vic 6th annual tax forum...2018/08/31 · — foreign resident capital gains withholding regime —...

VIC 6th Annual Tax Forum11–12 October 2018 | Crown Conference Centre, Melbourne

12.25 CPD hours

Welcome to Victoria’s pre-eminent tax conference, the Victorian 6th Annual Tax Forum.

This forum has quickly become the key event in the Victorian tax calendar. Rolling on from the success of previous years, we have again put together a program comprising a diverse range of topics essential to today’s tax practitioners presented by speakers representing all facets of the profession.

Over the last 12 months, we have continued to see an unprecedented shift in the global tax landscape, emphasised by US tax reforms. Closer to home, we have seen the government announce long-term corporate and personal income tax cuts.

This forum will provide attendees with key knowledge and insights that will leave them better placed to tackle the complex issues they face in today’s tax practice. In addition to the four plenary sessions, the program is structured to provide attendees with flexibility and choice throughout its corporate, SME and hot topic streams.

Among other highlights, sessions cover:

— SME core areas – Div 7A and small business CGT concessions

— Disputes – the future of tax litigation, ATO access powers and fraud and evasion

— International developments – diverted profits tax, tax treaties and the new anti-hybrid rules

— Perennial favourites such as the M&A update, case update and ATO areas of interest.

I would like to take this opportunity to thank the organising committee for their hard work throughout the year. The quality of the program is testament to the time and effort put in by those listed below. Thank you also to The Tax Institute staff who have made this event possible.

We look forward to seeing you at the Tax Forum, and make sure you take advantage of the early bird registration discount!

Early bird offer Register before Friday 31 August 2018 to save!

Thank you

The Tax Institute gratefully acknowledges the generous assistance of the VIC 6th Annual Tax Forum Organising Committee:

Chris Neil, FTI, Greenwoods & Herbert Smith Freehills (Chair, VIC 6th Annual Tax Forum Organising Committee)

James Alsop, FTI, Deloitte Legal

Edward Consett, ATI, EY

Keith Kendall, CTA, Rigby Cooke Lawyers

Chaya Lal, FTI, PKF Melbourne

Adrian Lovell, FTI, Transurban

Matthew Meng, Victorian Bar

Terry Stramotas, CTA, DFK Benjamin King Money

Yina Tang, CTA, Pitcher Partners

Sam Ure, FTI, Victorian Bar

Adrian Zuccarini, Australian Taxation Office

Proudly supported by:

Welcome

Chris Neil, FTI Chair, VIC 6th Annual Tax Forum Organising Committee

2 THE TAX INSTITUTE 2018 VIC 6th Annual Tax Forum

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Day 1 – Thursday, 11 October 2018Time Session

8.15–8.50am Registration

8.50–9.00am Welcome and Opening AddressSpeaker: Tracey Rens, CTA, President, The Tax Institute

9.00–9.50am Session 1: Keynote AddressSpeaker: The Hon Stuart Robert MP, Assistant Treasurer

As the Assistant Treasurer, the Hon Stuart Robert MP, is centrally involved with the government’s tax policy. The global tax landscape has changed significantly over the last decade, presenting numerous challenges for the government in reforming and modernising Australia’s tax system. The Assistant Treasurer will cover some of the most topical issues the government is currently facing in this area.

Time Corporate stream Private stream Hot topics stream

9.55–10.50am Session 2A: What’s Happening in M&A?Speaker: Enzo Coia, CTA, Deloitte

This session will consider recent transactions and the themes associated with:

— Structuring, funding and financing acquisitions — Dealing with sale proceeds — Closing mechanisms: completion accounts or a locked box — ATO activity.

Session 2B: M&A Updates for SMEsSpeaker: Greg Judd, Arnold Bloch Leibler

This practical presentation will highlight current tax issues affecting the M&A space for SME organisations and private business owners, and will include insights into the latest issues, opportunities and key areas attracting the ATO’s attention.

Session 2C: Legislative Reforms in the Property SectorSpeakers: James Christodoulakis, Madgwicks; Robyn Jacobson, CTA, TaxBanter Pty Ltd

You do not necessarily need to be in the business of property investment and development to know that there have been a number of significant policy changes that affect the industry. This session will look at the legislative and procedural changes and how these impact on everyday property transactions, including:

— Vacancy taxes and the absentee owner surcharge — Stamp duty – concessions for first home buyers and surcharge for foreign residents

— Foreign resident capital gains withholding regime — New GST property withholding regime — Main residence exemption changes for non-residents — New rules for travel expenses and depreciation on residential rental properties.

3THE TAX INSTITUTE 2018 VIC 6th Annual Tax Forum

Day 1 – Thursday, 11 October 2018 continued


10.50–11.15am Morning tea

11.15–12.10pm Session 3A: Updates for CorporatesSpeakers: Daniel Diaz, FTI, Victorian Bar; Daniel McInerney, CTA, Victorian Bar

This session will provide an overview of the major tax developments of the last year affecting corporate taxpayers. The session includes a review of:

— The significant court and tribunal decisions and their implications for corporate taxpayers

— ATO guidance and rulings that are of particular significance to corporate taxpayers.

Session 3B: Case Updates for SMEsSpeakers: Mia Clarebrough, Victorian Bar; Angela Lee, ATI, Victorian Bar

This session will discuss and explore the implications of selected recent court and tribunal decisions on issues that are of particular relevance to private groups, e.g. SMSFs, trusts, tax implications arising in the family law context, residency, the Commissioner’s powers to access information and fraud or evasion.

Session 3C: Tax Treaties – How to Read ThemSpeaker: David W Marks QC, CTA, Queensland Bar

Tax treaties use generic language. Clauses come from widely used precedents. How do we bridge the gap, from international, generic language, into concrete local laws?

Working through actual, recent cases from our region, we look at how Asia-Pacific courts are solving Treaty problems.

— Treaties use generic language? Is that relevant, after Lamesa?

— How useful is comparison of different DTAs, or with the OECD model?

— Impact of the Vienna Convention. — Do we start by looking at the OECD commentary? — What version of the OECD commentary can you use? — Worked examples, using actual cases about international information requests. This will look at developments in NZ, the Pacific, Singapore, and further afield.

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12.15–1.10pm Session 4A: What’s on the ATO’s Radar for Corporates? Speakers: Shahzeb Panhwar, Australian Taxation Office; Joseph Phan, CTA, Australian Taxation Office

This session will focus on the latest developments in respect of the ATO’s compliance strategy and tax administration of corporates, including discussion on:

— Justified Trust – an update on the ATO’s current and future assurance program

— The ATO’s new differentiation model for risk assessment of, and engagement with, taxpayers in the large market

— Update on the latest ATO guidance and tax legislation affecting corporates.

Session 4B: Private Business: What’s Attracting the Commissioner’s Attention?Speaker: Anna Longley, Australian Taxation Office

This session will focus on current technical issues impacting private business that are attracting the Commissioner’s attention. It will be a practical session, highlighting insights from recent ATO experience.

Session 4C: Tax Issues with CryptocurrenciesSpeaker: Gareth Redenbach, CTA, Victorian Bar

The session examines the treatment of cryptocurrencies from an income tax perspective, as well as a legal perspective, and considers the tax impacts that may flow from dealing in cryptocurrencies.

The session will identify issues that may arise for taxpayers who:

— Have made large gains (both realised and unrealised) — Trade from one cryptocurrency to another — Receive cryptocurrency as payment, and

the treatment of losses made on cryptocurrency assets.

1.10–2.10pm Lunch

2.10–3.05pm Session 5A: Transfer Pricing vs The Diverted Profits Tax – Too Much Overlap To Be Safe!Speaker: Damian Preshaw, CTA, Damian Preshaw Consulting Pty Ltd

The introduction of the diverted profits tax (DPT) was considered unnecessary by many, particularly given the recent introduction of comprehensive new transfer pricing rules, which remain untested by the courts.

Where a matter is subject to the transfer pricing rules in Subdiv 815-B, there is considerable uncertainty about when the ATO may choose to take the DPT path rather than continuing along the transfer pricing path.

This session will:

— Explore the significant overlap between the DPT and the transfer pricing rules in Subdiv 815-B

— Examine the interpretative and practical guidance issued by the ATO in relation to the DPT

— Consider the principal purpose test and the sufficient economic substance test broadly and in light of the high-risk and low-risk scenarios presented in PCG 2018/D2

— Outline the steps that significant global entities might consider taking to mitigate the risk of the ATO choosing to take the DPT path.

Session 5B: Ferraris, Mansions and Golf Courses – The Small Business CGT Concessions for the Not-So-Small Business OwnerSpeaker: John Storey, ATI, Velocity Legal

This session will use case studies to illustrate the current operation of the small business CGT concessions as well as the recent proposed amendments.

The case studies will cover:

— The impact of the recent integrity measures which propose to amend the law with effect from 8 February 2018

— Whether any opportunities or loopholes remain within the rules

— The application of the concessions to unusual or novel situations.

Session 5C: Black Economy and ATO MeasuresSpeaker: Peter Holt, Australian Taxation Office

The Black Economy package announced in this year’s Federal Budget outlined 10 new measures to be implemented over the next four years. Assistant Commissioner Peter Holt will discuss the highly targeted approaches and strategies the ATO is taking to change the behaviour taxpayers who engage in the Black Economy.

The measures include direct action by the ATO, activities led by Treasury and proposals for further consultation and cross-agency involvement. The session will include a summary of the key measures, with useful insights into what the reforms mean for you and your clients.



3.05–3.35pm Afternoon tea


3.35–4.30pm Session 6A: RCF IV: Limited Partnerships, Unlimited Implications?Chair: Andrew Broadfoot, QC, Victorian Bar

Speakers: Gareth Redenbach, CTA, Victorian Bar; James Strong, Victorian Bar

The session examines the first instance decision in Resource Capital Fund IV LP v Commissioner of Taxation [2018] FCA 41 (RCF IV). The panel will consider the impact of this decision on the application of Div 5A of Part III of the ITAA 1936 to limited partnerships and their partners, and the implications of that for treaty interpretation and Div 855 of the ITAA 1997 (subject to the outcome of the appeal currently on foot before the Full Federal Court).

Session 6B: Superannuation and Estate PlanningSpeaker: Daniel Butler, CTA, DBA Lawyers

This session will cover the latest superannuation and estate planning strategies, and tips and traps given the dust from the significant mid-2017 Superannuation Reforms has now settled. Advisers need to be on top of this area where most members have pre-July 2017 strategies and documents in place that are no longer appropriate and could cause substantial extra tax and lost opportunities.

The areas to be covered include:

— The latest superannuation strategies in relation to estate planning

— Reversionary pensions and optimising transfer balance caps

— Important succession steps for every fund member: – Best practice succession for SMSFs – What the latest case law on binding death benefit

nominations highlight.

Session 6C: ATO Dispute Resolution for Private GroupsSpeakers: Arthur Athanasiou, CTA (Life), Thomson Geer; Jason Heng, Australian Taxation Office

There has been a focus by the ATO on implementing strategies to resolve tax disputes as early and as efficiently as possible. This session will cover the ATO’s Review and Dispute Resolution group’s approach to resolving tax disputes in the Private Groups and High Wealth Individuals market. In particular, the session will provide insights into recent trends in dispute resolution and litigation.

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Time Session

4.35–5.30pm Session 7: The Next Federal Election – The Tax BattlegroundSpeaker: Prof. Bob Deutsch, CTA, The Tax Institute

The next Federal Election is shaping up to be a tax battleground. In this session, Professor Bob Deutsch will explain and examine the Australian Labor Party’s reform agenda, including a review of the arguments regarding:

— Negative gearing — CGT discount — Corporate tax cuts — Personal tax cuts — Discretionary trust distributions taxed at a minimum rate of 30% — Denial of refunds of excess franking credits.

Any other tax measures announced before the Tax Forum will also be considered in the session.

5.30–7.30pm Networking drinks – Tonic Bar, Crown Promenade.

Networking Drinks – Thursday, 11 October 2018 Tonic Bar, Crown PromenadeJoin your colleagues and conference speakers for an evening of drinks, canapes and networking.

Time: 5.30–7.30pmPrice: Included for full registration delegates. Additional tickets are $50 per person.Dress: Business Casual


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Day 2 – Friday, 12 October 2018Time Session

8.00–8.40am Registration

8.40–8.55am Session 8: The Tax Institute Tax Policy UpdateSpeaker: Prof. Bob Deutsch, CTA, The Tax Institute

In this session, delegates will hear first-hand from the Senior Tax Counsel the latest update on The Tax Institute’s activities in the development of tax policy, legislation and its interpretation. This is a prime opportunity to learn about the latest developments in the key areas of tax law affecting you and your clients, and better understand the advocacy role that The Tax Institute has in shaping and improving tax policy.

9.00–9.55am Session 9: The Future of Tax Litigation in the Federal Court of Australia in the 21st CenturySpeaker: The Hon. Justice Steward, FTI, Judge, Federal Court of Australia

His Honour will address a series of themes concerning future tax litigation, including:

— The application of ss. 37M and 37N of the Federal Court of Australia Act 1976 (Cth) to tax disputes — The early identification of the issues in dispute — The narrowing of issues — The use of preliminary questions of law — The power of the court to order declarations in tax disputes — Expert Evidence — The role of the Court in clarifying tax law.

9.55–10.25am Morning tea


10.25–11.20am Session 10A: Anti-Hybrids: The Current State of PlaySpeakers: Andrew Hirst, CTA, Greenwoods & Herbert Smith Freehills; Ryan Leslie, ATI, Greenwoods & Herbert Smith Freehills

Australia’s proposed response to the OECD’s BEPS Action Item 2 includes more than 90 pages of draft anti-hybrid legislation that is currently before Parliament. The proposed rules are complex and broad in their application, and will result in changes to the Australian tax treatment of many instruments and arrangements. This session will consider some practical examples of how the rules will affect a range of instruments and structures.

Session 10B: Trusts: What We Need to Know From the Non-Tax CasesSpeaker: Paul Hockridge, CTA, Mutual Trust

It is often the case that non-tax considerations shape our structuring and decision-making when it comes to the use of trusts. This session will consider a number of cases and principles dealing with:

Session 10C: Fraud or Evasion?Speakers: Melanie Baker, CTA, Victorian Bar; Trevor Jones, CTA, Australian Taxation Office

The Commissioner has extensive powers to amend assessments at any time where there is fraud or evasion.

This session will consider what this means at law, and when and how the Commissioner should apply his powers.

— Family law — Asset protection — Alienation — Trustee’s powers — Appointor’s powers — Trust splitting

— Trust vesting — Improving deeds and constitutions

— Dealing with and protecting the family.


Day 2 – Friday, 12 October 2018 continued


11.25–12.20pm Session 11A: Technology and Justified TrustSpeakers: Philip Beswick, KPMG; Michael Morton, Australian Taxation Office Expectations of tax functions are rapidly changing, both in terms of their ability to demonstrate better tax governance and risk management, and also to deliver better value to the broader business. This session will explore the ATO’s method of reviewing taxpayers through the Justified Trust program and consider opportunities for organisations to address evolving regulator expectations through the transformation of their tax function, particularly in relation to compliance.

Specifically, the session will:

— Consider the impact of digitising tax with respect to the use of data matching and the use of data by the ATO to target audit activity

— Explain the transformation required to deliver on the requirements of the ATO’s Justified Trust program

— Examine how transformation can elevate the tax function to a strategic adviser to the organisation

— Provide some practical examples of how the ATO is reviewing taxpayers through the Justified Trust program and how taxpayers can transform their tax functions to improve their tax governance.

Session 11B: ATO Update on Professional Firms Speakers: Megan Bishop, EY; Simon Webster, Australian Taxation Office

On 14 December 2017, the ATO suspended its ‘Assessing the risk: allocation of profits within professional firms’ and ‘Everett assignment’ online guidance material, which explained when the ATO would apply compliance resources to consider the application of Part IVA to an income-splitting arrangement.

This session will provide an update on the development of ATO guidance material for professional firms.

Session 11C: Single Touch PayrollSpeaker: John Shepherd, Australian Taxation Office

Single Touch Payroll (STP) reporting started on 1 July 2018 for employers with 20 or more employees. Employers are required to report payroll information, including details of salaries and wages, PAYGW and superannuation guarantee contributions to the ATO directly from their digital payroll solution when they pay their employees. These rules are proposed to be extended to small employers from 1 July 2019.

Assistant Commissioner and STP Program Lead, John Shepherd, will discuss what these changes mean for employers, including the implications for small and closely held employers, and provide an update on what’s coming up next for STP.


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Time Stream

12.20–1.10pm Lunch

1.10–2.05pm Session 12: A Turbulent Year: US Tax Reform and the Digital EconomySpeaker: Richard Vann, CTA, University of Sydney

US tax reform measures started from 1 January 2018, resulting in significant changes to the US tax system and therefore to the global tax system. Along with the headline tax cut, a number of other measures were included, such as measures designed to encourage US companies to repatriate funds, taxing foreign related-party payments through an ‘anti-abuse’ tax and limitations on interest deductions.

Alongside the US tax reform, the global tax system is struggling to deal with how tax interacts with the digital economy, with various countries looking to impose taxes on digital supplies provided to their residents. Due to be delivered in 2020, the G20/OECD final report will seek to resolve three different views currently held by countries. If changes proceed, they will significantly affect the permanent establishment threshold and transfer pricing rules. How will the global tax landscape look once the dust settles?


2.10–3.05pm Session 13A: Managing Tax Risk Through Governance: ATO and Corporate ExperiencesFacilitator: Aileen O’Carroll, Pitcher Partners

Panelists: Steven Cerni, Aurecon; Christine Cornish, Pitcher Partners; Jade Isaacs, Australian Taxation Office; Judy Morris, Australian Taxation Office

The ATO has embraced the accepted global view that tax risk management should be a part of good corporate governance. The release of the ATO’s Tax Risk Management and Governance Review Guide and other guidance, along with its review and engagement approaches, necessitates taxpayers adopting good tax governance practices. This session will provide insights from the ATO on their approach to tax risk governance as well as an understanding of the role tax governance plays in ATO reviews including streamlined assurance reviews. In addition, the session will provide a practical insight into the corporate experience in implementing tax governance frameworks in an environment of greater information and data demands from revenue authorities, increased board interaction, enhanced use of technology and shrinking resources.

Session 13B: Division 7ASpeaker: Ron Jorgenson, CTA, Thomson Geer Lawyers

The proposed amendments to Div 7A, announced as part of the 2016–17 Federal Budget, which will fundamentally change the management of Div 7A loans and unpaid present entitlements (UPEs), have been deferred until 1 July 2019, permitting practitioners time to prepare.

The ATO’s recent views on specific anti-avoidance rules such as s. 109T and anti-overlap rules such as ss. 109ZC and 109ZCA and otherwise commercial transactions have created uncertainty regarding Div 7A management practices and structuring. Following the Board of Taxation’s recommendations in 2014, there is also uncertainty regarding the future treatment of quarantined loans and UPEs beyond 1 July 2019.

This session will use practical examples to discuss the effective management of Div 7A loans and UPEs in preparation for the proposed amendments.

Session 13C: State Taxes Update – Subtle but Important ChangesSpeakers: Michelle Bennett, CTA, KPMG; Jacqueline Wood, CTA, KPMG

There have been some subtle but important changes in state taxes in the last year. This session will provide an update and delve into these changes, including:

— Implications of amendments to the Victorian Duties Act 2000 for partnerships in response to the Danvest case

— Implications of amendments to the Victorian Land Tax Act 2005 for absentee trusts

— Foreign purchaser/absentee owner: expansion in Victoria and across Australia.

3.05–3.35pm Afternoon tea




3.35–4.30pm Session 14A: The Uncertainty Principle – Infrastructure InvestmentSpeakers: Ben Furner, AustralianSuper; Craig Saunders, ATI, Deloitte

There are several challenges for infrastructure investment in Australia. One of those is the pace of change of tax reform.

In a profession that has traditionally valued long-term certainty, the last 24 months has seen a period of major change in the tax law and its administration by the ATO.

The session will discuss the key developments in tax law affecting infrastructure investment and how these changes deliver on the promise that they are necessary to ensure infrastructure investors pay their ‘fair share’ of tax. The aspects of the law and its administration that will be covered include:

— The ‘staples changes’ — The new criteria for tax exemptions for foreign pension funds and sovereigns

— The ATO’s views on veto powers and negative control for Div 6C and managed investment trust purposes

— The residual application of Taxpayer Alert 2017/1 and the (draft) Privatisation and Infrastructure Framework.

Session 14B: Cutting the Company Tax Rate – Eligibility and Related ConsiderationsSpeakers: Julian Cheng, ATI, Pitcher Partners; Matthew Hall, Pitcher Partners

In light of the recent proposed amendments to the tax law to give effect to the Government’s 10-year Enterprise Tax Plan, this essential session will:

— Cover which companies are eligible for the lower corporate tax rate

— Explain the meaning of Base rate entity passive income — Use practical case studies to illustrate the eligibility requirements, the implications of the reduced rate for franking dividends, and related tax planning considerations.

Session 14C: Fishing for Information – Being Prepared When the Commissioner Brings Their NetSpeaker: Kaitilin Lowdon, ATI, Arnold Bloch Leibler

When the Commissioner goes fishing, there is no catch limit or minimum size. They do not need bait and they do not need to clean up afterwards. This session will provide an overview of the Commissioner’s information-gathering and access powers under the Tax Acts.

In addition to setting out the limitations on the Commissioner’s powers, it will also provide a practical guide for taxpayers and their advisers on how to respond to a notice, how to prepare for an interview and how to manage an access visit.

The Victorian Tax Forum is the flagship event in The Tax Institute’s high quality line up of events in Victoria. The concentration of so many cutting edge presentations makes this the one event every tax practitioner should attend.”Keith Kendall, CTA, Rigby Cooke Lawyers

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Arthur Athanasiou, CTA (Life), Partner, Thomson Geer, practises mainly in the area of taxation advisory, with an emphasis on dispute resolution, particularly in the SME sector, with both the ATO and the SRO. Arthur has many years experience in complex tax litigation and tax audit negotiations and settlements. He also has broad experience in the taxation of trusts and SME entities, with an emphasis on Div 7A and high wealth individuals and family groups. Arthur has qualified as a Chartered Accountant and also held senior taxation and management positions in the transport and motor vehicle industries. Arthur is a former President of The Tax Institute, has chaired the Law Institute’s Tax Law Advisory Committee for a decade and now serves on the Industry Advisory Board of the IPA-Deakin University SME Research Centre. Arthur is an Accredited Tax Law Specialist and a widely published writer on taxation issues. He regularly appears in the mainstream media and presents at tax seminars and discussion groups.

Melanie Baker, CTA, is a barrister who specialises in tax. Before joining the Victorian Bar, Melanie was a Senior Associate in the Tax group of Allens Arthur Robinson. Before joining Allens in 2002, Melanie worked at the ATO in Canberra for two years. As a barrister, Melanie regularly advises, and appears on behalf of, taxpayers and the Commissioner of Taxation.

Michelle Bennett, CTA, is an Indirect Tax and Law partner at KPMG. Michelle has 20 years of experience in both legal and accounting firms, developing extensive expertise in relation to the application of state taxes and GST across all commercial transactions. In her current role within KPMG’s Deal Advisory team, Michelle’s goal is to ensure that the indirect taxes, which impact all stages of a transaction, are managed seamlessly. Michelle advises on a wide array of investments for her clients, including on and off-market takeovers, asset acquisitions, privatisations, IPOs and public-private partnerships.

Philip Beswick has over 20 years of experience in advising groups on the management and transformation of tax, including tax governance, global compliance and tax technology. He advises clients across industry sectors on assessing, improving and testing governance measures in the context of the ATO Justified Trust framework. While based in Zurich and Paris, Phil established and optimised global tax compliance, tax strategy and tax transformation programmes for various European groups. He has advised on and tested tax governance measures of major sovereign wealth funds, banks and airlines in the Middle East and has substantial experience in the use of tax automation and data and analytics technologies in Australia. Phil has also served as an interim head of tax for a global real estate platform based in Zurich.

Megan Bishop is a Senior Manager in EY’s Melbourne Tax Controversy practice. She has assisted clients in both the public and private sector in their interactions with the revenue authorities and managing the dispute resolution process. Megan’s experience includes acting for clients in various VCAT, AAT, Federal Court and High Court cases across a broad spectrum of tax issues, including state taxes, employment taxes and income tax.

Andrew Broadfoot, QC, of the Victorian Bar, has been a barrister since 2002 and took silk in 2016. He is very experienced in trials, arbitrations and appeals in taxation and commercial law. He also has a broad- ranging advice and alternative dispute resolution practice, including having appeared on many occasions in early neutral evaluations and before the ATO’s GAAR Panel in substantial revenue-related disputes. In tax disputes, he has appeared in trials and appeals concerning issues that include taxation of trusts, capital gains tax, income tax, Part IVA, petroleum rent resource tax, GST, capital allowances, stamp duty and the research and development tax incentive. His commercial practice has encompassed matters including directors’ duties, corporate insolvency, oppression claims, and disputes, including arbitrations concerning contracts, tax indemnities, health and safety issues, disputes between joint venturers, engineering and construction disputes, bank guarantees and disputes about royalties. As trial counsel, he has cross-examined expert witnesses on subjects such as valuation, accounting,

science, engineering, economics, building and construction, medicine and health and safety.

Daniel Butler, CTA, of DBA Lawyers, is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals, including contributing a monthly article on SMSFs to the Taxation in Australia journal and other media. Dan is a member of the ATO’s Superannuation Industry Relationship Network (SIRN), the Chair of The Tax Institute’s National Superannuation Committee, a member of the Law Institute of Victoria’s Tax Committee, and is involved with a number of other tax and SMSF committees and discussion groups. Daniel presents on the subject “Taxation of Superannuation” at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor.

Steven Cerni, Group Head of Tax, Aurecon, spent the first 15 years of his professional career as an adviser, firstly in the Big 4 and then as Tax Partner at William Buck. He has over 10 years experience as Group Head of Tax for multinational companies. Through these roles, Steven has developed significant expertise in managing tax risks for multinational and SME businesses, including development of governance frameworks and reporting procedures. Steven will share his practical insights and experience in managing the tax compliance

Presenter profiles


function, major transactions and restructures in the current environment, and focus on tax policy, governance and transparency reporting requirements, with the imposing presence of pending assurance reviews.

Julian Cheng, ATI, is a partner in Pitcher Partner’s tax practice. He has over 20 years experience advising multinationals and investment funds on Australian and international tax issues with a focus on mergers and acquisitions, divestments, financing and corporate reorganisations.

James Christodoulakis, is a partner in the property and development group at Madgwicks. James is an experienced property lawyer and advises on matters ranging from property acquisitions and due diligence, property development and structuring, large-scale project work and leasing. For more than 12 years, James has represented a diverse range of clients, which have included high net worth private individuals and family businesses to some of the largest corporations in the country. James has also acted for a number of government and statutory authorities, including Melbourne City Council and the ATO, and has acted for one of the world’s largest restaurant chains on a diverse range of property matters, including purchasing, development and leasing of property. James’ work requires an extensive knowledge of property taxes and he is regularly called upon to advise clients on how their business or project will be impacted by the state and

federal tax regimes. Additionally, James has advised financiers of various levels when financing and taking security over development sites, and as a result is well equipped to flag potential issues for his developer clients at an early stage in the development life cycle.

Mia Clarebrough is a barrister practising predominantly in taxation law, administrative law, equity and trusts. Before coming to the Bar, Mia was a Senior Associate at Norton Rose Fulbright where she advised clients on a broad range of income tax, GST and stamp duty issues. Before admission to practice as a solicitor, Mia worked in the corporate and international tax team in Deloitte. Mia acts for both taxpayers and for the Commissioner in state and federal matters including in appeals. She is experienced in providing advice and assisting with tax investigations, rulings and objections, through to tax litigation and alternative dispute resolution.

Enzo Coia, CTA, is a Tax Partner at Deloitte with more than 18 years experience providing advice on Australian and international taxation matters. Enzo specialises in mergers and acquisitions, financing, capital management and dealing with revenue authorities. He is expertly placed to understand clients’ needs having spent several years in a senior tax leadership position at a multinational oil and gas company.

Christine Cornish is a Director in the Tax Consulting division of Pitcher Partners Melbourne. Christine has over 13 years experience as a transfer pricing adviser and as an in-house specialist at NAB and ANZ. Christine’s started her career as a transfer pricing specialist and expanded to include tax governance during her role at NAB. Christine has significant experience in tax governance reviews, gap analysis and tax control framework implementation. She has engaged with the ATO in the governance and transfer pricing aspects of justified trust reviews and streamlined assurance reviews. Christine has detailed knowledge of the ATO’s expectations in the area of transfer pricing and tax governance as well as how to assist clients in uplifting their governance frameworks to meet those expectations.

Professor Robert (Bob) Deutsch, CTA, is Senior Tax Counsel at The Tax Institute. Bob was previously Deputy President of the Administrative Appeals Tribunal (AAT), and for over 20 years he was a Professor in Taxation Law with the University of New South Wales. Bob specialises in taxation matters, with a special emphasis on international tax, and his time with the AAT has required extensive involvement in corporate law, social security and immigration matters. He also has experience as a solicitor with a major national law firm, as an independent barrister, and as a director with a major accounting

firm. He has written widely in his fields of specialisation as well as in the area of financial statements, and is an ongoing contributor to the highly successful Thomson Reuters Australian Tax Handbook. He is also a regular conference presenter for a number of organisations, including The Tax Institute and the University of New South Wales. Bob has deep expertise in both tax practice and tax education, developed over many years at the highest levels.

Daniel Diaz, FTI, is a barrister at the Victorian Bar practising in taxation law. He acts for taxpayers, including public companies, private companies and individuals, and the Commissioner in matters concerning income tax, GST and state taxation laws. Prior to being called to the Bar, he was a solicitor at Arnold Bloch Leibler and Allens Arthur Robinson (now Allens).

Ben Furner is a Senior Commercial Analyst in AustralianSuper’s Transaction Tax team. AustralianSuper is Australia’s largest superannuation fund with over $140 billion of funds under management. The Transaction Tax team manages the investment tax structuring and tax due diligence process at acquisition and at disposal across all of AustralianSuper’s asset classes, including infrastructure, property, private equity and fixed income. Prior to joining AustralianSuper, Ben spent six years at Deloitte in their International Tax and Financial Services Tax teams.


Matthew Hall is a senior manager in Pitcher Partner’s tax practice and has over nine years experience in advising a range of clients, including listed companies, large corporates, high net worth individuals and family groups.

Jason Heng is an Assistant Commissioner in the ATO’s Review & Dispute Resolution area, where he has responsibility for leading the resolution of tax disputes in the Private Groups and High Wealth Individuals market. Prior to joining the ATO, Jason worked in private practice with a focus on taxation in the financial services industry.

Andrew Hirst, CTA, of Greenwoods & Herbert Smith Freehills, advises on a wide range of corporate and banking-related tax issues with a particular focus on financial and international transactions. Andrew has been actively involved in the development of the anti-hybrid rules.

Paul Hockridge, CTA, is Head of Tax Advisory at Mutual Trust, Australia’s leading multi-family office. He has worked for the ATO, a large law firm, has been a partner in medium and Big 4 chartered accounting firms and has over 30 years experience in tax, asset protection, estate and succession planning. Paul’s niches include litigation support, property development and FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses, as well as providing support for a number of accounting and law firms. Paul maintains a practising certificate

as a legal practitioner in Victoria, is a fellow of both CPA Australia and Chartered Accountants Australia and New Zealand, and is a Senior Fellow and teaches in the Masters program in the Law School at the University of Melbourne. He sits on The Tax Institute’s Victorian Technical Committee and the FBT and Employment Taxes Committee. Paul also contributes to The Tax Institute’s book Estate and Business Succession Planning. Paul is well known as a regular presenter at local, state and national conferences held by The Tax Institute.

Peter Holt, Assistant Commissioner, Small Business at the ATO, has more than 30 years experience in the public service and more than 10 years in senior management positions. He joined the ATO in 1999 with the implementation of the tax reform. Prior to joining the ATO, Peter held audit, policy and law positions in the Customs Department in Canberra and Melbourne. Peter has worked in a variety of roles, including policy development, law design, risk, governance, audit and assurance across GST, superannuation and income tax. He has recently taken over responsibility for the governance and oversight of the black economy measures in the ATO.

Jade Isaacs is an Assistant Commissioner with the ATO. Her current focus is on client engagement within the Private Groups and High Wealth Individuals market, which involves working with private group clients to address tax risks and encourage early engagement. She also has carriage of the

Tax Avoidance Taskforce – Trusts teams, who focus on egregious use of trusts. Jade joined the ATO in 2000, and has experience in private group structures, dispute resolution, international tax (as a former member of the Treasury Base Erosion and Profit Shifting (BEPS) Advisory Group and ATO BEPS Taskforce), interpretative advice and GST.

Robyn Jacobson, CTA, Senior Tax Trainer at TaxBanter Pty Ltd, is well known in tax training circles, having been a professional tax trainer for 21 years and a regular conference presenter. With more than 25 years in the profession, Robyn has a public practice background. Following periods with Webb Martin and running her own tax training business, Cyntax, which merged with TaxBanter in 2011, Robyn continues to be a highly regarded tax trainer, providing training through TaxBanter. Robyn is a Chartered Tax Adviser, Chartered Accountant, Fellow of CPA Australia, and a registered tax agent. She is a member of The Tax Institute’s Victorian PD Committee and Women in Tax Committee, and the Noosa Tax Intensive 2018 Organising Committee. She is also a Deputy Chair of CPA Australia’s Victorian Public Practice Committee. She regularly consults with Treasury, the ATO and the professional bodies on technical issues.

Trevor Jones, CTA, is a Senior Tax Counsel in Melbourne with over 30 years experience at the ATO. He presently covers a range of areas, including penalties, objections,

periods of review, litigation and TaxTime instructions.

Ron Jorgensen, CTA, is a Partner at Thomson Geer Lawyers. Ron principally consults on Commonwealth and state tax laws, tax dispute resolution and compliance enforcements, and specialises in trusts and trust disputes, succession and asset protection, business and investment structuring and tax-sensitive commercial and property transactions. Ron is an Accredited Specialist in Tax Law, a Senior Fellow, University of Melbourne Master of Laws program, a member of the Law Institute of Victoria and a respected technical writer and presenter.

Greg Judd is a Senior Associate in the taxation practice of leading law firm, Arnold Bloch Leibler. He advises domestic and international clients on all aspects of direct taxation, including the Australian tax implications of mergers and acquisitions, consolidation, group restructuring and investment into and out of Australia. Greg’s experience also includes advising substantial private groups on the taxation of trust and corporate structures, and in relation to audits and disputes with regulatory bodies. Greg is the author of numerous tax articles and has tutored, lectured and coordinated taxation programs at leading Australian universities.

Angela Lee, ATI, is a barrister at the Victorian Bar and practises predominantly in taxation and administrative law. Her

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strategic approach is sought after in advice work, litigation and alternative dispute resolution. She acts for the taxpayer and for the Commissioner, led and unled, in federal and state taxation matters, including on appeals. She is a nationally accredited mediator. Angela holds a Master of Laws from the University of Melbourne and a JD from Monash University. Angela is on the Law Council of Australia’s Business Law Section Tax Committee, The Tax Institute’s Dispute Resolution Technical Committee, the Australian Bar Association’s Tax Committee and the Victorian Bar’s Tax Bar Association Committee.

Ryan Leslie, ATI, is a Senior Associate in the Melbourne office of Greenwoods & Herbert Smith Freehills. Ryan has experience in advising on the income tax aspects of a broad range of corporate, international and trust tax taxation matters, with a particular focus on mergers and acquisitions, internal restructures and disputes. Ryan has also been involved in assisting clients in their dealings with the ATO on various corporate tax matters, including tax consolidation.

Anna Longley is an Assistant Commissioner in Private Groups and High Wealth Individuals at the ATO. Her teams undertake client engagement and review work, including early engagement on commercial deals and providing tax assurance for a significant number of the ATO’s top 320 clients. She is also the ATO product owner for FBT. Since joining the ATO, Anna’s particular focus areas have been on case

strategy development, case resolution and litigation. Anna has extensive experience in alternative dispute resolution processes and has represented the Commissioner in the AAT and Federal Court.

Kaitilin Lowdon, ATI, is a Senior Associate in the market-leading taxation practice of Arnold Bloch Leibler. Kaitilin has acted on a variety of high-profile and complex tax audits and disputes with the ATO, advising clients on all stages of the dispute process, including negotiation outcomes with the ATO. Kaitilin advises a range of clients, including high net wealth individuals, some of Australia’s largest family groups and public companies.

David W Marks QC, CTA, is a commercial silk practising principally in tax, at the Queensland Bar. He has a broader practice in commercial litigation, trusts and estates, and administrative law. He contributes to the life of the profession through his committee work for The Tax Institute and other professional bodies. He is a Chartered Tax Adviser and a registered Trust and Estates Practitioner. He received The Tax Institute’s Meritorious Service Award in 2013.

Daniel McInerney, CTA, is a dedicated tax barrister at the Victorian Bar, known for his strong technical skills. He has appeared in a number of complex taxation cases involving cross-border structures and international tax issues. Daniel was called to the Bar in 2007 after a decade in practice and advises and appears for taxpayers and the Commissioner of Taxation in taxation disputes across

Australia. Daniel is a member of Ground Floor Wentworth Chambers in Sydney and List A Barristers in Melbourne. He holds a Master of Taxation from the University of New South Wales. Daniel has been recognised as one of Australia’s leading taxation juniors by Chambers and Partners and Doyle’s Guide.

Judy Morris is an Assistant Commissioner in the Public Groups and International area of the ATO and leads the Justified Trust initiative and Top 1000 Tax Performance program. Judy joined the ATO in 2009. Prior to joining the ATO, Judy was a Corporate Tax Partner with a large advisory firm. Judy also has experience as Head of Tax for a large Australian listed group.

Michael Morton is an Assistant Commissioner in the Public Groups and International line of the ATO. Michael has over 10 years experience working with public groups, multinational enterprises and other tax administrations from a risk management perspective, with a focus on managing domestic and international income tax issues. Michael has a background in economics and econometrics and has a key leadership role in how data and analytics support the ATO to obtain justified trust across the public and multinational business population.

Aileen O’Carroll is Partner/Executive Director in the Tax Consulting division of Pitcher Partners Melbourne and heads up the firm’s transfer pricing service offering. Aileen has over 12 years consulting

Member benefits include:

– Taxation in Australia journal

– TaxVine e-newsletter

– CPD event discounts

– Publications and tax product discounts

– Business Alliance Partner discount

See registration form for details.

Become a member

Lead the way in taxThere is no time like the present to join Australia’s premier tax body and take advantage of the special new member introductory offer.

For an additional $320 on the member registration fee you will receive membership until June 2019.

experience providing advice on a broad range of transfer pricing matters to clients across a range of different industries. Prior to joining Pitcher Partners in 2016, Aileen worked with the National Australia Bank in assisting them to implement OECD Action 13 – Country by Country (“CbC”) Reporting. During this time, Aileen worked extensively with a wide range of stakeholders globally and domestically. She established an Action 13 working group with industry peers and also consulted regularly with the ATO on CbC, which included development of the Australian Local File. She has also worked with KPMG UK and Australia for 10 years in the transfer pricing practice, advising clients on transfer pricing matters, including financing arrangements, business restructures, risk review, audit defense assistance, implementation and operationalisation of transfer pricing policies and putting in place transfer pricing documentation.

Shahzeb Panhwar is an Assistant Commissioner in the Public Groups and International area of the ATO and has responsibility for issues associated with related-party financing and thin capitalisation. Shahzeb also heads up the Operations area for the Docklands site where he leads a team responsible for taxpayer engagement including audits, reviews, APAs and other assurance products. Shahzeb joined the ATO in 2014 after eight years with one of the Big 4 accounting firms. There Shahzeb specialised in assisting clients in relation to their transfer pricing matters.

Joseph Phan, CTA, is a director at the ATO in the Public Groups and International division and is responsible for leading some of the ATO’s complex audits and reviews of multinational companies. Prior to joining the ATO, Joseph worked at one of the Big 4 accounting firms providing tax compliance and advisory services to inbound and outbound corporate clients, across a range of corporate and international tax issues.

Damian Preshaw, CTA, is a transfer pricing specialist with more than 25 years experience in both the private sector and with the ATO and consults to accounting firms and law . Prior to establishing Damian Preshaw Consulting Pty Ltd in October 2015, Damian was a director in KPMG’s Transfer Pricing Services Group in Melbourne for 12 years. In this capacity, Damian advised a wide variety of multinational clients on transfer pricing and profit attribution issues with a special focus on dispute resolution, financial services, financial transactions and business restructuring. Prior to joining KPMG, Damian was an international tax counsel in the ATO’s Transfer Pricing Practice in Canberra where he was extensively involved in the ATO’s transfer pricing rulings program and was an Australian delegate to the OECD’s Working Party No.6 (Taxation of Multinational Enterprises) from 1994 to 2003. Damian is a Chartered Tax Adviser and represented The Tax Institute on the ATO’s Division 815 Technical Working Group. Damian has twice appeared as a witness before the Senate

Economics Legislative Committee’s hearings in relation to Australia’s new transfer pricing rules on behalf of The Tax Institute.

Gareth Redenbach, CTA, is a barrister practising in revenue law in the Victorian Bar and has over 10 years of experience in tax matters. He has appeared for both taxpayers and the Commissioner and recently appeared in the Full Federal Court decision on taxation of trusts in Lewski v Commissioner of Taxation [2017] FCAFC 145. Prior to joining the Bar, Gareth was in-house counsel for the Macquarie Group based in New York, responsible for managing transfer pricing and international tax matters across the Americas region. Gareth was previously a Senior Associate at Minter Ellison focused on tax controversy, and began his career in the international tax department of PwC. Gareth is the former Chair of the Corporate Section and Executive Committee member of the US Committee of Banking Institutions on Taxation. Gareth also regularly participates and speaks at conferences held by The Tax Institute, OECD, IFA and other organisations. In 2016, Gareth was one of four tax lawyers under the age of 40 globally invited to present on tax issues in the digital economy at the 70th Annual International Fiscal Association Congress in Madrid. Gareth also teaches in the Victorian Bar’s Readers’ Course on taxation matters.

The Hon Stuart Robert MP has recently been appointed as Assistant Treasurer in the federal government. Stuart has served

in the Australian Parliament’s House of Representatives since 2007. He has served as the Assistant Minister for Defence, the Minister for Veterans’ Affairs, Minister for Human Services and the Minister Assisting the Prime Minister for the Centenary of ANZAC. He previously served on the Joint Statutory Committee for Corporations and Financial Services from 2008 to 2010. He has also served in Australian military where he has been awarded the Australian Service Medal and Australian Defence Medal.

Craig Saunders, ATI, is a tax infrastructure partner at Deloitte with over 24 years experience in tax in both the chartered and legal environments. Craig has predominately focused on advising foreign and domestic investors on large-scale mergers and acquisitions, with a particular emphasis on infrastructure investment by strategic and financial investors. He has been the lead tax adviser for consortia bidding on a number of recent privatisations.

John Shepherd is the Assistant Commissioner at the ATO and the Program Lead for Single Touch Payroll. John has performed a number of senior roles in his 27 years with the ATO, leading significant change programs and projects seeking to improve the client experience. Playing an active role in the implementation of SuperStream, John also led the delivery of a number of other superannuation reform initiatives, including driving online superannuation account consolidation. John has been a passionate Movember

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ambassador since 2009 – the ATO team he leads raised over $40,000 last year. John holds a Masters of Taxation and is based in Canberra.

The Hon. Justice Steward, FTI, is a judge of the Federal Court and graduated from the University of Melbourne Law School in 1991 with First Class Honours. He subsequently completed a Masters of Law at the same university. From 1991 to 1999, Justice Steward was employed as a solicitor at Mallesons Stephen Jaques (as that firm was then called) working in its tax group. In 1999, he was called to the Victorian Bar where he practised almost exclusively in revenue law. In 2009 he took silk. For two years he was the President of the Tax Bar Association of the Victorian Bar. Justice Steward is a Senior Fellow at the University of Melbourne Law School where he teaches in the Masters program.

John Storey, ATI, is the Managing Director of Velocity Legal. Velocity Legal is a new, fresh and dynamic law firm, specialising in solving complex tax, commercial and succession issues for private enterprise. John’s focus is on advising clients and their advisers on difficult and challenging technical tax issues in a practical and easy-to-understand way. John has extensive experience in the following areas: tax advice, business structuring/restructuring, business succession, estate planning, co-owned business advice, tax disputes, trusts and property development.

James Strong is a barrister at the Victorian Bar with over 20 years experience in corporate, taxation and commercial matters. Prior to coming to the Bar, James was a partner in the corporate tax practice of PwC – where he advised Australian and international clients in relation their Australian taxation affairs. James’s experience includes advising on cross-border investment, mergers and acquisitions, corporate restructuring and insolvency, equity and debt raising, and dispute resolution – including extensive dealings with senior officials within the ATO. James has particular experience in the energy and resources industries, was the leader of PwC’s Global Energy & Mining Tax practice and a member of the ATO Energy and Resources Working group.

Richard Vann, CTA, is Challis Professor of Law at the University of Sydney and has taught at Harvard and NYU Law Schools and the Universities of Amsterdam, London and Oxford. Richard has worked in the past at the IMF and OECD and held many government consultancies in Australia and elsewhere. He has been a consultant for specialist tax firm Greenwoods & Herbert Smith Freehills since 1985. Richard specialises in corporate and international taxation on which he has published widely both in Australia and internationally.

Simon Webster is the Director of Professional Firms Compliance within the ATO. He is responsible for the management of the Professional Firms Risk and is a member of the ATO established Professional

Firms Working Group. Simon has a Bachelor of Economics (Accounting), is a Certified Practising Accountant and has worked in the tax field for over 30 years, 21 years within the ATO and over 10 years in private practice.

Jacqueline Wood, CTA, is an Indirect Tax Director at KPMG with over 19 years of experience in accounting and legal firms. During that period, Jacqueline has developed an extensive expertise in the application of state taxes across a broad range of commercial transactions. Jacqueline has significant stamp duty experience, including structuring transactions, obtaining exemptions and concessions, and resolving issues with revenue authorities. She has particular expertise in M&A, corporate restructuring and funds management. Jacqueline is an active member of The Tax Institute’s State Taxes Committee and has presented at the Annual States’ Taxation Conference.

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Discounts

Early bird registrationAll full conference registrations received and paid for on or before Friday 31 August 2018 will be entitled to an early bird discount.

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

Confirmation of registration

A confirmation will be sent via email. Please note you will receive two separate emails in the form of a confirmation email and tax invoice.

CPD accreditation

Full forum attendance counts for 12.25 hours of Structured Continuing Professional Development (CPD) Accreditation with The Tax Institute. Attendance on Day 1 of the Tax Forum counts for 6.5 hours of Structured CPD and attendance on Day 2 counts for 5.75 hours. Employer ticket attendance will be allocated accordingly to each attendee.

Event information

Crown Conference Centre Crown Melbourne, 8 Whiteman Street, Southbank VIC 3006

Getting there

Crown Conference Centre is approximately 10 minutes walk from both Flinders Street and Southern Cross Railway Stations. Tram services also run from Southern Cross Station to Crown Casino.

ParkingMulti-level parking can be accessed from Kingsway; Haig Street off Clarendon Street; or Clarke Street off City Road. Escalators and elevators link the car park to the complex. Parking rates apply.

Venue

Online access to presentations and technical papers

Event lunches/Morning/

Afternoon teaCocktail function How to register

Full registration This registration option entitles one delegate to attend the entire event.

✔ ✔ ✔

Register online or complete the form included in this brochure.

Day registrationThis registration option entitles one delegate to attend a full day of technical sessions.

✔

✔

(for your selected day)

Register online or complete the form included in this brochure.

Employer ticket This registration option allows one registration to be shared between multiple attendees from the same organisation.

✔

✔

(lunch not included)

Register by completing the form included in this brochure.

* Additional tickets to the cocktail function can be purchased on the registration form. Registration fee does not include travel, accommodation, hotel breakfast or hotel incidentals.

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Registration options and inclusions

Register online at taxinstitute.com.au/victaxforum

Please turn to page 23 for further event information.18

https://www.taxinstitute.com.au/professional-development/key-events/victorian-annual-tax-forum

A tax invoice and confirmation letter will be sent on receipt of your registration. Please photocopy for additional delegates and retain original copy for your records. All prices quoted are in Australian dollars and include GST where applicable. ABN 45 008 392 372.

VIC 6th Annual Tax Forum 3181011 | WD

Individual Registration form

Title: Mr Mrs Miss Ms Other (please specify)

Date of birth: D D / M M / Y Y Y Y

First name:

Last name:

Position:

Company:

Address:

Suburb:

State: Postcode: Telephone:

Fax: Mobile:

Email:

Dietary requirements:

1 Registration

*EVENT AND MEMBERSHIP OFFERThere is no better time than right now for non- members to take up membership! Register at the member rate + add on $320 for membership and receive member benefits through to 30 June 2019. All new members are eligible to “upgrade” their membership level at no additional cost by providing the appropriate documentation when applying within the initial membership subscription period.

I hereby apply for membership of The Tax Institute and declare that I am a person of good fame,

integrity and character and agree to be bound by the Constitution of The Tax Institute. Further information available at taxinstitute.com.au

Signature:

Date of signature:

D D / M M / Y Y Y Y

2 Delegate contact details

Member no.: If your member details are up-to-date, you can skip this section.

Promotional code:

Please tick this box if you do not wish your name to be included on the delegate list provided to all attendees for networking purposes.

A Full conference registration (12.25 CPD hours)

Member New member* Non-member

Early bird registration Received on or before 31 August 2018 $1,535 $1,855 $1,930

Standard registration Received after 31 August 2018 $1,685 $2,005 $2,080

I acknowledge that I will receive electronic access to the available papers and presentations through The Tax Institute CPD app.

B Day registration

Register on or before early bird 31 August 2018 to SAVE! Member New member* Non-member

Early bird registration – Thursday only (6.5 CPD hrs) $865 $1,185 $1,045

Early bird registration – Friday only (5.75 CPD hrs) $720 $1,040 $900

Standard registration – Thursday only (6.5 CPD hrs) $965 $1,285 $1,145

Standard registration – Friday only (5.75 CPD hrs) $820 $1,140 $1,000

I acknowledge that I will receive electronic access to the available papers and presentations through The Tax Institute CPD app.

https://taxinstitute.com.au

TO REGISTER

Mail GPO Box 1694 Sydney, NSW 2001

Email [email protected]

Fax 02 8223 0077

Collection notice

The Tax Institute (TTI) complies with its obligations under the Privacy Act 1988 (Cth) with respect to how it handles personal information. TTI collects, uses, holds and discloses your personal information (including sensitive information, such as health information) for a range of purposes, such as administrative purposes relating to membership of TTI and TTI’s courses (including assessment of eligibility and providing courses), compliance with Government and statutory requirements, provision of information relating to TTI’s services and member benefits and to conduct market research. If you do not provide the personal information requested by TTI, it may not be able to provide its services to you, such as assessment of your course enrolment application. TTI does not disclose criminal record information to third parties. TTI usually discloses your personal information to entities uch as your sponsoring employer (with respect to your course records and results), The Tax Practitioners Board, TTI’s business partners for marketing purposes, IT companies and other companies who provide administrative and other services to TTI and government bodies, such as the Tertiary Education and Quality Standards Agency. TTI may disclose personal information to overseas recipients in countries such as the United States of America and India. For further information on how TTI collects, uses, holds and discloses personal information, please see its privacy policy at www.taxinstitute.com.au. The Privacy Policy also contains information on how to request access to or correction of your personal information and how to make a complaint about a breach of privacy. By submitting your application to TTI, you confirm that you have read TTIs Privacy Policy and you consent to your personal information being collected, used and held by TTI and disclosed to third parties as set out in this notice and in accordance with TTI’s Privacy Policy. If you do not want your personal information to be used by TTI or disclosed to third parties, for the purpose of direct marketing, please contact us in writing at [email protected].

Online taxinstitute.com.au/victaxforum

3 Technical sessions options

Thursday 11 October 2018

9.00am–9.50am Session 19.55am–10.50am Session 2A Session 2B Session 2C11.15am–12.10pm Session 3A Session 3B Session 3C12.15pm–1.10pm Session 4A Session 4B Session 4C2.10pm–3.05pm Session 5A Session 5B Session 5C3.35pm–4.30pm Session 6A Session 6B Session 6C4.35pm–5.30pm Session 7

4 Social activities options

DAY 1 – THURSDAY, 11 OCTOBER 2018

DAY ONE COCKTAIL FUNCTION

The Day 1 cocktail function on Thursday, 11 October 2018 is included in the full Tax Forum registration fee.

I confirm I WILL attend the Day 1 cocktail function OR

I WILL NOT be in attendance

Additional tickets

Yes, I require additional tickets at $50 per person^

No. x tickets at $50 each: $ ^Please supply names of attendees and any dietary requirements as a separate attachment

Friday 12 October 2018

8.40am–8.55am Session 89.00am–9.55am Session 910.25am–11.20am Session 10A Session 10B Session 10C11.25am–12.20pm Session 11A Session 11B Session 11C1.10pm–2.05pm Session 12

2.10pm–3.05pm Session 13A Session 13B Session 13C

3.35pm–4.30pm Session 14A Session 14B Session 14C

Membership and education program promotion

I am interested in becoming a member of The Tax Institute. Please send me further details.

I am interested in learning more about The Tax Institute’s education program. Please contact me.

Marketing and business alliance partner exclusions

I no longer wish to provide my contact details to The Tax Institute’s contracted business partners.

I no longer wish to receive marketing correspondence from The Tax Institute.

We take your privacy seriously, and our policy can be viewed at taxinstitute.com.au/go/footer/privacy.

For event enquiries, please contact the Victorian Team on 03 9603 2000 or [email protected]. For registration enquiries, please contact [email protected]

5 Payment method

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

Name on card:

Card no.: Expiry date: MM/Y Y

Cardholder’s signature:

Cheque payable to The Tax Institute (in Australian dollars)

Credit card $ Card type: AMEX Visa MasterCard Diners

For our refund, cancellation and replacement policy visit taxinstitute.com.au/professional-development/event-policy

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mailto:membership%40taxinstitute.com.au?subject=


A tax invoice and confirmation letter will be sent on receipt of your registration. Please photocopy for additional delegates and retain original copy for your records. All prices quoted are in Australian dollars and include GST where applicable. ABN 45 008 392 372.

VIC 6th Annual Tax Forum 3181011 | WD

Employer ticket Registration form

Registration infomation

1 Registration options

Early bird registration Received on or before 31 August 2018 $2,195

Standard registration Received after 31 August 2018 $2,395

I understand that the registration fees do not include printed materials. Access to materials will be electronic.

2 Employer ticket co-ordinator details

Employer registration This registration option will allow multiple attendees (up to 14) from the same firm to attend the Tax Forum. This ticket option includes 14 session “credits” which can be used by the employer ticket attendees to attend any session/s of their choice (refer to next page for session allocation). Electronic access to Tax Forum materials is also included. Please note that printed materials, Tax Forum lunches and cocktail function are not included in this price. 12.25 CPD hours will be allocated accordingly between attendees.

Session selectionPlease complete the form overleaf indicating the sessions that each person is attending. The sessions will be allocated on a first-come, first-served basis, so make your selections as soon as possible to avoid disappointment. Please ensure the form is correct as CPD hours will be allocated accordingly.

Once you have registeredYou will receive a confirmation email including details of your session selections. Please check your session details and contact The Tax Institute’s Victorian team on 03 9603 2000 or email [email protected] if any details are incorrect.

Early bird offerRegister on or before 31 August 2018 to save.

Member no.: If your member details are up-to-date, you can skip this section.

3 Payment method

Name on card:

Card no.: Expiry date: M M/Y Y

Cardholder’s signature:

Cheque payable to The Tax Institute (in Australian dollars)

Credit card $ Card type: AMEX Visa MasterCard Diners

Title: Mr Mrs Miss Ms Other (please specify)

Date of birth: D D / M M / Y Y Y Y

First name:

Last name:

Position:

Company:

Address:

Suburb:

State: Postcode: Telephone:

Fax: Mobile:

Email:

Please tick this box if you do not wish your name to be included on the delegate list provided to all attendees for networking purposes.

For our refund, cancellation and replacement policy visit taxinstitute.com.au/professional-development/event-policy

Ticket for cocktail function

No. x tickets at $50 per person: $

^Please supply names of attendees and any dietary requirements as a separate attachment

https://taxinstitute.com.au

http://taxinstitute.com.au/professional-development/event-policy

TO REGISTER

Mail GPO Box 1694 Sydney, NSW 2001

Email [email protected]

Fax 02 8223 0077

Collection notice

The Tax Institute (TTI) complies with its obligations under the Privacy Act 1988 (Cth) with respect to how it handles personal information. TTI collects, uses, holds and discloses your personal information (including sensitive information, such as health information) for a range of purposes, such as administrative purposes relating to membership of TTI and TTI’s courses (including assessment of eligibility and providing courses), compliance with Government and statutory requirements, provision of information relating to TTI’s services and member benefits and to conduct market research. If you do not provide the personal information requested by TTI, it may not be able to provide its services to you, such as assessment of your course enrolment application. TTI does not disclose criminal record information to third parties. TTI usually discloses your personal information to entities uch as your sponsoring employer (with respect to your course records and results), The Tax Practitioners Board, TTI’s business partners for marketing purposes, IT companies and other companies who provide administrative and other services to TTI and government bodies, such as the Tertiary Education and Quality Standards Agency. TTI may disclose personal information to overseas recipients in countries such as the United States of America and India. For further information on how TTI collects, uses, holds and discloses personal information, please see its privacy policy at www.taxinstitute.com.au. The Privacy Policy also contains information on how to request access to or correction of your personal information and how to make a complaint about a breach of privacy. By submitting your application to TTI, you confirm that you have read TTIs Privacy Policy and you consent to your personal information being collected, used and held by TTI and disclosed to third parties as set out in this notice and in accordance with TTI’s Privacy Policy. If you do not want your personal information to be used by TTI or disclosed to third parties, for the purpose of direct marketing, please contact us in writing at [email protected].

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VIC

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18 Online taxinstitute.com.au/victaxforum

4 Session selection

Please note sessions are subject to availability.

Collection notice

Session number

Attendees’ preferred full name (for name badge)

Tax Institute member/non-member number (if known)

Attendee’s email address (required)

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Event information continued

Delegate list

A delegate list will be included in The Tax Institute CPD app to assist with networking. Please indicate on the registration form if you do not want your details included on the list.

Dress code

Business casual is suitable for the duration of the Tax Forum.

Paperless materials

The Tax Institute understands the impact that an event of this nature has on the environment, especially when printing delegate materials. Full technical papers and PowerPoint presentations will be available online only to all participating delegates approximately five days before the event via The Tax Institute’s CPD app. An email will be sent to delegates with The Tax Institute’s CPD app access details.

The Tax Institute CPD app

Program information, materials (technical papers and slides), evaluation forms and more will be available via The Tax Institute’s event app. All delegates are encouraged to download the app on their phone or tablet prior to the event. Materials will be made available for download approximately five days before the event. At this time, an email will be sent to delegates with access details.

Changing or transferring sessionsAttendance at the Tax Forum is fully transferable. Replacements can be nominated at any time; however, please email ALL changes to [email protected] to ensure that your data is updated, name tags are accurate and CPD hours are allocated to the correct attendee. If your changes are received more than three working days prior to the commencement of the Tax Forum, a revised confirmation letter will be sent.

Note: There may be an additional cost depending on the member status of the registered attendee and the replacement.

Alteration and cancellation policy The 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 event. A replacement may be nominated; however, the replacement is only valid for the VIC 6th Annual Tax Forum. If the replacement is not a member, the non-member registration fee will apply. CPD hours will be allocated to the designated attendee. The Tax Institute cannot accept responsibility for delegates’ late transport arrivals or non-arrivals due to delays.

For further information regarding this event, please contact the Victorian team on 03 9603 2000 or email [email protected]

For registration enquiries, please contact [email protected]

2323THE TAX INSTITUTE 2018 VIC 6th Annual Forum

mailto:[email protected]


Level 15, 350 Collins Street Melbourne, VIC 2000

ABN 45 008 392 372

Tel 03 9603 2000 Fax 03 9603 2050 Email [email protected]

0187

VIC

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vic 6th annual tax forum...2018/08/31 · — foreign resident capital gains withholding regime —...

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