Your guide to the 2025 Tax Forum Season
Published: 13 Mar 2025
The Tax Forum Season is returning this year! Tax Forums are the most comprehensive tax events in your state’s CPD calendar. Designed by an organising committee of industry experts, each Tax Forum addresses key topics relevant to the profession and features a mix of local and interstate tax experts.
Not sure when your local Tax Forum is? This guide will help you navigate the upcoming events.
We look forward to seeing you at one of our Tax Forums!
WA Tax Forum
13—14 March 2025 | Pan Pacific Perth | 12 CPD hours
The WA Tax Forum is the most expansive program on the WA CPD calendar, long established as the leading event for WA's tax profession.
A taste of what’s to come: 3 sessions not to be missed
Lunch and Session 4 | Inspector-General of Taxation and Taxation Ombudsman update
Delegates will hear from the Inspector-General on her priorities, having taken on the role in July 2024, and her perspective on improving the integrity and health of tax administration. There will be an opportunity for questions and issues to be raised with the Inspector-General.
Session 7 | Current state of play with TASA and TPB — A panel session with The Tax Institute's Robyn Jacobson, CTA, Tracey Dunn, EY and Tim Sandow, CTA, BDO
This expert panel will discuss the latest changes to help you navigate your new obligations. The panel will also consider the International Ethical Standards Board for Accountants (IESBA) new global standard on ethical considerations in tax planning and related services which applies from 1 July 2025.
Session 12 | The modern-day practitioner in the digital age — Leveraging technology to stay ahead
The conversation around AI and technology has shifted. No longer just a topic of future speculation, it’s now about practical application and strategy. While human expertise remains irreplaceable, the question has become: How can technology elevate what we do?
VIC Tax Forum
20—21 March 2025 | Grand Hyatt Melbourne | 12 CPD hours
Designed by an organising committee made up of industry experts, the VIC Tax Forum program addresses a variety of issues relevant to the profession and has something for every tax profession at every level.
Top reasons to attend
- Learn from expert presenters
- Explore legislative developments, policy trends and practical strategies
- Join the must-attend events for tax practitioners in Victoria’s community
Not-to-be-missed sessions
Day one, Session 3A: Taxation of Trusts — Common issues in preparing Trust Deeds and how to deal with them
Don't miss the anticipated keynote by Dr Philip Bender on common issues in preparing Trust Deeds and how to deal with them. Preparing trust deeds can be tricky, and ensuring they are executed correctly is imperative from a tax and legal perspective. Listen to Dr Bender discuss the discretionary powers of the trustee, income distribution, and capital gains tax, amongst other issues. Explore how to overcome these issues and deal with them to ensure things run smoothly and remain compliant.
Day two, Session 12B: Employment taxes — Where to from here?
Join Elissa Romanin, MinterEllison, Daniel Kornberg, MinterEllison as they discuss the ins-and-outs of employment taxes. Employment taxes affect almost every Australian, and it is vital to be well informed of how ever-changing legislation and policies can impact employers and employees. Consider the current economy, its trajectory, changes in the workforce and the implications for employment taxes. Consider future reform and economic trends and what that may mean when it comes to employment taxes.
SA Tax Forum
3— 4 April | Pullman Adelaide | 12 CPD hours
The SA Tax Forum is the most comprehensive event for tax professionals in South Australia.
3 reasons to join the SA Tax Forum
- First-class program and expert speakers: the SA Tax Forum is packed with deep dives into the most critical topics in today’s ever-evolving tax landscape. Gain practical insights you can apply immediately.
- Flexibility at its best: with a mix of plenaries and breakout sessions designed for both SME and corporate professionals, pick and choose the sessions that make the forum yours.
- Network with colleagues, clients, peers and our expert speakers!
Sessions you’ll love
Day One, Session 4: A closer look at the small business CGT concessions
Delve into the small business Capital Gains Tax (CGT) concessions as Adam Dimac explains what's involved and the eligibility requirements. Explore the concessions available, such as retirement exemptions and rollover reliefs, what active assets and record keeping are necessary and what is the impact of said concessions.
Day One, Session 6B: Alcohol taxation in Australia — A tour of the different regimes
Alcohol taxation has recently been a topic of contention in Australian media. Jessica Pengelly, CTA, will deliver a rousing keynote on alcohol taxation in Australia, including the excise taxes on alcohol and the implications of additional taxes on alcohol on a statewide and national level. Consider the impact of Goods and Services Tax on the rising cost of alcohol to the consumer and the potential public health considerations that come with the tax increase.
Day Two, Session 11: Walking the tightrope - Anti-Avoidance traps for corporate restructures in preparation for sale
Briony Hutcheson, CTA, takes us through anti-avoidance traps in the preparation of sales in corporate restructures. Delve into themes surrounding tax consolidation, market value and transfers, and their impact on corporate restructures. Companies should to speak with advisers to remain compliant and minimise the risk of activating anti-avoidance provisions.
NSW Tax Forum
22—23 May 2025 | Sofitel Sydney Wentworth | 14 CPD hours
Register now and save $400 with our super early bird offer!
The highly anticipated NSW Tax Forum is back for another year! This May, attend informative keynotes by expert tax professionals and gain 14 CPD hours!
Reasons you should attend:
- Industry experts address key issues facing the tax profession
- Sessions that are relevant for both SME and corporate tax professionals
- It's an opportunity to expand your network with professionals in all stages of their careers!
Sessions we recommend
Session 1A: TASA reforms and the code of conduct – Compliance challenges for tax practitioners
This panel session discusses compliance concerns arising from recent changes to the Tax Agent Services Act 2009 (TASA) and the Code of Professional Conduct for tax practitioners. Explore various scenarios to clarify how understanding and application of these changes can evolve over time and revisit existing guidance and interpretations for a practical sense of direction for navigating the changes.
Session 8C: Be your own leadership coach
Join Tess Everingham from Next Coaching, for this session in our Emerging LEaders stream. Learn how to take charge of your leadership journey by developing self-coaching techniques. Explore practical tools to enhance self-awareness, build resilience, and cultivate authentic leadership skills. The discussion focuses on actionable strategies to navigate challenges, foster growth, and lead with confidence.
QLD Tax Forum
29—30 May | The Westin Brisbane | 12 CPD hours
Register now and save $400 with our super early bird offer!
Join local and tax experts from interstate in the most expansive program in the Queensland CPD calendar. Delve into discussions about relevant and topical issues and get up to speed on the rapidly changing tax landscape!
Reasons you should attend:
- Gain insight from veteran tax experts on recent issues and their impact on the industry.
- Learn about recent changes in governance and policy
- Make lifelong connections by networking with skilled individuals in the tax profession