Skip to main content
shopping_cart

Your shopping cart is empty

Product Category

All Categories : CPD & Events : Event Registrations - SA

Event Registrations - SA

   
Data pager
Data pager
Records Per Page
PageSizeComboBox
select
 37 items in 4 pages

2018 Barossa Convention | 50th Anniversary

2018 Barossa Convention | 'The Future is Now'

3 - 5 May 2018

The 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.

@[Persons:131029]

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

Price: $1,300.00
Item Code: 5180501

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.

Price: $1,825.00
Item Code: SA_BAROSSA

Optimising Outcomes with Small Business CGT Relief

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

Price: $100.00
Item Code: 5180328

April 2018 SA Tax Briefing

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:

Karen Gregor, CTA, Nexia Edwards Marshall
Stewart Watts, Nexia Edwards Marshall

Price: $99.00
Item Code: 5180410

The Tax Institute Networking Breakfast

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!




Price: $75.00
Item Code: 5180413

April SA Tax Roundtable Session #3 | Tax Consolidation - Practicalities and Potential Pitfalls

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.

Facilitator

Sam Howard, CTA, EY

Chair

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.

Price: $120.00
Item Code: 5180418

April Essential Tax Session #2 | Income v Capital

Interest in property in Australia continues to be strong. Everyone from mum and dad operations to sophisticated investors are looking to increase their wealth through property. As tax practitioners we are called upon to advise on how the profits from property transactions are taxed.
This practical case study based session will:

  • Summarise the income tax law relevant to the property transactions
  • Outline the commercial factors which impact the revenue versus capital distinction
  • Through a case study highlight the issues that tax practitioners generally need to take into account in advising on property transactions.

Facilitators
Michael Johns, FTI, PwC
Toni Harrington, PwC

About the Facilitators:

Michael Johns, FTI is a Director in the Corporate Tax Group of PwC Adelaide. Michael has over 16 years’ experience in providing corporate tax advice across a wide range of public, private and foreign clients. He also assists ASX listed and privately owned companies in managing their tax accounting and tax compliance affairs.

Toni Harrington is a Senior Manager in the Private Clients Group of PwC Adelaide. Toni has over 19 years' experience in providing practical accounting and taxation advice to all manner of small and medium to large privately owned businesses along with wealthy individuals. In addition to having many clients involved in all aspects of property from the small rental property holdings to large businesses involved in property development and commercial/retail property owners, she has a personal interest in property having owned rental properties and undertaken numerous small scale developments.

Price: $80.00
Item Code: 5180419

May 2018 SA Tax Briefing

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

Price: $99.00
Item Code: 5180529

July Essential Business Session #2 | Effective communication strategies and styles to get the best outcome

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:

  • Different communication styles – adapting your style
  • Using communication principles and tools to better understand what my clients and manager needs are
  • Delivering a message or brief to my manager and client in a way that they can understand
  • What are the best communication channels and how to use technology to your advantage?
  • Tips and traps

Panellists:

Sharon Pitardi, Wallmans Lawyers

Marie Skrodzki, Nexia Edwards Marshall

Tim Sandow, CTA, KPMG

Chair:

Sylvia Villios, CTA, University of Adelaide




Price: $50.00
Item Code: 5180627

July Essential Tax Session #3 | Restructuring & Estate Planning

This session will focus on issues in restructuring and transferring a primary production business, with an emphasis on estate planning and transfers between family members. A broad range of tax issues will be considered and addressed, including:

  • SMSFs
  • Capital gains
  • Trusts, including estate planning, ‘difficult’ trust clauses, amending trust deeds and lost trust deeds

Tax issues with companies, including voluntary liquidations, will also be discussed

Presenter

Peter Bosco, Bosco Law
Peter Bosco is the principal of Bosco Law, a firm that specialises in commercial, tax and property law. Peter has advised many rural clients on the commercial and tax aspects of restructuring a primary production business, particularly amongst intergenerational transfers between family members. This includes capital gains, GST and stamp duty. More generally, Peter is well versed in all aspects of federal and state taxes. In addition to advisory work, Peter is experienced in preparing tax objections and has acted in taxation appeals to tribunals and courts. In 2016 he completed a Masters of Tax from UNSW. Peter also assists clients with their commercial law requirements, managing and facilitating a wide range of commercial transactions. He is a member of the Law Society of South Australia and the Tax Institute, as well as a board member of Inclusive Directions Incorporated, a not-for-profit organisation that provides support services for autistic and disabled children.

Chairperson

Leo Efthivoulou, CTA
Leo has over 11 years experience in advising in various industries, including agriculture and food, property and health, to a broad client base. Leo has extensive experience in tax advisory, structuring and restructuring, succession planning, and general commercial legal transactions and advisory. Leo is also a Chartered Accountant, a member of The Tax Institute's Continuing Professional Development Committee and various other subcommittees.

Price: $80.00
Item Code: 5180711

Featured Products

From time to time, products will be listed here based on your areas of interest and past purchases.