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2014 QUEENSLAND ANNUAL STATE CONVENTION

Managing through change

11–12 September 2014 InterContinental Sanctuary Cove Resort, Gold Coast

2 - THE TAX INSTITUTE - 2014 Queensland Annual State Convention

WELCOME2014 Queensland Annual State Convention

Welcome from the Chair – 2014 Queensland Annual State Convention Organising Committee

As Chair of the Queensland State Convention Organising Committee it gives me great pleasure to welcome you to the 2014 Convention.

This year the focus of the Convention is “managing through change”, be it change in the regulatory or compliance environment, in economic conditions or in the way the tax profession is evolving with its consequential impact on each of our practices, coupled with a changing workforce.

The 2014 Convention once again showcases an impressive line-up of local and interstate speakers. The program is comprehensive, covering Div 7A, payroll tax, corporate reconstructions, small business CGT concessions, superannuation and dispute resolution, just to name a few. By popular demand this year’s program also includes a speed update as well as a panel session addressing hot topics concerning trusts.

This year we introduce an inaugural panel session at the conclusion of day one of the convention entitled “The Modern Tax Profession – Embracing a Changing World”. This session offers our delegates the opportunity to hear from experts in the industry addressing some of the biggest issues facing the tax profession as it continues to evolve and change, with a particular focus on equipping you and your practice to steer a course for even greater success in the future.

There could be no convention without the valuable contribution of our illustrious speakers and presenters. We are privileged to have them attend and share their expertise with us.

Finally, a deserving round of applause for the Convention Organising Committee for their time, energy and support in ensuring that the 2014 Queensland Annual State Convention sets a new benchmark for all future conventions.

I look forward to meeting you at the InterContinental Sanctuary Cove Resort in spring.

Sarah Blakelock, CTA McCullough Robertson

Thank you

The Tax Institute gratefully acknowledges the generous assistance of members of the 2014 Queensland Annual State Convention Organising Committee:

Sarah Blakelock, CTA, McCullough Robertson, Chair – Organising CommitteePaul Banister, CTA, Grant ThorntonHayden Bentley, CTA, McCullough RobertsonPeter Godber, CTA, Grant Thornton Stephen Healey, CTA, DeloitteAdele Townsend, CTA, Pitcher Partners

Early bird offer – register on or before Monday 11 August 2014 to save $300!

THE TAX INSTITUTE - 2014 Queensland Annual State Convention - 3

TECHNICAL PROGRAMEvent summary

Day one – Thursday 11 September 2014

Time Session Presenter

9.30am–10.00am Registration Pre-function lobby

10.00am–10.15am Official Welcome Hayden Bentley, CTA,McCullough RobertsonChair – Queensland State Council

Michael Flynn, CTA,President – The Tax Institute

10.15am–11.00am Opening Address: Setting the ScenePractise Development in a Changing Professional Service Trading EnvironmentWhat is your business development plan for managing your practise through a changing environment for professional services?

Regardless of where your practise is in terms of its lifecycle, whether you are just starting out, in the groove or considering how to prepare a succession plan for your practise - Alistair Marshall will present you with ten tangible actions you can implement now to generate greater revenue for your practise and your firm.

Alistair Marshall,Julian Midwinter & Associates

11.00am–12.00pm Session 1: Division 7A – Putting Your Hands in the Till Without Getting Your Fingers BurntThe increasing burden of complying with Div 7A, funding loan repayments and managing complicated unpaid present entitlement (UPE) structures continues to challenge practitioners. Advisers must keep pace with progress in this area given the ATO’s continuing reviews and the ongoing reform agenda.

This session will address:

� The current issues causing problems for practitioners � How are UPE issues being dealt with? � Where is the Board of Taxation review heading? � Where to from here for valuable private companies? � ATO’s view regarding family law property settlements � Other issues currently being reviewed by the ATO

Chris Davis, CTA, McInnes Wilson Lawyers

Commentator:Mark West, CTA, McCullough Robertson

12.00pm–1.00pm Lunch The Cove Cafe

1.00pm–2.00pm Session 2: Small Business CGT Concessions – Getting It RightWhether your client is in or out of the concessions can make a major difference to their overall financial outcome. These provisions are complex – meaning it is important to get it right! Making the most of the concessions requires a focus throughout the life of a business rather than just at the end.

This session will cover:

� The “testing” maximum net asset value test � Getting the turnover test right � The importance of correct implementation � How to get the trust distributions right � The importance of being precise when considering connected entities and affiliates.

Paul Banister, CTA,Grant Thornton

Commentator:

Sarah Blakelock, CTA,McCullough Robertson

2.00pm–3.00pm Session 3: Payroll Tax – The Sleeping GiantThe Queensland Office of State Revenue (OSR) is actively targeting SMEs for multi-million-dollar payroll tax liabilities. It is no longer an issue that can be ignored, given the increased audit activity of the OSR. This is a “must know” topic.

This session will examine:

� When could your client be grouped for payroll tax purposes? � What are the relevant factors for de-grouping according to the recent cases? � When will payments to contractors be subject to payroll tax? � What are the common mistakes in calculating taxable wages?

Philip Magoffin,PPM Tax & Legal Pty Ltd

Scott Pease,PPM Tax & Legal Pty Ltd

Commentator:Adele Townsend, CTA,Pitcher Partners



Day one – Thursday 11 September 2014 (cont.)


3.00pm–3.15pm Afternoon tea MacArthur’s Terrace

3.15pm–5.00pm Session 4: Panel: The Modern Tax Profession – Embracing a Changing WorldHave you noticed that the game is changing? Are you building your business/practice on shifting sands? What strategies are you employing to stay ahead?

Are you embracing a changing world or are you hoping against hope that it all goes back to business as usual? Ever stopped to wonder what path highly successful tax professionals have taken to reach their full potential and what your colleagues are thinking about? What will your practice look like in 10, 20 or even 30 years from now?

Hear from our panel of experts who will provide insights into some of the biggest issues facing the tax profession including the following and more:

� Business succession planning and how to evolve your practice in a changing market � Developing your technical expertise and the expertise of your team. How are you managing diversification, specialisation and building your profile?

� Maximising profitability – embracing changing work practices � Disruption – be that from outsourcing/commoditisation, pricing and communication � Managing teams for peak performance in a changing world – diversity, work/life balance and the changing employee demographic

� What does the modern career path look like – portfolio careers rather than one clear trajectory?

� Developing your career. What are the enablers, what are the inhibitors and how do you avoid the roadblocks?

Dr Catherine See,Gravitas Leadership Group

Stephen Holmes, CTA,WMS Chartered Accountants

Alistair Marshall,Julian Midwinter & Associates

Moderator:Sarah Blakelock, CTA,McCullough Robertson

5.00pm–6.00pm Free time

6.00pm–7.00pm Pre-dinner drinks InterContinental Sanctuary Cove Resort

7.00pm–10.00pm Official dinner InterContinental Sanctuary Cove Resort

Day two – Friday 12 September 2014


7.00am–8.30am Breakfast The Cove Cafe

8.45am–9.45am Session 5: Corporate Reconstructions – A Game of Snakes and LaddersWhile the range of CGT concessions available is generous, stamp duty concessions are far more restrictive. An intimate understanding of the interaction between the two is imperative.

In this session, we will use practical examples to explore:

� The CGT restructuring concessions available and the related (if any) stamp duty concessions � Common restructures that are eligible for a CGT concession but not a stamp duty concession

� Alternative restructuring options to achieve the optimal CGT and stamp duty outcomes.

Troy Morgan, CTA,Deloitte

James Petterson, ATI,Deloitte

Commentator:Hayden Bentley, CTA,McCullough Robertson

9.45am–10.45am Session 6: GST and Property – Avoiding the PitfallsThe property industry continues to be an area of focus for ATO review. To avoid the common pitfalls it is important to understand the current thinking in this area when advising on a transaction. The impact of getting the GST wrong can be substantial.

This session considers the following issues:

� The dichotomy between commercial residential premises and residential premises � Meeting the GST-free sale of a going concern concession � Application of the margin scheme � What to look out for when reviewing property contracts � Recent developments in the multiple occupancy space.

Sam Mohammad,KPMG

Karl Wood, FTI,KPMG

Commentator:Adele Townsend, CTA,Pitcher Partners



Day two – Friday 12 September 2014 (cont.)


10.45am–11.00am Morning tea MacArthur’s Terrace

11.00am–12.00pm Session 7: Superannuation – Keeping the Lid on the Lolly JarRecent court and tribunal decisions are affecting the way your clients use the superannuation system. We will look at the danger areas highlighted in these decisions and how to avoid them. Superannuation is a technical area and your best defence is good planning.

Issues to be covered in this session include:

� The limits for contributions � Cash extraction strategies � How to properly trigger access to superannuation � Effective estate planning for SMSFs.

Chris Wyeth, CTA,ipac

Commentator:


12.00pm–1.00pm Session 8: Effectively Managing Tax Disputes – Managing the Outcome from the BeginningWhen a dispute arises with the ATO or the OSR it is easy to fall into a process of simply reacting to the next step that the ATO or OSR takes. While this may be inevitable in many cases, what strategy should you adopt?

This session will focus on and provide practical responses to issues which may arise within the context of a potential CGT concession dispute and a payroll audit. They include:

� How do I maximise the prospects of success from the outset? � What issues are often missed? � What steps should I take to ensure that I place my client in the best position to reach an early resolution?

� How do I discharge the onus of proof?

Sarah Blakelock, CTA, McCullough Robertson

Commentator:


1.00pm–2.00pm Lunch MacArthur’s Terrace

2.00pm–2.30pm Session 9: Speed UpdateExperienced tax professionals deliver three x 10-minute updates on current topical and important issues in tax.

Ken Schurgott, CTA (Life), Schurgott Noolan Ardagna

Hayden Bentley, CTA,McCullough Robertson

Adele Townsend, CTA, Pitcher Partners

Commentator:Peter Godber, CTA,Grant Thornton



Day two – Friday 12 September 2014 (cont.)

3.00pm–3.15pm Afternoon tea MacArthur’s Terrace

2.30pm–3.00pm Session 10: Tax Reform AgendaSenior Tax Counsel, Robert Jeremenko, will address the reform agenda, including the key issues of law and policy change that are currently affecting the tax landscape. In this session Robert will share his insights on the current political environment including the current heading of the agendas of the ATO, Treasury and Ministers, and what the current thinking will mean for tax practitioners. He will also discuss the consultations and submissions that The Tax Institute’s Tax Policy and Advocacy team has been undertaking on behalf of members.

Robert Jeremenko, CTA,The Tax Institute

Commentator:Peter Godber, CTA,Grant Thornton

3.15pm–4.15pm Session 11: Hot TopicsThis session will discuss trust hot topics, including:

� Streaming – is it really worthwhile? � The disappearing UPE � The latest on trust taxation reform � Reimbursement agreements.

Panel: Michael Flynn, CTA, President – The Tax Institute

Chris Davis, CTA,McInnes Wilson Lawyers

Mark West, CTA,McCullough Robertson

Ken Schurgott, CTA (Life), Schurgott Noolan Ardagna

Commentator:Paul Banister, CTA,Grant Thornton

4.15pm–4.45pm Questions and close


PRESENTER PROFILESAn overview of our experts

Paul Banister, CTA,is a Chartered Accountant and a Part-ner at Grant Thornton, leading their tax division in Brisbane. He has over 25 years experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succes-sion planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is also a contributing author to Thomson Reuter’s Financial Planning Handbook.

Hayden Bentley, CTA, a Partner at McCullough Robert-son, acts for corporate groups, both listed and privately held, and high net worth individuals on a range of structur-ing and taxation issues. Hayden has advised on complex tax audits and disputes with the ATO on issues such as Div 7A and private company loans, tax consolidation and cross-border restructures. Described by Australian Legal Business as having a “cool head in complex matters”, Hayden is also recommended in the 2014 Chambers Asia Pacific Directory. Hayden is currently Chair – 2014 Queens-land State Council.

Sarah Blakelock, CTA, is a Partner at McCullough Rob-ertson. Her practice primarily focuses on the resolution of tax disputes with the Commissioner of Taxation or the State Revenue authorities and other regulatory disputes. In this respect Sarah undertakes tax risk reviews for her clients, advises in respect of tax audits, seeks to resolve tax dis-putes (by alternative dispute resolution, litigation or, where available, arbitration) and advises and manages taxpayers’ responses to a regulator’s use of access and information gathering powers (domestically and globally). Sarah also assists clients to manage voluntary disclosures, the nego-tiation and documentation of settlements with the regulator (including negotiating payment arrangement terms, seeking interest and penalty remission and all aspects of tax debt recovery).

Chris Davis, CTA, a Principal of McInnes Wilson Lawyers’ Revenue, Structuring and Succession Group, has been involved in advising clients on Div 7A and associated mat-ters in a variety of contexts, with a particular focus on the SME market. This has included advisory work, assisting tax agents on pre-audit investigations and preparing and lodg-ing objections against Div 7A reassessments.

Michael Flynn, CTA, a Barrister specialising in taxation, is the National President of The Tax Institute. Michael has appeared before the Federal Court and the High Court in many cases on behalf of both taxpayers and the Com-missioner. Before becoming a Barrister, Michael worked in the tax division of a chartered accounting firm. Michael has been a member of various committees of The Tax Institute for many years, including Victorian State Council (he is a past State Chair) and National Council. He has also presented at many seminars and conferences for The Tax Institute, and lectures in the postgraduate program at Melbourne University.

Peter Godber, CTA, is a consultant to Grant Thornton. He has over 30 years experience in giving professional taxation advice and dealing with change to Australian tax laws. Peter provides advice in many areas of taxation including business taxation, business and investment structuring, international tax planning, prudential tax audits and tax risk management. Peter is immediate past State Chair of The Tax Institute’s Queensland Division and is now a member of the Institute’s National Council.

Stephen Holmes, CTA, is a Partner with WMS Char-tered Accountants on the Gold Coast. Stephen has over 20 years experience advising on tax matters. His areas of speciality include the small business concessions, tax consolidation and the structuring of inbound and outbound investment.

Robert Jeremenko, CTA, is Senior Tax Counsel at The Tax Institute and heads the Tax Policy and Advocacy team, leading the Institute’s advocacy activities. Robert joined The Tax Institute after five years at one of Australia’s largest banks, where he held roles including Head of International Government Affairs. Prior to this, Robert was taxation adviser on the personal staff of the Australian Federal Treas-urer, where he worked on the implementation of a broad range of taxation policy over a four-year period. Robert holds degrees in Law and Science from the Australian Na-tional University and is admitted as a Barrister and Solicitor of the High Court of Australia.

Philip Magoffin is a founding director of PPM Tax & Legal Pty Ltd, a boutique indirect tax firm based in Brisbane. Philip has over 17 years of specialist experience in stamp duties and payroll tax (for all states and territories). He advises clients on mergers and acquisitions, group re-structures, payroll tax audits, exemption applications and exclusion orders. Formerly from the Queensland Office of State Revenue and some of the Big 4 global firms, Philip also specialises in operations taxes, such as customs du-ties, fuel tax and long service leave levies for multinational corporate groups, regional businesses and other profes-sional practices.

Alistair Marshall relocated to Australia, after running a successful consulting business in the UK, to join Julian Midwinter & Associates in 2013 and help professional firms attract new clients and win more new business. As a busi-ness development expert, he has worked with leading law firms, accountants, banks and household-name corporates for more than 20 years. He has authored three books on the subject of sales and marketing, the most recent entitled The Complete Business Development Guide for Profes-sional Firms. Prior to establishing his successful consulting practice, Alistair was a blue-chip, FMCG-trained general manager, who held national posts in sales and marketing departments with in multinational corporations, and was responsible for managing budgets over $100 million.


PRESENTER PROFILESAn overview of our experts

Sam Mohammad is a Senior Manager in KPMG’s Indirect Tax Practice in Brisbane. Sam has over 10 years experi-ence in providing practical GST, payroll tax and stamp duty advice across a broad range of sectors, includ-ing property and development. Sam has been directly involved in major M&A deals and government asset sales (including the provision of tax structuring and optimisation advice), successfully preparing GST private binding ruling requests on complex matters and assisting clients through indirect tax audits and reviews by revenue authorities. During 2010–11, Sam worked for a large consulting firm in London in a managerial VAT role, with a specific focus on financial services and cross-border issues.

Troy Morgan, CTA, is a Partner with Deloitte Private in Brisbane. Troy advises a wide range of clients on various tax and commercial matters including business structuring, restructuring, inbound and outbound investment, tax-effec-tive financing and small business CGT concessions. Prior to joining Deloitte in 2012, Troy undertook a similar role with PwC Private clients for four years and before that worked as a CFO for a funds management and structured property finance group.

Scott Pease is a founding director of PPM Tax & Legal Pty Ltd. Scott has over 10 years of specialist experience in payroll tax, WorkCover and stamp duty (for all states and territories). He specialises in payroll tax audits, prudential reviews, exclusion applications, contractor analysis, group restructures and mergers and acquisitions. Scott spent the first eight years of his career at Big 4 global firms where he gained valuable experience advising on all state taxes. He is a Solicitor of the Supreme Court of Queensland and is actively involved in tax controversy litigation.

James Petterson, ATI, an Account Director at Deloitte Private in Brisbane, advises government and private sector clients in relation to state taxes matters, including stamp duty, payroll tax and land tax matters. James advises on state tax matters across all Australian jurisdictions and has extensive experience in advising clients on stamp duty planning in relation to corporate restructuring and acquisi-tions, advising government on major infrastructure divest-ment projects, and advising clients on transactions across all business sectors. In addition, James is a contributing author to LexisNexis’s Australian Stamp Duties Law.

Ken Schurgott, CTA (Life), is a Tax and Commercial Law Director of Schurgott Noolan Ardagna Lawyers, Sydney. Ken has extensive experience in all aspects of tax (including state taxes and litigation), as well as business structuring, asset protection, succession planning and trust and estate law. He was a member of the Advisory Panel to the Board of Taxation until recently and heavily engages in ongoing consultation in relation to the reform of the taxation of trusts and trust issues generally. Ken is a Past President of The Tax Institute.

Dr Catherine See is the Managing Director at Gravitas Leadership Group, providing strategic advice in relation to business design, organisational strategy and capabil-ity management across public and private environments. Catherine has strong experience working across profes-sional services firms as a consultant and researcher. Recent engagements include strategy, consulting and leadership development engagements for large law firms, health care providers and government agencies, as well as conducting health research projects in Australia and Singapore.

Adele Townsend, CTA, is a Partner at Pitcher Partners. Adele has over 15 years of specialist experience in domes-tic and international corporate tax. Adele gained her skills as a tax practitioner with a combination of 6 years in a “Big 4” international firm’s tax practice and several years as the Australian Tax Manager for The Boeing Corporation.

Mark West, CTA, is a Partner at McCullough Robertson and is qualified both in law and as a Chartered Account-ant. Mark regularly advises clients on trust and company matters, including Div 7A unpaid present entitlement and shareholder loan issues. He advises clients generally on income tax, CGT, GST and payroll tax matters, and has acted in appeals to the AAT and Federal Court.

Karl Wood, FTI, is a Director of KPMG’s Indirect Tax Practice in Sydney and leads the GST offering in real property and infrastructure. Prior to joining KPMG, Karl was Head of Indirect Tax at Stockland, Australia’s larg-est diversified property group where he was involved in providing day-to-day transactional GST advice regarding acquisitions, restructurings and financing in relation to various major property and trust transactions across the Stockland Group. Karl is a member of the Large Business Liaison Group (LBLG), and the current Chair of the Property Council of Australia’s National GST Subcommittee (where he also sits on the Retirement Living Tax Committee), and through this membership has been involved in lobbying on a number of GST issues.

Chris Wyeth, CTA, is a Client Adviser at ipac providing financial and investment advice. His practice focuses on re-tirement planning for senior employees in listed companies, government and the universities as well as exit strategies for SME owners. Chris has extensive practical experience in designing and implementing superannuation strategies and regularly advises both Australians and expats on managing their wealth.


FURTHER INFORMATIONWhat, when and how to

Registration optionsOnline: taxinstitute.com.au/qldconvention

Fax: 07 3225 5222 Mail: The Tax Institute, PO Box 7071

Riverside Centre, Brisbane QLD 4001

Delegate registration inclusions

� participation in the full technical program

� a delegate folder with printed materials including PowerPoint presentations and full papers

� online access to technical papers prior to the convention (when submitted by presenters)

� lunch and refreshment breaks during the convention on both Thursday and Friday

� convention dinner on Thursday night including a three-course meal and beverages.

Please note: The registration fee does not include accommodation, hotel incidentals or transfers.

Early bird registrationAll registrations received and paid for on or prior to Monday 11 August 2014 will be entitled to an early bird discount of $300.

Paperless optionSave a further $70 by electing the paperless option.

By electing to forgo the convention folder and receive a USB memory stick containing the convention materials, you will lower your registration fee by $70 and your ecological footprint at this convention. This option is suitable for delegates wishing to use a laptop or electronic reader during the sessions.

Technical papers and PowerPoint presentations will also be available (when submitted by presenters) for participating delegates to download via The Tax Institute’s eCommunities web pages. An email informing delegates how to access these materials will be sent prior to the start of the convention.

Dress codeBusiness casual attire is suitable for the daytime sessions and for the Thursday night dinner.

Venue and accommodation InterContinental Sanctuary Cove Resort is tucked away in the beautiful surrounds of Sanctuary Cove. The charm of a 1940s Queensland homestead welcomes you to 243 beautifully appointed guest rooms and suites overlooking tranquil gardens, the golf course or water views.

Accommodation has been reserved for convention delegates at a favourable room rate of $245 (single) and $265 (double) per room per night (all prices are inclusive of GST). This rate is inclusive of breakfast in the Cove Cafe and is only available through The Tax Institute. All additional hotel incidentals remain the responsibility of delegates, and individuals will be responsible for payment

of the balance of their account on check-out. While we are confident that sufficient accommodation will be available, it cannot be guaranteed and delegates are advised to book early to secure their first preference. The Institute reserves the right to charge a nominal administration fee for any accommodation booked for the convention.

Wish to extend your stay?The InterContinental Sanctuary Cove Resort has kindly extended its exclusive accommodation rates to The Tax Institute delegates for three days both pre and post the convention’s scheduled dates.

Getting thereAir: Delegates arriving by air should fly into either Brisbane or Gold Coast airport.

Parking: InterContinental Sanctuary Cove Resort has over 250 complimentary outdoor parking spaces for guests. A professional valet parking service is available for $15 per day. The car park, with wheelchair access, is accessible 24 hours a day, and is only 50 metres from the hotel foyer.

Convention dinnerThe convention dinner will be held on Thursday 11 September 2014. The cost of this dinner is included in the registration fee and additional tickets can be purchased for $145 per person. This includes a three-course meal and beverages. Please indicate on the registration form if you wish to attend the dinner and if you require additional tickets.

Group discountsPurchase four full registrations and receive a fifth full registration for FREE. This offer cannot be redeemed in conjunction with any other offer, promotional code or discount. All attendees must be from the same firm and all registration forms must be submitted together.

Delegate listTo assist with networking, a delegate list will be included in the delegate folder. Please contact The Tax Institute’s Queensland office if you do not want your name included on the list.

Confirmation of registrationConfirmation of your registration will be emailed to you upon receipt of your registration fee.

CPD accreditationAttendance at the convention accounts for 13 hours of Continuing Professional Development Accreditation with The Tax Institute.

Alteration and cancellation policyThe Tax Institute reserves the right to alter, amend or cancel all or any of the arrangements contained in the program. It is a condition of acceptance of registration that an administration fee of 20% of the registration fee will be charged for cancellation. No refund will be given for cancellations received within five working days of the convention. A replacement may be nominated. If


FURTHER INFORMATIONWhat, when and how to

the replacement is not a member, the non-member registration fee will apply. CPD hours will be allocated to the designated attendee. Any accommodation nights booked through The Tax Institute will be non-refundable in the event of cancellation.

Become a memberThere is no time like the present to join Australia’s premier tax body and take advantage of the special new affiliate member introductory offer of only an additional $200 on the member registration fee. Member benefits include:

� Taxation in Australia journal

� TaxVine e-newsletter

� TaxLine Research Service – free to members

� CPD event discounts

� Publications and tax product discounts

� Business Alliance Partner discounts.

EnquiriesFor further information about this convention please contact The Tax Institute’s Queensland office on:

Tel: 07 3225 5200

Email: [email protected]

Tax Knowledge eXchangeSubscribe and gain access to Australia’s leading online database containing over 65,000 records including papers, presentations, podcasts and videos through the Tax Knowledge eXchange. Now includes up to 17 structured CPD hours. Visit the website for details.

Join us on LinkedInJoin The Tax Institute group on LinkedIn to network and contribute to the group discussions and tax news.

Follow us on Twitter Follow us @TaxInstituteOz for daily tax news, updates and tweets. Use #nextgentax to share your posts about the convention.

FacebookLike us on Facebook for news, careers information and networking.

eCommunitiesTechnical papers and PowerPoint presentations will be available for all delegates to download via The Tax Institute’s eCommunities web page. An email notifying delegates of how to access eCommunities will be sent to all registrants a week prior to the convention.

Register and purchase onlineSave time. Register online for CPD or purchase dedicated publications, DVDs and more at taxinstitute.com.au.

iCPD – online and interactiveNo matter where you are in Australia or the world, you can access seminars by The Tax Institute. These online and interactive seminars come complete with presenter, chairperson and discussion forum. Visit taxinstitute.com.au/icpd to find out more.

Embrace your digital tax world

Delegate contact details

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2014 Queensland Annual State Convention11–12 September 2014 | InterContinental Sanctuary Cove Resort, Gold Coast 4140911M1/WD

REGISTRATION FORMPlease photocopy the blank form for additional delegates. All prices quoted include GST. ABN 45 008 392 372

PLEASE PRINT IN BLOCK LETTERS.

Register

OnlineSave time, register online at taxinstitute.com.au/qldconvention

MailGPO Box 1694 Sydney, NSW 2001

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Convention dinner

The convention dinner is INCLUDED in the registration fee for delegates attending the convention.

Thursday 11 September, InterContinental Sanctuary Cove Resort

Yes, I WILL be attending the convention dinner OR

No, I WILL NOT be attending the convention dinner

Yes, I require additional tickets for the convention dinner at $145 per person

No. x tickets at $145 each: $ Name(s):

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Registration

Register on or before Monday 11 August 2014 to save $300.

Please see pages 9-10 for registration inclusions.

Early bird registration price Standard registration price (register after 11 August 2014)

Tax Institute member $1,495 Tax Institute member $1,795

New member* $1,695 New member* $1,995

Non-member $1,900 Non-member $2,200

Paperless option (deduct $70 for registration) Paperless option (deduct $70 for registration)

Fee (please see page 10 for further information)

Session number/s: (*Please read and sign below)

*SPECIAL NEW MEMBER OFFER

The new member registration fee includes fees for Affiliate level membership of The Tax Institute so that you can take advantage of the many benefits membership affords. Membership is extended until 30 June 2015. Please read and sign below to take up membership.

I hereby apply for membership of The Tax Institute. I declare I am a person of good fame, integrity and character and agree to be bound by the Constitution of the Tax Institute. For more information on membership visit www.taxinstitute.com.au.

*Signature: Date of issue: June 2014

Promotional code:

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Payment details summary

Registration fee $

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Please note: All registration payments must be made prior to the event, unless other arrangements have been made with The Tax Institute.

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ReplacementsPlease note: Registrations for the event are not interchangeable but replacements are acceptable. Please notify us at least two days prior if you intend on sending a replacement. CPD hours will be allocated to the designated attendee. If the replacement is not a member, the non-member registration fee will apply.

CancellationsThe Tax Institute must receive cancellations in writing five working days prior to the conference. No refund will be given for cancellations received within five working days of the event. A replacement may be nominated. Further details on The Tax Institute’s cancellation policy can be found at taxinstitute.com.au.

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For event enquiries, please contact Vanessa Snelgrove on 07 3225 5200 or email [email protected] registration enquiries, please contact [email protected].

Accommodation

All accommodation bookings are subject to availability and must be paid in full with registration. Accommodation rates are only available through The Tax Institute and are quoted on a per room, per night basis.

As per booking conditions, all accommodation booked is non-refundable. Delegates are responsible for all incidental charges.

No accommodation required – own arrangements (move on to ‘Payment details summary’)

Garden View Room – single $245 (inclusive of 1 breakfast, per night) No. nights required: Total: $

Garden View Room – double $265 (inclusive of 2 breakfasts, per night) No. nights required: Total: $

Arrival date: Departure date:

Occupancy (please circle): Double / Twin / Non-smoking / Smoking (if preference available)

Total number of people in room: Sharing room with:

Accommodation special requirements (eg cot, extra bed etc):

Please note: Additional charges may be incurred for extra guests, extra beds, use of cots etc, which will be charged to the individual room. Accounts are to be settled by delegates on departure. All accommodation booked through The Tax Institute is non-refundable. There are a range of deluxe suites available upon request – please contact us for a personalised quote. (Convention rates are available to delegates for the three days pre and post the convention.)

2014 queensland annual state convention · 2018-04-26 · the tax institute - 2014 queensland...

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