Congress structure
The education program will run over two days – Thursday 28 February and Friday 1 March 2019. Pre-Congress workshops will be held on Wednesday 27 February and a Gourmet BBQ buffet dinner will conclude the Congress on the Friday night.

Social and recreational activities
An exciting range of social and recreational activities for all attendees will complement the core education program and provide you with ample opportunity to network and further your business and personal connections. For an idea of the local products, attractions, excursions, activities and events, please refer to the Visit Phillip Island website.

CPD Hours
Delegates are able to obtain up to 18 CPD Hours by attending the two day Congress.

Presentation Notes
The presentation notes will be available for attendees to download and view electronically. Hard copy notes will be available for an additional fee of $75. Please contact Sarah Cooke at to arrange purchase of presentation notes.

Wednesday 27 February - Pre-Congress
12:30pm Registration Desk Open

1:30pm - 5:00pm

Pre-Congress Workshop


Effectively navigating the tax maze of choosing, buying and selling business structures

Peter Adams FIPA FFA, Founder and Manager Director, Augmentors

Click here to register

6:30pm - 8:30pm Casual dinner (at own expense) in Watermark Restaurant


Thursday 28 February


Breakfast buffet in Watermark Restaraunt


Registration desk opens

8:00am - 9:00am

Breakfast presentation: How to thrive in the era of automation

Chris McColm, Strategic Partnerships Manager, ReceiptBank

9:00am - 9:30am

Welcome tea & coffee

Hosted by Victoria Division President, Sam Zervides MIPA AFA and Deputy President, Tory O’Brien MIPA FFA

9:30am - 9:50am

Official opening

MCs Andrew Colrain FIPA FFA and Petris Lapis FIPA FFA will introduce Board member Timothy Munro FIPA FFA who will perform the official opening including a video welcome from the CEO, Andrew Conway FIPA FFA

9:50am - 10:45am

Small Business: Big Bucks?

Dr Michael Schaper FIPA FFA, CEO, Canberra Business Chamber

10:45am - 11:45am

Make co-ownership great again: Legal tips, traps and alarming case studies

Scott McKenzie, Director, Velocity Legal

Beyond automation: utilising technology to drive practice growth

Sam Allert, CEO, Reckon

11:45am - 12:45pm

Tax headwinds coming practitioner’s way: what you need to know

Tony Greco FIPA FFA, General Manager, Technical Policy, IPA & Peter Adams FIPA FFA, Principal, Augmentors

My client has issues with people and I’m supposed to know how to fix them

Martin Nally, Director People Solutions, AB Phillips

12:45pm - 1:35pm Lunch
1:35pm - 2:30pm

Tax restructuring using CGT rollovers and small business CGT concessions

Jacci Mandersloot, Director, MC Tax Advisors

How emotions impact your financial decisions

Kunaal Parbhoo, Risk Specialist & Harriet Gibb, Private Client Adviser, Shadforth Financial Group

2:30pm - 3:25pm

Is 2019 going to be a year of chain reactions? Industries to watch.

Ivan Glavas MIPA AFA, Partner, Worrells, Solvency and Forensic Accountants

Client engagement processes that keep clients happy and help you work smarter

Adrian Shaw, Trainer and Assessor, Monarch Institute

3:25pm - 3:50pm Afternoon Tea
3:50pm - 4:45pm

Gnarly NALI: Non arm’s length income in SMSFs

Nicholas Ali, Executive Director, SMSFs Technical Support, SuperConcepts

How to be a financial storyteller

Mark Holton FIPA FFA, Director, Smithink

4:45pm - 5:45pm

Doing leadership differently: How to best lead your future practice

John Hale, Global Conference Speaker, Hale Consulting Group

5:45pm Day 1 Wrap Up
6:30pm - 7:30pm Wine tasting with Phil Manser, Wine Direct
7:30pm - 11:00pm

Official Dinner

3 course meal with local wines, entertainment and live music


Friday 1 March

7:00am Buffet breakfast in Watermark Restaurant
8:00am Registration desk opens
8:45am - 8:50am Opening
8:50am - 9:40am

Better mental health for you, your team and your clients

Petris Lapis FIPA FFA, Director, Petris Lapis Pty Ltd

9:40am - 10:30am

Board of Taxation activities update

Dr Mark Pizzacalla FIPA FFA, Partner BDO and Board Member, Board of Taxation

Tips and tricks to maximize your social media marketing

Despina Karatzias, Trainer and Assessor, Monarch Institute

10:30am - 11:00am Morning Tea
11:00am - 11:50am

Professional independence – are you swimming between the flags?

David Sauer FIPA FFA, Principal, David Sauer Chartered Accountant

How to get the best from your accounting staff

Jamie Johns FIPA FFA, Mentor, Wize Mentoring and Founder and CEO, Sky Accountants

11:50am - 12:40pm

Economic outlook; the year ahead

Besa Deda, Chief Economist, Bank of Melbourne

12:40pm - 1:35pm Lunch
1:35pm - 2:25pm

Family trusts and estate planning: what you need to know

Matthew Burgess, Director, View Legal

Unlocking the blockchain revolution: rethinking accountability

Dr John Vaz, Department of Banking and Finance, Monash Business School, Monash University

2:25pm - 3:15pm

SMSF transfer balance reporting : is it really TBARmageddon?

Aaron Dunn, CEO, Smarter SMSF

Attracting, managing and retaining staff in a modern accounting business

Nick Sinclair, Chairman The Outsourced Accountant

3:15pm - 3:45pm

Afternoon Tea

3:45pm - 4:35pm

Seven things accountancy firms desperately need but are struggling to implement

Timothy Munro FIPA FFA, CEO and Founder, Change Accountants and Advisors

The secret life of the investment cycle: Learn it, know it, use it to your advantage

Grant Tenni FIPA FFA, Managing Director, Tenni & Associates Pty Ltd

4:35pm - 5:30pm

Integrative Medicine – Why it is the best form of medicine

Professor Avni Sali AM, Founding Director, National Institute of Integrative Medicine

5:30pm - 5:45pm Prize draws, awards & concluding remarks
6:30pm - 10:00pm

Farewell BBQ Buffet

Including tasting of local beers and live music

Click here to download a PDF copy of the program.