2018 Victoria Tax Retreat

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Come and join us down on the picturesque Mornington Peninsula for our upcoming Tax Retreat to be held at the Brooklands of Mornington.

Brooklands is pleased to offer the special conference rate of $170.00 per room per night single occupancy and $195.00 per room per night double occupancy, inclusive of a hot breakfast. Brooklands is ideally located in the heart of Mornington, just an hour from Melbourne CBD.

For further information, please visit their website or to book your accommodation please contact them at 03 5973 9200.

About the Presenters
Peter Adams

Peter has more than 20 years’ experience as a tax practitioner, having worked in senior tax management roles in the profession with both KPMG and PwC as well as in commerce. Recently Peter has focused on providing tax consulting and tax training services in the SME market. He has a wealth of tax knowledge and is a sought after presenter on a wide array of tax topics.

Tony Greco

Before becoming IPA’s Senior Tax Adviser in 2009 Tony had extensive experience as a chartered accountant before venturing into the commercial world in a diversified range of senior management positions. He then became a tax trainer and consultant before becoming the senior tax consultant, then CEO of Taxpayers Australia. Tony is well-respected in the industry as a trainer, presenter and commentator on tax matters. As IPA’s General Manager, Technical Policy he is the Institute’s representative on a number of peak body forums with Treasury, ATO and the Tax Practitioner Board. He has recently been appointed to the Board of Taxation’s Advisory Panel.

Federal Budget Update by Tony Greco

Federal Budget update by the IPA’s own Senior Tax Advisor, Tony Greco. He will give a full analysis of implications resulting from the 2018 Federal Budget.

Proposed Topics:
  • Real Property and Taxes
  • Family Trusts and Trust Distributions – Structure and Effect
  • Taxation Aspects of Property Investment
  • Income Tax, FBT and GST Implications of Entertainment
  • Tax Considerations in Choosing Business Structures
  • Effective Utilisation of Small Business CGT Concessions – Requirements, Pitfalls & Planning

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