2018 Private Business Tax Retreat - 31 May-1 June 2018 The Palazzo Versace Hotel, Gold Coast - The Tax Institute
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2018 Private Business
Tax Retreat
31 May–1 June 2018
The Palazzo Versace Hotel, Gold Coast
13 CPD hours
Welcome
2018 Private Business Tax Retreat
Defensive Planning - Being Proactive but also Prepared to Defend
On behalf of the organising committee, I am pleased to extend to you an invitation to again join us at the Palazzo Versace Hotel
on the Gold Coast for the 2018 Private Business Tax Retreat.
Now in its eighth year, the 2018 Private Business Tax Retreat program has been designed to deliver the most up-to-date thinking on
many of the private client advisers’ most common tools in trade and to bring to light emerging trends which may impact upon them.
Covering trusts, Div 7A, Part IVA, Small Business Restructure Roll-over in practice, corporate and commercial, and ATO
perspectives, the purpose of the retreat is to not only deliver new thinking around daily adviser issues, but also to provide practical
take-outs for common client circumstances, issues and objectives. While we have not seen substantive legislative change
across areas that impact private business (aside from superannuation), there is a clear change of thinking around policies that
generations of private client advisers have more or less taken for granted. Although these changes are, for the most part, still
evolving, they nevertheless must be taken into account when advising clients, particularly as decisions taken today in the context
of existing laws may have long-term consequences in a new legislative environment.
Again taking place over two days at the ever-popular Palazzo Versace on the Gold Coast, the 2018 Private Business Tax Retreat
is an opportunity to immerse yourself in private business taxation issues through technical plenary sessions and interaction with
field leaders and your peers.
Why you should attend
The Private Business Tax Retreat continues to be a unique and significant event on The Tax Institute’s calendar and has a strong
following amongst an increasing number of Tax Institute members. It is designed for practitioners with an interest in private
business taxation issues but, more importantly, with a focus on how these issues impact the advice that they provide. The
detailed insights and practical take-aways from this event will empower attendees to confidently advise in a changing landscape.
Thank you
Thank you for all of the feedback we received regarding last year’s event. This ongoing feedback from regular supporters of this
event is most welcome and helps us plan for future events as we continue to strive to make this retreat one that provides an
essential forum covering areas of great relevance for attendees.
Thank you also to the organising committee for their time, energy and support in ensuring that the 2018 Private Business
Tax Retreat maintains the high standards of similar events over the years in Queensland.
I look forward to meeting you on the Gold Coast for what will be a truly exceptional retreat-style event in the wonderful surrounds
of the Palazzo Versace.
John Ioannou, CTA
Chair, 2018 Retreat Organising Committee
The Tax Institute gratefully acknowledges the generous assistance of members of the 2018 Private Business Tax Retreat
Organising Committee:
John Ioannou, CTA, (Chair, 2018 Retreat Organising Steven Lutz, CTA, Lutz & Associates
Committee) John Middleton, CTA, Clayton Utz
Tara Cuddihy, CTA, PwC Dominic Moon, ATI, McCullough Robertson
Andrew Jones, CTA, Crowe Horwath Andrew White, ATI, Greenwoods & Herbert Smith Freehills
Early bird offer! Register on or before Thursday 12 April to save.
2 THE TAX INSTITUTE 2018 Private Business Tax Retreat
Technical program
Event summary
Day 1 – Thursday, 31 May 2018
Time Session Presenter
8.15am Registration – pre-function foyer
8.45–9.00am Official opening by retreat chair John Ioannou, CTA
Chair, 2018 Retreat
Organising Committee
9.00–9.15am President’s welcome Tracey Rens, CTA
President – The Tax
Institute
9.15–10.00am Keynote address: How did the advisors go? Raynuha Sinnathamby
The role and actual efficacy of advisors or ‘consultants’ is an important and sometimes vexed one. Managing Director,
Springfield City Group
The question; ‘how did the advisors go?’, actually commands some lengthy qualitative and
quantitative analysis in almost every instance.
Engaging an advisor without careful consideration of whether the advisor has the skills,
experience, understanding of the task, and of the business of the company, as well as
capacity to complete, can set both advisor and business up for trouble. Clarity around the
parameters is also important to avoid extended engagements or unbudgeted costs.
The very nature of the dynamic skills base needed to complete the Greater Springfield city-
building project, necessitates the use of advisors and this provides a good case study for the
topic at hand.
10.00–10.15am Morning tea – pre-function foyer
10.15–11.15am Plenary 1: Structuring trusts for foreign stakeholders – It affects everyone Melinda Peters, CTA
Recent changes in attitudes, policy and legislation mean that an off-the-shelf deed McCullough Robertson
will certainly never satisfy a client’s objectives, and potentially expose them to
adverse consequences. This session will cover:
Who should be a beneficiary when drafting a trust
Different “foreigners” for different statutory purposes
Rights of a discretionary object.
11.15am–12.15pm Plenary 2: Part IVA for SMEs Chris Aboud, CTA
Establishing that Part IVA does not apply to a proposed transaction can be challenging, and Greenwoods & Herbert
different views are often possible. Given this, it is preferable to ensure that the proposed Smith Freehills
transaction does not raise any Part IVA “flags” and that other higher Part IVA risks are not Cameron Blackwood,
present. This session covers the following matters: CTA
The Part IVA “flags” Greenwoods & Herbert
Circumstances that might be thought to be higher risk for Part IVA, but are not Smith Freehills
Circumstances that might be thought to be lower risk for Part IVA, but are not
The various mechanisms for obtaining comfort on Part IVA
12.15–1.00pm Lunch – Ill Barocco Restaurant
1.00–2.00pm Plenary 3: SME demergers and capital returns – Is the small business restructure roll- John Middleton, CTA
over the answer? Clayton Utz
The ATO interpretation of the demerger rules has effectively put them beyond the reach of
the vast majority of SME companies. This raises the questions; do the new small business
rules provide an alternative means of achieving a similar outcome? or of undertaking other Christine Palmer
share capital dealings in a more flexible manner than provided for by Div 16K? This session Clayton Utz
will examine:
Demerger relief – three concessions in one
When can SMEs satisfy the ATO tests?
Can the SBRR allow an effective tax-free demerger?
Do the safe harbours apply?
Buybacks and other capital transactions.
2018 Private Business Tax Retreat THE TAX INSTITUTE 3
Technical program
Event summary
Time Session Presenter
2.00–3.00pm Plenary 4: What is happening to Div 7A from 1 July 2018? Mark Molesworth, CTA
Division 7A has had a makeover and is ready to take effect from 1 July 2018 with a new BDO
look. Having played a key part in the tax framework in which private companies operate,
this Division has been notorious for being complex, inflexible and costly to comply with. This
session looks at the new changes to Div 7A, specifically:
Outline of the new “simple” Div 7A – has it really been simplified?
Are the objectives of Div 7A still being achieved?
What was included and not included from the Board of Taxation recommendations?
Are our problems with unpaid present entitlements now a distant memory?
3.00–3.15pm Afternoon tea – pre-function foyer
3.15–4.15pm Plenary 5: Financing start-ups Ben Wood
Internationally, stories of crowdfunded start-up successes are increasingly common, and are McCullough Robertson
likely to be increasingly common in the Australian context following recent amendments to Anna Guenther
the Corporations Act 2001 (Cth). This session will equip attendees with the knowledge to Co-founder of PledgeMe
understand and advise in this landscape, by covering:
An introduction to crowdfunding in all its forms, including how investors and companies
participate
Reflections on the new legislation and early lessons learnt
Comparisons of equity crowdfunding with other early-stage venture capital options
Practical considerations, including maintaining control after equity raising.
Anna Guenther, co-founder of PledgeMe, New Zealand’s first crowdfunding platform, will
be providing a different perspective, including what a crowd funding platform looks for in
a campaign and company, and some practical tips on how to ensure a successful crowd
funding campaign.
4.15–5.15pm Plenary 6: Cash-back opportunities for private businesses Greg Pratt
This session will focus on the “cash-back” opportunities existing under state and federal Deloitte
government commitments to innovation, but more importantly, how to position your client to
take full advantage of these initiatives. It will explore:
R&D tax incentives
Export market development grants
Fuel tax credits
The Advance Queensland program and the National Innovation and Science Agenda.
5.15–6.15pm Free time
6.15–7.15pm Pre-dinner drinks
7.15–11.00pm Retreat dinner
Day 2 – Friday, 1 June 2018
Time Session Presenter
7.00am Breakfast – Ill Barocco Restaurant
9.00–10.00am Plenary 7: Ongoing use of trusts after the next election Professor Robert
The public debate over “tax avoidance” has recently incorporated the use of trusts. Deutsch, CTA
This session highlights the facts behind the various stances taken and what they may mean for The Tax Institute
practitioners and their clients. It will address:
Details of the ALP’s policy
Official position of both the current government and Treasury
A fresh look at the non-tax attributes of trusts (estate planning, asset protection, flexibility)
Bonus: The ATO’s current interest in stapled structures and implications for smaller investors.
4 THE TAX INSTITUTE 2018 Private Business Tax RetreatTechnical program
Event summary
Time Session Presenter
10.00–10.15am Morning tea – pre-function foyer
10.15-11.15am Plenary 8: Superannuation and Estate Planning – The New Frontier Scott Hay-Bartlem,
Having survived the introduction of “fair and sustainable” superannuation, with the CTA
Treasurer’s tagline “Superannuation is not an estate planning tool”, the focus is now on Cooper Grace Ward
how we manage self-managed superannuation funds and death benefits. This session Lawyers
will address the changes for superannuation death benefits under the new regime, with a
particular focus on:
How do reversionary pensions and death benefits work now with the new transfer
balance cap?
Recent court case decisions on binding death benefit nominations and the
responsibility of advisers.
11.15-12.15pm Plenary 9: What is attracting the commissioner’s attention for private business Martin Jacobs
This session will focus on current technical issues impacting private business that are ATO
attracting the Commissioner’s attention, including issues related to:
CGT Concessions
Div 7A
Trusts
It will also cover the options available for taxpayers in resolving complex issues.
12.15-1.15pm Lunch – Ill Barocco Restaurant
1.15-2.15pm Plenary 10: Intergenerational wealth transfer Jodie Mills, CTA
Determining the “who” when planning for succession is only the first hurdle. The “how” Small Myers Hughes
requires careful planning to ensure that the various underlying tax issues have been
considered. This session will use practical examples to explore:
Identifying the right assets
Questions of control and ownership
FTEs, IEEs
Value shifting
Stamp duty issues.
2.15-2.30pm Afternoon tea – pre-function foyer
2.30-4.00pm Plenary 11: Joint Avoidance Panel Facilitator
Following on from Plenaries 2 & 9, we have assembled a panel of anti-avoidance experts, Steve Lutz, CTA
including members of the General Anti-Avoidance Review Panel, to discuss and debate Lutz & Associates
the current state of play and future direction of anti-avoidance in Australia. In particular,
the panel will address: Panel Members
The major changes to Part IVA five years on, including removing “tax purposes” from Cameron Blackwood,
a permissible counter-factual scenario CTA
Greenwoods & Herbert
Is Part IVA now too restrictive?
Smith Freehills
Most advisers can spot flagrant breaches off Part IVA. What arrangements are being
seen that sail closer to the line? Martin Jacobs
Should there be any further changes to Part IVA to improve certainty for taxpayers? ATO
Fiona Knight, CTA
ATO
Professor Robert
Deutsch, CTA
The Tax Institute
4.00-4.15pm Retreat close John Ioannou, CTA
Chair, 2018 Retreat
Organising Committee
2018 Private Business Tax Retreat THE TAX INSTITUTE 5Presenter profiles
An overview of our experts
Chris Aboud, CTA, is a Senior Associate at Greenwoods & John Ioannou, CTA, was admitted as a Solicitor in 2002 and is
Herbert Smith Freehills and has extensive experience advising a partner at McCullough Robertson. He has experience in the
clients on a broad range of income tax matters, including areas of taxation, trusts and estate and succession planning.
taxation of trusts particularly as it relates to the MIT and AMIT John has a Bachelor of Arts, Bachelor of Laws and a Masters
regimes; capital gains tax; and international tax matters. Chris’ of Law. He is currently Queensland’s representative on the
practice focusses on clients within the property construction and Institute’s National Professional Development Committee and a
development and property funds management industries. He member of Queensland’s State Council.
is also a key member of the firm’s Private Wealth group, which
Martin Jacobs is an Assistant Commissioner at the ATO. He
advises many of the country’s most successful private groups
specialises in the Private Groups and High Wealth Individuals
and emerging entrepreneurial businesses.
business line, leading a tax advice and services area as well as
Cameron Blackwood, ATI, brings more than a decade of providing leadership on significant case matters. Martin worked
transactional tax expertise to his role as Director in Greenwoods in the Commonwealth Treasury from 2002 to 2013, undertaking
& Herbert Smith Freehills’ Sydney office. He specialises in a range of policy advice and legislative development roles
advising clients on the tax complexities of mergers, acquisitions involving individuals, business, not for profits and international
and restructures, including cross-border issues and all matters. Martin has qualifications in Economics, Accounting
aspects of employee share schemes, and regularly works in and Taxation Law.
close collaboration with Herbert Smith Freehills. After joining
Fiona Knight, CTA, is an Assistant Commissioner at the ATO.
Greenwoods & Herbert Smith Freehills as a graduate in 2004,
She has over 20 years experience in taxation law and currently
Cameron built his corporate experience advising companies
works in the Tax Counsel Network providing advice on the most
on a wide range of advisory and compliance matters, including
complex tax technical issues with a focus on anti-avoidance
a secondment to BHP Billiton. His industry knowledge is
provisions. She is a member of the ATO’s General Anti-Avoidance
broad and includes the mining, real estate and financial
Rules (GAAR) Panel. Previously, Fiona has worked in the Large
services sectors. Cameron is also a key member of the firm’s
Business & International and Litigation areas of the ATO. Fiona
Private Wealth group, which advises many of the country’s
holds a Bachelor of Laws (Hons), a Bachelor of Commerce, an
most successful private groups and emerging entrepreneurial
Executive Masters of Public Administration from the University
businesses. Cameron is a member of The Tax Institute’s Large
of Melbourne and a Masters of Taxation from UNSW. She is
Business and International Committee and the NSW Technical
admitted to practise as a Barrister and Solicitor in Victoria.
Committee. He holds a Bachelor of Business (Hons) and
Bachelor of Laws (Hons) from the University of Technology Steven Lutz, CTA, is Managing Director of Lutz & Associates,
Sydney, and a Master of Taxation from the University of Sydney. a Chartered Accountancy firm located on the Gold Coast,
Cameron is admitted as a solicitor in New South Wales. providing taxation, accounting and business services. Steve is
Professor Robert Deutsch, CTA, is Senior Tax Counsel at also a member of The Tax Institute’s Professional Development
The Tax Institute and is also currently a Deputy President of Committee and State Council.
the Administrative Appeals Tribunal (AAT). For over 20 years John Middleton, CTA, is a Special Counsel at Clayton Utz
he was a Professor in Taxation Law with the University of New Brisbane and specialises in revenue and commercial law. He has
South Wales. He specialises in taxation matters, with a special provided legal advice in respect of the structuring, restructuring,
emphasis on international tax and has experience as a solicitor purchase and sale of businesses and entities of all types. He has
with a major national law firm, as an independent barrister, and particular experience in CGT planning for the sale of businesses,
as a director with a major accounting firm. Professor Deutsch has and also practises in stamp duty, GST and general tax. He is
deep expertise in both tax practice and tax education, developed listed in Doyle’s and Best Lawyers in respect of tax matters.
over many years at the highest levels. This gives him a unique
perspective that enables him to represent The Tax Institute with Jodie Mills, CTA, is a Principal of Small Myers Hughes Lawyers
authority and integrity. and is an Accredited Specialist in Taxation Law with the Law
Institute of Victoria and Queensland Law Society. Jodie is
Anna Guenther is the co-founder and Chief Bubble Blower of passionate about providing results-driven, commercial advice and
PledgeMe, New Zealand’s first crowdfunding platform. Since solutions for her clients’ taxation and business needs. Her core
launching 6 years ago, over 1,200 creative, community and practice areas focus on providing advice on taxation matters,
entrepreneurial campaigns have raised over $23 million through including stamp duty, GST and capital gains tax and advising on
PledgeMe. Currently, the platform offers equity, lending, and corporate structures and transactions.
project-based crowdfunding. Their most recent claim to fame was
a Dunedin based chocolate company raising over $2million in 32 Mark Molesworth, CTA, is a tax partner at BDO and a member
hours when Cadbury decided to move their production offshore. of The Tax Institute’s Large Business & International Technical
Anna has also worked for the New Zealand Government, MIT Subcommittee and the Queensland State Technical Committee.
and Harvard, and completed her Masters in Entrepreneurship He is also a member of the expert advisory panel to the Board
with a focus on crowdfunding. She moved to Australia as part of of Taxation and The Tax Institute’s representative on the ATO’s
the HotDesQ programme, which coincided with changes in the Private Groups Stewardship Group. Mark has many years of
legislation coming into effect allowing equity crowdfunding. experience in advising taxpayers with respect to all areas of
6 THE TAX INSTITUTE 2018 Private Business Tax RetreatPresenter profiles
An overview of our experts
taxation, including CGT, FBT and income tax. He also provides serves on the Property Council Queensland Division Council and
taxation advice to other smaller accounting and legal practices in Management Council. Raynuha also serves on the Premier’s
respect of their clients. Business Advisory Council (2013-2017), has served on the
Queensland Government Multicultural Round Table (2012-2014)
Christine Palmer was admitted in 2010 as a solicitor, and has and has recently been appointed onto the Leadership Council on
practised in the corporate tax team of top-tier accountancy Cultural Diversity.
practices in Brisbane. After working in Boston in international tax,
she returned to Australia in 2017 to work in the Clayton Utz tax team Ben Wood of McCullough Robertson has a broad range of
in Sydney. Specialising in corporate tax, she has a particular interest experience in assisting clients with issues relating to corporations
in income tax consolidation, structuring and international tax. and securities law, with a particular focus on public and private
capital raising, mergers and acquisitions, restructures and capital
Melinda Peters, CTA, is a specialist tax and duty lawyer, focusing governance. This includes working with companies across the
on corporate and resources taxation at McCullough Robertson. capital raising life cycle from start-up to listing, as an active
Melinda currently acts for multinational corporations with supporter of the start-up community. This has naturally included
Australian resource interests, a number of ASX-listed companies, a keen interest and focus on developments in crowdfunding
widely held investment funds and a number of growing Australian (including equity-based crowdfunding). Ben is originally from the
companies that are expanding offshore. In addition to providing UK and is also admitted as a lawyer in England and Wales.
transaction structuring advice and tax opinions, Melinda has
implemented and advises on employee incentive arrangements for
both listed and private groups. She also regularly acts for clients in
taxation objections and disputes with the ATO.
Greg Pratt is a Brisbane-based Partner who leads Deloitte’s
Global Investment and Innovation Incentives practice in Australia.
Greg has many years of experience assisting companies access
R&D tax incentives and grants, and his previous experience
includes leading R&D and grants practices in South Australia and
New Zealand. Greg assists clients with all aspects of R&D tax
compliance and consulting, including preparing R&D tax incentive
claims, advising on optimal R&D structuring, implementing
improved R&D substantiation systems and assisting with advance
and overseas findings. Greg works across a range of industries
and has significant experience advising companies in the
manufacturing, software, agricultural, life sciences, energy and
technology industries.
Tracey Rens, CTA, is a Corporate & International Tax Partner
at Deloitte. She has 18 years of cross-border M&A, international
structuring and advisory experience. Tracey provides advice
on all major areas of Australian tax including capital gains tax
issues relating to acquisitions, divestments and restructures,
loss management and integrity issues, repatriation matters, tax
consolidation and IFRS.
Raynuha Sinnathamby is Springfield City Group’s Managing
Director. A solicitor by trade, Raynuha holds Bachelor of Arts
and Bachelor of Law degrees and also a Masters in Business
Administration. After practising in property law, Raynuha joined
Springfield Land Corporation in 1998 as Director Corporate. In
February 2013, Raynuha was appointed Managing Director of
the Springfield City Group. Over the years, Raynuha has been
closely involved in the building of the Greater Springfield City,
now the fourth fastest growing statistical local area in the country.
Greater Springfield is an award winning project encompassing
six suburbs and home to approximately 30,000 people. As part
of her contribution to the property industry, Raynuha served as
Vice President (2012), President of the Queensland Division of the
Property Council of Australia (2013, 2014) and on the Board of the
National Board of the Property Council of Australia. She currently
2018 Private Business Tax Retreat THE TAX INSTITUTE 7Further information
What, when and how to
Registration options Retreat dinner
Online: taxinstitute.com.au/PBTR The retreat dinner will be held on Thursday 31 May. The cost of
Fax: 07 3225 5222 this dinner is included in the registration fee and additional tickets
Mail: The Tax Institute, PO Box 7071 can be purchased for $165 per person. This includes pre-dinner
Riverside Centre, Brisbane QLD 4001 drinks, a three-course meal and beverages. Please indicate on the
registration form if you wish to attend the dinner and if you require
Delegate registration inclusions additional tickets.
Participation in the full technical program
Electronic access to technical papers prior to the retreat Group discounts
Lunch and refreshment breaks during the retreat on both Thursday Purchase four full registrations and receive a fifth full registration
and Friday for FREE. This offer cannot be redeemed in conjunction with any
Retreat dinner on Thursday night, including pre-dinner drinks, a three- other offer, promotional code or discount.
course meal and beverages.
Please note: The registration fee does not include accommodation, hotel All attendees must be from the same firm and all registration
incidentals, or transfers. forms must be submitted together.
Early bird registration Delegate list
All registrations received and paid on or before Thursday 12 April, To assist with networking, a delegate list will be included
2018 will be entitled to an early bird discount. electronically on the event app. Please contact the Queensland
office if you do not want your name included on the list.
The Tax Institute CPD event app
Program information, materials (technical papers and slides), Confirmation of registration
evaluation forms and more will be available via The Tax Institute’s Confirmation of your registration will be emailed to you upon
event app. All delegates are encouraged to download the app receipt of your registration fee.
on their phone or tablet prior to the event. Materials will be made
available for download approximately five days before the event. CPD accreditation
At this time, an email will be sent to delegates with access details. Attendance at the retreat counts for 13 hours of Professional
Development Accreditation with The Tax Institute.
Dress code
Business casual attire is suitable for the daytime sessions and for Alteration and cancellation policy
the Thursday night dinner. The Tax Institute reserves the right to alter, amend or cancel
all or any of the arrangements contained in the program. It is a
Location condition of acceptance of registration that an administration fee
Venue – The Palazzo Versace Hotel of 20% of the registration fee will be charged for cancellation.
94 Seaworld Drive, Main Beach QLD 4217 No refund will be given for cancellations received within five
The Palazzo Versace Hotel is located at Main Beach on working days of the retreat. A replacement may be nominated. If
Queensland’s Gold Coast, which is located one hour’s drive south the replacement is not a member, the non-member registration
of Brisbane or a 40-minute drive north of Gold Coast Airport. At fee will apply. CPD hours will be allocated to the designated
the sophisticated end of the Gold Coast, Main Beach presents attendee.
an opulent shopping centre, a fabulous marina and the aquatic
Become a member
theme park, Sea World, all on the footsteps of a white, sandy
beach. The Palazzo Versace Hotel provides a waterfront setting, There is no time like the present to join Australia’s premier tax
spectacular architecture, extraordinary service and an ambience body and take advantage of the special new affiliate member
of pure glamour. introductory offer of only an additional $320 on the member
registration fee (valid until 30/6/2019). Member benefits include:
Getting there
Taxation in Australia journal
Accommodation
TaxVine e-newsletter
The Tax Institute and ConferenceNational have negotiated
CPD event discounts
discounted accommodation for delegates travelling to the Gold
Coast. Publications and tax product discounts
Business Alliance Partner discounts.
Book your trip today by visiting https://conferencentl.eventsair.
com/private-business-tax-retreat/register. Enquiries
Delegates arriving by air should fly into either Brisbane or Gold For further information please contact the Queensland office on:
Coast airports. While Gold Coast is the closest airport to the
Tel: 07 3225 5200
hotel, not all airlines service this airport.
Email: qld@taxinstitute.com.au
There is complimentary parking at The Palazzo Versace Hotel
for all delegates.
8 THE TAX INSTITUTE 2018 Private Business Tax Retreat2018 Private Business Tax Retreat
Registration form
2018 Private Business Tax Retreat 4180501 | BM
A tax invoice and confirmation letter will be sent on receipt of your registration. Please photocopy for additional delegates and retain original copy for your
records. All prices quoted are in Australian dollars and include GST where applicable. ABN 45 008 392 372.
Date of issue: Feb 2018
1 Registration (Please see page 8 for registration inclusions.)
Individual registration
*EVENT AND MEMBERSHIP OFFER
Please register me for the full conference. The registration fee includes lunch and refreshments during
the retreat, pre-dinner drinks, retreat dinner and electronic access to materials. There is no better time than right now for
non-members to take up membership!
Early bird registration Standard registration Register at the Member rate + add on $320
Received on or before 12 April 2018 Received after 12 April 2018 for Membership and receive member benefits
through to 30 June 2019. All new members are
Member $1,690 $1,890 eligible to ‘upgrade’ their membership level at
no additional cost by providing the appropriate
New member* documentation when applying within the initial
$2,010 $2,210
membership subscription period.
I hereby apply for membership of The Tax
Non-member $2,020 $2,120 Institute and declare that I am a person of
good fame, integrity and character and agree
Group registration to be bound by the Constitution of The Tax
Purchase four full conference registrations and receive the fifth registration free.† Institute. Further information available at
Email eventregistrations@taxinstitute.com.au with your attendee names. taxinstitute.com.au
Please note: A Tax Institute member will be the fifth qualifying free ticket. Signature:
†
All attendees must be from the same firm and all must register at the same time.
I acknowledge that I will receive electronic access to the available papers and presentations
through The Tax Institute CPD app. Date of signature:
DD/MM/Y Y Y Y
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2 Delegate contact details
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Address:
Suburb: State: Postcode:
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Please tick this box if you do not wish your name to be included on the delegate list provided to all attendees for networking purposes.3 Retreat dinner
The retreat dinner is INCLUDED in the registration fee for delegates. Additional tickets^
Thursday 31 May: Palazzo Versace Hotel Yes, I require additional tickets for the retreat dinner at $165 per person
Yes, I WILL be attending the retreat dinner OR
No. tickets at $165 each: $
No, I WILL NOT be attending the retreat dinner
Please supply names of additional attendees and any dietary requirements as a separate attachment.
^
4 Payment summary
Registration fee $ Replacements
Please note: Registrations for the event are not interchangeable but replacements
Additional retreat dinner tickets $ are acceptable. Please notify us at least two days prior if you intend on sending
a replacement. CPD hours will be allocated to the designated attendee. If the
replacement is not a member, the non-member registration fee will apply.
Total payable $
Cancellations
Please note: The Tax Institute cannot accept responsibility for delegates’ late flight arrivals. The Tax Institute must receive cancellations in writing five working days prior
Transfer costs are non-refundable and non-transferable. to the conference. No refund will be given for cancellations received within five
working days of the event. A replacement may be nominated. Further details on
The Tax Institute’s cancellation policy can be found at taxinstitute.com.au.
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