Professional Advisors’ Conference

Former CEO of the Australian Football League, Andrew Demetriou will share with us some lessons learned from running Australia’s largest sporting organisation, including his thoughts on leadership, management and the importance of promoting inclusion and tolerance. This is one presentation you will not want to miss!

EARLY BIRD OFFER

Register by 29 September 2014

FRIDAY 17 OCTOBER 2014

Melbourne The Langham, Southbank

KEYNOTE SPEAKER: ANDREW DEMETRIOU

Wai-Ling AuWai-Ling is an Assistant Manager in the Tax Consulting division of Pitcher Partners Melbourne who began her career in tax in 2006. She has extensive experience in corporate, international and trust tax issues.

In 2010, Wai-Ling worked as a Tax Manager at HSBC in Vancouver Canada for two years, gaining valuable international tax experience in the indirect taxes team.

Simon BriggsSimon is a Director in the Investment Advisory practice of Pitcher Partners.He joined Pitchers in 2002 after gaining experience with Arthur Andersen and Ernst & Young in Australia and the UK.

He provides financial planning, investment advisory, investment management and portfolio services to high net worth investors including private clients, family groups, personal superannuation funds and not-for-profit organisations.

Martin KovalAn IT professional and leader with over 10 years’ experience, Martin has developed a strong focus in working with organisations to uncover the hidden potential in new technologies and implementing them successfully to achieve increases in

productivity. Martin’s strong values-based leadership inspires and engages people to deliver both business and client outcomes.

Steven MarcatoAs Chief Financial Officer, Steven is responsible for Pitcher Partners’ finance, credit management, payroll and management reporting functions. He is particularly interested in helping the

companies he has worked for in understanding the key drivers of efficient work practices and cost containment. Steven has significant experience gained from senior functional and leadership roles in the financial services and export sectors in Australia and overseas.

Andrew MitchellAndrew is a Manager in the Tax Consulting division of Pitcher Partners Melbourne. He joined the firm as a tax analyst in 2008 and has gained over six years’ experience providing taxation advice on a broad range

of corporate and individual tax issues to clients across a range of industries.

Ali SuleymanAli is a Director in the Tax Consulting division of Pitcher Partners. He joined Pitcher Partners in 2000 and has gained over fourteen years’ experience in the areas of corporate taxation and the taxation of trusts. His recent

experience includes advice on business structures, income tax consolidation, company liquidations, recoupment of tax losses and research and development tax concessions.

Speaker profiles

Take a look at the professional profiles of all the PAC presenters including our guest speakers, Andrew Demetriou and David Turner.

Brad TwentymanBrad is a Director in the Superannuation services division of Pitcher Partners. Brad has specialised in superannuation for over 15 years, operating in the private and public sectors, including providing policy and

technical advice to Government. Brad provides strategic advice to the firm’s high net worth clients, including tax effective contribution and benefit strategies. He consults with superannuation fund trustees on compliance, disclosure and governance requirements and advises the firm’s employer clients on compulsory superannuation requirements.

Manny VassalManny is a Director in the IT Consulting division at Pitcher Partners Consulting. Manny has extensive experience acquired in senior line roles (more than 10 years) and then consulting (more than 7 years) working for

global blue-chip organisations (eg Accenture, BNP-Paribas, Royal Bank of Scotland, National Australia Bank) in France, Brazil, England, Scotland and Australia.

David VasudevanDavid is a partner/executive director in the Business Recovery and Insolvency division of Pitcher Partners Melbourne. He specialises in turnaround consulting, and all areas of personal and corporate insolvency. David also

has proven and diverse skills in solvency reports and other forensic accounting services including fraud investigation, funds and asset tracing, and expert witness reports.

Andrew DemetriouAndrew is the recently retired Chief Executive Officer of the Australian Football League which administers the 18-team national competition and guides the game of AFL that currently has more than 790,000

participants across all levels in Australia and supports a $3.9 billion industry that employs nearly 12,000 people. Since 2003, Andrew oversaw unprecedented growth in Australian football and expanded the game nationally and internationally as well as leading the AFL in negotiating a series of record commercial arrangements including broadcast and sponsorship agreements.

Andrew now holds the role of Executive Chairman of Acquire Learning, a Melbourne company that enrols students on behalf of training providers in courses, is a Director of the Melbourne Sports Marketing firm, Bastion Group and is a Non-Executive Director of the non-partisan Climate Institute.

David Turner, Victorian BarristerDavid Turner is a barrister at the Victoria Bar, practising principally in commercial law, with specialist interests in banking and finance, consumer credit and insolvency.

Prior to joining the Victorian Bar, David practised as a solicitor in Auckland and Melbourne for more than 20 years. He has worked in private practice and in-house with a finance company and major Australian bank, in the areas of retail and wholesale finance, consumer finance, equipment and asset financing, project and structured finance.

David was a consultant to the Australian Law Reform Commission on its personal property security reform reference. He is also a Senior Fellow in the Monash Law School, teaching Personal Property Securities Law in its LLM programme.

Guest Speakers

The Program

Time Stream A Stream B

8.30am Registration and welcome Gess Rambaldi, Critical Point Network Chairman

9.00am – 10.00am

Employee Incentive OpportunitiesAli Suleyman

Small and Medium Enterprises (SMEs) looking for ways to attract, incentivise and retain talented employees (beyond salary and wages) are often attracted to the idea of providing some form of “equity” to those employees. This presentation focuses on these alternative employee incentive arrangements and canvasses some of the commercial, accounting, legal and taxation aspects of the alternatives that need to be considered by SMEs in any offer to its employees.

Personal Property Securities Register UpdateDavid Turner and David Vasudevan

The Personal Property Securities Act applies to most businesses and individuals, and since its inception in January 2012, many businesses have failed to adequately protect their assets through their lack of understanding of this legislation. Professional advisors may also be at risk if they do not fully appreciate the potential consequences to their clients when advising them. The presenters will provide some case studies and the practical impact the legislation has had on businesses. It will consider some lessons that clients can learn to protect their businesses from risk.

10.00am – 11.00am

Superannuation Update: Exempt Current Pension IncomeBrad Twentyman

The tax exemption available on earnings from pension assets is an area attracting increased scrutiny from the ATO and accordingly is an area of increasing risk for clients and advisors.

This session will consider concepts relevant to calculating exempt pension income claims correctly including:

• Segregated vs unsegregated calculation method• Requirements for assets to be segregated• Impacts on tax deductions and offsets• Actuarial requirements• Recent developments and guidance from the ATO• Planning opportunities for clients

Professional practices: Managing your capital and debtorsSteven Marcato

Managing your working capital and debtors is a challenge for all professional services firms no matter what size it is. To assist in good practice management we use benchmarks such as Lockup, WIP and Debtor Days.

So what levels should we be aiming for? Are our aspirations close to what is reality? What can we do to bring these closer together? We should also have robust credit control policies in place. This session will discuss what is best practice credit control policy and procedure and how additional financing products may be introduced to complement debtor management processes. Steven will share his experiences and insights on the practicalities and challenges professional services firms face when managing working capital and debtors.

11.00am – 11.15am

Morning Tea

Register by 29 September 2014

Time Stream A Stream B

11.15am – 1.15pm

Workshop: Dealing with Division 7AAndrew Mitchell and Wai-Ling Au

In this interactive workshop, Pitcher Partners’ Division 7A experts Andrew Mitchell and Wai-Ling Au will provide you with a roadmap of Division 7A, what the provisions may mean for your operations, and arm you with tips on how to avoid the traps.

They will also cover the proposed changes that the Board of Taxation released via a discussion paper on 25 March 2014 outlining a number of significant changes to Division 7A as well as when we may likely see the implementation of these changes. The changes are aimed at simplifying the provisions and reducing compliance costs.

The proposals include a special option for certain trusts to receive loans and UPEs from corporate entities and also contain a streamlined approach to the treatment of loans from corporate entities and a self-correcting mechanism.

Workshop: Cloud Computing Services and Social Media in your PracticeManny Vassal and Martin Koval

While Cloud Computing has recently grown in popularity, there are a range of challenges in selecting appropriate vendors and putting in place agreements that incentivise good performance.

We will look at the:• opportunities created by Cloud • address specific issues such as data security

and ownership • common pitfalls around procuring cloud

computing services from commercial point of view

Use of social media is fast becoming commonplace in accounting and legal practices. We will take you through: • the context on how business use social media

for business value and an overview of the main channels

• an industry review on how small and medium size practices use social media

• a set of steps your practice can take to start on the journey to using social media, what are the channels of choice and how to get organised

Our workshop facilitators are key members of Pitcher Partners’ IT Consulting Team, Manny Vassal - Client Director and Martin Koval - Principal Consultant, who

1.15pm – 2.00pm

Lunch

2.00pm – 2.45pm

Economic UpdateSimon Briggs

In this session Investment Advisor Simon Briggs will provide an economic update and investment outlook. He will focus on:

• The current global economic picture with particular reference to the US, Europe and China• The Australian economy• How the above has impacted markets; and• How the changing economic environment and potential future economic policy affects our investment

outlook

2.45pm – 4.00pm

Lessons LearnedAndrew Demetriou

Recently retired Chief Executive Officer of the Australian Football League, Andrew Demetriou will share with us some lessons learned from running Australia’s largest sporting organisation, including his thoughts on leadership, management and the importance of promoting inclusion and tolerance.

Andrew is now on several boards including the Bastion Group, a sports marketing company which helps broker sponsorships for large organisations. His wealth of experience across a range of organisations from all walks of life will provide for a highly entertaining and engaging keynote presentation – don’t miss it!

4.00pm – 5.00pm

Drinks reception and prizes

5.00pm Day concludes

Delegate Information and Event Details DATE

Friday 17 October 2014

VENUE

The Langham, One Southgate Avenue, Southbank, Melbourne

TIME

8.30am – 5.00pm Drinks reception from 4.00pm – 5.00pm

Getting ThereWith a comprehensive range of public transport, travelling to and from The Langham is easy. The Langham is only a few minutes’ walk from Flinders Street Train Station, along Southbank, and is also easily accessible via tram. Please visit the Public Transport Victoria website for timetables and route information at www.ptv.vic.gov.au.

ParkingParking is available at the Southgate car park located under The Langham at a flat rate of $59 a day and is accessible from Southgate Boulevard. Alternatively, there is parking available at Eureka car park which is $13 a day if parking before 10am.

CPDEach delegate is entitled to one CPD point per hour.

Drinks ReceptionThe ever-popular and intimate PAC post-conference drinks reception is a great opportunity to catch up with both old and new friends. Everyone who attends the conference is invited to drinks.

Business Card Draw

Enter this year’s Business Card Draw on registration to be eligible to win some great prizes. Winners will be announced at the Drinks Reception.

Stream SelectionThe PAC Conference offers two very popular streams that run concurrently throughout the first half of the day. Please make sure you choose one of these sessions via the session selection when you register. All sessions will provide an invaluable insight into the relevant topics.

Did you know?Members receive great discounts not only on the PAC but on all CPN events and initiatives. Join today for FREE and receive the PAC member rate – simply email cpn@pitcher.com.au and request an application form!

RegistrationPlease RSVP by COB Monday 13 October to secure your place!

General Information

Firm Phone

Attendee(s)

Name 1 Email 1

Name 2 Email 2

Name 3 Email 3

Dietary requirements

Packages Members Non Members

Group* $310 $390

Early bird price** $330 $430

Standard $380 $480

PaymentCheque made payable to Pitcher Partners for the amount of $

Credit card Please charge $ to my Visa MasterCard

Cardholder name

Card number Expiry date

Signature

* Available for bookings of 3 or more guests from the same firm.

** Available for bookings made and payment received by COB 29 September 2014.

Please note discount offers will not be combined.

* Price includes GST (please note that refunds will not be offered for non-attendance on the day)

To confirm your booking, please complete and return this form along with payment:

Session selection 9.00 – 10.00am Employee Incentive Opportunities or Personal Property Securities Register Update

10.00 – 11.00am Exempt Current Pension Income or Managing your capital and debtors

11.15 – 1.15pm Workshop: Dealing with Division 7A or Workshop: Cloud Computing Services and

BY MAIL

Garrett Kinchington CPN Coordinator Pitcher Partners PO Box 5193 Melbourne VIC 3001

BY EMAIL

cpn@pitcher.com.au

BY FAX

(03) 8610 5723

Social Media in your Practice

CRITICAL POINT NETWORKLevel 19, 15 William Street Melbourne VIC 3000

Telephone +61 3 8610 5144 Facsimile +61 3 8610 5723cpn@pitcher.com.au

www.pitcher.com.au

The Professional Advisors’ Conference is part of the Critical Point Network – a free membership service provided by Pitcher Partners, designed for professional advisors seeking expert advice and support in specialist areas.

Pitcher Partners is an association of independent firms. Liability limited by a scheme approved under Professional Standards Legislation. Critical Point Network is a business of Pitcher Partners Advisors Proprietary Limited ABN 27 975 255 196. Critical Point Network is a registered trade mark.