Program

Please note that the program is subject to change, and will be updated continuously up to the conference.

Pullman Hotel - Wednesday 27 November
Complimentary Product Demonstrations
Time Room 1 Room 2
12:00pm - 12:45pm
(Includes  Lunch)

IPA Books+

IPA Books+ is the recently launched cloud accounting software solution available exclusively to IPA members in Australia.
Join us in this training session for an overview of IPA Books+. This session is for IPA Members who want to learn about what is IPA Books+ and how it can benefit you & your clients.

We will take you through:

  • What is IPA Books+?
  • Get around the general administration on IPA Books+ and the IPA Books+ Customer Portal
  • Bank feeds to make your life easier
  • Easy payroll for unlimited employees
  • Projects for enhanced reporting
  • Find useful IPA Books+ resources and guides.

IPA Books+ are the Event Partner of National Congress and our team will be on site to offer support and answer any questions you might have about accounting software.

Thomson Reuters - Onvio

Tax Tech and Transformation
No matter what size of your tax practice, dealing with ever-changing regulations and increased customer demands leaves little time to focus on being future ready or growing your business. In this climate, accountants need to take advantage of the benefits that come with the right tax technology and support. Introducing Onvio, Thomson Reuter’s next generation online Practice / Tax and learning platform.

Thomson Reuters is the knowledge partner of the IPA and will be at the event providing insight into how you can leverage cloud technology to build your business, stay ahead of the competition, minimise risk for you and your client, and much more.

Pullman Hotel - Wednesday 27 November    
Pre-Congress Workshops
Time Room 1 Room 2
1:00pm - 5:00pm
(Includes Afternoon Tea)

Tax Fringe
Peter Adams, Principal of Augmentors

 

Exploring exciting highlights in the world of tax over the preceding 12 months, that will thrill audience members about tax developments in the offing. This session will have a plethora of Ohh and Ahh moments of tax in a way that you have never experienced before.

SMSFs – Update, review, learn and benefit
Mark Ellem, Executive Manager, SMSF Technical Services, SuperConcepts

 

With the dust truly settled on the Federal election, what super changes are actually law, what are we waiting on and what’s around the corner.  Bring along your questions, scenarios and put them to the workshop presenter to work through the issues and identify a solution.

National Wine Centre - Thursday 28 November
Time      
8:30am - 8:40am Welcome to Country, Aunty Georgina Williams
8:40am - 8:50am Welcome from Masters of Ceremonies, Petris Lapis
8:50am - 9:30am Welcome Address from IPA CEO, Andrew Conway
9:30am - 10:30am Key Note Address - Mental Health & Emotional Wellbeing

Wayne Schwass, CEO Puka Up and Mental Health Advocate

10:30am - 11:00am

IPA Books+ Presentation
Sam Allert, IPA Books+

 

It’s an exciting time to be an accountant. Technology has granted us a new freedom to reframe our practices and our life’s in a model that suits us. IPA has partnered with Reckon and created IPA Books+ - affordable online accounting for small businesses. With a wide range of features to choose from, it is simple to use with an intuitive interface, making it easy for you and your clients to manage business finances and compliance.

11:00am - 11:30am Morning Tea
11:30am - 12:20pm

Tax Time 2019 – where to from here?
Terry Hayes, Tax Consultant


Tax never stands still!  While personal tax cuts and instant asset write-off changes are already locked in, the ATO has nonetheless been busy and so have the courts, the Federal Government and Federal Parliament. So what’s been happening recently in tax that accountants should be aware of? Rather a lot. This session will give a tax update for practitioners to help them help their clients.

Estate Planning in 2020 – The Accountants Toolkit
Matthew Burgess, View Legal

 

To give attendees confidence in what is arguably the single biggest advice opportunity for accountants in 2020; estate planning.

Individual work-related expenses claims and Business claims – Tax Gaps
Judy White, BDO

 

"To address the factors contributing to the ‘Tax Gap’; and what Practitioners need to know when advising clients on claims for work-related expenses and business deductions, under the current ATO spotlight."

12:20pm - 12:25pm Interlude
12:25pm - 1:10pm

Business turnaround—size does not matter
Worrells

 

"Worrells Partners, Ivan Glavas, Chris Cook, and Simon Cathro will share their insights on the success of the voluntary administration regime to save a business."

Building a winning Culture
Nick Sinclair, Chairman TOA

 

Your people are your biggest asset. Learn how to build a winning culture to attract, manage and retain the best staff globally.

20/20 Tax Structuring
Andrew Henshaw & John Storey, Directors- Velocity Legal

 

This presentation aims to address the shifting tax landscape that privately owned businesses face in 2020.

1:10pm - 2:00pm Lunch
2:00pm - 2:45pm

Tax Synergies for small business and their advisers – the role of the Inspector-General of Taxation and Taxation Ombudsman
Karen Payne, Inspector-General of Taxation and Taxation Ombudsman


Improving the tax outcomes for a small business taxpayer can lead to improvements in the tax system for ALL taxpayers. Hear about the many synergies to be achieved between small business, their advisers and the Taxation Ombudsman and Inspector General of Taxation.

2:45pm - 2:50pm

Interlude

2:50pm - 3:35pm

Building a successful modern SMSF practice
Aaron Dunn, CEO - Smarter SMSF

 

Understand the ingredients for an SMSF practice to thrive today.

Managing your online identity crisis
Jamie Beresford, CEO, Practice Protect

 

To help firms understand the practical steps they can implement quickly to secure their cloud data and become compliant with relevant government legislation.

The important role that small business plays within the Australian economy, and what keeps them moving
Joseph Lim Head Of Strategic Channels, Prospa


Small businesses are considered the engine room of the economy in Australia due to their influence- they represent 97% of all businesses, 44% of private sector employment and 35% of GDP. Hear about the challenges and opportunities facing small businesses in Australia and the impact these have on the wider economy.

3:35pm - 4:00pm Afternoon Tea
4:00pm - 4:50pm

Keynote Address

Kevin Osborn, Chairman-VUCA Trusted Advisers, FAICD FIPA and Damien Moore, FIPA FFA IPA Group President

4:50pm - 5:00pm Close from MC - Petris Lapis
National Wine Centre - Friday 29 November
Time      
8:30am - 8:40am Welcome - MC, Petris Lapis
8:40am - 9:40am Ministerial Address
Hon Michael Sukkar MP, Minister for Housing and Assistant Treasurer
9:40am - 10:30am

Economic Update
Besa Deda, Chief Economist - St.George

To present a detailed, informative economic update on the current state of the economy and provide some crystal ball gazing into what we can expect in the future.

10:30am - 11:00am

Morning Tea

11:00am - 11:50am

Superannuation – Where are we now?
Shirley Schaefer, BDO

 

Super changes are constant and never ending, this session will cover the current state of play for superannuation and small business clients.

The Art of Difficult Conversation
Sam Dean, BluePrint HQ

 

Mastering difficult conversations in order to help our clients and our teams to grow and thrive.

Cyber Security Awareness – The changing threat landscape
Stuart Wilson, Chief Product Officer, Neptune

 

"The changing face of cyber security within Australia. What are the new threats? Why is your data valuable? What methods are being used to access data? What can you do to reduce your risk of a cyber breach?"

11:50am - 11:55am Interlude
11:55am - 12:45pm

Exploring the changing landscape of Managing People in Australia
Glenn Ahern, Manager - Professional Lines, IPA Insure

 

No matter how big or small your organization.
Effective People management requires consistency, clear direction & open communication.
Glenn explores the landscape of Australia’s employment legislation and the do’s and don’t’s.

Responding Smartly to the Age of Digital Disruption.
Ali Uren, KiikStart

 

Know how to efficiently build models of client servicing that will allow you as a small business to grow and remain relevant amongst consistent changes in technology.

Small Business Complaints – AFCA’s first 12 months
Geoff Browne, Lead Ombudsman – Small Business, AFCA

 

The Australian Financial Complaints Authority assists small businesses and consumers with complaints about their financial service provider - bank, insurer, financial adviser, superannuation fund, and credit provider

12:45pm - 1:45pm Lunch
1:45pm - 2:35pm

Small Business Tax Performance (Tax Gap)- ATO
Peter Holt, Assistant Commissioner for Small Business, Australian Taxation Office


Peter will be presenting on Small Business Tax Performance (Tax Gap), including an update on Tax Whistleblowers.

2:35pm - 2:40pm Interlude
2:40pm - 3:30pm

The $1 million Team Structure & The 3 Pillars to a Successful Accounting Firm
Edward Chan, Non Executive Chairman Chan & Naylor and a Co Founder of Wize Mentoring for Accountants.

 

How to get your Accounting business to work so you don’t have to and it pays you a passive income with more freedom to do what you want.

The Next Wave: The convergence of Blockchain & Artificial Intelligence
Chris Hooper, Accounting Futurist & CFO Solara


Technology is evolving rapidly, that’s a given. It’s impact on the accounting profession has been profound. Blockchain and artificial intelligence are the next wave of technology. How will they impact the accounting profession, and more importantly when?

 

AUSTRAC: Industry insights and expectations
Mark Crawley, Manager, Regulatory Operations, AUSTRAC

 

AUSTRAC is engaging with AML/CTF advisers to ensure that the services provided to reporting entities are fit for purpose.

3:30pm - 4:00pm Afternoon Tea 
4:00pm - 4:50pm

Healthy Minds @ Work – Small Business Solutions
Stephen Dowling & Petris Lapis

 

Stephen will present cost effective, evidence based easy ways to create a business work environment that supports everyone’s mental health.

4:50pm - 5:00pm Close from MC - Petris Lapis

Please click here to view the Social Program.
Please click here to view the Speaker Profiles.