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2019 Barossa Convention

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.

High quality program

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 networking
With 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.

Idyllic destination and local activities

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:

• Proposed extra requirements where a CGT event happens to shares or trust interests
• Classes of shares and whether they cause a problem
• The potential benefit of nominating “controllers” of a discretionary trust
• Determining when a CGT event is in connection with retirement
• The pitfalls and traps commonly associated with shares as a replacement asset.

Presenters

Peter Slegers, CTA. Cowell Clarke
Emily Anderson. Cowell Clarke

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:

• Their major achievements and overcoming challenges
• How to identify opportunities and taking/managing risks
• What they might have done differently
• Other tips and traps

Panellist:

Marissa Schulze, Managing Director, Rise High Financial Solutions
Alice McCleary, Company and Board Director, Former National President of The Tax Institute
Sue Dewing, General Manager/CEO at Sturt Football Club

Facilitator:

Autumn Slavin CTA, Women in Tax Committee Chair

Don’t miss this great networking opportunity, we look forward to seeing you on April 20th!

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:

• Understand all the current key tax developments
• Are best placed to provide your clients with current practical advice and support
• Are positioned to assist your clients for future planning and growth
• Have an extensive and diverse perspective on all current issues
• Have the opportunity to ask questions and get answers that are most relevant to you and your clients.

Presenter:

Adam Douglass, PwC
Michelle Doan, PwC

Outline
This 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:

• Succession planning for professional firms and business owners
• Restructuring a small business
• Property - critical factors to consider when selecting the most tax effective structure at acquisition
• Advising clients in distress
• Trusts - vesting, splitting

Presenters
How to avoid ending up in business with your ex-partner’s spouse or children: Cheryl Mallett, CTA, Vita Gustafson and Associates
Cheryl 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, Finlaysons
Michael 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.

Facilitator
Sarah McEachern CTA, Nexia Edwards Marshall
Sarah 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 Advisory
Peter 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.