Been to other tax training events that you get spoken at, not being able to interact with presenters or get your questions answered?
This is NOT one of those events.
Our presenters are industry thought leaders, they not only possess experienced technical knowledge but be able to deliver engaging presentations that make your training days interesting and interactive.
Jo-anne Hotston
Peter Johnson
Peter Bobbin
Trung Vu
Sharon McClafferty
Brett Goodyer
Chris Baskerville
Mark Richardson
BUY 3 GET 4TH PERSON 50% OFF
(SAVE $1,474)
(Must be from the same firm)
FEATURES
Very limited seats available!
Special Rate
(SAVE $250)
FEATURES
Price will go up, book now!
We will provide you with training material including slides & papers in soft copy form.
Tickets do not include travel to the Cairns, nor travel to/from Shangri-la Hotel. You will need to arrange this.
2-Hour Sunset Cruise is charged separately, max 60 pax, first in, first served.
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Trung Vu
Trung has worked for & against the ATO. In the ATO, he was a Director of High Wealth Individuals ($30M+ in assets) audit teams across Qld, NSW and ACT. Trung uniquely knows both sides of tax.
His vision - to give taxpayers and tax accountants more power.
His mission - to give away his expert tax knowledge to anyone who wants to listen through social media and share his tax expertise through training, consultation and advice.
His motto - Affordable, Better, Client focused
Trung may look young, but he has 20 years tax experience.
Always remember: 'Tax is Sexy'
Presentation Topic:
Tips and Traps – Restructures using Rollovers/Concessions
Brett Goodyer
Brett is Managing Director of Business Valuations Online, a CPA Public Practice currently disrupting the market with its innovative and disruptive ordering, work flow, and report delivery system.
He is a Fellow of CPA Australia, holding a Masters in Forensic Accounting (with distinction) whose specialist skills in valuing businesses are in high demand. Providing valuations for hundreds of businesses each year, he has provided evidence in nearly every court jurisdiction in the country and regularly presents to industry and professional groups on how to maximise value.
Presentation Topic:
Developing Strategic Business Plans to Grow the Value of Your Clients’ Business
Brett Goodyer will provide an in-depth study of how to develop a business plan for your business, focussing on building the value of the business. The sessions will include:
Peter Johnson
Industry leader is an apt title for Peter Johnson.
A chartered accountant with significant tenure as both practitioner and practice owner; a highly respected instructor for CPA Australia; an SMSF specialist and
sought-after SMSF keynote presenter…
Peter is dually gifted as a technician and network facilitator.
Presentation Topics:
Small Business CGT Concessions – Getting the Money Into Super
Small Business CGT Concessions – Getting the Money Into Super
For many small business owners their superannuation is their small business. The pay day comes when they eventually sell the business and most of the time they want to contribute the proceeds of the sale to superannuation.
In this presentation Peter will look at all the rules regarding Small Business Concessions and Superannuation Contributions.
When must the contribution be made?
Who makes the Contribution?
What documentation needs to be provided?
What are the limits?
Further there will be a particular focus on in-specie contributions of property where the property is the asset that has the capital gain.
The latest in Superannuation
Peter is one of the leading SMSF experts in Australia and he will run through the latest legislative changes and strategies.
Jo-anne Hotston
Jo-anne is a sought-after corporate trainer and presenter. Since starting TaxBytes in 1995, Jo-anne has built a deeply loyal client base.
Jo-anne is a regular presenter for the major professional associations including the Chartered Accountants Australia & New Zealand (CAANZ) and the Tax Institute of Australia (TTI), and is a monthly presenter on CPE.TV. Jo-anne has also been a consultant at a Big Four accounting firm where she provided tax training to their clients.
Sharon McClafferty
While other toddlers wanted to be dancers and firefighters Sharon is on film at four years old declaring ‘I want to work for the big eight’. Her obsession with financial services started, some would say, too early. Combining experience from project management at Deloitte in London, Scandinavian Investment Banking and now a decade analysing the performance of Australian Accounting and Financial Planning firms, Sharon is no less excited about the future for financial services.
As the co-founder and CEO of Slipstream Group, Sharon spends her time almost exclusively with firms who have decided to take action. She is on a mission to help accountants achieve their goals in business and life, and accelerate their success so that they don’t waste their days on the planet.
Creating and Capturing Value
Let's talk about pricing, is it time for a review?
Peter Bobbin
Peter Bobbin is a Principal Lawyer at Coleman Greig and is a known leading lawyer in trusts, taxation, superannuation and estate planning.
A big believer in giving back to the community, Peter is an often requested speaker for many professional associations and is proud of his role as Charity Trustee of theFuture2 Foundation.
In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and was recently recognised as a preeminent Australian lawyer in estate planning.
A former university lecturer and accountant, Peter claims that he can speak both accountant’eaase and legal’ease.
Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other.
Estate Planning
More details to come
Mark Richardson
Presentation Topic:
Private Equity 101
Mark arrived in Sydney in 1989 to help establish Bain & Company, the global management consulting firm, in Australia. He spent the next 10 years at Bain where he was a Partner responsible for advising the Boards and CEO’s of ASX 200 listed and large private companies across a range of industries in Australia and Asia.
At Bain, Mark specialized in Board effectiveness, CEO mentoring, business strategy, and organizational frameworks.
While other toddlers wanted to be dancers and firefighters Sharon is on film at four years old declaring ‘I want to work for the big eight’. Her obsession with financial services started, some would say, too early. Combining experience from project management at Deloitte in London, Scandinavian Investment Banking and now a decade analysing the performance of Australian Accounting and Financial Planning firms, Sharon is no less excited about the future for financial services.
As the co-founder and CEO of Slipstream Group, Sharon spends her time almost exclusively with firms who have decided to take action. She is on a mission to help accountants achieve their goals in business and life, and accelerate their success so that they don’t waste their days on the planet.
Chris Baskerville
Chris Baskerville is a partner at specialist insolvency firm, Jirsch Sutherland and has been working in the insolvency industry for approximately 19 years.
Chris has been involved in over 1,500 insolvency files, dealing with both corporate and personal issues across a wide variety of industries. He is a Registered Liquidator with the Australian Securities and Investments Commission (ASIC), a Registered Bankruptcy Trustee with the Australian Financial Security Authority (AFSA) and a member of the Chartered Accountants of Australia and New Zealand (CAANZ).
Outside of work, Chris is a super dad to four (4) kids, awesome husband, a football coach to the mighty SouthSide Eagles Under 16/Division 1 team and a massive movie buff.
Presentation Topic:
Small Business Restructuring: The new frontier.