustrate these issues using case studies.

Materials from this session:

Recent cases

Author(s):  Joanne DUNNE

This paper covers tax case law which has been determined in the Federal Court, Full Federal Court and High Court between January and August 2020, including an analysis of the win–loss percentage.

Materials from this session: