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Conference Face-to-face NSW

Financial Services Taxation Conference

27-28 March 2025 | Crown Sydney | 12 CPD hours

 

 

FinancialServices

Australia’s premier tax event for the financial services industry

This thought-provoking program explores all the key tax issues that have emerged over the last 12 months, along with a focus on regulatory compliance, technological disruption, economic headwinds, geopolitical changes and a range of ESG reporting obligations. These industry issues overlay a number of tax challenges for taxpayers which impact financial and business strategy, and compliance and reporting obligations.

Designed for all segments of the financial services industry, participants will hear from some of Australia’s leading experts and thought leaders over this two-day conference.

Returning to Crown Sydney in 2025, we will pick up where we left off in 2024, with two streams of technical content, high profile keynotes and exceptional networking opportunities.

Event Details

Early bird registration

$ 1,895 (member)

$ 1,895 (new member*)

$ 2,195 (non-member)

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  • When27-March-2025 - 28-March-2025
  • FormatFace to face
  • CPD Hours12
 
 

Technical program

Welcome and President's address

Matt Osmond, CTA, Chair, Financial Services Taxation Conference Organising Committee together with the 2025 President of The Tax Institute.

Session 1: Keynote address - The future of financial services

 Session 2: Thin Capitalisation - case studies and calculations

Julian Humphrey, CTA, KPMG

Session 3A: Operational taxes

Jodie Bosler, State Street

Session 3B: TOFA refresh and industry issues

Michael Anderson, BDO

Session 4A: Investing in US private credit

Peter Oliver, CTA, KPMG and Vanessa Kasbekar, KPMG

Session 4B: Income tax and GST treatment of fees

Brad Miller, EY and Kimberley Christy, EY

Session 5A: Pillar Two workshop – key principles and calculations

Angela Danieletto, CTA, PwC and Tony Chen, PwC

Session 5B: FS M&A update – private equity focus

James Momsen, BDO

Session 6: Tax Cases and rulings update

Steve Whittington, Ashurst and Bronwyn Kirkwood, Ashurst

Session 7: Economics update

Cherelle Murphy, EY

Session 8A: Tax treatment of intangible assets in financial services

Cameron Blackwood, ATI, Corrs and Angelina Lagana, CTA, Corrs

Session 8B: Anti-avoidance regimes in Australian tax law

To be confirmed

Session 9: Tax director panel

Steve Southon, ATI, National Australia Bank, and Sarah Pang, FTI, IAG

Facilitator: Siew-Kee Chen, CTA, Deloitte

Session 10A: International tax update

Manu Sriskantharajah, Deloitte

Session 10B: Promoter penalty rules

Jeremy Geale, CTA, MinterEllison and Sarah Taylor, Australian Taxation Office

Session 11: Tax Policy update

Graeme Cooper, FTI, Herbert Smith Freehills

Session 12: ATO Panel

Bill Neskovski, Australian Taxation Office and Aaron Bennett, Australian Taxation Office

Facilitators: Matt Osmond, CTA, PwC and Nicole Stratford, Barrenjoey

 

 

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