9.5 / 11.5 CPD hours

2018 Tasmanian State Convention

18–19 October 2018 | Hotel Grand Chancellor Hobart

The Tasmanian State Council of The Tax Institute and the Tasmanian Convention Organising Committee warmly invite you to attend our 2018 Tasmanian State Convention. The Tasmanian State Convention remains the state’s premier taxation event. Once again, we have a line-up of outstanding speakers who will present on a range of topics we consider are relevant to Tasmanian tax practitioners and will provide a good understanding of the current issues.

This year the technical program covers a broad range of tax issues that we as advisers are confronted with. As in recent years, there is an emphasis on the practical, including looking at the reduction of the corporate tax rate, breaches in self-managed superannuation funds, small business restructuring and use of company losses.

This year the pre-convention workshop, which gives a hands-on start to the two days, focuses on Div 7A. Ron Jorgensen, CTA, will explore the current Div 7A landscape.

We hope that you will take advantage of the ample time for networking with the convention dinner being held at the Cornelian Bay Boat House Restaurant, situated on the water’s edge on Cornelian Bay, just five minutes from Hobart’s city centre. The venue has a breathtaking view of the bay, the Tasman Bridge and the charming heritage-listed boat sheds.

The Tax Institute wishes to acknowledge and thank our speakers, organising committee members and, in particular, our Tax Institute team members, for their significant efforts in making this convention the success that it promises to be.

I commend the program to you and look forward to seeing you at the convention.

Thank you

The Tax Institute gratefully acknowledges the generous assistance of members of the 2018 Tasmanian State Convention Organising Committee:

Steve Manners, CTA, KPMG (Chair, Convention Organising Committee)

Paul Conde, CTA, Tierney Law

Ian Heywood, CTA, Crowe Horwath

Darren Sheen, CTA, Dobson Mitchell Allport

Tracy Williams, CTA, NowInfinity

Proudly supported by:

Welcome

Steve Manners, CTA Chair, Convention Organising Committee

Early bird offer Register on or before 31 August 2018 to save!

2 THE TAX INSTITUTE 2018 Tasmanian State Convention

Technical program

Division 7A pre-workshop – Thursday, 18 October 2018

Time Session Presenter

9.30–10.00am Pre-workshop registration

10.00–12.00pm Pre-workshop: Management of Division 7A Loans and UPEs The 2016 Federal Budget amendments to Div 7A, which will fundamentally change the management of Div 7A loans and unpaid present entitlements (UPEs), have been deferred until 1 July 2019 permitting practitioners time to prepare. The ATO’s views on specific anti-avoidance rules and anti-overlap rules and otherwise commercial transactions have created uncertainty regarding Div 7A management practices and structuring.

This workshop will use examples to discuss the management of Div 7A loans and UPEs in preparation for the amendments effective from 1 July 2019.

Ron Jorgensen, CTAThomson Geer Lawyers

Day 1 – Thursday, 18 October 2018Time Session Presenter

12.00–12.50pm Convention registration and lunch

12.50–1.00pm Welcome and Opening Address Tracey Rens, CTA President The Tax Institute

1.05–2.00pm Session 1: Reorganising SME Business StructuresThere are two main options available to SMEs to reorganise their businesses – the small business CGT (SBCGT) concessions or the relatively new small business restructure rollover (SBRR). This case-study-based session will:

— Examine the SBRR and go through some of the challenges and opportunities when applying it

— Consider the SBCGT concessions and whether these would give a different outcome

— Explore other available options.

Stuart Glasgow, CTA HID Group

2.05–3.10pm Session 2: ATO’s In-House FacilitationThis panel discussion on the ATO’s In-House Facilitation (IHF) program features two experienced practitioners – Lillian Howes, Executive Director in the Review and Dispute Resolution business line and an experienced ATO in-house facilitator, and Chris Wallis, of the Victorian Tax Bar, who has represented clients in many IHFs.

Both are passionate advocates for alternative dispute resolution in tax matters.

Your participation is encouraged, and topics that the panel will be able to address include:

— Understanding when the IHF process may assist resolution — Initiating the IHF process and the participants — IHF and stages in a dispute — The need to develop a saleable solution — Which issues can be addressed — Reducing the number of live issues — Why preparation and creativity are essential — The “without prejudice” discussions – s166 dilemma — Dealing with difficult participants.

Lillian HowesAustralian Taxation Office

Chris Wallis, CTAVictorian Bar

Facilitator:Paul Conde,CTATierney Law

Specifically developed for those who want to explore the current Div 7A landscape.

Registration to the Division 7A pre-workshop is additional to a full registration to the convention. For more information please refer to page 10.

Division 7A pre-workshop

Earn extra 2 CPD hours

Simply add the pre-workshop option on the registration form or online.

3THE TAX INSTITUTE 2018 Tasmanian State Convention

Day 1 – Thursday, 18 October 2018Time Session Presenter

3.10–3.30pm Afternoon tea

3.30–4.25pm Session 3: GST: Sale and Purchase of Farmland – Because Things ChangeWhile there are many issues in the classification of GST-free food and ingredients that might be amusing for a GST session on agribusiness, from a GST perspective, the GST treatment of the purchase and sale of land and the fixtures and improvements made to farming land is far more important. Consequently, this session will focus on the GST treatment of the purchase and sale of property that is used, or is to be used, for farming activities, including:

— Residential accommodation, other improvements, curtilage and “adjacent land” – to what extent will they be taxable supplies?

— The GST-free going concern and farmland and Div 135 clawback issues — Various assets are owned by different entities, including whether all entities are within the GST system – hobbies, non-commercial activities, partnerships, bare trusts and associated entities

— Practical aspects of the proposed withholding tax system for which the purchaser must remit GST on new residential premises.

The session will be presented by way of a case study preceded by an overview of the legislative scheme.

Michael Evans, CTA Taxsifu

4.30–5.25pm Session 4: Franking Credits – What a WasteThe changes to the company tax rate have a flow-on effect to the imputation rate. This session will look at how the new rules will impact the franking credits available for use by companies that have $10 million–$50 million turnover. Following the money, who will be the most significantly impacted by these changes? Is there a solution or are we going to be stuck with wastage of franking credits? The session will also cover the company tax rate changes and the new rules regarding eligibility for the reduced rate.

Marg Marshall, CTAWLF Accounting & Advisory

5.25–6.45pm Free time

6.45pm sharp Bus departs for convention dinner

7.00–10.00pm Join us for the convention dinner at Cornelian Bay Boat House Restaurant

Technical program continued

4 THE TAX INSTITUTE 2018 Tasmanian State Convention

Time Session Presenter

9.00–9.30am Session 5: Tax UpdateThis session will provide a brief update on tax changes, topical cases and rulings over the last 12 months, and will include a recap of the 2018 Budget proposals.

Julia FarrellRuddicks

9.35–10.35am Session 6: Economic Update with Craig JamesThis economic update will feature the latest indicators on the Tasmanian economy.

Craig JamesCommSec

10.35–10.55am Morning tea

10.55–11.55am Session 7: The Evolving Role of the Inspector-General of Taxation This session will explore how the Inspector-General of Taxation (IGT) seeks to serve the community through its twin functions of providing a complaint-handling service and conducting broader reviews to improve tax administration.

The session will focus on:

— How the complaint-handling service operates and how tax practitioners, taxpayers and the tax system can benefit from it

— The IGT’s latest reviews, including: – The ATO’s use of garnishee notices, which follows allegations made in the

reporting of a joint investigation by Fairfax and the ABC’s Four Corners program – Future of the tax profession, which is aimed at reaping the benefits and

addressing challenges presented by technological, social, policy and regulatory changes

– ATO’s fraud control management following allegations of tax fraud that may be linked to abuse of position by a public official

— Other IGT reviews — Future directions and observations on tax administration.

Ali NorooziInspector-General of Taxation

12.00–12.55pm Session 8: How to Make the Best Use of Your Company Losses Notwithstanding the best advice and business plans, from time to time corporate taxpayers will incur losses. These can represent a valuable asset, allowing the company to generate future profits with no tax liability. The rules governing the preservation and use of losses are complex and often not well understood.

This session will work through practical case studies covering the latest thinking on losses, for both large corporates and SME companies, including:

— Continuity of ownership (COT) testing – what is ultimate beneficial ownership and how should tracing be applied?

— The new “similar business test” should in theory relax the alternative test for recouping losses – how will it work in practice as your business evolves?

— Losses in the context of M&A activity and tax consolidation — Dealing with companies owned by trusts — Documenting your COT and same business test (SBT) positions – what does the ATO expect in practice?

— What can we glean from the case law on losses? — Other recent developments.

Sean Van Der Linden, CTA EY

12.55–1.50pm Lunch

Day 2 – Friday, 19 October 2018

5THE TAX INSTITUTE 2018 Tasmanian State Convention

Day 2 – Friday, 19 October 2018Time Session Presenter

1.50–2.45pm Session 9: Employee Equity Plans – Can They Suit Any Business?A key ingredient to the success of a business is its people. In a competitive employment landscape, cost effectively retaining, attracting and motivating talent is a constant challenge. Thus, remuneration structures become a critical part of a business’s people strategy.

Whether you are a private family business, a start-up or a large corporate, an employee incentive that works will ensure that employees are engaged and motivated to achieve the board of directors’ objectives.

One of those potential vehicles is an employee equity plan.

This session will take a pragmatic look at the various types of employee equity plans exploring the pros and cons of each, demonstrating their wider benefit beyond listed companies and start-ups.

David Lilja, CTADLK Advisory

2.50–3.45pm Session 10: SMSFs – Breaches, Consequences, FixesIn a complex legislative environment and with the occasionally ignorant (or wilfully ignorant) trustee, it can be very easy to breach the myriad of rules governing an SMSF. In this session we will look at the type of breaches that can occur within an SMSF – at fund level, with contributions or withdrawals, the consequences of the breach and the opportunities to fix it before the SMSF becomes non-compliant. We will also consider risk mitigation strategies to prevent a breach, or if a breach does occur, reduce the negative impact.

Melanie Richardson, CTAWLF Accounting & Advisory

3.45–3.50pm Convention close Steve Manners, CTAConvention Chair

Technical program continued

Member benefits include:

– Taxation in Australia journal

– TaxVine e-newsletter

– CPD event discounts

– Publications and tax product discounts

– Business Alliance Partner discounts.

See registration form for details.

Become a member

Lead the way in taxThere is no time like the present to join Australia’s premier tax body and take advantage of the special new member introductory offer.

For an additional $320 on the member registration fee you will receive membership until June 2019.

6 THE TAX INSTITUTE 2018 Tasmanian State Convention

Paul Conde,CTA, was born and raised in Hobart. He enjoyed a long career at the Australian Taxation Office, along the way obtaining a degree in Commerce and becoming a Certified Practicing Accountant. After working in the field of taxation law for many years he decided that his future lay in the law, so he returned to the University of Tasmania where he obtained a degree in Law with Honours in 2006. He was admitted as a Practitioner of the Supreme Court of Tasmania in 2007 and has since returned to his alma mater as a sessional lecturer in Taxation Law. In 2012, Paul moved to private practice. At Tierney Law Paul’s focus is on providing advice to clients on taxation and administrative law, trust law, commercial law, consumer affairs and wills and estate planning. He sees clients in Tierney Law’s Hobart and Sorell offices. Paul serves The Tax Institute on its Tasmanian State Council and its Education and Quality Assurance Board.

Michael Evans, CTA, is a Senior Fellow of the University of Melbourne where he conducts a GST principles subject in the University’s Masters level tax courses. He is a member of the design and examinations panel of The Taxation Institute’s CTA3 panel and the General Editor of the Australian GST Journal. Over recent years, in addition to assisting a variety of private clients, he has provided advice on the design and legislation of indirect taxation systems, for Australian and state Treasuries, not-for-profit and industry groups, professional practices in Australia, Malaysia and the Middle East, and the Ministries of Finance in Myanmar and Qatar.

Julia Farrell is a Manager at Ruddicks Chartered Accountants where she has worked in tax, superannuation and business services for over 12 years. Assisting predominantly small business clients and high wealth family groups, Julia advises in the areas of business taxation, R&D tax incentive, foreign residency issues and capital gains tax. Julia also regularly writes tax update articles for the Ruddicks client newsletter and website, and assists the Ruddicks partners, directors and

managers with research on specialist tax issues. In 2014, Julia received the Young Tax Professional of the Year Award from the Launceston Chamber of Commerce, and in 2016 completed her Master of Taxation degree from the University of New South Wales. Julia has been an active member of The Tax Institute’s Young Tax Practitioners Group in Launceston since its inception.

Stuart Glasgow, CTA, is a Partner at HID Group in Melbourne. He has over 20 years experience in chartered accounting. As a taxation specialist and commercial adviser for privately owned businesses and their owners, he has provided consulting services in all areas of taxation, including capital gains tax, structuring of businesses for asset protection and succession planning, business restructures, trusts and corporate tax issues. He also provides tax and commercial transaction support services. Stuart is an active member of The Tax Institute, being a National Councillor and Victorian State Councillor, and is a member of the National Membership Services Committee, Victorian Technical Committee and National Convention Organising Committee.

Lillian Howes is an Executive Director in the Review and Dispute Resolution (RDR) business line in the ATO. With a career spanning 34 years, Lillian is an accomplished leader, having worked in various leadership roles across the ATO, including tax law interpretation and dispute resolution areas. During this time, Lillian was seconded to the Treasury, where in a senior adviser role, she advised government ministers on corporate tax policy development and legislation design issues. Lillian has extensive experience in stakeholder management having developed a diverse range of positive and productive relationships with clients, regulatory bodies and internal and external stakeholders. Lillian has worked on the development and implementation of significant legislative measures including consolidation and the taxation of life and general insurance companies. In her current role, she has strategic responsibility for the delivery of the large market Objections Plan nationally.

Consistently championing the use of alternative dispute resolution strategies, Lillian is also an experienced ATO in-house facilitator. Lillian has also been responsible for the realignment of litigation teams into multidisciplinary teams providing a valuable pathway for delivering the early resolution of disputes, particularly where a dispute proceeds from objection to litigation. Lillian holds a Bachelor of Economics from Monash University, a Graduate Diploma in Taxation from RMIT University and CPA qualifications. She has successfully completed management, executive and strategic leadership programs, as well as negotiation, conflict management and mediation training through the ATO, KPMG, Treasury and other providers.

Craig James is currently the Chief Economist at CommSec, interpreting “big picture” economic and financial trends for customers, clients and staff. CommSec is known for innovative, user-friendly reports including State of the States, the CommSec iPhone Index and CommSec Home Size report. As well as providing presentations to staff and clients and commentaries on financial and economic trends, Craig appears regularly in the electronic and print media. Craig has worked in banking, finance and journalism for around 38 years and holds both Bachelor and Master degrees in Commerce (Economics). Both degrees were undertaken at University of New South Wales. Craig is an Adjunct Professor at Curtin Business School in Perth.

Ron Jorgensen, CTA, is a Partner at Thomson Geer Lawyers. He principally consults on Commonwealth and state tax laws, tax dispute resolution and compliance enforcements, and specialises in trusts and trust disputes, succession and asset protection, business and investment structuring and tax-sensitive commercial and property transactions. Ron is an Accredited Specialist in Tax Law, a Senior Fellow, University of Melbourne Master of Laws program, a member of the Law Institute of Victoria and a respected technical writer and presenter.

Presenter profiles

7THE TAX INSTITUTE 2018 Tasmanian State Convention

David Lilja, CTA, is the founder of DLK Advisory, a professional accounting practice specialising in tax, business advisory and consulting services. He has spent more than 20 years working closely with clients across public and private companies, not-for-profits and government entities, bringing a deep knowledge to help develop, implement and manage their remuneration strategies. Prior to starting DLK Advisory, David held senior leadership positions with Crowe Horwath, Smartgroup, KPMG and EY, which has provided him with broad expertise, experiences and business insights across a wide range of clients and industry sectors. David focuses on providing commercial and practical solutions to problems, and communicating them in a clear, concise and understandable manner. He has a specific interest in the remuneration of an organisation’s workforce, including employees (local and expatriate), contractors and directors, involving the design and implementation of remuneration programs combined with managing their regulatory obligations. David is a frequent presenter at seminars for clients and professional organisations and is an active Angel Investor with Melbourne Angels, which has further reaffirmed his belief in the importance of a remuneration strategy that aligns with long-term business goals.

Marg Marshall, CTA, is a Partner at WLF Accounting & Advisory in Hobart. She has over 25 years experience in tax advisory at a technical level.

Marg advises clients of all types from individuals to large, listed entities, specialising particularly in transaction and structuring advice, CGT, not-for-profit tax concessions and deceased estates. She has been a member of the Tasmanian State Council of The Tax Institute since 2013 and past State Chair. Marg is on The Tax Institute’s National Council. Marg has a strong interest in the not-for-profit sector and is Treasurer of the Board of Colony 47. She is also a member and past Tasmanian regional councillor of Chartered Accountants Australia and New Zealand (CAANZ). She regularly participates in tax law consultations and often presents for The Tax Institute and CAANZ.

Ali Noroozi has been the Inspector-General of Taxation since November 2008. He holds degrees in Engineering and Law, including a Masters of Law specialising in taxation. Ali has 25 years of experience working in taxation, including working at leading international accounting and law firms in Australia and the United Kingdom.

Melanie Richardson, CTA, is a Director with WLF Accounting & Advisory. Melanie has over 20 years expertise in business and personal advisory, and specialises in self-managed superannuation, estate planning, succession and transition management and complex taxation advice and solutions. With a passion for lifelong learning and continuous improvement, Melanie is committed to empowering her clients and ensuring the decisions they make today will see them enjoy

the benefits of their hard work now and into the future. Melanie is also an experienced Director, serving on not-for-profit boards, including her current role as Director (Treasurer) of RSPCA Tasmania.

Sean van der Linden, CTA, is a partner at EY, specialising in corporate and international tax. Sean leads EY’s South Australian Transaction Taxes practice and has advised numerous clients on the buy side or sell side of transactions. He provides commercially focused advice on capital gains tax, tax consolidation, tax losses, financing and structuring of transactions, and tax due diligence. Sean is Deputy Chair of the South Australian State Council and past Chair of the SA Professional Development Committee for The Tax Institute.

Chris Wallis, CTA, of the Victorian Bar, commenced practice as a Barrister in 1991 and 27 years later has a strong, no-nonsense reputation throughout Australia in the fields of equity and revenue law. Chris’s focus is on keeping clients out of the Administrative Appeals Tribunal and courts using attention to detail and negotiation to secure certainty for clients at the earliest opportunity, a focus which has involved him in numerous in-house facilitation sessions. Chris is a regularly published author and a member of the Editorial Board of the Australian Tax Law Bulletin and also of the Australasian Tax Teachers Association (ATTA). Chris presents regularly throughout Australia for the professional bodies and ATTA, and has completed studies in international tax

Presenter profiles continued

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8 THE TAX INSTITUTE 2018 Tasmanian State Convention

Venue

Hotel Grand Chancellor Hobart 1 Davey Street, Hobart, Tasmania

The conference will be held at the Hotel Grand Chancellor Hobart, a 4½ star hotel located on Davey Street, overlooking the River Derwent and Constitution Dock.

Getting there

Hobart airport is 15 kilometres from the CBD. Allow 20 minutes by taxi. A taxi costs approximately $45 per transfer from the Hotel Grand Chancellor Hobart to Hobart airport.

Parking

Car parking is available for hotel guests for an additional cost, and is located under the hotel. Access to the car park is from the rear of the building on Macquarie Street. From the hotel’s main entrance, drive along Davey Street, which is one way, then turn right into Argyle Street and immediately right again into Macquarie Street. The cost of parking is:

— Valet parking – $18 per vehicle overnight

— Undercover self-parking – $9 per vehicle overnight (limited space).

Accommodation

Old Woolstore 1 Macquarie Street, Hobart(four minutes walk from the conference venue)

Situated behind the National Trust-listed façade of a turn-of-the-century wool storage and treatment facility, you will find timeless charm with the perfect balance of modern comfort. Only steps from the Hobart waterfront and CBD, the accommodation at The Old Woolstore Apartment Hotel features a unique collection of fully serviced hotel rooms, studio apartments, one-bedroom apartments, two-bedroom apartments and deluxe spa apartments.

Guest comforts in all accommodation include a minibar, deluxe bath amenities, room service, complimentary internet and access to 24-hour reception services.

The Tax Institute has secured a limited number of special conference accommodation rates for delegates who are travelling to Hobart for the convention and require accommodation. To access these special rates, call the Old Woolstore reservation line on (03) 6235 5355 or visit the website, www.oldwoolstore.com.au, and add in the following promo code to access the discounted rate of 15% off their best available rate for guests attending the Tasmanian State Convention 2018 – promo code: TAXINST18.

Venue and accommodation

9THE TAX INSTITUTE 2018 Tasmanian State Convention

Discounts

Early bird registration All registrations received and paid in full by or on Friday, 31 August 2018 will be entitled to the reduced early bird rate.

Group discountsPurchase four registrations and receive the fifth free. All attendees must be from the same firm and all must register at the same time. The FREE registration must be a member of The Tax Institute. This offer cannot be redeemed in conjunction with any other offer, promotional code or discount.

Convention dinner

The convention dinner will be held at Cornelian Bay Boat House Restaurant on Thursday 18 October from 7pm. A complimentary bus transfer will leave the Hotel Grand Chancellor Hobart at 6.45pm sharp. The convention dinner is included in the full registration fee. Additional tickets to the dinner can be purchased at a cost of $150 per ticket.

Confirmation of registration

On receipt of your completed registration form and payment, you will be sent an email containing your confirmation letter and tax invoice.

The Tax Institute CPD event app

The Tax Institute CPD app will be accessible for delegates to download available technical materials in the days prior to the event commencement. The app will contain session and speaker information, the delegate list and available technical materials. Delegates will receive instructions via email detailing how to download and access materials.

Delegate materials

The delegate registration fee includes electronic access to all available materials via The Tax Institute CPD app. To assist in the reduction of the Tasmanian State Convention’s impact on the environment, hardcopy materials will not be provided.

CPD accreditation

Attendance at the convention counts for 9.5 hours Continuing Professional Development Accreditation with The Tax Institute. Attendance at both the convention and the Division 7A pre-workshop counts for 11.5 hours.

Delegate list

A delegate list will be included on the convention app to assist with networking. Please indicate on the registration form if you do not want your name included in the list.

Dress code

Smart casual attire is suitable for the duration of the convention program, including the convention dinner.

Wi-Fi

Internet access will be available for convention delegates using a dedicated access code, provided to delegates at registration and via the CPD app.

Alteration and cancellation policy

The Tax Institute reserves the right to alter any part of the program at any time without notice. It is a condition of registration that an administration fee of 20% of the registration fee will be charged for cancellation by delegates. Cancellations must be received in writing by The Tax Institute at least five working days prior to the event. No refund will be given for cancellations received within five working days of the event; however, a replacement may be nominated. If the replacement is not a member, the non-member registration fee will apply. CPD hours will be allocated to the designated attendee. The Tax Institute cannot accept responsibility for delegates’ late transport arrivals or non-arrivals due to delays.

Register online at taxinstitute.com.au/tas18

*Additional tickets to the convention dinner can be purchased on the registration form. ^Registration fees do not include travel, accommodation, hotel breakfasts or hotel incidentals

#Please see ‘Group discounts’ for more information.

For further information regarding this event, please contact the Victoria and Tasmania State office on 03 9603 2000 or email tas@taxinstitute.com.au.

For registration enquiries, please contact eventregistrations@taxinstitute.com.au

Event information

Online access to presentations and technical papers

Morning/ Afternoon tea/

Convention lunches

Convention dinner* How to register

Full convention registration This registration option entitles one delegate to attend the entire event, a two-day technical program (not including workshop).

✔ ✔ ✔

Register online or complete the form included in this brochure.

Division 7A pre-workshop ticketThe Division 7A pre-workshop an optional session and not included in the full registration fee. This ticket entitles one delegate to attend the pre-workshop. (Earn additional 2 CPD hours)

✔

Register online or complete the form included in this brochure.

$205 for members $255 for non-members

Registration options and inclusions

10 THE TAX INSTITUTE 2018 Tasmanian State Convention

A tax invoice and confirmation letter will be sent on receipt of your registration. Please photocopy for additional delegates and retain original copy for your records. All prices quoted are in Australian dollars and include GST where applicable. ABN 45 008 392 372.

2018 Tasmanian State Convention Registration form

2018 Tasmanian State Convention 7181018 | WD

1 Registration

2 Delegate contact details

Title: Mr Mrs Miss Ms Other (please specify) Date of birth: D D / M M / Y Y Y Y

First name: Last name:

Position: Company:

Address:

Suburb: State: Postcode:

Telephone: Fax:

Mobile: Email:

Please tick this box if you do not wish your name to be included on the delegate list provided to all attendees for networking purposes.

Member no.: If your member details are up-to-date, you can skip this section.

*EVENT AND MEMBERSHIP OFFERThere is no better time than right now for non-members to take up membership! Register at the Member rate + add on $320 for Membership and receive member benefits through to 30 June 2019. All new members are eligible to ‘upgrade’ their membership level at no additional cost by providing the appropriate documentation when applying within the initial membership subscription period.I hereby apply for membership of The Tax Institute and declare that I am a person of good fame, integrity and character and agree to be bound by the Constitution of The Tax Institute. Further information available at taxinstitute.com.au Signature:

Date of signature:

D D / M M / Y Y Y Y

Dietary requirements:

Promotional code:

Full conference

Member New member* Non-member

Early bird registration Register on or before 31 August 2018 $925 $1,245 $1,325

Standard registration Register after 31 August 2018 $1,025 $1,345 $1,425

Division 7A pre-workshop registration $205 $255

I acknowledge that I will receive electronic access to the available papers and presentations through The Tax Institute CPD app.

Accessibility requirementsPlease indicate any special dietary requirements in space provided, for any accessibility requirements please email us at tas@taxinstitute.com.au.

TO REGISTER

0188

VIC

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Online taxinstitute.com.au/tas18

Mail GPO Box 1694 Sydney, NSW 2001

Email eventregistrations@taxinstitute.com.au

Fax 02 8223 0077

The Tax Institute (TTI) complies with its obligations under the Privacy Act 1988 (Cth) with respect to how it handles personal information. TTI collects, uses, holds and discloses your personal information (including sensitive information, such as health information) for a range of purposes, such as administrative purposes relating to membership of TTI and TTI’s courses (including assessment of eligibility and providing courses), compliance with Government and statutory requirements, provision of information relating to TTI’s services and member benefits and to conduct market research. If you do not provide the personal information requested by TTI, it may not be able to provide its services to you, such as assessment of your course enrolment application. TTI does not disclose criminal record information to third parties. TTI usually discloses your personal information to entities such as your sponsoring employer (with respect to your course records and results), The Tax Practitioners Board, TTI’s business partners for marketing purposes, IT companies and other companies who provide administrative and other services to TTI and government bodies, such as the Tertiary Education and Quality Standards Agency. TTI may disclose personal information to overseas recipients in countries such as the United States of America and India. For further information on how TTI collects, uses, holds and discloses personal information, please see its privacy policy at www.taxinstitute.com.au. The Privacy Policy also contains information on how to request access to or correction of your personal information and how to make a complaint about a breach of privacy. By submitting your application to TTI, you confirm that you have read TTIs Privacy Policy and you consent to your personal information being collected, used and held by TTI and disclosed to third parties as set out in this notice and in accordance with TTI’s Privacy Policy. If you do not want your personal information to be used by TTI or disclosed to third parties, for the purpose of direct marketing, please contact us in writing at membership@taxinstitute.com.au.

Collection notice

3 Convention dinner

The convention dinner is INCLUDED in the registration fee for delegates.

Yes, I WILL be attending the convention dinner on Thursday 18 October 2018 OR

No, I WILL NOT be attending the convention dinner

Additional tickets

Yes, I require additional tickets for the welcome drinks reception at $150 per person

No. x tickets at $150 each: $

Membership and education program promotion

I am interested in becoming a member of The Tax Institute. Please send me further details.

I am interested in learning more about The Tax Institute’s education program. Please contact me.

Marketing and business alliance partner exclusions

I no longer wish to provide my contact details to The Tax Institute’s contracted business partners.

I no longer wish to receive marketing correspondence from The Tax Institute.

We take your privacy seriously, and our policy can be viewed at taxinstitute.com.au/go/footer/privacy.

4 Payment summary

Registration fee $

Additional convention dinner tickets ($150) $

Total payable $

Please note: The Tax Institute cannot accept responsibility for delegates’ late flight arrivals. Transfer costs are non-refundable and non-transferable.

5 Payment method

Cheque payable to The Tax Institute (in Australian dollars)

Credit card $ Card type: AMEX Visa MasterCard Diners Expiry date: M M/ Y Y

Name on card:

Card no.: Cardholder’s signature:

For our refund, cancellation and replacement policy visit taxinstitute.com.au/professional-development/event-policy

Dietary requirements: