2026

Financial Services Taxation Conference

Source: New South Wales

Published Date: 26 Mar 2026

 

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.

Navigating the debt deduction creation rules

Author(s): George Bishop , Ellen Thomas ATI

Taxation and regulation of private credit

Author(s): Matt Osmond

Tax and regulatory insights for IDPS and bare trust operators

Author(s): Jessika Heyen-Brookes , Natalie Raju

International tax update

Author(s): Jayde Thompson
Materials from this session:

Third party data governance – Meeting expectations and managing risk

Author(s): Rob Leonard , Aaron Bennett

Cases and rulings update

Author(s): Steve Whittington , Bronwyn Kirkwood CTA
Materials from this session:

Managing withholding tax obligations and foreign income tax offsets

Author(s): John Fulton CTA

ATO current areas of focus in financial services

Author(s): Rhys Chalmers , James Campbell

Details

  • Published On:26 Mar 2026
  • Took place at:Crown Sydney

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2026

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