Dux graduate tells all: how study changed the game


Sam Loader, the "go-to man" for tax at The Peak Partnership, reveals his experience completing CTA2B Advanced and how it has given him more confidence.

We caught up with Sam Loader; Manager - Business Services at The Peak Partnership in Queensland.

But first a brief background of Sam’s experience.

I'm a Chartered Accountant with 15 years' experience in public practice.  I grew up in Hobart and learnt my tax 'chops' at a couple of firms there.  My dad worked at the ATO so I also had an inside on how the other side worked.  I moved from Tasmania to Queensland six years ago to work as a manager for The Peak Partnership, a mid-size firm in South Brisbane. I've recently moved back to Tasmania and I'm currently working remotely. 

What is the most valuable aspect of CTA2B Advanced that you have taken away?

The broad topics and material covered were very relevant to my job as a manager in a public practice firm.  It helped consolidate my knowledge and has made me more confident in giving clients tax advice.  The course is well run and easily understood, and challenging without being too difficult.



What are some areas of new confidence?

Part of my role in the firm has seen me be the go-to man for GST and international tax. I feel this course has confirmed my prior knowledge and opened my eyes to several things I wasn't aware of. I'm now more confident giving tax advice in front of both clients and staff.  

Why did you undertake the course?

I'm a firm believer in the value of ongoing professional development.  The Tax Institute has the reputation of being the premier provider of tax education in the country, and the course seemed to be the most relevant for what I do.

While Sam is now planning to complete his Graduate Diploma in Applied Tax Law – The Tax Institute’s postgraduate program, if he completes CTA3 Advisory he would earn the prestigious Chartered Tax Adviser designation. Get in contact with us on 1300 829 338 or ask a question here to find out more.

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