In the latest speaker profile in our series, we sit down with Tony Riordan, CTA from Riordans Lawyers who is presenting the Taxpayer Alerts – Be Alert and Alarmed session with Arthur Athanasiou, CTA at the upcoming 2014 Private Business Tax Retreat.

Tell us about yourself

I am the tax partner at Riordans Lawyers a boutique commercial practice in Melbourne’s CBD. I have a particular interest in the structuring of entities and in trust law.

How long have you been affiliated with The Tax Institute?

I have been involved in The Tax Institute’s activity for in excess of 25 years.

What does the 2014 Private Business Tax Retreat mean to you, and more broadly, to the tax industry?

The Private Business Tax Retreat enables an exchange of views and the enhancement of knowledge in a collegiate atmosphere.

What is the topic that you are presenting at the 2014 Private Business Tax Retreat?

I will be presenting on two topics at the retreat, Session 1 “Taxpayer Alerts – Be Alert and Alarmed” and Session 5 “Lessons from Experience – Business Entity Structuring”. I will also be involved in the panel discussion in Session 6 “Case Study Session Covering the Issues Raised in Session 5 – Learning from the Experience of our Leading Tax Professionals”.

What can attendees expect to learn from your session?

Session 1 will look at some of the practical issues of the Taxpayer Alert System. Session 5 will, amongst other things, provide an understanding of the relevant control mechanisms available for inter-generational transfer of discretionary trusts and the entities which they own, how those mechanisms have been applied in the past, and how they can be adapted to meet inter-generational change issues in the future.

What new or hot topics will you cover?

I will be discussing both the amendment of deeds after Clark, and the inclusion of sophisticated Protector Clauses.

How will attending your session help delegates help their clients?

It is hoped that both sessions will provide delegates with improved insights into the topics.

Which other sessions at the conference are you most interested in attending?

I am looking forward to the session “Professional practice structures”.

What do you like to do when you’re not knee-deep in tax?

I enjoy spending time with my family and keeping fit.

We are now in our 4th year, and this Queensland signature event is only getting better and better. Join us on the Gold Coast, at the beautiful Palazzo Versace Hotel for the 2014 Private Business Tax Retreat.


Find out more about the conference and register now.