The financial services sector continues to navigate a dynamic environment shaped by evolving regulatory frameworks, increased ATO scrutiny, ongoing international tax reforms, and the implementation of the debt deduction creation rules. At the same time, technological transformation, including the rise of AI-enabled and automated tax functions are reshaping compliance and governance standards and the future of the profession. These developments overlay a complex range of tax challenges that impact business strategy, transaction structuring, and financial performance across the industry.
This year’s program was carefully curated by the Organising Committee to address the most pressing issues facing the industry today. We were delighted to bring together some of Australia’s foremost thought leaders to share their technical expertise, practical insights and policy perspectives.
Across two days, the program featured a strong mix of plenary and breakout sessions, allowing attendees to tailor your learning experience. Topics ranged from technical updates and case developments to broader economic and regulatory insights, ensuring comprehensive coverage of the issues shaping financial services taxation in 2026 and beyond.
Highlights of this year’s program included sessions on the debt deduction creation rules, taxation and regulation of private credit, tax and regulatory insights for IDPS and bare trust operators,international tax developments, the implications of the PepsiCo High Court decision, and the AI-enabled tax function of the future.