32nd NATIONAL CONVENTION · Experience Adelaide Adelaide, South Australia is an exciting and innovative destination which is set to surprise with its connected precincts, celebrated

taxinstitute.com.au

32nd NATIONAL CONVENTION

15–17 March 2017 Adelaide Convention Centre, Adelaide

2 - THE TAX INSTITUTE - 32nd National Convention

Who should attend? � Taxation specialists across all sectors (public, private, NFP) � Accountants working for or advising SMEs or corporates � Business leaders, owners, directors and consultants with an interest in tax � Finance and superannuation professionals � Anyone with an interest in the latest tax issues impacting businesses locally and globally.

� Why attend? � Learn – up to 15 CPD hours on offer � Discover – hear from the latest thought leaders in tax � Honour – recognise your peers at the Tax Adviser of the Year Awards � Network – three dedicated functions form part of the Convention � Relax – take a break and enjoy a pre and post-convention tour in Adelaide and South Australia.

The Tax Institute is proud to share this year’s 32nd National Convention program with you.

It is an interesting time to be a tax practitioner. We recognise that the industry is undergoing unprecedented changes. SME and Corporate practitioners will all, at some point, have to change the way they think, work and provide services to their clients. Technology, digital disruption, globalisation and an increase in compliance and reporting requirements will continue to challenge current trends, traditional tax laws and the way regulators operate. The tax world is getting smaller, more agile and increasingly more transparent.

With these changes in mind, respected practitioners, regulators and thought leaders have been invited to discuss with you the tax challenges and opportunities that these changes will bring. Topics such as the future of the tax professional, the sharing economy, MAAL, SMSF audit risks and what attracts the Commissioner’s attention will be addressed.

This year’s sessions have also been developed to be both reactive and proactive in nature, to provide you with a holistic view of current and emerging issues and how to tackle them. Sessions address and provide practical solutions to technical questions as well as highlight the future of the profession against shifting laws and governmental policies.

The tax profession is really at the cusp of something quite revolutionary. We are sure that you will find this year’s program insightful, inspiring and enjoyable.

National Convention Gala Dinner and the Tax Adviser of the Year Awards The Tax Institute will once again honour and showcase the best and brightest in tax at the National Convention Gala Dinner and the Tax Adviser of the Year Awards.

From rising stars to industry leaders, the awards recognise individuals who are making their mark in the industry and reward them with a valuable opportunity to highlight their achievements in tax.

Invite your clients and join your colleagues and peers from around Australia, as we showcase the finalists and winners of these prestigious awards at our National Convention Gala Dinner to be held at the iconic Adelaide Oval.

Experience AdelaideAdelaide, South Australia is an exciting and innovative destination which is set to surprise with its connected precincts, celebrated food and wine and pristine natural wonders. Extend your stay and visit one of the pre or post-convention destinations.

We look forward to seeing you in Adelaide in 2017.

Arthur Athanasiou, CTA, President

Matthew Pawson, CTA, President Elect and Chair, Convention Organising Committee

Arthur Athanasiou, CTA President

Matthew Pawson, CTA President Elect

WELCOME32nd National Convention

Proudly supported by:Exhibitors

THE TAX INSTITUTE - 32nd National Convention - 3

Day one – Wednesday 15 March 2017

Time Session/Speaker

12.00pm– 1.00pm Registration

1.00pm–1.15pm Welcome and Opening Address

Speaker: Matthew Pawson, CTA, President Elect, The Tax Institute

1.15pm–2.00pm Session 1: Justice Graham Hill Memorial Lecture

Speaker: Richard Gelski, FTI (Life), Johnson Winter & Slattery

Law, Morality and Multinationals

2.00pm–2.45pm Session 2: Judicial Trends in Anti-Avoidance law

Speaker: Hon. Justice Logan, Federal Court of Australia

2.45pm–3.00pm Afternoon tea

3.00pm–4.30pm Session 3: ATO Roundtable

Speakers: Andrew Mills, CTA (Life), Australian Taxation Office, Kirsten Fish, CTA, Australian Taxation Office, Gordon Cooper, AM, CTA (Life), Cooper & Co and Peter Godber, CTA, Grant Thornton

Senior Australian Taxation Office (ATO) representatives have been invited by The Tax Institute to communicate directly with tax professionals in a discussion-based format. The ATO Roundtable will involve a series of questions and answers covering an array of current technical issues of importance to tax professionals. Following the convention, the questions and answers will be published and will provide practical guidance on the ATO’s position on these topical areas.

4.30pm–5.30pm Session 4: Special Guest Speaker, Dr Gill Hicks, AM, MBE

5.30pm–7.00pm Welcome reception, Adelaide Convention Centre

7.00pm onwards Optional social activities

TECHNICAL PROGRAM

The mix of presenters – politicians, the ATO, practitioners –

the technical content provided a great range of perspectives.

Personal highlight: 2016 National Convention delegate


Day two – Thursday 16 March 2017


8.30am Tax Counsel Insights

Speaker: Stephanie Caredes, CTA, The Tax Institute

9.00am–10.00am Session 5: Commissioner’s Address

Speaker: Chris Jordan, AO, CTA, Commissioner of Taxation

10.00am–10.30am Morning tea

Time SME stream Corporate stream Hot topics stream

10.30am–11.30am Session 6/1: Private Business: What’s Attracting the Commissioner’s Attention?

Speakers: Fiona Dillon, CTA, ATO and Fiona Knight, CTA, ATO

This session will focus on current technical issues impacting private business that are attracting the Commissioner’s attention, including issues relating to Div 7A, trusts and Part IVA.

It will be a practical session highlighting insights from recent ATO experience.

Session 6/2: Stapled Securities

Speakers: Steven Economides, CTA, KPMG and James Beeston, ATO

The ATO continues to focus heavily on the use of stapled securities structures in the infrastructure and property industries. This session will cover:

� The types of stapled structures in the Australian market

� Tax and duty issues in creating, operating, investing in, financing and exiting stapled structures

� Impact of the new AMIT regime � Part IVA and other ATO pressure points.

Session 6/3: Global Regulatory Information-Gathering Powers – Implications for Australian Businesses

Speakers: Mark Konza, ATO and Jerome Tse, CTA, King & Wood Mallesons

In this session we will explore how, when and why global revenue authorities are increasingly using their information-gathering powers to ensure that taxpayers are paying their fair share of tax in their jurisdiction. What are the implications for Australian taxpayers?

11.30am–12.30pm Session 7/1: SMSF Audit Risks – Tax vs SIS

Speaker: Shirley Schaefer, BDO

The regulatory environment that SMSFs are required to comply with are complex. Advisers must consider the compliance and reporting requirements of SMSFs including the interaction between income tax and SIS Regulations, which although similar are often not the same.

This session will discuss those areas where two sets of rules can apply and the audit risks that SMSFs and their advisers must address, including practical examples.

Session 7/2: The Sharing Economy

Speakers: Kristen Deards, NSW Bar, Craig Jackson, CTA, EY

The rise of the sharing economy has forced traditional industries to adapt to survive, and has also challenged traditional tax laws to be reviewed.

This session will cover:

� The various types of sharing economy transactions in the Australian market, including crowdfunding

� The Federal Court’s Uber GST decision � Commonwealth and state and territory revenue authority hot spots, including the employee/contractor divide

� Compliance and registration issues for the sharing economy.

Session 7/3: The Future Professional

Speaker: Steve Healey, CTA (Life), Grant Thornton

The tax profession is coming under unprecedented pressures, including:

� The ATO’s attitudes towards compliance simplification

� Technological change � Standard Business Reporting and mygov.

This session will address what a good tax adviser needs to be in times of rapid change.

12.30pm–2.00pm Lunch

TECHNICAL PROGRAM


TECHNICAL PROGRAM


2.00pm–3.00pm Session 8/1: SME Restructures: Are You Eligible to Use the Small Business Restructure Rollover?

Speaker: Ian Snook, CTA, William Buck

This practical case-study based session will highlight the tricks and traps to consider when using the new small business restructure rollover. It will consider, to consider, including:

� Any ATO views that have been issued and the implications these have in applying the rollover

� The impact that the new provisions will have on the choice of structure.

The session will also consider when the small business restructure rollover should be used instead of the small business CGT concessions.

Session 8/2: Multinational Avoidance Law and the Diverted Profits Tax

Speakers: Angela Wood, CTA, KPMG and Jonathan Woodger, ATO

In this session, the multinational anti-avoidance law (MAAL) and the proposed diverted profits tax will be compared and contrasted.

The UK experience of its diverted profits tax will also be considered. The ATO will also comment on its guidance in relation to the MAAL.

Session 8/3: Living Away From Home vs Travel

Speaker: Megan Field, CTA, Deloitte

With an increasingly mobile workforce, the distinction between when an employee is living away from home (LAFH) or travelling can be easily blurred. Getting the classification or treatment of an allowance, payment or expense wrong can lead to costly tax implications for both the employer and potentially the employee.

This session will cover:

� The criteria and guidance that exists to assist us in determining whether an employee is travelling or LAFH

� Where the line between private and business work is drawn, including fly-in-fly-out work

� The LAFH allowance and the implications for the employee

� The ATO’s current position on travel allowances and deductions.

3.00pm–3.30pm Afternoon tea

3.30pm–4.30pm Session 9/1: Transfer Pricing in Practice for Smaller Enterprises

Speaker: Chris Bowman, CTA, ConsultTPAustralia

While transfer pricing has been the key focus in the multinational tax debate, the application of transfer pricing to smaller enterprises has created significant compliance and technical issues that have largely gone under the radar. This session will cover:

� A summary of Australia’s transfer pricing and related documentation rules as they apply to SMEs – IDS to the document with penalty reduction in focus

� What is the ATO’s simplified record keeping concession, where to find it, and how is it being applied in practice?

� Dealing with self-assessment, transfer pricing audits, reviews and disputes arising from Subdivision 815.

Session 9/2: Tax Consolidation – The Potential Benefits of Consolidations for M&A Transactions

Speaker: Samuel Howard, CTA, EY

Tax consolidations have undergone numerous changes in legislation and interpretation over the years, and with this comes various risk issues of which you need to be aware and manage on an annual basis. However, tax consolidations remain a key planning issue for all M&A transactions, and with proper planning can give rise to benefits for corporate groups. This session will cover:

� Planning for tax consolidation in M&A activities � Updates on the ACA process, including tips, traps and recent changes

� Available fractions – what to look out for � Practical case studies.

Session 9/3: Umbrella Trusts and Tax Splits

Speaker: Alan Krawitz, CTA, EY

This session will provide an overview of the concept of umbrella trusts and their use in Australia. It will cover:

� What is an umbrella trust? � What are its benefits? � How is an umbrella trust established? � Separate fund of assets versus creation of new trusts – applying CGT events E1 and A1

� Does Oswal v FCT [2013] FCA 745 apply to umbrella trusts?

� What are the taxation issues that need to be considered?

Day two – Thursday 16 March 2017 (cont.)


TECHNICAL PROGRAM

Day two – Thursday 16 March 2017 (cont.)


4.30pm–5.30pm Session 10/1: Judged by your Deeds

Speaker: Peter Slegers, CTA, Cowell Clarke

What are the specific powers you should consider when you review a client’s trust deed? What clauses are essential to achieving the desired tax, succession and commercial outcomes? What powers provide for maximum flexibility? Is the position different for unit trusts and discretionary trusts?

Through a series of case studies this presentation will discuss:

� Essential and desirable trustee powers � How should the trust deed deal with capital gains, franked dividends and other income sources of income?

� Unit trusts: Capital distributions vs unit redemptions – the trust deed issues

� Discretionary trusts: Providing for certainty – Appointorship and effective governance

� Top 10 “dos and don’ts” when distributing trust income and capital

Session 10/2: The Tax Anti-Hybrid Rules

Speaker: Karen Payne, CTA, Board of Taxation

New anti-hybrid rules have been proposed in Australia by the Board of Taxation following the report issued by the OECD as part of its BEPS project. In this session those rules will be considered, setting out how they would operate, and when they could be effective.

Session 10/3: R&D Tax Issues and Disputes

Speaker: Richard Gregg, PwC

This session will consider the latest developments and experiences.

Interaction with the ATO and Innovation Australia in an R&D tax dispute deserves special attention now, given that the new R&D tax incentive legislation has been in place for four years.

This session will provide an update on recent R&D tax cases, and perspectives on the risks and issues that exist with respect to R&D claims and application of the R&D tax provisions. This session will also discuss the recent authorities regarding substantiation of a claim and what evidence taxpayers should prepare to support their R&D claim.

5.30pm–7.00pm Free time

7.00pm–12.00am National Convention gala dinner and the Tax Adviser of the Year Awards ceremony – Adelaide Oval

Day three – Friday 17 March 2017


9.00am–10.00am Session 11: VIP Presentation

Observations from a key and influential decision maker about the latest in tax. Stay tuned for our announcement.

Creating new connections with like-minded tax professionals.Personal highlight: 2016 National Convention delegate


TECHNICAL PROGRAM

Day three – Friday 17 March 2017 (cont.)


10.00am–11.00am Session 12/1: Growing Your SMSF – The Current State of Play

Speaker: Linda Farmer, CTA, Grant Thornton

Last year’s Federal Budget announced a range of measures that were designed to rein in the cost of the superannuation system to the public purse. Whatever the broad government policy, people using SMSFs remain determined to grow their asset base in a tax-effective way.

This session will consider the current environment and evaluate the effectiveness of SMSF wealth accumulation strategies in light of potential changes. It will address:

� The current status of Budget announcements � What SMSF strategies are still on the agenda � What is on the ATO’s SMSF agenda � The effectiveness of transferring foreign superannuation to Australia.

Session 12/2: Double Tax Treaties and the Multilateral Instrument

Speaker: Miranda Stewart, CTA, Australian National University

As a part of the BEPS project, a new multilateral instrument is expected to be finalised in December 2016 with a number of treaty partners.

Australia has said it will be a party to that instrument. That multilateral instrument will make changes to a range of Australia’s tax treaties.

In this session, recent developments in treaty interpretation will be considered, and we will reflect on treaties Australia has recently entered into. In the light of broader BEPS changes, we will consider the impact of a multilateral treaty and the how it might operate in Australia.

12/3: Freezing Orders – Debt Management and Enforcement

Speaker: Ken Lord, CTA, NSW Bar

A court order to freeze a debtor’s assets is a powerful weapon in any dispute, and one which is increasingly being used in tax matters. An application is usually made because of a concern regarding dissipation of assets. Significant tax fraud can be a starting point, but that is not the only circumstance where a freezing order may be made. A freezing order can extend to global assets and to related entities, and it can be critically important to have an order released or at least relaxed so that it does not stop ordinary business transactions. This session will cover:

� In what circumstances can the court freeze assets? � Can a freezing order be issued without a right to be heard?

� Will the Federal Court issue a freezing order where there is a dispute concerning the underlying tax debt or where the ATO has alternative powers?

� What has been the experience in the courts, especially concerning review or modification of a freezing order, in recent years?

11.00am–11.30am Morning tea

11.30am–12.30pm Session 13/1: Key Tax Issues for SMEs Looking to Expand Offshore

Speaker: Denise Honey, Pitcher Partners

Foreign investment by successful growing businesses is still encouraged in Australia. For many SMEs it is challenging, and this session will cover key areas for SMEs to consider, including:

� Appropriate structures � Dividend exemptions � Impact on ultimate Australian owners � Practical pitfalls.

Session 13/2: Recent Cases

Speaker: Daniella Di Girolamo, SA Bar

This session will review important case law which has been determined in the Federal Court and High Court in the last 12 months, identifying issues that arise from that case law, and where appeals are pending. The session also includes an analysis of the overall ATO/taxpayer win/loss statistics.

Session 13/3: Practice Risk Management Including Engagement Management

Speakers: Fiona Halsey and Mark Halsey, Halsey Legal

One of the challenges of managing a professional practice is the assessment and management of practice risk associated with both new and continuing clients. The changing economic environment may result in the acceptance of clients with a higher risk profile than your practice might previously have considered appropriate. Some clients are becoming more skilled at moving risk to their advisers. The session will cover how to minimise or even mitigate risk while at the same time maximising returns.

12.30pm–1.30pm Lunch


Day three – Friday 17 March 2017 (cont.)


1.30pm–2.30pm Session 14/1: Employee Equity Participation

Speaker: George Hodson, CTA, Thomson Geer

Employee Equity participation continues to be a significant issue for growing businesses.

This session will address such areas as:

� Employee share scheme rules generally � Start-up concessional treatment � Loan-funded acquisition (FBT/Div 7A) � Discounted transfers by owners and associate provisions

� What happens when it all goes wrong?

Session 14/2: Market Valuations for Tax Purposes

Speakers: Fiona Hansen, PPB Advisory and Robert Yunan, MinterEllison

This session will canvas the areas of tax law where valuations are required or are important evidence to support a tax position. For example, this includes the trading stock rules; asset revaluations in thin capitalisation; asset valuations for tax consolidation purposes; the maximum net asset value test for small business CGT concessions; Div 855; GST and the margin scheme in respect of pre-2000 property; the share buyback provisions; CGT and the market value substitution rule; employee share schemes and non-cash benefits; and stamp duty.

The session will highlight those areas (and others) and the importance of the statutory context when instructing a valuer. It will also outline who to instruct and how best to ensure that your valuation is robust evidence.

Session 14/3: Non-resident CGT Withholding – Focus on Property

Speaker: Paul Hockridge, CTA, Mutual Trust

From 1 July 2016, a new 10% non-final withholding tax applies to the disposal by relevant foreign residents of certain taxable Australian property. This session will provide an overview of the regime and will highlight the technical issues identified over the first several months of the operation of the regime, including:

� Dealing with the $2 million threshold, including the impact of completion adjustments, GST and splitting titles

� Practical issues in obtaining clearance certificates from the ATO

� Dealing with sales by mortgagee in possession � Dealing with variations where there are multiple vendors � What happens when the vendor is a trustee? � Applying the “knowledge test”, the regime to leases, options and long-term/off the plan sales and to pre-CGT land

� Does the regime apply to tenants’ fixtures?

The final part of the session will consider tips in settling agreements from the perspective of both the vendor and purchaser.

2.30pm–3.30pm Session 15: Reflections from a Global Leader in the Tax Profession

Speaker: John Preston, Deputy President of the Institute of Taxation, United Kingdom

As Deputy President of the Chartered Institute of Taxation UK and having had a long career with PwC, John will bring a global perspective to the challenges for tax professionals. His observations will be relevant to the challenges we face as professionals in Australia, and we will learn from the expertiences of the CIOT and its members in the UK.

This session will discuss:

� A global perspective on changes in the tax profession � The effects of technology on us all � Global tax policy trends, and working with revenue authorities � Qualities needed for the future tax professional/CTA

3.30pm–3.45pm Convention close and drinks

TECHNICAL PROGRAM


PRESENTER PROFILESAn overview of our experts

James Beeston, ATO, is an Assistant Commissioner in the ATO’s Public Groups and International Business line and has been with the ATO for over 20 years. In his current role he manages complex casework relating to large corporate businesses and is the sponsor of the ATO’s Privatisation and Infrastructure Project Team that oversees all major transactions. He is currently involved in a number of large state government privatisations and infrastructure spending proposals.

Chris Bowman, CTA, activated ConsultTPAustralia in January 2010 to independently practice his profession as a Chartered Accountant and Chartered Tax Adviser, specifically focused as a consultant on transfer pricing and arm’s length tax issues to companies and government. He brings with him over 25 years of international tax experience, and 2 years in the ATO at executive level in the International team and as a Competent Authority. Chris has, over his TP focus years, prepared over 200 reports for international businesses operating in and out of Australia.

Stephanie Caredes, CTA, Tax Counsel, is responsible for The Tax Institute’s policy and advocacy activities and regularly engages with all levels of government, including Treasury and the ATO. Prior to joining The Tax Institute, Stephanie gained extensive experience in private practice advising on a wide range of federal and state taxation issues. She has also published a variety of articles and commentary in relation to taxation issues.

Professor Gordon Cooper, CTA (Life), is a Chartered Accountant in sole practice at Cooper & Co. He is an Adjunct Professor in the School of Taxation and Business Law (incorporating the Australian School of Taxation) at the University of New South Wales. In June 2003, he was awarded an AM in the Queen’s birthday honours for “Services to the tax profession and to the community as an adviser on national taxation and legislative reform, and through education and professional organisations”. Together with Chris Evans and Kirk Wilson, he is an author of the Australian CGT Handbook, now in its seventh edition.

Kristen Deards, FTI, is a Barrister at Banco Chambers in Sydney. She has appeared for taxpayers and the Commissioner of Taxation in tax cases in the Administrative Appeals Tribunal and the Federal Court, and in appeals to the Full Federal Court and the High Court of Australia. Kristen has practised in tax for 15 years, and was called to the Bar in 2006.

Daniella Di Girolamo, was admitted in 2007 and commenced work at Grope Hamilton Lawyers, predominantly in the area of commercial litigation. In 2011 Daniella joined the dispute resolution team of the Australian Taxation Office, running general, administrative and Part IVC litigation matters for the Commissioner. Following her time at the ATO she worked at Fisher Jeffries, focusing on financial services recovery, banking litigation and insolvency, and continuing to act for the ATO in bankruptcy and winding up applications. Daniella was the inaugural participant of the Step Up to the Bar program in 2015, and spent twelve months within Chambers of the Supreme Court assisting with both civil and criminal matters.

Fiona Dillon, CTA, is an Assistant Commissioner in the ATO’s Tax Counsel Network. As Senior Tax Counsel, Fiona has been the ATO’s technical lead on a range of advice, litigation, reform and law design matters across a number of specialisations including trusts and Div 7A, has contributed to the strategic leadership of the ATO’s public advice and guidance, and has been a longstanding member of the ATO’s Public Rulings Panel.

Steven Economides, CTA, is the Lead Partner of KPMG’s Deals Advisory Tax Group and has been a Partner at KPMG since 1987. Steven has advised on a series of privatisations, including TransGrid, AusGrid, Loy Yang and the Sydney Harbour Tunnel, and more recent privatisations, including Port Botany and the Port of Newcastle. Steven also has had extensive experience in public–private partnership (PPP) transactions from the early PPPs of Mount Gambier and Port Augusta to the most recent transactions.

Linda Farmer, CTA, has worked in the Wealth Advisory Area of Grant Thornton for the past 10 years focusing on providing advice and compliance services to high net worth individuals, their businesses and investment entities including self-managed superannuation funds. During her time at Grant Thornton she also been actively involved with a number of large business with turnovers ranging from the Micro level of under $1m to in excess of $300mill working within both the Private Advisory and Tax Services Divisions.

Megan Field, CTA, is a Tax Partner at Deloitte in Adelaide with over 20 years’ experience in providing business and taxation advice to Australian subsidiaries of multinationals, listed Australian corporations as well as family-owned organisations. Megan has significant experience in advising on fringe benefits tax issues for all types of organisations and their employees and also high net worth individuals. Her experience includes advising on tax-effective remuneration

structuring, expatriate policies, preparation of FBT policy manuals and FBT private rulings.

Kirsten Fish, CTA, is Chief Tax Counsel at the ATO. She joined the ATO in December 2014 as Deputy Chief Tax Counsel (North). Kirsten is one of the highest legal authorities within the ATO, providing technical leadership in relation to significant tax issues, cases and rulings. Prior to joining the ATO, Kirsten was a Tax Partner at Clayton Utz with a focus on the financial services industry and provided finance and investment transaction advice. She has won a number of awards, including being named “Rising Star” in Tax (2013) in the Euromoney LMG Australasian Women in Business Law Awards, and was voted by peers as one of Australia’s Best Lawyers in Tax in 2013.

Richard Gelski, FTI (Life), is a former President of The Tax Institute and a tax lawyer with over 40 years experience in the areas of taxation, corporate and commercial law. He has particular experience in corporate structuring, cross-border investment, tax-effective financing, capital raising, mergers and acquisitions and property trust structures. Richard regularly advises public and private companies in respect of their tax affairs. He advises multinational groups in respect of their Australian operations as well as their appearances at Senate Committee hearings. He also sits on the boards of a number of public and private charitable foundations.

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 a past State Chair of The Tax Institute’s Queensland Division and is currently a member of the Institute’s National Council.

Richard Gregg, PwC, is a Partner and National Leader of PwC’s R&D Tax Incentive team. With over 25 years’ tax consulting experience, Richard assists companies to maximise the benefits they receive under the R&D tax program, by helping them to identify eligible activities that arise during the course of their business, while appropriately managing the risk attached to their claims.

Fiona Halsey, commenced legal practice at Clayton Utz where she worked in the taxation division. Prior to establishing Halsey Legal in 2000, she was a director and in-house counsel for international accounting firm Ernst & Young. Her practice is diverse, although the matters she deals with are generally connected to the financial services



industry. These include professional negligence, employment law, client complaints, disciplinary hearings, restraints of trade and other commercial litigation. Fiona is a member of The Taxation Institute’s national professional standards committee.

Mark Halsey, has nationally recognised standing in compliance and regulatory matters, and brings a strong commercial and practical perspective (arising from 17 years as a manager in the financial ervices and credit industries prior to practicing law) to his work. He has a unique combination of excellent technical skills and knowledge of financial services law, combined with outstanding negotiation skills. His work is primarily in compliance and regulatory matters, where he represents many AFSL’s and accounting firms nationally. He is a Principal at Halsey Legal Services, and Special Counsel at Licensee Solutions, which is a specialist financial services compliance firm.

Fiona Hansen, is a Partner in PPB Advisory’s Valuation Advisory team. She has over 20 years’ experience in corporate finance having held senior roles in the Big 4 accounting firms working in Australia, Europe and South Africa. Fiona specialises in valuations of businesses, intangible assets, equity and debt instruments, executive options, impairment testing and independent expert’s reports. Fiona has also undertaken numerous for tax purposes and works closely with tax advisers in preparing such valuations. Fiona is a regular contributor of articles for the Business Valuation Australia, Australia’s leading industry journal for valuation practitioners.

Steve Healey, CTA (Life), is Partner & National Head of Private Advisory and Tax for Grant Thornton. He has in excess of 23 years’ experience in advising some of Queensland’s most significant public, private and government businesses. More recently, Steve’s focus has been on middle market enterprises and growing businesses. Steve has had a long involvement with the tax profession in Australia and is the Immediate Past President and Chairman of The Tax Institute, having served as a member of the board for the past seven years.

Dr Gill Hicks AM MBE is considered to be one of the most thought provoking, powerful and life affirming speakers in Australia and the UK. She is globally known as a survivor of the London terrorist Bombings on July 7th, 2005. An impressive career, pre the bombings, included being at the helm of some of the UK’s most prestigious and respected institutions – including Publishing Director of the architecture, design and contemporary culture magazine, Blueprint, Director of the Dangerous Minds design consultancy and Head Curator at the Design

Council. It wasn’t until after the bombings that Gill decided to dedicate her life to being an advocate for peace. Since her return to Australia in 2012, Gill has been recognised as South Australian, Australian of the Year 2015 and is Chair to the Innovation component for the Committee for Adelaide.

Paul Hockridge, CTA, of Mutual Trust, has over 30 years experience in advising high-wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning. He has particular expertise in litigation support and property development. Paul started his career with the ATO and has worked in major legal and accounting firms. Prior to joining Mutual Trust, he was a Tax Partner at Deloitte Private for several years. For a number of years, Paul has been a regular author and speaker on taxation matters, particularly in relation to tax aspects of business and investment structuring, estate and succession planning and salary packaging.

George Hodson, CTA, is a Partner at Thomson Geer, where he advises on a range of taxation, transactional, business structuring, succession planning and tax controversy matters. He acts for a range of private, public and government clients and works closely with businesses, high net worth families, not-for-profits, accountants and other professional advisers. He has extensive experience in taxation advisory as well as dispute resolution with federal and state revenue authorities. George presents at various industry events and has authored numerous articles for The Tax Institute and other industry publications.

Denise Honey, CTA, is an international tax Partner/Executive Director with Pitcher Partners. She has many years of experience providing tax and structuring advice to corporate and trust groups and their key stakeholders. Denise also helps such taxpayers deal with internationally focused ATO reviews. Denise is an Accredited Tax Law Specialist with the Law Institute of Victoria, a member of the Transfer Pricing Working Group, a member of The Tax Institute’s International Tax Subcommittee and a regular presenter at the Institute’s events.

Samuel Howard, CTA, is a Partner with Ernst & Young in Adelaide. Sam has over 25 years’ experience in tax consulting, providing advice to a range of corporates and SME clients in Adelaide in areas such as transactions, restructuring and tax consolidation as well as general tax advisory services. Sam leads EY Adelaide’s Global Compliance and Reporting practice which provides best practice solutions to large corporates and multi nationals around managing Tax Reporting. Until recently, Sam was a member of the TTI’s State Technical Committee and is a past Chairman of that Committee.

Craig Jackson, CTA, is a Partner at EY with almost 30 years’ experience in advising leading domestic and multinational corporations on the management and resolution of ATO Active Compliance Processes including complex tax risk reviews (including PCRs), tax audits and disputes. He is involved in both litigation and settlement of such disputes. Craig specialises in corporate tax, Part IVA, partnership and service trusts and has a wide client base across the entertainment and media; information technology; distribution; finance and gaming industries. Craig is involved in consultation with the ATO in relation to a range of active compliance related initiatives.

Chris Jordan, AO, CTA, was appointed Commissioner of Taxation at the ATO from 1 January 2013. He has extensive tax experience in public and private sector roles and has been an adviser to both sides of government on tax policy and implementation issues. Chris was New South Wales Chairman of KPMG until his retirement in 2012 and has previously held the roles of Chairman of the Board of Taxation and the Business Tax Working Group, Chairman of the Committee for Sydney and Board Member of the Bell Shakespeare Company and the Sydney Children’s Hospital Foundation. Chris is a Chartered Tax Adviser with The Tax Institute and a Fellow of the Chartered Accountants Australia and New Zealand. He has a Master of Laws (Sydney) and Bachelors of Commerce and Law (UNSW).

Fiona Knight, CTA, is an Assistant Commissioner at the Australian Taxation Office. She has 19 years’ experience in taxation law and currently works in the Tax Counsel Network providing advice on the most complex tax technical issues, including audits, rulings, litigation and legislative changes. She is a member of the General Anti-Avoidance Rules (GAAR) Panel. Previously she has worked in the Large Business & International and Litigation areas of the ATO. Fiona is admitted to practise as a Barrister and Solicitor of the Supreme Court of Victoria and is admitted as a Chartered Tax Adviser by The Tax Institute. She was a finalist in the Institute of Public Administration Australia 2010 Young Public Sector Leader Awards and has lectured at the Leo Cussen Institute in income tax and advanced capital gains tax.

Mark Konza is the Deputy Commissioner responsible for international taxation in the ATO. He leads the development of ATO strategy in response to the base erosion and profit shifting, offshore tax evasion and foreign investment risks. He represents Australia at various OECD forums, particularly the Taskforce of the Digital Economy.

Alan Krawitz, CTA, is a Director at EY Law (formerly Norton & Smailes). He is admitted as a lawyer of the Supreme Court of Western



Australia and practises in the Federal Court of Australia and the Administrative Appeals Tribunal. Alan’s principal areas of practice include income tax, CGT, tax disputes, tax litigation, superannuation, trusts, wills and estates.

The Hon. Justice John Logan, RFD, was appointed to the Federal Court of Australia in September 2007. He holds additional commissions as Deputy President of the Administrative Appeals Tribunal and the Defence Force Discipline Appeal Tribunal. In 2011, he was also appointed by Papua New Guinea, with the permission of the Australian Government, as a judge of the Supreme and National Courts of that country. He was re-appointed in 2014 for a further three-year term as a judge of those courts. In 1993, Justice Logan was awarded the Reserve Force Decoration (RFD) in respect of his service as an officer in the Australian Intelligence Corps in the Army Reserve.

Ken Lord, CTA, is a Barrister at Ground Floor, Wentworth Chambers in Sydney specialising in revenue law. Prior to joining the Bar in 2013, he was a Tax Partner at the international law firm, King & Wood Mallesons. He has more than 20 years’ experience in dealing with taxation matters, particularly with a focus on finance and corporate transactions, including infrastructure and project finance and cross-border investment. He has a significant background in the area of freezing orders and related issues.

Andrew Mills, CTA (Life), is the Second Commissioner at the ATO. Andrew leads the Law Design and Practice Group and has overall responsibility for the ATO’s law practice, including law interpretation, dispute resolution and the ATO’s role in policy and law design. Andrew has over 30 years of experience in tax, including periods in the ATO, commerce and the tax profession. Andrew was a director of the specialist national tax firm Greenwoods & Freehills for over 20 years, and was managing director from 2006 to 2011. Andrew has been actively involved in the profession and in contributing to improvements in the tax laws and administration throughout his career. Andrew was awarded the Chartered Tax Adviser of the Year by The Tax Institute in 2015.

Karen Payne, CTA, is the inaugural Chief Executive Officer of the Board of Taxation. Karen was appointed as a member of the Board of Taxation in May 2015. She is also the Chair of the Board’s working group advising on the implementation of the OECD BEPS Action 2 Report – Neutralising the Effects of Hybrid Mismatch Arrangements. Karen was previously a Tax Partner with MinterEllison specialising in corporate, funds and international tax. She has over 20 years’ experience as a taxation adviser at top-tier legal and accounting firms.

John Preston, is the Deputy President of the Chartered Institute of Taxation in the UK. He was for many years a partner at PwC where he was Global Head of Tax Policy. His client base was large multi-national corporations primarily in the Financial Services sector. He now works as a non-executive director/consultant

Shirley Schaefer, is BDO’s National Super Leader and has been with BDO in Adelaide for over 20 years. Shirley is a SMSF specialist and she is recognised for her technical and training expertise and is often called on for comment by the media. Shirley’s passion for all things SMSF is evident in her profile and presentations. Shirley is an auditor by training but a SMSF specialist by choice, recognising in 1996 the need for specialist compliance services to the SMSF sector of the superannuation industry.

Peter Slegers, CTA, is a Partner at Cowell Clarke and heads up the firm’s Tax & Revenue Group. He provides specialist tax and superannuation law advice to public accountants and to corporate and medium-to-large family businesses as well as high net worth taxpayers.

Ian Snook, CTA, is a Partner at William Buck providing services to medium business enterprises and professions, with his primary function being to provide taxation advice, including tax planning, compliance and business structuring. Ian is a current member of The Tax Institute’s South Australian State Council and Tax Technical Committee.

Miranda Stewart, CTA, is the inaugural Director of the Tax and Transfer Policy Institute, established with an endowment from the Australian Treasury at Crawford School of Public Policy, The Australian National University. Miranda has more than 20 years research and practical experience in taxation law and policy in academia, government and the private sector. She has engaged in research, policy advice and teaching across a wide range of tax policy, law design and institutional projects and sectors including taxation of large and small business entities, not for profits and individuals; tax avoidance and sham; international tax including tax co-operation and reform; and effectiveness of tax systems nationally and globally.

Jerome Tse, CTA, is a Partner at King & Wood Mallesons, specialising in taxation disputes and litigation. Jerome advises corporate taxpayers on all aspects of Australian tax disputes from the audit and independent review stage through to High Court litigation. He also guides clients through alternative dispute resolution processes, advance pricing agreements and mutual agreement procedures.

Angela Wood, CTA, is National and ASPAC Lead Partner for KPMG Law’s Tax Dispute Resolution & Controversy practice, bringing over 20 years of specialist experience acting both for large multinationals and the Commissioner of Taxation in risk reviews, audits and litigation. Angela has successfully resolved disputes and avoided litigation for her large multinational clients in many industries, including automotive, infrastructure, technology, media & entertainment and mining. Angela also has extensive experience acting for the Commissioner in relation to significant and complex Part IVC litigation in both the Federal and High Courts.

Jonathan Woodger is a Deputy Chief Tax Counsel in the ATO. Along with the Chief Tax Counsel and the other three Deputy Chief Tax Counsels, he has overall responsibility for the ATO’s interpretation of the tax law. Jonathan took over this role in 2011. He is now Chair of the ATO’s General Anti-Avoidance Rules Panel in Melbourne. Jonathan spent the first nine years of his career as a legislative drafter at the Office of Parliamentary Counsel in Canberra, where he drafted a large amount of tax legislation and many other measures. He joined the ATO in 2003.

Robert Yunan, is a Special Counsel at MinterEllison in Melbourne. Rob is also a qualified Chartered Accountant and formerly worked at KPMG. His key areas of expertise are income tax advice for mergers, acquisitions and divestments, with a focus on the tax consolidation, capital gain tax and international taxation issues related to these transactions. Rob has advised extensively on the role of market valuations in taxation outcomes and has been involved in the resolution of a number of disputes with the ATO in relation to market valuation issues working alongside valuation experts.


INCLUDED NETWORKING ACTIVITIES

Wednesday 15 March 2017

Convention welcome reception The Panorama Room, Adelaide Convention Centre

Drinks and canapés will be served in the Panorama Room at Adelaide Convention Centre immediately after the last session of the day.

Time: 5.30pm–7.00pm Price: Included in the full convention registration fee Additional tickets: $80 per person Dress: Business casual

Thursday 16 March 2017

National Convention gala dinner and the Tax Adviser of the Year Awards ceremony – Adelaide Oval

The gala dinner is the only national gathering of The Tax Institute’s membership. Incorporating the Tax Adviser of the Year Awards ceremony, the event recognises the outstanding achievements of the best tax practitioners in Australia, from rising stars to industry leaders.

The awards presented include the following categories:

� Emerging Tax Star

� SME Tax Adviser of the Year

� Corporate Tax Adviser of the Year

� Chartered Tax Adviser of the Year.

Time: 7.00pm onwards Price: Included in the full convention registration fee Additional tickets: $175 per person Tables of 10: $1,750 incl. premier seating Dress: Black tie/evening

SOCIAL ACTIVITIES

Adelaide Oval function room 2016 Tax Adviser of the Year Award winnersAdelaide Convention Centre

Being present in Melbourne with

leaders in Tax and their recognition of professional

champions in the CTA discipline.



SOCIAL ACTIVITIES

OPTIONAL NETWORKING ACTIVITIES

Wednesday 15 March 2017

Option 1: The National Wine Centre tour and tasting

Attendees will enjoy the opportunity to taste wine from the limited supply “cellar reserve” and take a guided tour around the National Wine Centre, viewing the open cellar.

Once your tasting concludes, you will make your way to the Wined Bar, part of the Centre’s cellar door where you can choose, pour and taste every wine – from Penfolds’ famous Grange to the boutique wine labels.

Time: 7.30pm–9.30pm Dress: Smart casual Price: $120 per person

Option 2: Press* food and wine

The philosophy at press*, is to bring “the best products from our patch of the earth to the table, and have fun doing it”. Unashamedly parochial when it comes to sourcing food, they work within the season, close at hand with local suppliers and small-scale farmers and approach cooking as a skilled craft not as art. “We’re a bit ‘in-house’ when it comes to curing, pickling, baking, brining, smoking … And, we’ve got loads of passion and a good dose of ethics.”

Time: 7.15pm–10.00pm onwards Price: $115 including a 4 course tasting menu and beverages Dress: Smart casual

Option 3: Adelaide Oval Stadium and Scoreboard Tour

Be led on an unforgettable journey into the inner sanctum …

Go behind closed doors where you’ll discover hidden secrets and relive celebrated moments. Witness the unique integration of the Oval’s iconic heritage blended seemlessly with world-class facilities.

Access restricted areas and experience the roar of the crowd as you step into living history and explore inside the iconic scoreboard, and see where some of the world’s greatest musicians have entertained sold-out crowds.

Time: 7.15pm–8.30pm Price: $20 Dress: Smart casual with comfortable walking shoes

Press* restaurant Adelaide Oval Stadium and Scoreboard TourThe National Wine Centre


Suggested accompanying persons activity

Madame Hanoi Hendricks high tea partyJoin the team at Madame Hanoi and enjoy a Hendricks high tea party.

Guests will enjoy a pot of Hendricks gin tea and served a tiered platter of some of Madame Hanoi’s signature shared dishes, including soft shell crab brioche, croquet monsieur, rare beef tartine and macaroons.

Tea sittings: 2.00pm–5.00pm (Fri–Sun) Cost: $40 per person Website: https://www.adelaidecasino.com.au/restaurants/madame-hanoi/

Suggested pre- and post-convention tours

Food Safari Walking TourWhen it comes to food, Adelaide does not joke around. The city is home to a rich and diverse food culture: hidden bars, restaurants tucked away from sight and cutting-edge cafes, and this tour will introduce you to the cream of the crop.

Start time: 4.15pm Duration: 3–3.5 hours Cost: $59 Website: http://foodi.com.au/food-safari-adelaide/

Chocolate Walking TourThe beautiful city of Adelaide is home to some of the country’s best chocolatiers. The tour is a chance to discover some of these chocolatiers and gain insight into their craft. You’ll learn about how chocolate is produced and the terminology used by the experts to describe the taste, smell and forms of chocolate. Most importantly you get to sample the chocolates along the way!

Start time: 10.00am/2.00pm Duration: 3 hours Cost: $49 Website: http://foodi.com.au/chocolate-walking-tour-adelaide/

McLaren Vale – Cheese & Wine Trail TourDeparting from Adelaide, the tour travels the coastal route to the Fleurieu Peninsula. A selection of gourmet sensations and mouth-watering cheeses, nuts and more have been superbly matched to the locally crafted wines to give you the ultimate wine and food tasting experience. The tour stops for a light lunch in McLaren Vale before indulging in more cheese and wine destinations.

Tour includes

Scenic drive to McLaren Vale Cheese and local gourmet produce platters at three cellar doors Light lunch with a glass of wine Up to five cellar doors (eg d’Arenberg, Leconfield–Richard Hamilton, Angove, Fox Creek, Wirra Wirra)

Frequency: Daily Duration: 8 hours Website: http://www.topfoodandwinetours.com.au

Madame Hanoi Hendricks high tea party

Chocolate Walking Tour

Food Safari Walking Tour

TOURS AND ACTIVITIES

McLaren Vale – Cheese & Wine Trail Tour


Ozaccom+ has negotiated special rates with seven accommodation providers for delegates travelling to the convention. Room rates are quoted on a per room, per night basis (inclusive of GST) and are only available through The Tax Institute’s Ozaccom+ convention webpage. https://ep.ozaccom.com.au/public/TAX17/accommodation.aspx

InterContinental Adelaide Two-minute walk from the convention venue – recommended for your convenience

King Superior Room $230, including breakfast $268 King Riverview $275, including breakfast $313

Enjoy the comfortable rooms and the spacious, tranquil surroundings of InterContinental Adelaide’s modern luxury suites. This iconic hotel offers a classical and opulent interior design combined with uninterrupted views of the city of Adelaide.

Playford Adelaide Five-minute walk from the convention venue

Standard Guest Room $185, including breakfast $221 Playford Guest Room $205, including breakfast $241 Deluxe Guest Room $235, including breakfast $271

The Playford has boutique-style accommodation offering the perfect blend of old-world charm and modern-day creature comforts. The hotel exudes a warm Art Nouveau feel with beautifully appointed guest rooms and suites, luxurious amenities and quality services.

Oaks Embassy ½Seven-minute walk from the convention venue

One-bedroom (with WiFi) $184, including breakfast $203 One-bedroom executive (with WiFi) $195, including breakfast $214 Two-bedroom (with WiFi) $254, including breakfast $273

The Oaks Embassy’s spacious one-, two- and three-bedroom apartments offer full hotel services and are a popular choice for singles, groups and families seeking great-value Adelaide CBD accommodation for leisure or business.

Ibis Grosvenor Five-minute walk from the convention venue

Classic Queen Room $119, including breakfast $139

Ibis Grosvenor, a 3-star hotel, is perfectly located opposite Adelaide Convention Centre and Casino on bustling North Terrace. It has 64 comfortable and compact rooms and features a restaurant, bar, 24-hour reception and room service.

Stamford Plaza Adelaide Seven-minute walk from the convention venue

Premier City Room $210, including breakfast $240

Stamford Plaza Adelaide hotel offers 335 elegantly furnished, spacious guest rooms and suites, with views of Adelaide’s historic parklands, Adelaide Oval or the city.

Mercure Grosvenor Five-minute walk from the convention venue

Standard Queen Room $169, including breakfast $189

Mercure Grosvenor Hotel Adelaide is a 4-star hotel superbly situated on North Terrace in the heart of the city, close to the Adelaide Convention Centre and Adelaide Oval. Offering a wide range of rooms and suites, this is the ideal choice for business, meeting and leisure travellers.

Mayfair Adelaide Ten-minute walk from the convention venue

Deluxe King $219, including breakfast $247

The Mayfair prides itself on offering luxury accommodation throughout the hotel, and our 62 magnificent Deluxe King Rooms are designed to make your stay with us a unique experience.

ACCOMMODATION

InterContinental Adelaide

Playford Adelaide

Mercure GrosvenorOaks Embassy Ibis Grosvenor


Online: Register online, go to taxinstitute.com.au/nc17

Email: [email protected]: 02 8223 0077Mail: The Tax Institute GPO Box 1694 Sydney NSW 2001

Don’t miss your chance to SAVE on your full convention registration!

Register for the full convention on or before 9 December 2016 and save $400 off the standard registration price.

Register for the full convention on or before 3 February 2017 and save $200 off the standard registration price.

HOW TO REGISTER

Full convention registration Online access to presentations and technical papers

Morning/ afternoon tea

Convention lunches

Convention welcome drinks and gala dinner*

Full convention registration ✔ ✔ ✔ ✔

Employer ticket ✔

Day registration ✔ ✔ ✔

*Please note: additional tickets and table of ten option to the welcome reception and gala dinner can be purchased on the registration form.

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.

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

Visit our blogGet the latest industry news from the team at The Tax Institute by visiting our blog at taxinstitute.blogspot.com.au.

Tax Knowledge eXchangeNow including up to 30 CPD hours, subscribe and gain access to Australia’s leading online tax database containing over 65,000 records including papers, presentations, journal articles and more, through Tax Knowledge eXchange. Visit The Tax Institute website for details.

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.

Convention AppInstantly access convention technical papers, PowerPoint presentations, event scheduling, location information, speaker biographies and much more with the 2017 National Convention mobile web application, suitable for your web-enabled smartphone or device. Download from the App Store or Google Play by searching Tax CPD.

Embrace your digital tax world

Registration options

Full convention registration This registration option includes participation in the full technical program, electronic access to all available materials via The Tax Institute CPD app, attendance at the convention welcome reception on Wednesday night, attendance at the convention gala dinner on Thursday night and all meals and refreshments during convention hours. Registration fees do not include travel, accommodation or hotel incidentals.

Employer ticketThis registration option allows one registration to be shared between multiple attendees from the same firm. Attend 15 technical sessions and receive electronic access to The Tax Institute CPD app which contains all available presentations and papers. Please note that convention lunches and social functions are not included in this price. Lunch may be purchased separately at a cost of $50 per person. To register, complete the ticket coordinator and payment details sections on the registration form. A form will be emailed to the ticket coordinator to complete with all delegate details, session choices and catering requirements.

Day registrationThis registration option entitles one delegate to attend a full day of technical sessions and electronic access to all available materials via The Tax Institute CPD app. Meals and refreshments during convention hours are included. Thursday registration does not include attendance at the convention gala dinner. Tickets to the gala dinner can be purchased separately at a cost of $175 per person.

Delegate materialsA folder containing the available technical presentations and papers is available for an additional fee of $100. If you would like to purchase this folder, please complete the relevant section on the registration form.

Registration inclusion summary


Register

OnlineSave time, register online at taxinstitute.com.au/nc17

[email protected]

Fax 02 8223 0077

MailThe Tax Institute GPO Box 1694 Sydney, NSW 2001

32nd National Convention | 15–17 March 2017 1170303M1/WD | Page 1 of 2

Delegate details/Corporate ticket coordinator

Title: (Dr/Mr/Mrs/Miss/Ms/Other)

Preferred name:

Last name:

Member no.:

Company:

Postal address:

Suburb:

State: Postcode:

Tel: Fax:

Email:

Delegate dietary requirements:

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

Advance registration Received on or before

9 December 2016

Early bird registration Received on or before

3 February 2017

Standard registration Received after

3 February 2017

Member New member*

Non- member Member New

member*Non-

member Member New member*

Non- member

Full convention registration $1,695 $1,995 $2,095 $1,895 $2,195 $2,295 $2,095 $2,395 $2,495

Full convention registration

Thursday 16 March 2017

Session 6: 10.30am–11.30am Session 6/1: Private Business: What’s Attracting

the Commissioner’s Attention? Session 6/2: Stapled Securities Session 6/3: Global Regulatory Information-

Gathering Powers – Implications for Australian Businesses

Session 7: 11.30am–12.30pm Session 7/1: SMSF Audit Risks – Tax vs SIS Session 7/2: The Sharing Economy Session 7/3: The Future Professional

Session 8: 2.00pm–3.00pm Session 8/1: SME Restructures: Are You Eligible

to Use the Small Business Restructure Rollover? Session 8/2: Multinational Avoidance Law and

the Diverted Profits Tax Session 8/3: Living Away from Home vs Travel

Session 9: 3.30pm–4.30pm Session 9/1: Transfer Pricing in Practice for

Smaller Enterprises Session 9/2: Tax Consolidation – The Potential

Benefits of Consolidations for M&A Transactions Session 9/3: Umbrella Trusts and Tax Splits

Select your technical sessions

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

‘Mate’s Rates promotion* (–$250)’.

Name of new attendee: Please see page 19 for more details on the Mate’s Rates promotion.

Flexible registration options

Member New member

Non-member

Wednesday only $495 $795 $895

Thursday only^ $895 $1,195 $1,295

Friday only $895 $1,195 $1,295

Employer ticket $2,240

^Thursday registration does not include attendance at the convention gala dinner. Tickets to the gala dinner can be purchased separately at a cost of $175 per person.

Full convention registration: In 2017, this registration option includes electronic access to the convention CPD app that contains available presentations and papers. A hard-copy folder of the available technical presentations and papers can be purchased for $100 in addition to the registration fee.

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

I would like to purchase a hard copy of the available presentations and technical papers. Please add $100.

Session 10: 4.30pm–5.30pm Session 10/1: Judged by your Deeds Session 10/2: The Tax Anti-Hybrid Rules Session 10/3: R&D Tax Issues and Disputes

Friday 17 March 2017

Session 12: 10.00am–11.00am Session 12/1: Growing Your SMSF – The Current

State of Play Session 12/2: Double tax treaties and the

Multilateral Instrument Session 12/3: Freezing Orders – Debt Management

and Enforcement

Session 13: 11.30am–12.30pm Session 13/1: Key Tax Issues for SMEs Looking to

Expand Offshore Session 13/2: Recent Cases Session 13/3: Practice Risk Management Including

Engagement Management

Session 14: 1.30pm–2.30pm Session 14/1: Employee Equity Participation Session 14/2: Market Valuations for Tax Purposes Session 14/3: Non-resident CGT Withholding –

Focus on Property

*SPECIAL NEW MEMBER OFFERThe 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 2017. Please read and sign below to take up membership.DECLARATIONI 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:


REGISTRATION FORM Page 2 of 2

Accommodation

To book accommodation, please follow the link on the National Convention website or complete the enclosed booking form to receive the negotiated rate at hotels within close proximity to the convention: taxinstitute.com.au/nc17.

Convention registration (advanced, earlybird or standard pricing) $

Hard-copy materials (add $100*) $

Mates rates (deduct $250*) $

Additional guest tickets – welcome reception $

Additional guest tickets – gala dinner $

Optional social activities tickets $

Convention lunches (for employer tickets) $

Total payable $

*Please see to page 19 for further information

Complete payment details

I enclose a cheque* for $

OR

Please charge my credit card $

AMEX Visa MasterCard Diners

Card no. / / /

Expiry date:

Cardholder’s name:

Cardholder’s signature:

*Please make cheque payable to The Tax Institute.

Payment method

Select your social activities

Day one – Wednesday 15 March 2017

Convention welcome reception

The convention welcome reception on Wednesday 15 March 2017 is included in the full convention registration fee.

I confirm I WILL attend the convention welcome reception OR

I WILL NOT be in attendance

Additional tickets

Yes, I require additional tickets for the convention welcome reception at $80 each: $

Name(s):

Special dietary requirements:

Wednesday night optional social activities

The evening activities on Wednesday 15 March 2017 are NOT included in the registration fees. Please indicate whether you will be in attendance at any of the following activities.#

I confirm I WILL NOT be in attendance at any of the optional social activities

Option 1: The National Wine Centre tour and tasting

Yes, I require ticket/s at $120 each: $

Name(s):


Option 2: Press* food and wine


Name(s):


Select your social activities (cont)

Accompanying persons tours and post-convention tours

For suggested accompanying persons tours, please see page 14 of the brochure. For post-convention tours, see page 14 of the brochure or visit http://www.adelaideconvention.com.au/tour-search/

Membership and education program promotion 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. Our policy can be viewed at taxinstitute.com.au/go/footer/privacy.

For event enquiries, please contact the National Events Team on 1300 733 842 or [email protected]. For registration enquiries, please contact [email protected]

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 convention. 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.

Convention lunch – Thursday 16 March $50 x tickets

Convention dinner – Thursday 16 March $175 x tickets

Convention lunch – Friday 17 March $50 x tickets

Convention meals (employer ticket only)

Option 3: Adelaide Oval Stadium and Scoreboard Tour


Name(s): #Please note there are maximum numbers and attendance is subject to availability.

Day two –Thursday 16 March 2017Gala dinner and Tax Adviser of the Year Awards ceremony

The convention gala dinner on Thursday 16 March 2017 is included in the full convention registration fee. For catering purposes, please indicate whether you will attend the dinner.

I confirm I WILL attend the convention gala dinner OR I WILL NOT be in attendance

Additional tickets Yes, I require additional guest tickets

for the convention gala dinner at $175 each: $

Name(s):


Table of 10 Yes, I require additional guest tickets for the

gala dinner at $175 each to complete my table of 10: $

Name(s): Guest names must be advised in writing no later than Thursday 2 March 2017 to [email protected]


FURTHER INFORMATIONWhat, when and how to

Delegate listA delegate list will be included on the convention app to assist with networking. Please indicate on the registration form if you do not want your name included on the list.

Confirmation of registrationOn receipt of registration and payment, you will receive an email containing your confirmation letter and tax invoice. CPD Accreditation

Full convention attendance counts for 15 hours of structured Continuing Professional Development Accreditation with The Tax Institute. Single-day attendance on Wednesday counts for four hours, Thursday, six hours and Friday, five hours. Employer ticket attendance will be allocated accordingly to each attendee.

Getting to the Adelaide Convention CentreBy car or taxi: From Adelaide Airport it is approximately 15 minutes travel time.

Flights: Qantas, Virgin Australia and Jetstar operate services to Adelaide. Delegates are advised to book early to secure best pricing.

For convenience, visit the website https://www.adelaideairport.com.au/parking-transport/transport-options/ for information on getting to the Adelaide CBD.

Transportation to social activitiesWelcome receptionThis year the welcome reception will be held onsite in The Panorama Room at the Adelaide Convention Centre. The Tax Institute will be at the venue to direct you.

Those attending an optional social activity on Wednesday evening should refer to their confirmation letter for more information on transportation arrangements for these activities.

Gala dinner and the Tax Adviser of the Year Awards ceremony This year the convention gala dinner will be held at the Adelaide Oval which is a 10–15 walk from the Adelaide Convention Centre.

Alteration and cancellation policy (including changing or transferring session)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 registration that an administration fee of 20% of the registration fee will be charged for cancellation by delegates. Cancellations must be received in writing by The Tax Institute at least five working days prior to the event. No refund will be given for cancellations received within five working days of the event; however, a replacement may be nominated. 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. All accommodation booked through The Tax Institute will be non-refundable in the case of cancellation. The Tax Institute reserves the right to charge a minimal administration fee on accommodation rates.

Adelaide weatherIn mid-March, temperatures can reach 30°C. There will be some fluctuations in the maximum temperatures from day to day, but they will not be extreme.

Special dietary requirementsPlease indicate any special dietary requirements on your registration form.

Discounts Advance registrationAll registrations received and paid for on or before Friday 9 December 2016 will be entitled to an advance registration discount.

Early bird registrationAll registrations received and paid for on or before Friday 3 February 2017 will be entitled to an early bird discount.

Group Purchase four registrations and receive the fifth free. All attendees must be from the same firm and all must register at the same time.

This offer cannot be redeemed in conjunction with any other offer, promotional code or discount and excludes single-day registrations.

Mates rateIntroduce a mate or colleague to the 32nd National Convention and save $250 on your own registration. Not valid for single-session or single-day registrations. Both registrations must be received together, and one registration must be a first-time attendee. This offer cannot be redeemed in conjunction with any other offer, promotional code or discount.

New memberThe 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 2017. Please read and sign below to take up membership.

Dress code Business or business casual clothing is suitable for the duration of the convention. Please refer to individual social options for the relevant dress codes.

Questions?If you require any clarification of the convention program, please contact The Tax Institute’s Events Team on 1300 733 842.

Meeting new tax advisers and VIPs. Listening to

speakers. My 1st conference and won’t be my last.


OnlineSave time, register online at taxinstitute.com.au/nc17

TO REGISTER

Fax02 8223 0077

MailThe Tax Institute, GPO Box 1694, Sydney, NSW 2001

[email protected]

Level 10, 175 Pitt Street Sydney NSW 2000

Tel: 1300 733 842 Fax: 02 8223 0077

For information, please contact National Events Team at [email protected]

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The Tax Institute gratefully acknowledges the generous assistance of members of the National Convention Organising Committee:

Matthew Pawson, CTA, Levis Stace & Cooper (President Elect)Arthur Athanasiou, CTA, Thomson Geer (President)Peter Godber, CTA, Grant Thornton

Noel Rowland, The Tax InstitutePeter Slegers, CTA, Cowell ClarkeNick Wilkins, CTA, Nexia Edwards Marshall

And the National Convention Program Committee:

Peter Godber, CTA, Grant Thornton (Chair)Stuart Glasgow, CTA, Mutual Trust (Deputy Chair)Matthew Andruchowycz, CTA, DMAW LawyersPaul Banister, CTA, Grant ThorntonJoanne Dunne, CTA, MinterEllison Loreena Gillon, CTA, Loreena Gillon Chartered Accountant

Len Hertzman, CTA, Australian Taxation OfficeStephen Holmes, CTA, WMS Chartered AccountantsAngelina Lagana, CTA, KPMG LawMarg Marshall, CTA, WLF Accounting & AdvisoryPeter Nearhos, CTA, QIC Neil Oakes, CTA, Perks

Lisa Pritchard, CTA, BDODaniel Smedley, CTA, Sladen LegalScott Treatt, CTA, Pitcher PartnersJerome Tse, CTA, King & Wood MallesonsDavid Williams, CTA, Life Member

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32nd NATIONAL CONVENTION · Experience Adelaide Adelaide, South Australia is an exciting and innovative destination which is set to surprise with its connected precincts, celebrated