Retreat Victoria Face-to-face

Yarra Valley Tax Retreat

18-19 July 2024 | Yarra Valley

 

 

Yarra Valley 24

Program out now! 

This 2-day residential-style retreat will once again be held at in the Yarra Valley in 2024.

In-depth technical program and expert presenters

Featuring a mix of technical sessions, case studies and workshops, the technical program considers a range of topics relevant to those advising small to medium enterprises.   

Mix work and play and plan your getaway!

We recognise that taking a break from work and the office is more important than ever, so this event will incorporate numerous opportunities to relax, unwind and enjoy some time out in the magnificent surrounds of the Yarra Valley.

 

Event Details

Standard registration

$ 1,600 (member)

$ 1,600 (new member)

$ 1,900 (non member)

  • When18-July-2024 - 19-July-2024
  • FormatFace-to-Face
  • CPD Hours12

Proudly sponsored by

2024 Program

Welcome and opening address

Speakers: Rachel O’Donnell, CTA, Chair, Retreat Organising Committee, Todd Want, CTA, President, The Tax Institute


Session 1: A Pandora’s box of trust issues

Speaker: Kaitilin Lowdon, ATI, Sladen Legal


Session 2: Tangled vines that multiply – Windfall Gains Tax, Commercial and Industrial Property Tax, and other important Victorian state tax changes

Speaker: Kristina Popova, Grant Thornton


Session 3: Professional Practices and Payroll Tax

Speaker: Anthony Bradica, CTA, Hall & Wilcox Lawyers


Workshop Leader: Rachel O’Donnell, CTA, O’Donnell Tax Law

Workshop Facilitators: Anthony Bradica, CTA, Hall & Wilcox Lawyers, Mark Gioskos, FTI, Victorian Bar, Kaitilin Lowdon, ATI, Sladen Legal


Session 4: Trusts and small business CGT concessions – Oil and water or peas and carrots?

Speakers: Neil Brydges, CTA, Sladen Legal, Karen Goodfellow, CTA, Goodfellow Tax Advisory


Session 5: Navigating professional standards in a renewed landscape

Panellists: Dr Julianne Jaques KC, CTA, Victorian Bar, Leanne Connor, CTA, WGC Advisory Chris Wallis, CTA, Victorian Bar

Facilitator: Robyn Jacobson, CTA, The Tax Institute

Session 6: GST update – The GST unknown unknowns!

Speaker: Kati Pedersen, PwC


Workshop 2: Chardonnay – How well do we really know this old favourite?

Workshop Leader: Georgia Whiteside, Johnson Winter Slattery

Workshop Facilitators: Megan Bishop, Holding Redlich, Neil Brydges, CTA, Sladen Legal, Karen Goodfellow, CTA, Goodfellow Tax Advisory


Session 7: Taxing fame – How do we tax individuals that sometimes see the world through rosé-coloured glasses?

Speaker: Paul Hockridge, CTA, Hockridge Advisory


Session 8: Is super still super?

Speakers: Daniel Angelovich, Mazars, Daniel Butler, CTA, DBA Lawyers


Workshop 3: The tasting tour – Sip, hold, swirl, and breathe in a little!

Workshop Leader: Rachel O’Donnell, CTA, O’Donnell Tax Law

Workshop Facilitator: Frank Hinoporos, CTA, Hall & Wilcox Lawyers



 

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