Thursday 6 February 2020
8:30am - 9:05am Registration and Welcome - Merino Room
9:05am - 9:50am

Session 1
IPA Update

Prof Andrew Conway, FIPA FFA IPA CEO

9:50am - 10:30am

Session 2
Cybersecurity for Accountants

Ben Johnson and Rob Thompson

10:30am - 10:45am Morning Tea - Merino Terrace
10:45am - 12:15pm

Session 3
Maximising the Efficiency in Workflow Management at Year End
Michelle Rawlins


This is a practical session on planning the year end process, to gain efficiencies and better effectiveness for the start of the new tax year. Understand the systems for workflow management including budgeting, staff planning and client checklists. Begin the journey of being proactive rather than reactive, when it comes to workflow management. Obtain practical strategies on how to reduce the turnaround time as well as write offs. Join Michele in this hands-on session and walk away with a useable strategy for implementation come July 1st.

12:15pm - 1:00pm Lunch - Merino Terrace
1:00pm - 2:30pm

Session 4
Recruiting for long-term success; interviewing, onboarding and retaining staff
Sandra Karamitelios

Save time and money when it comes to recruiting, on boarding and keeping employees.  Reduce costs by having a structured easy to follow process that can be tailored to any role in your organisation, now and in the future.  This interactive session will see you walk away with practical templates and easy to implement ideas to ensure these areas are no longer a pain point.  

2:30pm - 2:45pm Afternoon Tea - Merino Terrace
2:45pm - 4:15pm

Session 5
Tax Update
Peter Adams

4:15pm End of Day 1 
Friday February 7 2020
8:45am - 9:00am Registration - Merino Room
9:00am - 9:30am 

Session 6
The Ever-Changing Banking World
Phil Soper


The world is changing at a rapid rate. Banking is no exception to this. We have ever evolving policy, systems, processes & technology…Can you keep up? In this talk we will discuss some of these exciting changes, improvements within banking & how this relates to you helping your clients holistically before your competitors do.

9:30am - 10:30am 

Session 7
Ethics Panel with Vicki Stylianou
Julie Williams, Michelle Rawlins

10:30am - 10:45am  Morning Tea - Merino Terrace
10:45 - 12:15pm 

SMSF Investment Strategy & Market Value Issues - ATO requirements arising from recent litigation cases
Ashley Course


Recent litigations cases involving SMSF auditors created what is arguably the most concern and uncertainty amongst auditors than ever before. Consequently, the ATO recently released its response and guidance material, specifically relating to the auditor’s responsibility regarding the fund’s investment strategy along with evidence and reporting requirements relating to investments in private trusts and companies to assist SMSF auditors. This session will discuss in detail the ATO’s recent guidance material and concerns and the implication for SMSF auditors.

12:15pm - 1:00pm  Lunch - Merino Terrace
1:00pm - 3:00pm

Session 9
Preparing your firm for sale or succession - short and long-term planning for a smooth exit
Rob Pillans


With many firm owners looking for an exit from their firm in the next 2 to 10 years this session looks at short- and long-term actions you can take to maximise the sale price of your firm. It also considers how you can plan for succession whether it be via an external sale or something else. Participants will come away with a clear understanding of the issues around succession and sale of firms and how they can plan to have a smooth exit that maximises the value to them.

3:00pm  Symposium Close