Strategic Tax Planning Day 2020 - Online

Examine the implications of the Federal Budget and deepen your specialist knowledge of tax planning strategies. 

The Strategic Tax Planning Day is a timely annual event that provides tax professionals with the opportunity to explore the details and impact of the Federal Budget.

Presented by senior ATO executives and a highly qualified panel of tax and finance specialists, this valuable content can inform your business in our disrupted environment and help you move ahead with greater confidence.

What can you expect from the programme?

The sessions are designed for tax professionals looking for current and accurate information affecting individuals, businesses and the economy - both now and into the future. The topics include:

  • Where the current tax policy stands
  • The post-budget tax and super landscape
  • Practical strategies for today's climate
  • Opportunities and incentives for taxpayers

Gain up to 9.5 CPD hours

What is the tax and super landscape post budget?

Ken Mansell, Tony Negline 

Get up to speed with the key tax and superannuation measures and the status of legislation and other guidance.

Panel discussion and Q&A - Practical tax strategies in the current economic and political climate

Linda Mackellar, Kaylene Hubbard, Ken Mansell, Tony Negline. Michael Croker 

Identify key opportunities and incentives for taxpayers, learn more about the risks and disincentives for taxpayers and get an expert opinion on the impact of government policies on the economy.

Catastrophe or Opportunity? – Tax Aspects of Natural Disasters

Meng Lee

Natural disasters such as bushfires and droughts have had a devastating impact for farms and small businesses in regional areas.

A Regulatory Perspective. The ATO’s current focuses for the small business market
Deborah Jenkins, Jade Hawkins

Learn more about the ATO's current focus for the small business market and identify the key risk areas for Private Wealth markets.

Panel discussion and Q&A - A regulatory perspective
Deborah Jenkins, Jade Hawkins

Unique tax issues you will face in the 2021 year (Part 1)
Todd Want 

Unique tax issues you will face in the 2021 year (Part 2)
Vanessa Priest 

Economic update

Justin Smirk

Gain valuable insights into the Australian economy, our position in the global economy and the impact of domestic and foreign policies on our key trade partners.

SMSF Update

Tracey Besters

Whilst we haven't had any major legislative changes within the SMSF space, we are seeing the impact the current challenging market has on our SMSF clients.  This session will look at the current state of play for SMSFs, how the market is impacting liquidity and what we need to take into consideration to ensure that SMSFs still meet their trustee covenants.

How do Family Trusts fit into Estate Planning?

Geoff Stein and Suzie Boulous

In this session we will: 

  • Explain some of the strategies families use for intergenerational transfer of wealth
  • Explain how you can provide certainty without fettering the trustee's discretion
  • Discuss the ways you can, as an adviser, add value to your client's estate plan

Tax Disputes - what to expect when JobKeeper 2.1 ends?

Brett Young FCA

In this session we will: 
  • Discuss tax disputes in light of the October 2020 Federal Budget and the implications this may have on your clients
  • Examine the 7 steps in a tax dispute
  • Take an in-depth look at two case studies to identify and explain the implications to your clients in light of:
  •  JobKeeper
  •  Director Penalty Notices and the new 2020 personal GST liabilities

Michael Croker

Michael leads CA ANZ’s taxation policy and advocacy work with federal and state governments, and regulatory bodies in Australia. He has previously led the team that developed the CA ANZ’s tax, superannuation and financial advisory services training program. Prior to joining this, he was responsible for the corporate tax law syllabus within PwC Australia. Michael has also lectured on tax at postgraduate level for The University of Sydney.

Ken Mansell

Ken is a highly regarded and experienced tax trainer who has worked alongside Chartered Accountants ANZ for more than 10 years. He has both private practice and public sector experience and has been an adviser on tax policy at the Australian Treasury for more than 11 years. Ken has also advised the Solomon Islands government and has served on the secretariat of the Henry Ttax Review. His experience also includes more than four years as Head of Taxation at the Seven Network Group.

Tony Negline CA

Tony has been Superannuation Leader at Chartered Accountants Australia and New Zealand since 2015. He has 30 years’ experience in the financial services industry, is the author of The Essential SMSF Guide, and for over 12 years wrote a weekly column for The Australian. He is a Chartered Accountant and CA SMSF Specialist and holds a Bachelor of Arts and Graduate Diploma in Business Systems. Tony also has a Diploma in Journalism and an Advanced Diploma of Financial Services (Superannuation). He is a Fellow of the Financial Services Institute of Australasia (FINSIA) and a specialist member of the SMSF Association.

Kaylene Hubbard CA

Kaylene is a Tax Partner in the Greater Western Sydney office of KPMG. She works with corporates, including ASX listed entities, private owners, family groups and their businesses across a wide range of industries to grow, create and protect value. Her expertise includes developing appropriate business structures and funding arrangements, capital management, mergers and acquisitions, business restructures and assisting clients in their dealings with the Australian Taxation Office. Kaylene has a particular interest and expertise in the not-for-profit and club sector, working with a number of high profile sporting clubs and charities and assisting a number of charities in successfully seeking deductible gift recipient status and with their ongoing compliance with regulatory requirements. Kaylene has previously been a Tax Partner at Deloitte and has over 20 years experience in providing tax advice to clients.

Linda Mackellar

Linda Mackellar initially commenced a Commerce/Law degree at the University of New South Wales before transferring to the University of New England in Armidale to study Commerce. Part-way through her studies, Linda was recruited to join Boyce Chartered Accountants as a cadet in the Moree office, commencing in this role in November 1999. Linda continued her studies with UNE via distance education and was awarded a Bachelor of Commerce in December 2000. Linda was appointed to the firm’s Tax Focus Group in 2002 and in January 2003 she completed her professional year to become a Chartered Accountant. Linda is motivated by her aim to help clients achieve their financial goals. She gains great satisfaction from making a difference to a client’s business and increasing their personal wealth.

Meng Lee

Meng Lee is a senior consultant in the Boyce Tax Consulting Group. He has over 20 years of experience in the tax profession not only as a tax adviser but also as a presenter at various professional conferences and tax seminars. Meng has also previously worked for CCH Australia where he contributed to well-known tax publications such as the Australian Federal Tax Reporter and the Australian Master Tax Guide. Meng’s passion for tax presenting is apparent from his enthusiastic presentation style, technical expertise and practical approach to teaching tax courses.

Deborah Jenkins

As Deputy Commissioner Small Business at the ATO, Deborah is responsible for managing the Goods and Service Tax (GST) product and the ATO’s Black Economy program. Together with her team, she works closely with tax practitioners, businesses and industry bodies to help small businesses thrive. She has a particular interest in the benefits achieved through digital products and services. Deborah has previously been named as one of the International Tax Review Leaders for Australia and has worked extensively in Europe and New Zealand.

Jade Hawkins

Jade Hawkins is an Assistant Commissioner in the Private Wealth division of the ATO. She recently moved into the Technical Leadership and Advice stream where her focus is on bespoke strategic and operational technical services to our Private Wealth and Integrated Compliance business lines. Jade’s focus is on helping our clients (both taxpayers and internal staff) to get the right outcomes by providing technically sound, practical and consistent advice. Further, her focus is on taking insights gained at the micro level from cases and objective data, in order deliver and advocate for macro solutions (such as enhanced public guidance, law reform, or strategic litigation). Jade joined the ATO in 2000 and has had experience across the organisation from our private wealth and internationals areas, to indirect taxes and public advice and guidance.

Todd Want CA

Todd’s expertise lies in small-to-medium enterprise taxation matters. He advises clients on a broad range of tax issues such as capital gains tax, advice relating to structuring and restructuring, the tax consequences of acquisitions and divestments, small business CGT concessions, Division 7A, taxation of trusts, international tax issues and tax risk management.

Vanessa Priest CA

Vanessa is currently a Partner at Baskin Clarke Priest and prior to this, a Partner at Deloitte Private, BDO and Crowe Horwath. She is a Chartered Accountant and has degrees in teaching and commerce (majoring in Accounting and Economics) and a Masters in Tax Law. Vanessa has more than 20 years' experience as a tax specialist and has a strong interest in the tax and succession issues faced by privately-owned enterprises and family groups. She has extensive knowledge in areas such as tax structuring, cross border issues, asset acquisitions and divestments, and tax issues arising for trusts.

Justin Smirk

Justin has over 17 years' experience in Financial Markets. He started his early career training at the Reserve Bank of Australia and has been with Westpac since 1999. During this time, Scott has worked in Westpac’s London office and has taken a secondment as Chief Economist at St George Bank. Justin’s areas of interest are the international economy, commodity markets and the resources sector. He is also known for his regular analysis of the Australian labour market and prices.

Brett Young FCA

Brett Young is a barrister specialising in taxation law and commercial law at the NSW Bar and commenced practising as a barrister in 2003. Brett has practised as a tax advisor since 1994. Brett is also a Fellow Chartered Accountant (FCA). Brett's primary area of practise is resolving tax disputes for taxpayers in the Australian economy. Brett advises and represents taxpayers in all areas of taxation law, including income tax, stamp duty, GST, land tax and other Federal and State revenue laws. Brett appears in a variety of Federal Court, Administrative Appeals Tribunal, NSW Supreme Court matters. Brett acts for a broad range of taxpayers - including multinational corporations, small-to-medium businesses and high net worth individuals.

Geoff Stein

Geoff Stein is a Partner of Brown Wright Stein with extensive experience in taxation, corporate and commercial law, who has been practising in Sydney for over 30 years. Geoff advises clients and their advisors on various Corporations Act, trusts, superannuation and tax issues and how they impact on their business transactions. He provides advice on all aspects of estate planning, wealth management (including asset protection), and business and trust structures. Geoff works collaboratively with many accounting firms, financial planners and business advisors, assisting clients to solve personal and business problems. Clients include owner-managed businesses, aspirational individuals, SMEs and listed public companies, particularly for successor and employee incentive arrangements. He is recognised by the Law Society of New South Wales as an accredited specialist in taxation law. He is also a Tax Institute Chartered Tax Adviser. Geoff is a Director of Giant Steps, an organisation dedicated to helping create a bright future for children with autism and their families.

Suzie Boulous

Suzie Boulous is a partner at Brown Wright Stein specialising in estate planning, estate administration, wealth management, philanthropy and trusts. She has been practising for over 13 years and in that time has also established broad experience in related tax, commercial and property matters. Working closely and collaboratively with accountants and financial planners, Suzie has acted for high net-worth individuals, business owners and private companies.

Tracey Besters

As an accountant & financial adviser Tracey understands the pressures of being in public practice, the never-ending deadlines and demands from clients. She also understands the enormous SMSF opportunities that are within existing and new clients alike. Recently joining the CA ANZ team, Tracey is tasked with updating and writing the SMSF technical content, along with developing programs for our SMSF events. Tracey is also the co-founder of The Strategy Hub. Within The Strategy Hub business, Tracey and her team have developed practical frameworks; resources & tools to assist professional services firms grow their SMSF revenue and drive a deeper engagement with their clients. Tracey is hugely passionate about the SMSF space and it is her vision that we can change the retirement future of everyday Australian’s one SMSF at a time.


Topic: Financial Advisory and Superannuation, Tax

Sub-Topic: Business Tax, Employment Taxes - PAYE, PAYG & FBT, Financial Planning & Advisory, GST, Income Tax, Income Tax (inc CGT), International Tax, Self-Managed Superannuation Funds, State/Territory Taxes, Superannuation, Tax Administration

Format: Recorded Webinar

Proficiency Level: All

CPD: Upto 9.5 hours