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SME / Private Clients Day 2

Thursday, 25 July 2019 - 9:00 AM to
Thursday, 25 July 2019 - 4:35 PM
Kooyong Lawn Tennis Club,, 489 Glenferrie Road, Kooyong, VIC Australia

Registration Time: 08:45:00 AM

Member Price: $680.00

Non Member Price: $830.00

CPD hours:6.00

This full day seminar will explore a range of tax tools available to SME practitioners. In each session, the presenter will navigate through a range of key issues that ensures you are well-equipped to advise your clients.

Session 1: Trust Income Distributions: Practical Lessons Following Lewski by Gareth Redenbach, CTA, Victorian Bar

Session 2: Family Trusts – Protecting the Family Jewels by Paul Hockridge, CTA, Mutual Trust

Session 3: ATO Hot Topics by Sarah Henderson, Australian Taxation Office; Fiona Knight, CTA, Australian Taxation Office

Session 4: The Big Issues in SMSF by Liz Westover, FTI, Deloitte Private

Session 5: Cross Border Succession Planning and Tax Issues for International Families by Emma Woolley, CTA, Hall & Wilcox Lawyers

Session 6: Post Election Panel Discussion: Tax Reform and Announcements – the Current State of Play by facilitated by Dr Julianne Jaques, CTA, Victorian Bar (Facilitator, Post-Election Panel Discussion)

Panellist: Gareth Redenbach, Sarah Henderson, Fiona Knight, Liz Westover, Emma Woolley


Andrew O’Bryan, CTA, Hall & Wilcox Lawyers

Group Discount

Purchase three full paying registrations and receive a fourth full registration for FREE. The FREE registration must be of equal or lesser value of the other registrations.

Special Offer

Current subscribers to the Tax Institute’s 2019 Breakfast Club Series can receive $100 off each attendee’s registration to 2019 SME / Private Clients Day 2.

Delegates who attended SME / Private Client Day 1 are entitled to a special $100 discount on their registration for SME / Private Client Day 2.