Seminar & Convention Papers

Seminar & Convention papers from all Tax Institute events are available online to be downloaded in PDF format.

Seminar Papers

All papers and powerpoint presentations provided by the speakers from Institute seminars are available through the website.

Convention Papers

Various State and National conventions are held annually and Convention Papers are available as a separate subscription item. Individual papers from State Conventions are also available through the Institute's website. The Institute's convention papers are also available for purchase seperately on CD.

Convention paper package pricing

  • $670 Complete print set + CD-ROM
  • $315 CD-ROM only set (6 CDs - National and State Conventions)
  • $490 Complete print set of State Convention books
  • $120 Individual printed State Convention books

To find out more information about the CD and Convention books, please download an order form (273KB PDF).

Finding a Paper

Use the right hand side Paper Search to refine your search criteria. Enter Keyword, State of Event and Date Range.

  • Property: Are Your Clients Leaking Too Much Tax?

    29 May 2008
    Parmelia Hilton, Perth
    WA

    With Property prices under pressure and greater scrutiny from the ATO are you ensuring your clients are maximising their tax benefits and minimising risk?

    This seminar was presented in four parts:

    • CGT and main residence exemption – ATO View on CGT Mistakes
    • The New Duties Act – Property Overview
    • GST and Property Development
    • Tax Structures.

  • Annual Tax Forum

    27 May 2008
    The Westin, Sydney
    NSW

    This event had three streams providing over 40 technical sessions presented by Australia’s leading tax experts. Tax law changes continue to provide us with complex issues and challenges to deal with on a daily basis. This flexible program allowed delegates to choose the topics that best fitted their needs whether they worked as an in-house professional or in public practice.

  • Bi-Monthly Tax Briefing: Coming to or Leaving Australia - Is There a Tax Problem?

    27 May 2008
    Education Development Centre, Hindmarsh
    SA

    This event is part of the Bi-monthly series.

    A Tax Update precedes the main topic and covers all tax changes that have occurred in the last two months.

    Main Topic Outline: This presentation highlights some of the issues to be considered when providing advice and preparing tax returns for individuals who come to or leave Australia, either on a permanent basis or on temporary secondment. The issues discussed in this presentation may also be relevant when advising Australian employers of the tax implications which can arise when employing persons from overseas, on a permanent or temporary basis, or when sending employees to work overseas on temporary assignments. In these circumstances, employers may need to consider the personal tax issues facing the employee, for the purpose of calculating their total employment cost and the impact on any tax equalisation arrangements. This session will consider some of the main domestic tax factors that need to be addressed including:

    Residence status:

    • residence tests
    • temporary residents
    • interaction with double tax agreements
    Capital Gains Tax and how it applies to:
    • temporary residents
    • taxpayers leaving and coming to Australia permanently
    Superannuation and the tax implication of:
    • bilateral Social Security Agreements
    • departing temporary residents
    • bringing super to Australia.

  • Superannuation Intensive

    26 May 2008
    Hyatt Regency, Adelaide
    SA

    Superannuation is increasingly a significant part of clients’ wealth planning strategies, being the second most valuable asset for many Australians. Unprecedented levels of change over the past twelve months continue to present challenges for practitioners. Aimed at any practitioner involved in the area of superannuation, this Intensive canvassed the topical issues under the new regime to equip advisers with the tools necessary to achieve commercial and tax effective outcomes. Topics covered included:

    • wealth migration to and from SMSFs
    • SMSFs: Fund Administration – Getting the Details Right
    • SMSFs: Fund Administration – The Tax Issues
    • instalment warrants – practical applications
    • speculating with real property
    • current market overview – an industry perspective.

  • Trusts National Roadshow

    23 May 2008
    Various
    National

    This event was run nationally on a number of different dates, most recently 23 May 2008 in Geelong.

    The event was intended for those practitioners who regularly advise clients who operate businesses or hold investments through trusts and was designed to complement a sound knowledge of the operations of trusts (particularly discretionary trusts) by taking attendees through a series of practical case studies on key issues.

    The 2008 Trusts Roadshow took a practical look at some of the tricky areas encountered when dealing with trusts. It focussed on key issues showing you how to maximize the benefits that can be obtained and identified potential problems before they arise.

    This was a four hour presentation.

  • Land Tax: State of Play Changes from 1 July 2008 & Other Current Issues

    21 May 2008
    Holiday Inn, Adelaide
    SA

    This event was suitable for any practitioner with clients who own commercial or investment properties and especially relevant for those with clients who own multiple properties and who are concerned about the values of those properties being aggregated for land tax purposes.

    The recent amendments to the Land Tax Act have caused concern for people who have invested in the property market. This seminar outlined the legislative changes and the impact the rules will have. It also addressed other current issues with land tax and relevant stamp duty, CGT and GST issues. Practical case studies were used to highlight the issues.

  • Debt/Equity Issues

    14 May 2008
    Parmelia Hilton, Perth
    WA

    Part of the 2008 Corporate Tax Club series, this seminar covered debt and equity issues.

  • Superannuation Intensive

    14 May 2008
    Swissotel, Sydney
    NSW

    Superannuation is a now the second most valuable asset for many Australians and is increasingly a significant part of clients’ wealth planning strategies. Regular legislative changes offer a challenge to practitioners to ensure the continued compliance with legislation, the tax effectiveness and flexibility of existing arrangements for clients.

    • Are you on top of the latest developments in instalment warrants?
    • Do you know how to maximise the role of superannuation in estate planning?
    • Do you know what the ATO expects of you now as an approved auditor?
    The planning opportunities for all your clients mean that maintaining knowledge in this area is crucial. This seminar discussed the answers to these questions, as well as other important topics. This seminar was aimed at tax practitioners, accountants, lawyers, financial planners, superannuation administrators and superannuation planners.

    Note: The "Borrowing & Superannuation - A lawyer's & accountant's perspective" session had two parts, and so there are 2 papers and 2 presentations for that session.

  • Innovation Incentives: The R&D Tax Concession & Government Grants

    08 May 2008
    City West Function Centre, Perth
    WA

    To remain competitive, businesses need to develop new products and improve processes - innovation is the key. Australia’s Research and Development (“R&D”) Tax Concession and grants programmes provide additional tax deductions and funding to assist companies to innovate.

    This session explored the R&D Tax Concession and the various government grants available to help your clients, and provide some practical advice on assisting your clients in accessing these benefits.

    The R&D Tax Concession is designed to encourage companies to perform R&D activities, including development activities outside of the lab. Claimants come from a range of industries including minerals, manufacturing, agri-business, IT and financial services. The seminar covered the tax rules relating to R&D, case studies and explain recent changes to the law including the new R&D Tax Concession for multinationals.

    There are also a number of government grants available to help businesses grow – to develop and commercialise a technology or to find a new market. Many of these grants are competitive and it is critical to understand the eligibility criteria and grant conditions to maximise your clients’ chances of successfully receiving funding.

  • Year End Tax Planning

    06 May 2008
    Swissotel and The Crowne Plaza, Sydney
    NSW

    Part of the Breakfast Club series, this seminar was held on both 1 May and 6 May.

    Another financial year end is approaching! Have you had time to consider some of the tax planning opportunities which have arisen since last financial year? This seminar focussed on the opportunities in the following areas:

    • small business entity provisions – are your clients entitled and if so what are the advantages?
    • capital gains – especially small business CGT concessions, what can you do to take advantage of these provisions and save tax?
    • Division 7A – you have until 30 June 2008 to “make good” and Div 7A issues
    • superannuation – the tax planning opportunities and the cost if you don’t comply
    • key ruling and cases that have a practical impact
    • changes to the self assessment rules.