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Queensland
Tax in Practice - Brisbane
Tax in Practice: The Bendel decision & its practical implications
Join us in person for an exclusive Tax in Practice live event, where we’ll unpack the real-world implications of the Bendel decision and what it means for tax professionals and their clients. This landmark case has triggered significant debate within the profession, challenging long-held interpretations of Division 7A and the treatment of unpaid present entitlements (UPEs).
The Full Federal Court’s ruling in Commissioner of Taxation v Bendel [2025] FCAFC 15 has fundamentally shifted the conversation around UPEs, confirming that a corporate beneficiary’s UPE is not a loan for Division 7A purposes. This decision has far-reaching consequences, affecting tax planning strategies, compliance obligations, and ATO guidance. But what does this mean for existing client arrangements, and how should tax professionals adjust their approach moving forward?
Key discussion points:
✅ Understanding the Full Federal Court’s ruling – Breaking down the key findings and their significance
✅ Implications for tax professionals and clients – How corporate beneficiaries UPEs will now be treated
✅ Reassessing historical positions – What happens to past UPEs previously considered loans?
✅ Next steps for the profession – The possibility of a High Court appeal, the ATO’s administrative response, and potential legislative changes
Three reasons to attend:
- Gain expert insights into this landmark case and what it means for the future of tax practice
- Participate in a live Q&A to get your most pressing questions answered
- Network with peers over light canapés and refreshments, connecting with like-minded tax professionals in a relaxed setting
Location:
Cooper Grace Ward Lawyers - Level 21/400 George St, Brisbane City
Facilitator:
Joanne Casburn, CTA, Cooper Grace Ward
Panellists:
Mark Molesworth, CTA, BDO
Mark West, CTA, West Garbatt
Linda Tapiolas, CTA, Cooper Grace Ward
Don’t miss this opportunity to stay ahead of the latest developments and engage with the Brisbane tax community in a live, in-person event.
Format
4:00-4:30pm - Registration, drinks and networking
4:30-6:00pm - Technical session
6:00-7:00pm - Networking, food and drinks
Event Details
Full Registration
$ 50 (member)
$ 50 (new member)
$ 75 (non member)
- When02-April-2025 - 02-April-2025
- FormatFace-to-face
- CPD Hours1.5
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