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2017 Tax Roundtable Discussion Group Gold Coast - Series

Wednesday, 3 May 2017 - 5:00 PM to
Wednesday, 3 May 2017 - 7:00 PM
WMS Chartered Accountants: Suite 1401, Level 14, 203 Robina Town Centre Dr, ROBINA, QLD Australia
Event Coordinator:

Registration Time: 16:45:00 PM

Member Price: $200.00

Non Member Price: $200.00

CPD hours:8.00

Returning March 2017, the popular Tax Roundtable Discussion Group Series is a forum for tax professionals to join colleagues and peers to exchange ideas, share information and discuss topics of mutual interest relative to their day to day tax practice.

Finish the day with a glass of wine followed by robust discussion around a case study delivered and facilitated by experienced tax professionals.

Format: Discussion Group

• Case studies with identified discussion points, will be distributed to attendees one week prior to each Tax Roundtable and a high level of interaction is encouraged;

• These forums are not intended to be 'planning sessions', nor will the facilitators be providing a technical paper or detailed answers to the case studies;

• They are intended however, to be an opportunity to ask questions and raise issues in an open and collaborative environment

Series Overview:





Accounting for Tax

Tom Delany, CTA, Tax Partner Pty Ltd


Tax Advice and the Financial Licensing Regime

James Collacott, CTA, The MBA Partnership


Estates & Succession Planning

John Ioannou, CTA, McCullough Robertson


CGT Issues: Think you Know it all? Tips/Traps in Compliance

Steven Lutz, CTA, Lutz & Associates