Social and recreational activities

An exciting range of social 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 Torquay website.

Day 1 - Thursday 29 April
NAYV Time 8:30am - 9:00am AEST Registration
Event Commences
NAYV Time 9:00am - 9:15am AEST NAYV Speaker

Helen Mac

Welcome & IPA Update
NAYV Time 9:15am - 9:45am AEST NAYV Speaker

Prof. Andrew Conway FIPA FFA

Tax - From Where We Have Been to Where We're Heading

Tax regulatory landscape that practitioners need to be prepared for. Accountants played a pivotal role on behalf of the Government and will continue to do so, but will also need to keep an eye on what’s on the horizon as well as towards the federal budget.

NAYV Time 9:45am - 10:15am AEST NAYV Speaker

Tony Greco
General Manager Technical Policy

NAYV Time 10:15am - 10:45am AEST Morning Tea
Looking Back on 2020
Currently James has national responsibility for the implementation of major economic stimulus packages administered by the ATO. Through questions posed by delegates, James will look back on the stimulus measures and on 2020 and how we can plan for the future.
NAYV Time 10:45am - 11:30am AEST NAYV Speaker

James O'Halloran
Deputy Commissioner
Economic Stimulus Branch

Tax Panel
This session will include a lively discussion amongst our panel of tax experts. Our panelists will share their perspectives on the current issues, challenges and opportunities facing small businesses in Australia from a tax perspective.
NAYV Time 11:30am - 12:30pm AEST NAYV Speaker


  • Tony Greco


  • Lisa Greig
  • Mark Morris
Dispelling the fear of seeking advice from an Insolvency Practitioner – When, Why and How?

Believe it or not, most of the time meeting with an Insolvency Practitioner is not always bad news or leads to an insolvency appointment. Rather the conversation can be informative, offering insights as to the formal and informal insolvency options available, whilst also helping guide people through the period when crucial decisions are having to be made. So when is the right time to reach out to an Insolvency Practitioner for an initial conversation. Let’s explore the timing of conversation, concepts discussed and practicalities covered in today’s presentation.

NAYV Time 12:30pm - 1:10pm AEST NAYV Speaker

Scott Andersen, Ivan Glavas and Sarah Peters

NAYV Time 1:10pm - 2:10pm AEST Lunch
Taxation of Trusts - A Changing Landscape

As we have all grappled with the challenges of the COVID-19 pandemic on our businesses and those of our clients it is easy for many of us to ignore the numerous changes to the taxation of trusts that have arisen over the past year due to legislative amendments, case law and ATO guidance products. This session hones in on these developments and highlights some of the commercial ramifications of these changes and practical strategies to implement to prevent unnecessary exposures to your clients and your practice.

NAYV Time 2:10pm - 3:10pm AEST NAYV Speaker

Mark Morris
Tax Know-How

The Great Debate - Hot Estate Planning & Succession Planning Topics

Join Bryce and Dan go head to head in a winner takes all, no holds barred debate on: Testamentary trusts versus super pensions and binding death benefit nominations versus discretion.

NAYV Time 3:10pm - 3:55pm AEST NAYV Speaker

Daniel Butler and Bryce Figot
DBA Lawyers

Event Concludes
NAYV Time 3:55pm - 4:00pm AEST NAYV Speaker

Helen Mac

NAYV Time 7:00pm - 11:00pm AEST Gala Dinner
Day 2 - Friday 30 April
NAYV Time 8:30am - 9:00am AEST Registration


Event Commences
NAYV Time 9:00am - 9:15am AEST NAYV Speaker Helen Mac
SMSF Technical Update

In this session, Aaron will provide attendees with an update on all the latest issues across the SMSF sector from a technical and regulatory perspective.  This includes the changes to various caps from 1 July 2021, updates on proposed measures for 6 member SMSFs, non-arm's length income (NALI) and the ATO's current compliance approach to various COVID-19 measures that continue to impact SMSFs throughout 2021.

NAYV Time 9:15am - 10:30am AEST NAYV Speaker

Aaron Dunn
CEO & Co-Founder
Smarter SMSF

NAYV Time 10:30am - 11:00am AEST Morning Tea
The Future is Now: Key Changes Challenging the Practice of Today

The accountancy and bookkeeping industry is evolving fast – increasing client demands, shorter turnaround times for jobs, the need for staff to spread themselves across multiple disciplines. Practice owners need to adopt a future-first mindset to see their businesses thrive, remain competitive, and maintain a healthy work/life balance.

  • Learn how to adapt and capitalise on this evolution
  • Find out how new technology can make it easier to manage business finances and compliance
  • Understand how to position your firm so you can ride out whatever changes the industry throws your way"
NAYV Time 11:00am - 11:45am AEST NAYV Speaker

Will Gilbert
IPA Books+

New Tax Loss Carry back Rules - What does it all mean?

Qualifying companies can carry back tax losses from the 2020 - 2022 income years and offset these against previously taxed profits in the 2019 - 2021 income years.

In this session, Mark will explain how the new tax loss carry back rules will work in practice, including:

  • Detailed review of the new rules;
  • Eligibility conditions;
  • Interaction with franking credits;
  • Opportunities and traps; and
  • Worked examples analysed.
NAYV Time 11:45am - 12:30pm AEST NAYV Speaker

Mark Pizzacalla

NAYV Time 12:30pm - 1:30pm AEST Lunch
Integrated Thinking and Reporting for SME’s

This session will focus on covering the value of integrated thinking and reporting for SME’s. Understand how small businesses can better engage with their key stakeholders and provide targeted resources.

NAYV Time 1:30pm - 2:15pm AEST NAYV Speaker

Luckmika Perera Associate Professor, Centre for Integrated Reporting, Department of Accounting
Faculty of Business and Law,
Deakin University & Darren Scammell, Grant Thornton


Small Business CGT Concessions for Restructuring Arrangements

As part of the process of estate planning, advisers and testators often identify situations where assets are not sitting in the right structure.

Andrew will examine how the small business CGT concessions can be used to mitigate tax consequences from the tidying up process, including:

  • Options for restructuring assets to get to next generation
  • Options for restructuring assets into separate companies
  • Issues to consider when moving assets within family group
  • When is an asset an active asset: Eichmann v Commissioner of Taxation [2019] AATA 162
  • Deriving capital proceeds to enable the use of the CGT concessions
  • Understanding how to identify market value in an uncertain economic environment
  • Identifying market value: Hookey v Commissioner of Taxation [2018] AATA 1509; Commissioner of Taxation v Miley [2017] FCA 1396"
NAYV Time 2:15pm - 3:00pm AEST NAYV Speaker Andrew Henshaw
Velocity Legal
NAYV Time 3:00pm - 3:20pm AEST Afternoon Tea
The Importance of Talking: Improve Your Overall Mental Well-Being and Quality of Life

This session is a talk about talking! As 2020 has dealt us all a very different hand, most of us will enter the New Year with different attitudes.  Some of us will embrace the change of year and leap into 2021 with gusto, others will still be a bit shell shocked about what the past 12 months have delivered and apprehensive about the next 12 months to come.  One thing is for sure is that talking to a mate, family member, colleague, client or a Male Hug Buddy will help you debrief and share your problems and issues with a fresh set of eyes and the hope of a resolution to the dramas of 2020.

NAYV Time 3:20pm - 3:40pm AEST NAYV Speaker

Tony Rabah
CEO & Founder
The Male Hug

Div 7A What is the Current State of Play?
NAYV Time 3:40pm - 4:45pm AEST NAYV Speaker

Lisa Greig
Perigee Advisers Pty Ltd

NAYV Time 4:45pm - 5:00pm AEST NAYV Speaker

Helen Mac

NAYV Time 5:00pm - 7:00pm AEST Closing Cocktail Function