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2021 WA Tax Forum

Published on 17 Jun 2021 | Took place at The Westin Perth, Perth, WA

Following a year that changed the world, the 2021 highlighted the best of Western Australian (and interstate) talent.

With an outstanding speaker line-up who presented on a range of relevant and topical issues, the event offered delegates a fantastic forum to keep up to date with our changing tax landscape.

This event covered:

  • Workshop, panel and technical sessions with an emphasis on “real-world” application
  • A mixture of plenary and concurrent sessions relevant for SME and corporate tax professionals.

Get a 20% discount when you buy all the items from this event.

shopping_cart Add all items to cart - $2,437.61
Individual sessions

An update with the Australian Taxation Office

Author(s):  Hoa Wood

This presentation covers:

  • Reflections on what we learned in 2020, particularly about supporting the community and the tax profession
  • Highlighting areas of focus for the ATO in 2021. 
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Update on advocacy activities & case study/special topic

Author(s):  Scott TREATT,  Andrew MILLS,  Robyn Jacobson

This presentation covers a tax policy and advocacy update.

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Superannuation member balance strategies upon death

Author(s):  Jemma SANDERSON

This paper covers:

  • Implications of recent cases
  • The importance of valid binding death benefit nominations (BDBNs)
  • Transfer balance cap strategies and solutions
  • Dealing with properties and other “lumpy” assets when paying death benefits and
  • The changing role of superannuation in estate planning.
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Job maker plan – the “temporary” budget measures: Loss carry back and full expensing

Author(s):  Amy JAMES-VELAGIC,  Kasey MacFarlane

This presentation covers:

  • Temporary loss carry-back
  • Temporary full expensing
  • Changes to the Instant asset write-off.
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Inbound tax issues for Australian properties

Author(s):  Chris Paull

This paper covers inbound tax issues for Australian properties.

 

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Capital vs Revenue – when are we going to work this out?

Author(s):  Daniel McINERNEY

This paper covers explored recent case law on the question and discuss what, if any, advances in jurisprudence have been made since 1938 when Sun Newpapers was handed down. 

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OECD BEPS 2.0 – What’s next for international tax reform?

Author(s):  Mark RYAN

This paper covers the background to the BEPS 2.0 Pillar 1 and Pillar 2 proposals in the context of the broader BEPS initiative, recent developments as well as the various tensions and unresolved issues.

 

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Legal Privilege – the principles, the problems, the practice

Author(s):  Richard NORTON

This presentation covers the principles established by the Australian Courts in relation to the privilege available to clients to resist the production of documents communicating or recording legal advice.

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Division 7A

Author(s):  David Montani

This paper covers:

  • Brief recap on why Division 7A exists
  • Loan repayments by direct set-off against a dividend
  • Loan repayments by round-robin set-off against a dividend
  • Solutions
  • Practical examples.
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R&D – legislative changes and recent key cases

Author(s):  Simon Harcombe

This paper covers an update on recent key cases, legislative changes and potential impacts.

 

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Trusts workshop

Author(s):  Ron JORGENSEN

This paper covers the various problems that can and may arise and the practical insights to resolve these problems.

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Debt equity and cross border financing

Author(s):  David BOND

The presentation covers common interest deductibility issues arising under these provisions and will illustrate these issues using case studies.

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Directors responsibilities

Author(s):  John Carrello

This paper covers a snapshot of issues that general practitioners should be aware of when giving advice.

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Recent cases

Author(s):  Joanne DUNNE

This paper covers tax case law which has been determined in the Federal Court, Full Federal Court and High Court between January and August 2020, including an analysis of the win–loss percentage.

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