Event name goes here
 

25+

speakers

2

streams

12

CPD hours

2

days

 

Event Details

Early bird registration

$ 1,695 (member)

$ 1,695 (new member*)

$ 1,995 (non-member)

  • When20-March-2025 - 21-March-2025
  • FormatFace-to-Face
  • CPD Hours12

The Program

Technical, practical, relevant

Consider the VIC Tax Forum your one-stop shop for tax technical updates, practical learnings and expert insights into the many and varied issues facing practitioners and advisers across Victoria. 

The two-day event format includes plenaries, breakout streams, panels and workshops. With a format designed to offer flexibility and choice, delegates can attend a mix of plenary and concurrent sessions that are relevant for both SME and corporate tax professionals.

Flexible ticket options are available to ensure you and your team can all attend, by tailoring the content to suit your CPD needs and areas of interest.  

Welcome and President's address

Speakers: Chaya Lal, FTI, Chair, VIC Tax Forum Organising Committee, Tim Sandow, CTA, President, The Tax Institute


Session 1: Housing in focus - Tax implications and opportunities

Speakers: Paula Thorne, State Revenue Office Victoria

Facilitator: Pfof. Miranda Stewart, CTA, Melbourne Law School


Session 2A: Payday Super

Speaker: Liz Westover, FTI, Deloitte


Session 2B: Thin Capitalisation and DDCR- Where are we at? 

Speaker: Shahzeb Panhwar, ATI, Alvarez & Marsal 


Session 3A: Taxation of Trusts - Common issues in preparing Trust Deeds and how to deal with them 

Speaker: Dr Philip Bender, ATI, Vic Bar


Session 3B: Heads of Tax Panel 

Speakers: To be announced 


Session 4A: Through the looking glass of Section 99B - Navigating complexities and understanding where the reflection fades

Speaker: Kaitilin Lowdon, ATI, Sladen Legal Session 4B: M&A update/Energy transition


Session 4B: M&A update/Energy transition

Speakers: Enzo Coia, CTA, Deloitte


Session 5A: Using the small business CGT concessions to restructure a small business

Speaker: Karen Goodfellow, CTA, Goodfellow Tax Advisory


Session 5B: Tax structuring for property investments 

Speaker: Abi Chellapen, SW Accountants & Advisors


Session 6A: Tax consequences of family breakdown

Speaker: Paul Hockridge, CTA, Hockridge Advisory 


Session 6B: ATO update 

Speaker: Fiona Knight, CTA, Australian Taxation Office


Session 7: Anti Avoidance - Panel discussion  

Speakers: Mia Clarebrough, VIC Bar, Angelina Lagana, CTA, Corrs Chambers Westgarth, Peter Walmsley, Australian Taxation Office 

Facilitator: Paul Sokolowski, CTA, Arnold Bloch Leibler 


Session 8A: Contractors - Income splitting, PSI and Part IVA

Speaker: Andrew Henshaw, CTA, Velocity Legal


Session 8B: The three-body problem - Aliens, FIRB and the ATO

Speakers: Intan Eow, King & Wood Mallesons, Kai-Chen Lamb, King & Wood Mallesons


Session 9A: ATO compliance focus in the private and SME sector in 2025

Speakers: Glenn Cooper, Australian Taxation Office, Pooja Nambiar, Australian Taxation Office


Session 9B: Case update

Speaker:  Khai-Yin Lim, Victorian Bar


Session 10A: The director penalty regime – Key considerations and practical strategies 

Speaker: Jason Stone, PKF


Session 10B: Pillar 2 

Speakers: Louise Andolfatto, Australian Taxation Office, Angus Brackenreg, Australian Taxation Offi


Session 11A: Family trust elections – Stairway to heaven or highway to hell?

Speaker: Neil Brydges, CTA, Sladen Legal 


Session 11B: ChatPCG - Can you dissect the tangible from the intangible?

Speakers: Sharon Murray, Deloitte, Melissa Spurge, Australian Taxation Office


Session 12A: Victorian land-based taxes update

Speaker: Rachel O’Donnell, CTA, O’Donnell Tax Law


Session 12B: Employment taxes - Where to from here? 

Speakers: Elissa Romanin, MinterEllison and Daniel Kornberg, MinterEllison