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All events Forum Online Face-to-face NSW

NSW Tax Forum

19-20 May 2022 | Sydney Sofitel Wentworth

 

 

The leading program for NSW tax professionals

The NSW Tax Forum is one of the most expansive programs on the Tax Institute CPD calendar and has long been established as one of the premier tax events in the country.

Featuring 42 sessions over 4 learning streams, the program has been designed to cover the needs of all those working in tax.

Exceptional and extensive tax program

Consider the NSW Tax Forum your one-stop shop for tax technical updates, practical learnings and expert insights into the many and varied issues facing practitioners and advisers across NSW.

Hot topics in 2022 include Division 7A, s100a, trust distributions eCommerce, hybrids, intellectual property, land tax, CGT and more. 

Reconnecting the profession

Our forums are designed for discussion and incorporate opportunities throughout to mingle with peers and presenters.  Each forum program includes several networking activities for attendees to connect with like-minded members of the profession and discuss the latest issues in tax and beyond.

Flexible format and attendance options

With a format designed to offer flexibility and choice, delegates can attend a mix of plenary and concurrent sessions that are relevant for both SME and corporate tax professionals.  There are numerous ticketing options available including employer tickets which allow members of your whole team to participate in this leading tax event. 

Event Details

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Download Brochure
  • When19-May-2022 - 20-May-2022
  • FormatFace-to-face & Online
  • CPD Hours14

 

 

Program

Explorea mix of plenaries, SME, Corporate, Hot Topic and Emerging leader streams over a two day program. Plus! don't miss the netowrking event at the end of Day 1!

Highlights:
  • A mix of plenaries, SME, Corporate, Hot Topic and Emerging leader streams
  • Networking event at close of Day 1
8:00–8:30am

Registration

 8:30–9:30am

 Session 1A: Fixing a Division 7A mess

Matthew McKee, FTI, Brown Wright Stein Lawyers

 Session 1B: Update on OECD’s Pillar 1 and 2 proposals

Professor Richard Vann, CTA, Greenwoods & Herbert Smith Freehills and University of Sydney

 Session 1C: Everyone’s a property developer?

Scott McGill, CTA, Pitcher Partners

 9:30–10:30am

Session 2A: Division 7A – Keeping it tidy

Greg Travers, CTA, William Buck

 Session 2B: International tax focus on intellectual property

Nick Maley, FTI, PwC

 Session 2C: Property development agreements (PDAs)

Brendon Lamers, ATI, Clayton Utz
Andrew Sommer, CTA, Clayton Utz

 10:30–11:00am

Morning tea

 11:00am–12:00pm

Session 3A: Property development – How do you help the new property developer?

Sam Ayoubi, KPMG

Session 3B: Investment in Australia – ATO engagement

Keir Cornish, Australian Taxation Office

 Session 3C: Gig economy and payroll tax implications

Andrew Rider, CTA, Level 22 Chambers

12:00–1:00pm

Session 4A: Taxing the home – CGT and land tax considerations

Jim Koutsokostas, CTA, Hall & Wilcox

Session 4B: Voluntary disclosures and penalties 101

Angelina Lagana, CTA, KPMG Law

Session 4C: M&A and demergers – The public/private dichotomy

Clint Harding, CTA, Arnold Bloch Leibler

1:00–2:00pm

Lunch and Tax Policy & Advocacy update

2:00–3:00pm

Session 5A: Trusts distributions

Dung Lam, CTA, West Garbutt

 Session 5B: Update and learnings – Justified Trust

Rebecca Saint, Australian Taxation Office

 Session 5C: Residency in a post-COVID world

Chris Ardagna, CTA, Pitcher Partners

 3:00–3:30pm

Afternoon tea

3:30–4:30pm

Session 6A: Payroll tax – Medical practices technical session

Heath Stewart, CTA, Ecovis Clark Jacobs

 Session 6B: eCommerce and internet taxation – what are the top five tax issues associated with online shopping?

Prashanth Kainthaje, ATI, Johnson Winter & Slattery
Annemarie Wilmore, Johnson Winter & Slattery

 Session 6C: Good professional practice

Judy Sullivan, CTA, Tax Practitioners Board

 4:30–5:30pm

Session 7A: Medical practices panel session

Heath Stewart, CTA, Ecovis Clark Jacobs
Eric Blazek, Revenue NSW
Gavin Favelle, CTA, Australian Taxation Office
Sarah Klarich, PwC

 Session 7B: Economic update

Nicki Hutley, Nicki Hutley Economics

 Session 7C: Asset expensing measures – What you need to know

Rhiannan Canto, CTA, William Buck
Raffi Tenenbaum, CTA, William Buck

5:30–7:30pm

Networking function

8:00–8:30am

Registration

 8:30–9:30am

Session 8A: SMSFs and NALI – What you need to know
Craig Day, Colonial First State

Session 8B: An update on legal professional privilege

Catherine Dean, CTA, BDO
Jeremy Geale, CTA, MinterEllison

Session 8C: The Psychology of Client Satisfaction

Dr John Gora, Neural Networks Consulting

 9:30–10:30am

Session 9A: SMSF – Regulatory and compliance update
Leigh Mansell, Heffron SMSF Solutions

Session 9B: International Sector Update

Jayde Thompson, CTA, PwC

Session 9C: Employee vs contractor as an emerging Issue

Amanda Comelli, Brown Wright Stein Lawyers

10:30–11:00am

Morning tea

 11:00am–12:00pm

Session 10A: Self-Managed Superannuation Funds – Navigating the complex investment restrictions
Dr Bill Orow, CTA, Owen Dixon Chambers East

Session 10B: Pass go and collect $200 – How to pass the aggregated turnover test and access tax savings

Marcus Polovineo, HLB Mann Judd; Lauren Whelan, FTI, HLB Mann Judd

Session 10C: Environmental markets – An overview of carbon and biodiversity credit schemes in Australia and their taxation treatment

Samantha Daly, Johnson Winter & Slattery
Lachlan Smithers, ATI, Johnson Winter & Slattery

 12:00–1:00pm

Session 11A: Intergenerational wealth transfer
Chris Tsovolos, FTI, Bartier Perry

Session 11B: Update on hybrid rules – What’s new and emerging issues

Mary Hu, Greenwoods & Herbert Smith Freehills
Ryan Leslie, ATI, Greenwoods & Herbert Smith Freehills

Session 11C: CARs – Corporate tax governance and ATO assurance reviews

Fiona Moore, CTA, EY with a panel of experts

1:00–2:00pm

Lunch

 2:00–3:00pm

Session 12A: Dividend access shares
Adrian Bailey, CTA, Cleary Hoare

Session 12B: Heads of Tax Panel – walking the tightrope

Facilitator:
Rachel Charles, EY
Panel:
Gael McLennan, Microsoft Australia
Sandie Parker, Canva
Kimberley Simpson, CTA, Cochlear 

Session 12C: The market value of land under taxation legislation

Mark Seymour, Martin Place Chambers

 3:00–3:30pm

Afternoon tea

 3:30–4:30pm

Session 13A: Preparing a business for sale – Getting it right and when to start
Nima Karimian, Deloitte
Spyros Kotsopoulos, CTA, Deloitte

 Session 13B: Transfer pricing – Evidence and litigation

Tamara Phillips, Sixth Floor Wentworth Chambers
Anthony Seve, EY

Session 13C: Private Rulings – Are they worth it?

Paul McNab, CTA, DLA Piper

 4:30–5:30pm

Session 14A: CGT rollovers
Danielle Constantine, William Buck

Session 14B: Tax cases round-up

Chris Peadon, FTI, New Chambers

Session 14C: Flashback to the 1960s and 70s – Wealth structures and strategies and tax issues in in the twenty-first century

Andy Milidoni, CTA, Johnson Winter & Slattery

Sofitel Sydney Wentworth

61/101 Phillip St, Sydney NSW 2000

Sofitel Sydney Wentworth offers a luxury escape without equal. Experience an iconic Sydney hotel that combines French elegance and traditions with sophisticated comfort.

Getting there

Ideally situated in the heart of central Sydney’s business and shopping districts, this hotel is conveniently located 12 kilometres from Kingsford Smith Airport, 500 metres from the nearest ferry, train and bus stops and only minutes from famous Sydney attractions like the Opera House, Circular Quay, The Rocks and the Royal Botanic Gardens.

Sofitel Sydney Wentworth welcomes you with 436 luxury rooms, including 45 opulent suites, on 15 floors curving gracefully around an elevated garden
courtyard. All accommodation is finished in rich and sophisticated yet classic tones in accordance with the elegant French heritage and history of this grand five-star hotel in the Sydney CBD.

For delegates wishing to book a stay for the duration of the conference, Sofitel Sydney Wentworth can offer 15% off the best available rate at time of booking.
Delegates can either call or email the hotel directly and quote TAX190522 to receive this discount.

To contact the hotel:
Phone: 02 9228 9104
Email: h3665@sofitel.com

       

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Networking function

     

 

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