Showing posts from February, 2016

Diving into Digital at the 31st National Convention

The rise of digital technology has challenged every aspect of the way we think and work. Digital disruption isn't a new issue – it’s a new reality. In an age where digital technology holds the power to change the status quo and turn upside down industries that were once held to be conservative and resistant to change, the key to survival is to ride the tide and catch the digital wave of opportunity to maximise profitability and future growth. Join us in Melbourne this year at the Tax Institute’s 31st National Convention to hear from some of the profession's most well-regarded thought leaders on a future that is already here.

The National Convention is Australia’s premier event for tax professionals. We are proud to showcase an impressive line-up of keynote speakers, including Chris Jordan, AO, CTA, Peter Williams, Michael Andrew, Ken Spence, CTA-Life, and many more well-regarded thought leaders. We look also to the future and are excited to host the Tax Adviser of the Year Awa…

‘Tax Issues for Digital Business’ with Joanne Dunne, CTA

Joanne Dunne, CTA, is a Tax Partner at Minter Ellison, Melbourne. With more than 20 years' experience in tax in both Australia and New Zealand, her experience includes advising and assisting clients in the e-commerce industry, or those which have a digital presence, on commercial and tax structuring, international tax, residency and source issues, and contract issues.
Affiliated with The Tax Institute for more than a decade, Joanne is presenting on ‘Tax Issues for Digital Business’ at the 31st National Convention in Melbourne. We spoke to Joanne about her upcoming presentation, and what else to look forward to at March’s Convention.
“It is good to see the National Convention return to Melbourne this year; it is the preeminent conference where sessions of relevance to all sectors and sizes of business are offered”, Joanne told us. “Among many other sessions, I am interested in the cases session on day three from Eugene Wheelahan and in particular Chris Sievers' GST update”.

Managed Investment Trusts – the industry perspective, a legal standpoint.

Managed Investment Trusts (MITs) are the investment vehicle of choice, supporting Australia’s $2.59 trillion funds management industry [1].

The proposed new tax regime for MITs, introduced into Parliament on 3 December 2015, is the third and most complex tranche of reforms affecting the taxation of MITs.

What follows is a short introduction to the paper Kos Dimitriou, CTA, and Vivian Chang, CTA are due to present at the Financial Services Conference being held on 17-19 February 2016.

The significance of these new measures should not be underestimated. The proposed law is complex and will fundamentally change the way qualifying Managed Investment Trusts (AMITs) and their investors are taxed. Favourable changes are also made to the Division 6C public trading trust (PTT) rules as well as repealing the Division 6B public unit trust (PUT) rules.

Specifically, the AMIT regime is intending to significantly simplify the administration of MITs, whilst at the same time providing certainty and crea…

Tax transparency in Australia with Grant Wardell-Johnson

Grant Wardell-Johnson, CTA, is excited to be presenting at what he labels as ‘one of the most well-known and best attended tax conferences in Australia', the Financial Services Conference.

Grant is currently a Partner in the Australian Tax Centre at KPMG, which deals with new legislation, consultation, and thought leadership on tax policy. He has been in this position for nearly 3 years and thoroughly enjoy it. Prior to this he was a client service partner in a number of industries and particularly mergers and acquisitions.

Presenting on tax transparency in Australia in two parts, Grant will first be presenting on the conceptual and historical aspects to provoke views on transparency. The second part will deal with the main developments. As many developments domestically are flowing from what is happening internationally, he will also be working with Claudio Cimetta and Mark Konza who will follow this technical session to discuss the international scene.

Attendees of this session …

'Be Consumed' at the Barossa Convention

As Australia evolves into a “smarter” economy, governments are looking to incentivise start-up ventures to support innovation. Taking advantage of available government incentives and having the right tax structures in place is critical to uncorking success for you and your clients within the SME space. The 2016 Barossa Convention is all about getting down and (tax) dirty on start-up ventures and private businesses, trusts and superannuation. Join us in the Barossa this May to learn more…
For almost 50 years, the Convention has been South Australia’s premier event for tax professionals. Drawing on the event’s rich history and tradition along with its unique location, from 2016 it will be known as the Barossa Convention. This year, in addition to a new name, we are excited to extend the invitation to our interstate members and are proud to showcase an impressive line-up of speakers against the idyllic backdrop of South Australia’s wine country to discuss start-ups, trusts, superannuation…

2016 Property & Construction Tax Intensive

Always a 'must-attend' for practitioners advising the property and construction industry, the expansion of this year's Property & Construction Tax Intensive to one and a half days reflects the dynamism and continued importance of this sector.
Peter Glindemann, Senior Manager in EY's Private Client Services team, will co-chair the Intensive and here he tells us a little more about what to expect from the event in April.
Focussing on topical tax and commercial insights from leading figures in the tax profession, the Intensive is designed for experienced practitioners who work in - or have clients in - the property and construction industry.
The event offers a mixture of in-depth, technical, direct and indirect tax topics, together with updates from the regulators (i.e. the ATO and Qld Office of State Revenue) and industry insights, including economic trend analysis and "war stories" from an industry veteran.
We're pleased to count practitioners including Ti…