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2018 Barossa Convention | 'The Future is Now'
3 - 5 May 2018The Barossa Convention returns in 2018 following its inaugural outing in 2016.
As the premier event for South Australian tax professionals the convention also attracts a range of interstate guests looking to discover the latest issues affecting their clients while taking in one of the world’s truly great wine regions.
Now in its 50th year, this event has been developed by a team of tax professionals who aim to bring you a program that is technically relevant, practical, and designed to meet the needs of advisers with a predominantly SME practice.
The Convention Organising Committee has brought together a diverserange of high-profile, expert presenters from across the profession and around the country to deliver the same top-quality technical sessions that are a hallmark of our state conventions.
Accommodation Requirements: Please ensure that you complete Section 6 on the registration form of the 2018 Barossa Brochure and email directly to Emma Collins
Thursday 3 to Friday 5 May | Barossa Valley Novotel | 11 CPD hrs
Join us in the picturesque surrounds of the historic Barossa Valley for the 2019 Barossa Convention, South Australia’s premier event for tax professionals. There’s ample reason to attend, including an outstanding line-up of local and interstate speakers presenting on topical issues that we collectively see confronting us in this ever changing environment.
Distinguished keynote speakers headline the program: Professor Robert Breunig will address the urgent need for tax reform in Australia and exploring what this might look like and Professor Graeme Cooper, always a draw card at Tax Institute Conventions, will take a deeper look into the CGT regime and explore potential issues that can trip the unwary practitioner. The Friday morning program will be based around a case study with each session focusing on specific tax and legal aspects of a business group through time, including special commentary from the ATO. To round out the Convention a leading panel will look into the practical implications of the Division 7A reforms on our private clients.
Unique industry networkingWith formal and informal networking events throughout the convention there’s plenty of opportunity to meet up with friends and peers, old and new, from accounting, law, financial services and regulatory backgrounds. We’ve got some excellent entertainment planned too and combined with our Tax Safari theme for the Gala dinner there’s sure to be plenty of laughs.
The Barossa Valley is an iconic destination for interstaters and locals alike. Take time to visit famous and yet discovered cellar doors before or after (not during!) the Convention. The Convention Resort overlooks rolling vineyards and you’ll dine on fresh, local produce inspired by Saskia Beer, accompanied by quality Barossa Valley wines. We recommend you take the opportunity to extend your Barossa visit into the weekend.
Don't hesitate - register today!
For queries - please contact Emma Collins on 08 8463 9401.
On 8 February 2018 Treasury released an exposure draft of legislation that, if implemented, will substantially complicate access to CGT relief for shareholders in companies and unitholders in unit trusts. Despite very little detail being initially announced, the new measures are currently proposed to apply from 1 July 2017.
This session will not only review the proposed measures but will also revisit some of the challenging issues and strategies to optimise outcomes and avoid the pitfalls. The presentation will include:
Peter Slegers, CTA. Cowell ClarkeEmily Anderson. Cowell Clarke
The SA Tax Briefings are geared for small and sole practitioners looking for convenience and effective tax updates to stay up to date with all of the key current tax developments throughout the year.
Delivered by tax practitioners with expertise in the private client and SME areas, these sessions will ensure you:
The SA Women in Tax and Membership Committees are delighted to invite you, your colleagues and friends to our Networking Breakfast. Our event will bring together Adelaide’s tax professionals in an interactive atmosphere and showcase inspirational and innovative leadership.
Hear a thought-provoking discussion from our panel of leading professionals in the SA Business community:
Marissa Schulze, Managing Director, Rise High Financial SolutionsAlice McCleary, Company and Board Director, Former National President of The Tax InstituteSue Dewing, General Manager/CEO at Sturt Football Club
Autumn Slavin CTA, Women in Tax Committee Chair
Don’t miss this great networking opportunity, we look forward to seeing you on April 20th!
This session will work through a case study that brings together the headline issues to be considered in assessing whether Tax Consolidation will be appropriate for a given client scenario. This will include a review of the tax outcome on undertaking ACA calculations and reviewing the extent to which tax losses transferred into the consolidated group can be used by the consolidated entity.
Sam Howard, CTA, EY
Richard Bowden, CTA, Accru Harris Orchard
About the Facilitator
Sam Howard, CTA is a Partner with Ernst & Young in Adelaide. Sam has over 20 years' experience in tax consulting, providing advice to a range of corporates and SME clients in Adelaide in areas such as transactions, restructuring and tax consolidation as well as general tax advisory services. Sam leads EY Adelaide's Tax Reporting practice which involves providing best practice solutions to large corporates and multi nationals around managing Tax Compliance Reporting.
Adam Douglass, PwCMichelle Doan, PwC
Strong communication skills play a powerful role in improving your manager and client’s view of your capacity to deliver valued, quality professional services. Solid technical skills will always be relevant however your interpersonal communication skills are a critical source of differentiation, satisfaction and thus, trust and retention. Hear from our panel of industry experts on developing your communication skills to reach the best outcomes, including understanding:
Sharon Pitardi, Wallmans Lawyers
Marie Skrodzki, Nexia Edwards Marshall
Tim Sandow, CTA, KPMG
Chair:Sylvia Villios, CTA, University of Adelaide
OutlineThis event will take a look at a range of current issues, concerns and strategies affecting SME clients and professional practices in the Northern Territory. Leading advisors will give you a practical insight into the topics below:
PresentersHow to avoid ending up in business with your ex-partner’s spouse or children: Cheryl Mallett, CTA, Vita Gustafson and AssociatesCheryl is a Partner with Vita Gustafson & Associates. She is an accredited SMSF specialist advisor and is certified under ASIC regulations as an SMSF auditor.She is passionate about her work, with a particular interest in tax law application.Restructuring a small business: Grantley Stevens, CTA, Nexia Edwards Marshall Grantley Stevens, CTA, is the Partner responsible for Nexia Edwards Marshall's Business Consulting and Taxation divisions. He consults to many medium-to-large businesses involved in agriculture, engineering, property, retail and hospitality. He specialises in income tax, FBT, CGT, GST and management consulting, and is also a director of Greyhounds Racing SA and is on the Finance Committee of the Port Adelaide Football Club.Extreme tax structures for property developers: Michael Butler, CTA, FinlaysonsMichael is the Partner in charge of the Finlaysons Tax & Revenue Group. Michael advises domestic and foreign clients on federal, international and state tax matters, and has a special interest in mining and property taxation, corporate restructurings, cross-border investment, trusts, and estate and succession planning. Michael is a past chair of The Tax Institute’s South Australia State Council and a regular contributor to Institute events.FacilitatorSarah McEachern CTA, Nexia Edwards MarshallSarah is a Director in Business Consulting Services with Nexia Edwards Marshall Chartered Accountants. She has over 15 years' experience in the provision of taxation, accounting and business services with her areas of specialty including SMEs, indigenous communities and professional firms.
Peter Macks, Macks AdvisoryPeter of Macks Advisory is a highly experienced adviser, having spent more than 30 years in the business reconstruction industry. In this time, he has been involved in some of the largest and most complex insolvency matters in South Australia and the Northern Territory. He has compiled numerous complex investigative accounting reports, successfully fulfilled many turnaround assignments and led notable formal workouts such as voluntary administrations, liquidations, receiverships and pre-lending reviews on behalf of both banks and borrowers.
Andrew Nicola, CTA, William Buck
Andrew Nicola joined William Buck in 2012 during which time he has provided income tax consulting and compliance services to public companies and large private groups. He recently concluded a secondment in the USA with CPA firm Dixon Hughes Goodman ("DHG"), a member of the global Praxity Alliance of independent accounting firms.
Matthew Simmons, ATI, William Buck
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