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Asset protection in the event of Insolvency
Being able to provide practical advice when clients need it most, is the highest quality of a trusted advisor.
Nick and Ahmed will provide an updated technical session on tips and traps you need to be aware of when providing asset protection advice to your clients and on recent changes relating to Directors Penalty Notices.
Nick Mellos, Grant Thornton
Nick is a Registered Trustee in Bankruptcy with over 25 years of experience. He is a Partner and Office Chair of Grant Thornton Melbourne. He is also one of the few insolvency practitioners in Australia to solely specialise in Personal Bankruptcy and Part X arrangements. He has extensive Personal Insolvency experience in all industries, but in particular has assisted many individuals in real estate & construction, retail, manufacturing and professional services. Nick will always use his best endeavours to reach a commercially viable outcome for all stakeholders and works closely with public accounting practitioners in assisting their client in financial distress.
Ahmed Bise, Grant Thornton
Ahmed has over 25 years’ of corporate recovery & reorganisation experience in various industries including, but not limited to, not for profit organisations, manufacturing, retail, hospitality, tourism, real estate and construction. Ahmed has been exposed to all facets of corporate insolvency. Ahmed’s experience includes a secondment to a major trading bank where he was exposed to problem loan management, restructuring and retention. Ahmed has also served a secondment to the Australian Securities & Investments Commission. This role involved site visits to both private and public companies and focussed on assessing solvency and compliance.
Subscribe for the 2020 Breakfast Club series and save up to $80 per session.
State taxes: a review and observations on recent trends
Helen Symon QC and Catherine Pierce identify recent decisions and trends in payroll tax, land tax and duty cases, including what they revel about the taxpayer’s onus of proof. In the payroll tax context, they consider the reach of the “contractor provisions” and recent consideration of factors guiding the Commissioner’s grouping discretion. In the primary production land context, they discuss what it means to have a “principal business” and identify challenges associated with proving that land is used primarily for primary production. Finally, Helen and Catherine will also consider who is a “foreign purchaser” for the purposes of the Duties Act.
Helen Symon QC, Victorian Bar
Helen Symon QC is one of the most experienced taxation silks in Australia, practising in both an advisory and a disputes context across the full range of tax law. Her unique input in advisory matters stems from her extensive experience in court. Helen appears regularly in the High Court of Australia, the Federal Court of Australia and the Supreme Court of Victoria, representing both taxpayers and revenue authorities alike. Reflecting her extensive experience in commercial and administrative, as well as tax matters, Helen is regularly named in Best Lawyers and asked to speak on a range of topics. Her style in written and oral advocacy has been, variously, described as elegant, sophisticated, subtle and accomplished.
Catherine Pierce, Victorian Bar
Catherine Pierce practises primarily in federal tax, in respect of direct and indirect taxes, and in various aspects of state tax litigation. Recent federal tax cases in which Catherine has appeared include: Federal Commissioner of Taxation v Thomas (2018) 264 CLR 382 (led by Justin Gleeson SC and Philip Looney QC) and Commissioner of Taxation ats Glencore Investment Pty Limited  FCA 1432 (led by Kristina Stern SC). Recent state tax cases in which Catherine has appeared include: Commissioner of State Revenue ats Kelima Pty Ltd  VCAT 404 and Commissioner of State Revenue ats Nationwide Towing Services Pty Ltd  VSC 262 (led by Chris Horan QC). Before joining the Bar in 2012, Catherine was employed as a solicitor in Hong Kong where she advised in respect of international financial instruments.
Subscribe for the 2020 Breakfast Club series and save up to $80 per session
Restructuring and CGT Roll-overs: Tips for advisors
To survive in the current challenging economic landscape many business owners may be considering a restructure, a merger or demerger. In such situations, we as tax advisors turn to the capital gains tax (CGT) roll-over rules contained in the Income Tax Assessment Act 1997 (Act). The provisions provide taxpayers with the ability to disregard or defer certain capital gains or capital losses that arise from the disposal of CGT assets when restructuring. However these provisions are an area with great complexity and one which the ATO is keeping a keen eye on.
In this session Neil and Laura will consider:
Neil Brydges, CTA, Sladen Legal
Neil is a Principal Lawyer in Sladen Legal’s tax group. Neil practises in all areas of direct and indirect tax with a focus on the taxation of trusts, corporate tax, mergers and acquisitions, international tax, and Division 7A. Neil is an Accredited Specialist in Taxation Law and Chair of the Tax & Revenue Law Committee with the Law Institute of Victoria, a member of the Tax Committee of the Law Council of Australia, and a Chartered Tax Advisor and member of the SME, Dispute Resolution, and GST Technical Committees with The Tax Institute.
Laura Spencer, Sladen Legal
Laura is a Senior Associate in Sladen Legal’s business law team. Laura practices in federal and state tax, structuring and asset protection, trust law and commercial matters. Laura is a member of The Tax Institute’s VIC 8th Annual Tax Forum Committee and Breakfast Club Committee.
For every two registrations receive a third full registration for free. The free registration must be of equal or lesser value of the other registrations. To receive the group discount please contact us.
Federal Budget 2020-21 and outlook for 2021
In this session, The Tax Institute’s Senior Advocate, Robyn Jacobson, CTA, will discuss the key tax and superannuation measures from the Federal Budget 2020–21, as well as consider what’s ahead for 2021.
Robyn Jacobson, CTA, The Tax Institute
Robyn Jacobson, CTA, is the Senior Advocate at The Tax Institute. She is well known in tax training circles, having been a professional tax trainer for 23 years and a regular conference and webinar presenter. With nearly three decades in the profession, Robyn’s public practice background preceded her training roles with Webb Martin, her own business, Cyntax, and TaxBanter. Robyn is a Fellow of both CA ANZ and CPA Australia, and a Registered Tax Agent. Robyn regularly consults with The Treasury, the ATO and the professional bodies on technical issues including as a member of the ATO’s Tax Practitioner Stewardship Group. Robyn is an avid advocate, social media commentator, columnist, blogger and podcaster and is regularly quoted in the media. Robyn was recognised in the Women In Finance Awards 2019 as the Winner of Thought Leader of the Year and was named in the global Top 50 Women in Accounting 2019. She was recently recognised in the Australian Accounting Awards 2020 as the Winner of both Thought Leader of the Year and the Accountants Daily Excellence Award.
November Morning Tax Club
The Tax Institute’s monthly Morning Tax Club is especially tailored to keep you up-to-date on the latest developments in all areas of tax. Our update will bring you up to speed on the latest advances in legislation, cases, rulings and practice and is followed by our special topic which has been expressly designed by experienced tax professionals to help you best advise your SME's and private client groups.
Session: 7.30am - 9.00amTopic: Best Practice for holiday rental properties and retention of evidence
Topic presenter: Matthew McKee, Brown Wright Stein
Tax Update presenter: Peter Scott, Arnold Bloch Leibler
August Morning Tax Club
Session: 7.30am - 9.00amTopic: The Capital v. Revenue Distinction & Small Property Developments
Topic presenter: Sam Ayoubi, KPMG
Tax Update presenter: Amy Liu CTA, HWL Ebsworth Lawyers
September Morning Tax Club
Session: 7.30am - 9.00amTopic: General Superannuation Update
The session will cover the most important developments during the last 12 months, including:- Important legal decisions - Rulings and guidance released by the legislators - Legislative Changes - A review of legislative changes triggered by Covid-19
Topic presenter: Mark Wilkinson CTA, BDO
Tax Update presenter: Natalie Hewson CTA, FMA Partners
October Morning Tax Club
Session: 7.30am - 9.00amTopic: Stimulus measures and ATO reviews and disputes
Topic presenter: Chris Ardagna CTA, Pitcher Partners
Tax Update presenter: Rose McEvoy, Brown Wright Stein
Part 4 – Topical issues affecting cross-border capital management
This session will provide a technical summary of key topical tax issues affecting capital structures, including perspectives on current approaches and future trends in responding to these issues. Specific matters to be considered include:
Presenter: Shahzeb Panhwar, Australian Taxation Office
Shahzeb Panhwar, is an Assistant Commissioner in the Public Groups and International area of the ATO and has responsibility for issues relating to related party financing and thin capitalisation. Previously, Shahzeb spent two years as a Director in the ATO’s International Structuring and Profit Shifting area.
From time to time, products will be listed here based on your areas of interest and past purchases.
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