national
congress
19 21 Nov 2015
national
congress
19 - 21 November 2015
SHERATON MIRAGE GOLD COAST
Accounting for change
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national
congress
19 21 Nov 2015
WELCOME
Dear Delegate
On behalf of the Institute of Public
Accountants, we welcome you to our
third annual National Congress being
held at the beautiful five-star Sheraton
Mirage Resort on the Gold Coast.
With evolving technological advances,
coupled with ongoing legislative
and regulatory reforms, accountants
everywhere are facing new challenges in
the profession. With very few industries
witnessing greater change in the past
decade than the financial services
environment, the role of an accountant is
quickly morphing from that of a traditional
compliance-based role to one of a key
business advisor.
The IPA recognises the challenges
this new landscape is having on the
profession, and for this reason is proud to
present the theme of this year’s National
Congress is, ‘Accounting for Change’.
This is reflected in what promises to be
a superior professional development
program that will provide you with all of
the necessary information to keep up to
date with compliance, regulation, issues
impacting public practice, commerce
and industry. You are guaranteed to walk
away with practical insights on how to
remain a relevant and essential service
for tomorrow and beyond.
In addition to the opportunity to improve
your technical knowledge, the Congress
will provide you with excellent networking
opportunities through its popular social
and recreational programs.
On behalf of the IPA, I invite you to
register for this important event, and look
forward to seeing you in November on
the sunny Gold Coast.
Andrew Conway FIPA
Chief Executive Officer
GENERAL INFORMATION
LOCATION
Famous for its sun, surf and sand,
the Gold Coast stretches along
57 kilometres of coastline.
Attendees can experience nearby
theme parks, famous golf courses, the
Broadwater and spectacular beaches,
or the hinterlands, only minutes away.
For all your shopping needs, there’s
Harbour Town, Pacific Fair and Robina
Town Centre within close proximity.
More information about the Gold Coast,
including recommendations on what
to see and do during your stay can be
found at visitgoldcoast.com.
VENUE
Sheraton Mirage Resort & Spa
71 Sea World Drive, Main Beach
Gold Coast, Queensland
t 61 7 5577 0000
w sheratonmiragegoldcoast.com
As the Gold Coast’s only beachfront fivestar resort, Sheraton Mirage is an oasis
of rare beauty with sandy white beaches,
tropical surroundings and glistening
waves. The resort is conveniently
situated towards the northern end of the
Gold Coast, a 10 minute drive from
Surfers Paradise, 40 minutes from the
Gold Coast Airport and one hour from
Brisbane Airport.
WEATHER
The resort caters to a variety of tastes with
its outdoor pool, day spa, fitness centre,
tennis court, restaurants and its very own
beachfront access. It is also located
across from the Marina Mirage Shopping
Village, which contains many specialty
shops and chic boutiques as well as fine
restaurants, bars and cafes.
Daytime - Casual
Thursday evening - Smart casual
Friday evening - Cocktail attire
Saturday evening - ‘Fire and Ice’ Party
so come along in your red or white attire!
Click here to view our video showcasing
the gorgeous venue.
A total of 21 CPE hours are available
(16.5 via National Congress and
4.5 via Pre - Congress Workshops).
In November, the average temperatures
on the Gold Coast are typically highs of
27 degrees and lows of 15 degrees. You
can expect lovely sunny days followed by
pleasant evenings - perfect weather for
both outdoor and indoor activities.
DRESS CODE
CPE HOURS
national
congress
ACCOMMODATION
Special accommodation rates have been
negotiated for delegates at two locations.
It is the delegate’s responsibility to book
their accommodation and to settle all
account charges with the hotel. All rates
are per room per night and subject to
availability at the time of booking.
19 21 Nov 2015
will be taken seven (7) days prior to
arrival, however, full cancellation fees will
apply for all room nights cancelled less
than 30 days prior to arrival.
ROOM TYPE
(per room,
per night)
Hotel Room
SHERATON MIRAGE RESORT & SPA
SOLD OUT
Set amongst six hectares of sparkling
lagoons and tropical gardens, the newly
refurbished Sheraton Mirage is the
only Gold Coast five-star resort to offer
an absolute beachfront location. The
negotiated rates will be honoured by
Sheraton Mirage for seven nights pre
and post Congress, subject to availability.
Room rates include self-car parking, free
wifi and porterage.
ROOM
RATE
(Maximum 2
person occupancy)
Two Bedroom
Villa*
(Maximum 4
person occupancy)
SOLD OUT!
$239
$510
$30
$30
*
Villas must be booked directly with the venue.
SEA WORLD RESORT
Sea World Resort is the ultimate family
theme park hotel located only 1.5km from
the Sheraton (a short 15 minute walk or 3
minute drive). Sea World Resort is the only
hotel in Australia where guests will receive
an exclusive Dolphin presentation, free
when they stay two nights or more. Hotel
guests can also purchase unlimited entry to
Sea World for $35 per person or 3 parks
for $70 per person. The negotiated rates
will be honoured by Sea World Resort
for seven nights pre and post Congress,
subject to availability. Room rates include
self-car parking and free wifi.
How to book
Accommodation is now fully sold out.
Delegates who have purchased can still
modify their booking online.
ROOM TYPE
ROOM
RATE
(per room,
per night)
(per person,
per day)
SOLD OUT!
Sheraton Mirage King Room
BREAKFAST AT
SHORELINE
RESTAURANT
(per person,
per day)
Resort Room
(2 Double beds.
Maximum 4 person
occupancy)
$179
$22.50
$199
$22.50
$239
$22.50
$259
$22.50
$358
$22.50
Resort Queen
(2 Queen beds.
Maximum 4 person
occupancy)
Premium Room
(2 Double beds.
Maximum 4 person
occupancy)
Premium
View Room
(2 Double beds.
Maximum 4 person
occupancy)
Resort Family
Room
(2 rooms
interconnecting.
Maximum 8 person
occupancy)
ALTERNATIVE ACCOMMODATION
OPTIONS
If you would prefer to book alternative
accommodation in the Gold
Coast, please click here for further
accommodation options.
IMPORTANT INFORMATION FOR
OFFSITE DELEGATES
If you have any queries about
reservations please contact
61 7 5577 0000 or email
[email protected]
Important accommodation payment
information: you will be required to
provide a credit card for payment, the
card provided at the time of booking will
be charged as follows; full prepayment
BREAKFAST
AT TERRACES
RESTAURANT
How to book
Accommodation is to be booked directly
with Sea World Resort by completing
and returning the booking form.
Please note that delegates staying offsite
(i.e not at the Sheraton) must make their
own travel arrangements to and from the
venue.
Sea World Premium Double Room
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national
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19 21 Nov 2015
TRANSPORT
FLIGHTS
AIRPORT TRANSFERS
Qantas, Virgin Australia and Jetstar
operate services to Coolangatta Airport
(Gold Coast) and Brisbane Airport.
Delegates are advised to book early
to secure best pricing and to avoid
the typical busy flight period around
Schoolies that takes place in the last
week of November.
The IPA will be organising a set number
of airport transfers for delegates to
and from Coolangatta Airport to the
Sheraton Mirage. You will be able to
select and pay for your preferred transfer
time on your registration form. We are
taking expressions of interest from those
delegates wanting shuttle transfers from
Brisbane domestic and international
airports. Please indicate on your
registration form if you are interested.
HIRE CARS & PARKING
Members can also take advantage of
the preferred rates provided by the IPA’s
rental car discounts with Thrifty, Avis and
Budget. For more information click here.
There are 300 undercover self-parking
bays available at the Sheraton Mirage
complimentary to all delegates for the
duration of the Congress. Valet parking
is available at $20 per car per day.
Additional street and undercover parking
is available at Marina Mirage and is free
of charge. Access to the car park is from
Sea World Drive.
LOCATION
(per person)
Coolangatta
Airport
Gold Coast Cabs are the local taxi
provider. A standard taxi fare from
the Sheraton to Coolangatta Airport is
approximately $60 and can be booked
by calling 131 008.
$15
$30
Times
COOLANGATTA
AIRPORT TO
SHERATON MIRAGE
(40 Minute Drive)
Wed 18 Nov
(Depart 5.00pm)
Thurs 19 Nov
(Depart 11.00am)
Thurs 19 Nov
TAXIS
ONE WAY RETURN PRICE
(per person)
PRICE
(Depart 3.00pm)
SHERATON MIRAGE
TO COOLANGATTA
AIRPORT
(40 Minute Drive)
Sat 21 Nov
(Depart 5.30pm)
Sun 22 Nov
(Depart 9.00am)
Sun 22 Nov
(Depart 12.00pm)
Thurs 19 Nov
(Depart 5.00pm)
Shuttle Terms & Conditions
Minimum numbers are required for all
shuttle transfers to go ahead. The IPA
reserves the right to cancel a shuttle
should there be insufficient numbers. A full
refund will be issued in such instances.
The IPA shuttles are intended to depart as
scheduled but the IPA cannot promise to
adhere to and will not be liable for any
failure to meet those times considering
traffic and weather conditions.
Passengers must allow sufficient time
to clear check-in, clear security or
customs, luggage collection and so forth.
Passengers must be ready to board the
vehicle at least 10 minutes before the
scheduled departure time.
Our providers do monitor arrival times
and will wait for minor delayed flights.
In the event of an extremely late flight
we will attempt to put you on a later
shuttle if available. Failing that, the IPA
shuttle providers will attempt to make
every reasonable attempt to get you
a shuttle. As an absolute last resort
passengers may be required to make
alternative travel arrangements at their
own expense. Please note that no refunds
will be issued for people who simply do
not show.
Alternative Options - Gold Coast
Tourist Shuttle
Delegates staying offsite or arriving at
another time can organise their own
airport transfers via Gold Coast Tourist
Shuttles to suit their individual flight time
needs. It is a door to door service to your
hotel. Prices start at $21 one-way for an
adult. Click here for more information
and to purchase.
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PROGRAM
The 2015 National Congress program
will encompass optional Pre - Congress
workshops, two days of educational
sessions, three evening social functions
and optional excursions for spouses,
partners or guests.
SOCIAL PROGRAM
The three social functions at the Congress
are a fantastic opportunity to relax and
network while enjoying the company of
your industry colleagues, friends and the
IPA team.
You will be required to indicate on your
registration form which social functions
you will be attending as part of your
package deal. Delegates must RSVP
by 20 October in order to attend the
socials (as per their delegate package
inclusions).
Welcome Reception
Thursday 19 November 2015
6.30pm to 7.30pm
Sheraton Mirage
Inclusive for Deluxe and Saver Packages
Dress Code: Smart Casual
Additional tickets: $59
The welcome cocktail reception provides
the ideal opportunity for delegates to
meet and greet with their fellow IPA
members. Delegates wishing for a more
substantial meal may like to dine at some
of the Marina Mirage Village restaurants
at their own cost after the function.
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national
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19 21 Nov 2015
PARTNER EXCURSIONS
For those delegates wishing to bring a
spouse, partner or guest, there will be
Partner Excursions on offer and they are
warmly invited to purchase a social ticket
to join the evening social activities with
other delegates.
Official Dinner
Friday 20 November 2015
6.30pm to 10.30pm
Sheraton Mirage Ballroom
There will be three optional daytime
excursions available for purchase. Please
note that minimum numbers are required
for these activities to go ahead and all
purchases must be made by 20 October
unless sold out prior.
Excursion 2 – Mount Tamborine
Winery Tour
Friday 20 November 2015
9.45am to 4.15pm
$112 per person
Situated in the Gold Coast Hinterland,
Mount Tamborine is approximately
45 minutes west of the beautiful Gold
Coast beaches. You will explore Mount
Tamborine’s well kept secrets, spectacular
vistas and award winning wines. Not only
will you be sipping reds and whites, you
will taste the delights of boutique crafted
liquors, beers, cheeses and fudge.
This full day excursion includes
transportation, visitation of three cellar
doors, brewery and cheese factory.
Please note that lunch and brewery tasting
fee is not included in the tariff and are
available at own expense.
Inclusive for Deluxe and Saver Packages
Dress Code: Cocktail attire
Additional tickets: $139
Join us for an evening
of socialising and
entertainment as we
enjoy a gourmet dinner,
accompanied by music and world
renowned comedian, Jeff Green.
Farewell Dinner– ‘Fire and Ice’ Party
Saturday 21 November 2015
6.30pm to 10.00pm
Sheraton Mirage Poolside
Inclusive for Deluxe Package
Dress Code: Red or White smart casual attire
Additional tickets: $119
The highlight of the social program,
each year, our farewell dinner gets
bigger and better! To reflect QLD’s hot
tropical weather and the surrounding
sparkling lagoons, this year’s theme is,
as the name suggests, fire and ice. So
make sure to come in white or red
shirt/attire and get ready to fire
up the dance floor!
Excursion 1 – Gold Coast River Cruise
Thursday 19 November 2015
2.00pm to 4.00pm
$39 per person
This entertaining and relaxing afternoon
excursion includes a one hour sightseeing
cruise of the Gold Coast’s waterways
and Broadwater. Partners participating
in the excursions should meet in the
Sheraton Mirage lobby at 2.00pm for
the bus transfer to Surfers Paradise where
the boat will embark at 2.30pm.
This excursion includes return bus
transfer from Sheraton Mirage to Surfers
Paradise, cruise and afternoon tea.
Additional food and beverages are
available at own expense.
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national
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19 21 Nov 2015
PROGRAM
Excursion 3 – Sea World Theme Park
Saturday 21 November 2015
9.45am to 4.30pm
$65 per person
Sea World provides the opportunity to
get up close and personal with marine
life including penguins, polar bears, sea
lions, sharks and of course their signature
dolphins. If you’re feeling adventurous why
not try the new Jet Rescue roller coaster or
simply relax and take in all that Sea World
has to offer.
This excursion includes bus transfers
from Sheraton Mirage and entry to Sea
World. Food and shopping is at own
expense. Please note strict minimum
numbers are required and bookings must
be made by 20 October. Children under
two years of age are free of charge.
PRE-CONGRESS WORKSHOPS
The Pre - Congress workshops are
optional educational seminars being held
on Thursday 19 November and are a
great way for you to earn all 21 CPE
Hours available whilst at the Congress.
There are three sessions to choose from –
• SMSF’s and Pensions
• Tax Hot Topics
• Marketing 101
EXECUTIVE CERTIFICATE IN
PUBLIC ACCOUNTING
Delegates who attend all keynote
sessions and at least 80% of the
concurrent sessions on Friday 20 and
Saturday 21 November will be eligible
to receive an Executive Certificate in
Public Accounting. The Pre - Congress
workshops are purely optional and
do not count towards the Executive
Certificate attendance requirements.
The workshops will be held from 1.00pm
to 5.30pm (4.5 CPE hours). Afternoon
tea will be provided.
You will need to indicate on your
registration form if you wish to attend a
Pre - Congress Workshop.
PRE- CONGRESS
WORKSHOP PRICES
(Incl. GST)
Want to plan your own excursions?
The Gold Coast has many activities and
attractions to explore including water
activities, theme parks, day spas, whale
watching, championship golf courses
and much more! To book tours or for
more information visit visitgoldcoast.com
$175 Member
$195 Non Member
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PROGRAM
The IPA reserves the right to alter the program or specific presenter without notice, however the program is intended to run as advertised.
THURSDAY 19 NOVEMBER 2015
11.00am
Registration desk open
12.00pm
Lunch - Own arrangements
1.00pm – 5.30pm
Optional Pre-Congress Workshops (4.5 CPE Hours)
Afternoon tea at
3.00pm – 3.15pm
1) SMSF’S AND PAYING PENSIONS
In this workshop Mark will start with
an update of the changes to rules
affecting SMSF’s that have occurred
over the past 12 months and the
areas that you should watch out for.
In the second part, this workshop will
focus on the rules, issues, tips and
traps for an SMSF paying pensions,
an area of increased audit activity
by the ATO. This second half will
include a number of case studies
and will allow time for you to raise
and discuss your practice issue in this
area.
Mark Ellem
Policy Director, Supercorp
Additional charges apply
2) WHAT’S HOT IN TAXATION
RIGHT NOW?
This workshop is designed to enable
participants to ensure that they are
up to date will all the recent changes
in taxation law (income tax, GST,
CGT, FBT and more) that impact on
common commercial transactions.
This interactive workshop will enable
participants to understand the
practical application of the changes
through the use of case studies.
A wide range of topics will be
covered including the small business
CGT concessions, income and
deductions, SBE matters, GST issues
and more.
Tom Delany
Principal, Tax Partner Pty Ltd
5.30pm
Registration desk close
6.00pm
IPA Annual General Meeting
Pandanus Room, Sheraton Mirage Gold Coast
6.30pm – 7.30pm
Welcome Drinks Reception
3) MARKETING 101
This year the workshop will
explore the changing landscape
and latest developments in
marketing to help assist you with
developing campaigns in your
practice or workplace.
•Strategic planning: How
marketing must work in an
organisation
•Campaign planning: Say
goodbye to ad hoc and
hello to strategy
•Traditional media tactics: Oldies
but goodies that will never die
•New media tactics: Growth
hacking and why it’s the new
black
•Outsourcing online: How your
marketing team can achieve
more with less money
Elissa Jenkins
Founder and Director, Glorytells
Horizons Room, Sheraton Mirage Gold Coast
7.30pm
Dinner – Own arrangements
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PROGRAM
FRIDAY 20 NOVEMBER 2015
8.00am
Registration desk and expo open
8.30am – 8.45am
Welcome from MC
8.45am – 9.15am
Opening Address from IPA CEO
9.15am – 10.15am
Presentation 1 – Keynote
Morris Miselowski, Business Futurist
8.5 CPE HOURS
10.15am – 10.45am Morning tea
10.45am – 11.45am Presentation 2 – Concurrent sessions
2A) BUSTING HR MYTHS
Australia’s employment laws have
changed dramatically in recent years.
We’ve gone from WorkChoices
to the Fair Work Act, and from
thousands of state Awards to 122
Modern Awards and 10 National
Employment Standards. Unfortunately,
far too many employers find
themselves facing penalties and
prosecution because they’ve relied
on old rules, previous practice, or HR
myths when managing employees.
Think you need to issue three written
warning before dismissing an
employee? Think you have to offer
employees access to a ‘support
person’? Think you can always cashin annual leave if your employee
requests it? These are just some of the
HR myths we’ll bust in this practical
and informative session!
David Bates
Managing Director, Workforce
Guardian
2B) CYBER SECURITY:
INFORMATION ASSURANCE IN
THE DIGITAL AGE
This session will provide an
overview of the online threats facing
businesses, risks to corporate and
personal information and how you
can protect your organisation, your
clients and yourselves.
Nigel Phair
Director, Centre for Internet Safety
2C) ARE YOU READY FOR
1 JULY 2016?
This session will see Vicki
Stylianou help attendees decide
what to do about FoFA and how
to respond to the challenges and
opportunities in a fast changing
environment.
FOS Australia will then equip
attendees with the knowledge
and strategies to deal with their
IDR and EDR obligations under
the new licencing regime. The
session will also offer insights
into the types of disputes that
reach FOS in the SMSF area
including setting up an SMSF,
trustee responsibilities, accountant
responsibilities, Statements of
Advice and the importance of
internal processes.
Vicki Stylianou
Executive General Manager,
Advocacy and Technical, IPA
Dr June Smith
Lead Ombudsman - Investments
and Advice, FOS Australia
11.45am – 11.50am Interlude
11.50am – 12.45pm Presentation 3 – Keynote
RISKS AND OPPORTUNITIES IN A CHANGING ECONOMY
The Australian economy is challenged by the transition away from mining investment towards non-mining sources
of economic growth. This is occurring at a time in which our largest trading partner is experiencing a slowdown in
industrial output, while commodity prices have fallen sharply. As such, the income flowing from sharply higher resource
export volumes will be more limited, and will weigh on corporate profits, government revenue and ultimately labour
earnings. That said, the dollar is acting as a stabiliser and supporting trade-exposed sectors, particularly in services.
In this session Dean will explore both risks and opportunities facing Australia as we transition post the mining
investment boom. In his role as Head of Behavioural Economics (the intersection of economics and psychology)
for NAB, Dean will also bring particular focus on the most important thing a business needs to understand - the
customer -particularly as consumer anxiety remains elevated.
Dean Pearson
Head of Behavioural and Industry Economics, NAB
12.45pm – 1.45pm
Lunch
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PROGRAM
FRIDAY 20 NOVEMBER 2015
1.45pm – 2.45pm
8.5 CPE HOURS
Presentation 4 – Concurrent sessions
4A) TURNING RECRUITMENT
UPSIDE DOWN
The global trend towards “Big Data”
and “Cloud Computing” has caused
a major rethink of the recruitment
processes as we know it. This
session will take participants through
the next big issue in professional
management. Participants will be
given insight into how this core area
of business will need to prepare for
serious challenges and development
of new thinking. Handouts, case
studies and slide packs will be made
available to participants.
Geoff De Lacy
Director, Polaris Consulting
4B) THE FUTURE OF RISK
MANAGEMENT IN YOUR
ORGANISATION
For your business to innovate and
compete it must take on more risk.
To succeed in a high innovation
environment risk management
capabilities to enable new ventures
and extensions to be successful
are more important than ever. Risk
management activities and focus
must move to create a connectivity
with the strategic growth drivers
and business plans for your
organisation. This session focuses
on understanding new enterprise risk
drivers, mapping assurance over risk
mitigations and presents a workable
approach to confirming relevance
with business goals and objectives.
Stephen Coates
Director, Assurance Advisory Group
2.45pm – 2.50pm
Interlude
2.50pm – 3.45pm
Presentation 5 – Concurrent sessions
5A) WHAT TO DO WHEN A SMSF
BREACHES
It’s now been more than 12 months
since the ATO has had new powers
to deal with SMSF trustees who
breach the law. So, how many
administrative penalties have been
issued to date? Is this likely to change
in the future? What is the ATO’s
approach to Rectification Directions
and Education Directions? How
should trustees rectify breaches?
This session will cover these questions
as well as run through the common
mistakes advisers make when dealing
with the ATO.
Allan McPherson
Director, Allan McPherson Super
Consulting
3.45pm – 4.15pm
5B) THE ACCOUNTANTS ROLE
IN REPORTING NON-FINANCIAL
PERFORMANCE
Accountants are increasingly
expected to integrate financial
information into non-financial
performance metrics, in order to more
holistically craft a “story” of impressive
financial performance. However, nonfinancial metrics are often subjective
and difficult to interpret.
4C) CHANGES IMPACTING THE
TAX PROFESSION
This session will examine the future
of the tax profession in 2015-16,
ELS to SBR, single touch payroll
and an update on the lodgment
programme.
Colin Walker
Assistant Commissioner
Practitioner Risk and
Consultation, Australian Taxation
Office
5C) EMBRACE CHANGE: THE
CONNECTED PRACTICE
A central theme for accountants
this year has been how the digital
revolution is really driving change,
particularly in compliance and the
emergence of SBR.
This session will explore the
keys to success for accounting
practices as the digital revolution
drives industry change. Topics
This presentation identifies key noninclude business diversification
financial measures, and explains how opportunities, the evolution of
they may be harmoniously integrated
accounting software and big
into existing traditional performance
data. Gain insight into how you
management systems in organisations. can not only embrace technology
This session also explores the reporting and change, but also prosper in
of physical measures linked to
its wake.
environmental performance including
Sam Allert
waste and energy consumption.
Managing Director for Australia
and New Zealand, Reckon
Courtney Clowes
Director, KnowledgEquity
Afternoon tea
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PROGRAM
FRIDAY 20 NOVEMBER 2015
4.15pm – 5.00pm
8.5 CPE HOURS
Presentation 6 – Keynote
At the height of Alastair’s AFL career he suffered with Chronic Fatigue Syndrome and Depression. In this session
Alastair will take us through his journey and will cover
•The frustrations and realities of how he managed and overcame Chronic Fatigue Syndrome
•The 5 essential steps to better health (that we can all apply to our everyday lives)
•How to manage work life/balance
Alastair Lynch
AFL icon, Sports Commentator and BUPA Ambassador
5.00pm
Education sessions and registration desk close
6.30pm – 10.30pm
Official Dinner
Ballroom, Sheraton Mirage Gold Coast
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PROGRAM
SATURDAY 21 NOVEMBER 2015
8 CPE HOURS
8.00am
Registration desk and expo open
9.00am – 9.15am
Welcome from MC
9.15am – 10.15am
Presentation 7 – Keynote
THE NEW LEADERSHIP PARADIGM
The world is experiencing a new paradigm for leadership. It is sweeping the corporate world and being taken
up by some of the world’s biggest and most innovative companies. In this session attendees will discover the
amazing link a simple leadership trait has to business productivity and profitability, how to incorporate the new
leadership paradigm into your organisation, the five minute personality profiles and the keys to getting people to
think for themselves.
Petris Lapis FIPA, Director, Petris Lapis Pty Ltd
10.15am – 10.45am
Morning tea
10.45am – 11.45am
Presentation 8 – Concurrent sessions
8A) OUTSOURCING IS NOT A
DIRTY WORD
This session will explore:
•What is outsourcing/offshoring
•What are the pressures driving this?
•Large multi nationals and
technology disruptions forcing
change
•Issues to contend with in
establishing business models
offshore
•Understanding culture is more than
just language barriers
•ASEAN 2016
•Rise up of the middle class in Asia
and India
•Opportunity to grow business
models offshore
•Lessons learnt and mistakes made
on my journey to date
8B) SO YOU THINK YOU’RE
SAFELY INSURED?
This session will discuss the
challenges practices have when
lodging an insurance claim, the risks
of being underinsured and what
happens if you give advice and not
licenced under FOFA.
David Martin
Director, IPA Insure
8C) PRIVACY LAWS: WHAT YOU
NEED TO KNOW
Recent changes to the
Commonwealth privacy laws
affect accountants directly. The
session will cover changes to
the Australian Privacy Principles,
best practices for handling your
client’s information, how to deal
with requests from third parties
and how to protect your own
information.
James Naughton
Associate, Slater & Gordon
Jeff Mazzini FIPA
Managing Director, AAMC Training
Group
11.45am – 11.50am
Interlude
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PROGRAM
SATURDAY 21 NOVEMBER 2015
11.50am – 12.45pm
8 CPE HOURS
Presentation 9 – Concurrent sessions
9A) HELPING BUSINESS TAKE
ADVANTAGE OF THE CLOUD:
CONNECTED ADVISORS GETTING
RESULTS
As HR issues become increasingly
problematic for many businesses,
accountants are connecting with HR
experts to resolve their clients HR and
WHS needs by using services that
integrate with the clients accounting
and payroll platforms. This session
will outline the top 5 steps that
Accountants can take to creating
collaborative relationships that create
value for clients and increase revenue
streams. This will be illustrated by a
case study on Pita Pit, a healthy fast
food restaurant chain.
Tony Perkins
Director, People Smartz
9B) THAT’S UNFAIR! CONTRACTS,
PRICING AND THE AUSTRALIAN
CONSUMER LAW
Small businesses in Australia may
soon be protected from ‘unfair terms’
in standard form contracts. ACCC
Deputy Chair, Dr Michael Schaper
outlines proposed changes to the
law and also discusses pricing
traps to avoid when advising small
business clients.
Dr Michael Schaper
Deputy Chair, Australian
Competition and Consumer
Commission
12.45pm – 1.45pm
Lunch
1.45pm – 2.45pm
Presentation 10 – Concurrent sessions
10A) FORENSIC ACCOUNTING
WHERE HINDSIGHT IS OFTEN
20/20
This session will explore various real
life case studies involving employee
fraud and commercial disputes.
Armed with hindsight, we will then
identify the lessons that can be
learned from each case. Attendees
will be provided with practical tips for
both prevention and detection for the
future.
Sharlene Anderson
Partner – Forensics, Worrells
10B) LEVERAGING REPORTING
KNOWLEDGE TO ACCELERATE
SME GROWTH
This session will provide delegates
with the knowledge of key patterns
in SME success stories, discussing:
•Commonalities of SME success
stories
•Growth patterns and key success
areas,
•The key relationship between
reporting, data and knowledge
•The role of reporting as a catalyst
for growth
•The role of your accounting skills
to facilitate the growth
•Key areas of focus for the Strategic
Business Partner
Christopher Catto
Director, Putney Breeze
9C) INCOME TAX AND GST
ISSUES CONCERNING BUYING
AND SELLING ASSETS
This session will explore:
•GST calculation and timing
•Calculation and timing of
capital gains and losses
•Small business CGT
concessions
•Division 43 clawback
•Sale of buildings – CGT and
GST issues
•Depreciation balancing charges
•Small business entity rules re
acquisition and disposal of
assets
Susan Young
Principal, Susan Young Tax
Training
10C) TAX REFORM: WHAT’S ON
THE TABLE
The Federal Government
promised a tax white paper
would be developed during this
Parliamentary term. The process
finally commenced in earnest
with the release of the “Re:think”
discussion paper in March. This
session will providing an update
on the progress of this process,
including addressing the following
questions:
•Is the white paper process just
another ‘too hard basket’?
•What chance does the reform
agenda have to supersede the
politics?
•What are likely target areas?
•Has anything been ruled out?
Paul Banister
Partner – Tax, Grant Thornton
Tim Hands
Partner – Taxation Services,
Grant Thornton
Tony Windle
Partner – Indirect Tax, Grant Thornton
2.45pm – 2.50pm
Interlude
16
PROGRAM
SATURDAY 21 NOVEMBER 2015
2.50pm – 3.45pm
8 CPE HOURS
Presentation 11 – Concurrent sessions
11A) NOT-FOR- PROFIT
ACCOUNTING: NEW FRONTIERS
This session will explore the world of
accounting as it applies in a not-forprofit context and it will focus on the
latest ‘frontier’ developments in areas
such as such as trends in the sector,
the evolution of the financial function,
and the changing nature of roles and
expectations. It will provide interesting
insights and learnings for those that
work or volunteer for not-for-profit
organisations, and for those who
advise and assist not-for-profit clients.
Brenton Cox
Accounting & Technical Manager,
NFPAS
11B) RE-CALIBRATING FOR
RELEVANCE
Are the services you’re offering
clients moving you towards, or away
from, peak relevance?
The accounting technology industry
is in a state of transition from the
old world to the new. This transition
has led to inertia that is causing
stress and anxiety for many in the
accounting, bookkeeping and
consulting professions. However
for some this is providing a time of
tremendous opportunity and are
capitalising on this unprecedented
period of change, for others it’s time
to recalibrate right now before it’s
too late!
Successful re-calibration starts with
understanding that a Relevance
Curve exists for each of us. Find out
how you can assess where you are
on the relevance curve and discover
the 3 critical inflection points, one of
which you need to stay right away
from.
Discover the 6 key steps for recalibration and how you can
implement them in order to set sail
to your future on a new and exciting
relevance curve.
Clayton Oates FIPA
Chief Solutions Officer, QA
Business Pty Ltd
3.45pm – 4.15pm
Afternoon tea
4.15pm – 5.00pm
Presentation 12 – Keynote
Keith Abraham, Founder, Passionate Performance
5.00pm
Education sessions and registration desk close
6.30pm – 10.00pm
Farewell ‘Fire and Ice’ Dinner
11C) MANAGING
RELATIONSHIPS, LEGALLY
SPEAKING, FOR YOUR
PROTECTION
Accountants are often the centre
of their client relationships; you
are the business advisor, financial
controller, tax planner and firstshoulder-to-cry-on. Your successes
are theirs and so too might their
losses. This session is about you
and your business. Bring your
retainers and marketing brochures
for a critical and practical
appraisal of;
•Liability shifting is a crucial skill
that informs;
•Knowing the professional hat to
wear and when protects you;
•Designing client relationships
that work;
•Steering the divorce and
surviving;
•Can your business structure
survive a claim?
Peter Bobbin
Managing Principal, Argyle
Lawyers
Poolside Lawn, Sheraton Mirage Gold Coast
10.00pm
Pearl Bar open for post-dinner drinks for delegates at their own expense
17
MASTER OF CEREMONIES
Andrew Colrain FIPA
TAFE Teacher by day and Entertainer by night, Andrew’s skills as an MC have been recognised across Australia
and across the Tasman, not only for the IPA but also a host of other organisations.
Andrew brings over 25 years of performing experience to the podium. His credits range across live dramatic and
musical theatre, television and radio and he has over 25 years of experience as a corporate entertainer and MC. Most recently
he performed to packed audiences at the beautiful Hobart Theatre Royal in his sell-out Vegas style show “Croon”.
Petris Lapis FIPA
Petris Lapis is an all-time IPA favourite and was the highest rated Presenter at last year’s National Congress. With
Commerce and Law Degrees and a Master of Taxation, Petris is well qualified to present and education tax and
banking topics but as the director and senior trainer of her own training organisation she now specialises in providing
non-technical skills to businesses and professional associations. Petris has nearly 25 years of experience as a conference and seminar
presenter and has published several books and hundreds of papers. Her intellect, passion, enthusiasm and humour have been
embraced by audiences across Australia.
PRESENTERS
Keith Abraham
Keith Abraham has become the world’s premier thought leader on passionate performance and building passionate
based cultures. For 18 years Keith has inspired people around the world to live more passionately, assisting
individuals and companies alike to create over 12 million goals. As founder of Passionate Performance, Keith has
been dedicated to researching, training and working with people to help them find their passion, harness their passion and turn their
passion into tangible results in both their personal and professional lives. Each of Keith’s presentations contain time-proven and tested
strategies that stimulate participants to identify and link their personal goals to their professional goals, then teaches the keys to keep
the motivation all the way through to the realisation of their best potential.
Sam Allert
Sam Allert is passionate about helping accounting practices reach their business goals. He plays an integral role
in helping firms successfully implement IT strategies to improve business processes and efficiencies. Leading the
Accountants Group of Reckon, Sam drives a relationship focussed team that works together with clients to achieve
great results. With many years of experience in this industry, Sam motivates his team, his clients and others around him to embrace
technology and challenge change.
Sharlene Anderson
Sharlene Anderson is a Partner of Worrells Solvency & Forensic Accountants. Highly regarded in her field of expertise,
Sharlene has considerable knowledge across various areas of forensic accounting including financial statement fraud,
SMSF and Elder Abuse. As both a Registered Company Auditor and Approved SMSF Auditor Sharlene has significant experience
auditing across various legislative frameworks particularly Superannuation, and is known for her practical approach.
Paul Banister
Paul leads the Grant Thornton Taxation Services division in Brisbane and has over 25 years’ experience working with
clients in an array of industries to help them navigate through complex and potentially risky tax and commercial issues.
His expertise includes domestic and international tax planning, transaction advisory and support, superannuation
structuring and advice, succession planning and estate planning. He has also provided strategic support to member firms across
the Grant Thornton international network to assist their development and alignment with our global vision and strategy.
18
PRESENTERS
David Bates
David is the Managing Director of Workforce Guardian, Australia’s leading HR and employment relations service
for employers. David is proud to provide a wide range of strategic, practical and plain-English employment relations
advice and support to Australian business owners and operators. He is deeply committed to assisting employers and
is a passionate advocate of competition and free-enterprise. David gained his BA (Government) from the University of Queensland
in 1998 before going on to complete a Law degree, with Honours, in 2001. He later moved to Canada and the United Kingdom
where he was employed in a variety of HR, legal and public affairs roles within the public and private sectors, including extended
engagement by HM Government. David routinely represents employers in Fair Work-related proceedings and can
assist with every aspect of employment relations compliance.
Peter Bobbin
Peter is one of Australia’s best-known speakers on taxation, estate planning, trusts and superannuation. For over
30 years’ Peter has earned respect amongst the profession for his technical expertise and outside of the box thinking.
Peter is the Tax Institute of Australia’s 2015 SME Tax Adviser of the Year. Whatever Peter undertakes, his focus is
foremost on the outcome. Peter advises individuals, corporations and their accountants, financial advisers, and lawyers.
As a former university lecturer, frequent commentator on the law and former accountant, Peter can’t help but bring a
practical and insightful approach to law.
Christopher Catto
Chris’s career to date spans 17 years’ and has involved various senior financial and management roles for world
class industry leading organisations. Across his career Chris has successfully managed and improved executive
management reporting, product development, cash flow, team performance, budgeting, and forecasting. Chris has
been employed by global industry leaders such as Aviva, the BBC and leading Australian companies Toll and Southcorp. Apart
from being a qualified accountant, Chris holds a Bachelor of Commerce, a Master of Business Administration and a Certificate IV
in Training and Assessment. Currently Chris is a Director at Putney Breeze Business Advisors; a specialist performance management
business advisory. Chris also currently serves as a Board Member of UCWSH, Vice Chair of CIMA Australia Victorian Branch
Committee and a member of ACCA Global Forum for SMEs.
Courtney Clowes
Courtney is a Director at KnowledgEquity which provides accounting, business training and consulting services. He
has worked in a range of industries and provides services including working capital management, analysis of financial
position and performance, budgeting and strategic planning processes, cost control strategies and use of financial
information for decision making. Courtney was previously a lecturer in accounting at Deakin University and is experienced author
and presenter at professional development courses, conferences and workshops on management accounting, corporate governance
and financial management. He is also co-author for CPA Program professional level segments, including Strategic Management
Accounting, Contemporary Business Issues, and Ethics and Governance.
Stephen Coates
Stephen’s leadership roles have focused on business building, engagement delivery, and people development
responsibilities. Stephen has led governance and risk functions in both the public and private sector; led risk & control
teams in a professional services context; held Non-Executive Board positions; and serves as a member of the Audit
and Risk Committee for several entities. He also has significant IT assurance and advisory experience specialising in new technology
innovations and routine information technology governance risk and control, operates as a virtual CIO, and has been involved in
major IT advisory, security, and forensic projects. Stephen is a Certified Internal Auditor, Certified Quality Reviewer for the Institute
of Internal Auditors, Certified in Risk Management Assurance, a Certified Information Systems Auditor, Certified in Software Quality
Assurance and Management and a Certified Government Auditing Professional. He is also a national Board Member of the Institute
of Internal Auditors, and sits on the Institute of Internal Auditors’ global Professional Issues Committee.
19
PRESENTERS
Brenton Cox
Brenton is a CPA with more than 25 years of experience in senior finance and consulting roles, across a diverse range
of sectors and organisations. Initially he worked within a professional practice environment at KPMG and Bentleys
MRI, managing a portfolio of small business and investor clients. After a nine month sabbatical overseeing a small
humanitarian aid team in Romania, he took up the role of Finance Manager with the Port Adelaide Football Club.Since leaving the
AFL scene in 2008 he has worked extensively in finance, accounting, management and advisory roles across the not-for-profit sector,
for organisations such as Guide Dogs SA/NT, Zoos SA and the Adelaide Festival Centre. He is passionate about the effective
functioning of the sector and his areas of specialty including all aspects of accounting, financial reporting, governance, and statutory
and legislative requirements. He currently works as Accounting & Technical Manager for Not for Profit Accounting
Specialists in Adelaide.
Geoff De Lacy
Geoff De Lacy has consulted extensively in the Corporate Governance field in Australia and Overseas for nearly 15
years’. Geoff was a member of the NSW council of AICD for six years’ and the National Accounting committee (now
reporting) for five years’. He has developed modules of the AICD Diploma, and taught it extensively both in house and
publically. He has written six books, including “The Not for Profit Director” for the AICD. Geoff has taught at a number of Universities,
more recently as a guest lecturer in the Masters International HR course at Monash University.
His background includes senior executive roles with Coca-Cola USA, St George Bank, Ernst and Young and the Public Sector.
He has been both National President of AHRI and CEO of a major national industry body.
Mark Ellem
Mark holds the position of Policy Director with Supercorp, a leading supplier of superannuation software solutions to
the Australian financial services, accounting & administration market. Joining Supercorp in December 2011, he has
over 20 years experience in the SMSF and taxation area. Mark’s primary role is providing technical and compliance
support on SMSFs to financial advisors and accountants as well ensuring that Supercorp’s leading SMSF administration and
compliance platform, superMate, is compliant with the latest superannuation and taxation rules.
Mark has a Bachelor of Business from QUT and is an accredited SMSF Specialist Advisor with the SMSF Association (formerly
the SMSF Professionals’ Association of Australia (SPAA)) as well as being a CPA; a member of: The Self-managed Independent
Superannuation Funds Association (SISFA); Institute of Public Accountants (IPA); The National Tax & Accountants’ Association (NTAA);
a Chartered Tax Adviser with the Taxation Institute of Australia (TIA) and a Registered Tax Agent. Mark regularly presents SMSF
seminars to advisors and accountants and has presented for the SMSF Association, SISFA, CPA Australia, IPA and the Television
Education Network. Prior to his current role with Supercorp, Mark spent considerable time in accounting practices and SMSF
administration companies, including running his own accountancy practice and SMSF administration and compliance advice
company for ten years.
Tom Delany
Tom is the Principal in Tax Partner Pty Ltd which provides tax training and tax consultancy services to accounting and
legal firms. The tax training includes a suite of professional development courses on various tax topics and the tax
consultancy services includes a wide range of tax advisory services such as high level tax planning in addition to
preparing tax advices, private ruling requests and objections and dealing with a variety of tax related topics. Up to December 2013
Tom held the position of Senior Lecturer in Taxation Law and Practice subjects in the School of Law and Justice at the University of
Southern Queensland. Tom regularly presents tax seminars to Accountants, Lawyers and Business Owners and is widely published on
taxation issues. Tom holds a Master of Taxation from the University of New South Wales and a Bachelor of Business (with Distinction)
from the University of Southern Queensland. Tom is currently completing a PhD at the University of New South Wales.
20
PRESENTERS
Tim Hands
Tim has over 15 years’ experience providing specialist taxation services, with a focus on corporate and international
tax. With experience across all other tax matters, Tim has a broad taxation knowledge that clients value highly. Before
joining Grant Thornton in 2009, Tim held in-house tax roles in commerce for a large investment bank, both in Australia
and internationally. From this, he developed a detailed knowledge of transaction tax (M&A tax), tax risk management and tax
advisory issues. Tim is the Brisbane leader of the Energy & Resources Industry Group. In addition, he has experience in infrastructure,
technology and financial services.
Elissa Jenkins
Elissa has a 17 year career in media, marketing, communications and management; three degrees; a collection of
awards; a bunch of life experience; and many beautiful stories to tell. Elissa works globally as a freelance web content
writer, blogger, social media manager and PR coach. She also runs two start-up enterprises – media/marketing
agency Glorytells and corporate consultancy Puppets At Work. In November 2013 Elissa was named one of YWCA Queensland’s
125 Leading Women - as a woman who has made a significant contribution to her community and modelled leadership through her
actions and words. Prior to being self-employed, Elissa was with solar energy firm BioSolar, growing residential solar sales through
the development of media, social media, marketing, referral and testimonial campaigns. The company grew from a small $1 million
start up with a team of 20 to a $34 million company with a team of 200 and an extraordinary ‘big brand’ story to tell.
Alastair Lynch
Alastair Lynch is a former professional Australian rules footballer who played in the Australian Football League (AFL).
He is best known as a three-time premiership full-forward for the Brisbane Lions. An AFL Life Member and a
member of the Fitzroy Team of the Century. In retirement form football he is a highly-regarded media commentator,
a much-sought-after motivational speaker, Director of Healthy Business and Velocity Sports.
Jeff Mazzini
Jeff has been establishing offshore for the past four years’ in India, Philippines and Indonesia. He has been well
supported by a great team and his experience extends to risk management, marketing, managing large teams
building and establishing business models, Jeff’s offshore experiences have now been extended to working with
clients within the Business Process Offices (BPO) space, along with working with various countries regulator’s and
governments to implement education designed to meet industry and business needs. Also working with the schools, colleges,
universities and industry to make the students’ job ready upon finishing their high school years.
David Martin
David Martin is Director of Quattro Insurance Solutions, IPA’s partner in IPA Insure. Prior to establishing Quattro Insurance Solutions in
2009 he spent six years in the Tax and Government Audit Insurance industry, as well as 15 years providing insurance and IT services
to the accounting profession. He is focused on bringing flexible, high value insurance services to IPA members.
Allan McPherson
Allan McPherson is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in providing
technical advice on superannuation matters to the accounting, legal and financial planning industries. Allan has been
involved in the superannuation industry for over 30 years’ and is well known for his development of retirement and
superannuation related strategies. He comes from a taxation related background having worked at the ATO and the
tax division of a large chartered accounting practice as a tax consultant, prior to establishing his own practice.
21
PRESENTERS
Morris Miselowski
Morris Miselowski is the full-stack Business Futurist possessing a powerful combination of experiences, successes,
networks, insights, traits and skills that have for the past three decades made him incredibly adept and eerily accurate
at navigating the rapidly evolving and shifting technological, business and social landscapes.
This is why Morris has been firmly placed for the last three decades amongst the world’s leading futurists and thought provocateurs
and can be found regularly whispering in the ears of CEOs and key decision makers around the globe with companies like
MasterCard, Visa, ANZ, NAB, Westpac, Microsoft, Activision, BP, Oracle, Bupa, Ernst & Young, Lufthansa, NZ Tourism Export
Council, Horticulture Australia Ltd, Monash University, RMIT University, Pharmacy Guild of Australia, Sealy, Simmons, Serta and
Caltex. Morris is constantly making intuitive and pragmatic judgments on how the world might evolve amidst information-abundance,
where sparse facts mingle loosely with data-drenched opinions and for this he has been hailed by industry leaders as “the secret
weapon to future-proofing your business”.
James Naughton
James represents a broad range of clients from different backgrounds in shareholder litigation, competition
and consumer disputes, contractual disputes, industrial law and class actions. He joined Slater & Gordon in
2008 and was promoted to an Associate in 2012. Prior to this James worked at the Australian Competition
and Consumer Commission as well as the Federal Magistrates Court of Australia.
Tony Perkins
Tony Perkins is a recognised member of the business community with a track record of developing businesses to
their potential through people. Tony has held a number of general and human resource management positions
in organisations numbering from 10 to 2500. Currently Tony is Founder and Director of People Smartz Pty Ltd, a
company whose main aim is to bring simple people management processes to small and mediums sized businesses.
Clayton Oates FIPA
Clayton is a passionate presenter who understands what it takes to succeed in the accounting & bookkeeping
technology profession. Clayton speaks from experience, after starting out his professional life as an Accountant at
Price Waterhouse he then transitioned to Software Consulting in a regional Accounting Firm before taking the leap into
Small Business Ownership 15 years ago. He is also an author, international speaker, husband and father of 5 who has proudly built
his business from Alstonville (a small country town on the North Coast of New South Wales).
As Chief Solutions Officer at QA Business, Clayton and his team have educated thousands of SMB’s and their ABC’s (Accountants/
Bookkeepers/Consultants) in the use of multiple accounting technology solutions over the past 20 years. From humble beginnings
Clayton has continued to be recognised as a respected member of the Accounting Technology profession around the world. In 2015
he was included in the USA Accounting Technology Top 25 Thought Leader list compiled by CPA Practice Advisor, becoming the first
Australian to be included in this prestigious list.
Dean Pearson
Dean Pearson is an Industry & Business Economist with over 25 years experience in analysing the economy and
assessing the implications both in Australia and globally. Dean leads a team of analysts responsible for monitoring key
economic, business and consumer trends and identifying industries and customer segments which are likely to provide
the strongest growth opportunities and greatest risks. Dean’s team is responsible for a number of key publications including: NAB
Consumer Anxiety Index; NAB Wellbeing Index; NAB Residential and Commercial Property Surveys; MLC Wealth
Sentiment Survey; NAB Online Retail Sales Index; NAB Diversity Index; NAB Work & Family Survey;
NAB Charitable Giving Index; and the NAB Asia-Australia Business Engagement Index.
22
PRESENTERS
Nigel Phair
Nigel Phair is an influential analyst on the intersection of technology, crime and society.
Adjunct Professor Phair has published two acclaimed books on the international impact of cyber crime,
is a regular media commentator and provides executive advice on cyber security issues. In a 21 year career
with the Australian Federal Police he achieved the rank of Detective Superintendent and headed up investigations
at the Australian High Tech Crime Centre for four years’.
Dr Michael Schaper
Michael’s work has a special focus on small business, franchising, industry associations and business liaison with
the national competition and consumer protection regulator. Dr Schaper was first appointed in July 2008. He is
currently also an Adjunct Professor with Curtin University in Western Australia, and chairs the advisory board of Griffith
University’s Asia-Pacific Centre for Franchising Excellence. A previous president of the Small Enterprise Association of
Australia & New Zealand, he brings extensive experience in the area of small business through his previous roles as Small Business
Commissioner for the Australian Capital Territory, Dean of Murdoch University Business School in Western Australia, lecturer at
Curtin University and professor at the University of Newcastle Australia. He has served as chairperson of the ACT Small & MicroBusiness Advisory Council and a director of the International Council for Small Business. In 2009 he was recipient of the “National
Small Business Champion Award” by the Council of Small Business Organisations of Australia. He holds a PhD and a Master of
Commerce degree from Curtin University, as well as a Bachelor of Arts from the University of Western Australia.
Dr June Smith
Dr June Smith was appointed as Lead Ombudsman Investments and Advice from 1 July 2015. This area of the
Financial Ombudsman Service Australia jurisdiction deals with disputes involving investments, financial advice, life
insurance and superannuation. Prior to this, June was CEO of the Code Compliance Monitoring Committee for the
Code of Banking Practice and General Manager of Code Compliance and Monitoring at FOS for three and a half years’.
A lawyer by profession, June has spent the last 19 years’ working predominantly within, or providing advice to, the financial
services industry and its stakeholders. June has a PhD in Law from Victoria University, a Bachelor of Arts (Hons) and a
Bachelor of Laws degree from the University of Melbourne.
Vicki Stylianou
Vicki came to the IPA in June 2007 from Federal Treasury, where she worked in tax policy, financial literacy, prudential
regulation and in the Office of Best Practice Regulation on secondment. Prior to this Vicki worked as a lawyer in
private practice specialising in commercial litigation both in Australia and overseas. Vicki holds a Bachelor of
Jurisprudence, Bachelor of Laws, Bachelor of Arts and Masters of Business Administration (International Business). At the IPA, Vicki is
an Executive General Manager leading the team responsible for policy and advocacy work, as well as the innovation part of the
business unit, which focuses on matters of interest to SME’s.
Colin Walker
Colin joined the Australian Taxation Office in 1975 from University. From then until the early nineties he worked in
many areas of the Tax Office but mainly focussed on indirect taxes particularly sales tax. After a short stint with Ernst
and Young as a Senior Manager consulting in Sales Tax he worked for the International Monetary Fund providing in
country technical assistance in Tax and Customs Policy and Administration in many overseas developing countries including three
years’ in Kyrgyzstan, part of the former Soviet Union, and most of the Pacific Island Countries from 1994 to 2002.
In 2002 Colin returned to the Tax Office and as an Assistant Commissioner has worked on the development and implementation of
significant business and individual new legislation projects including Consolidation, the Review of International Tax, the Childcare
Rebate, Minerals Resource Rent Tax and the extension to the Petroleum Resource Rent Tax.
23
PRESENTERS
Tony Windle
Tony has over 14 years’ experience providing specialist taxation services, focussing on GST. With experience also in
other indirect taxes, Tony assists clients across all industries in dealing with the management, cost and risk of indirect
taxes. Tony has specific expertise in an M&A context, working on large infrastructure, Resources and Energy and
government transactions. Tony also has considerable experience in dealing with the ATO, managing numerous Private Ruling requests
and Voluntary Disclosures as well as driving successful audit defences. Tony began his career in a mid-tier firm prior to and during the
introduction of GST. After a two year role in the United Kingdom, Tony spent six years’ with PricewaterhouseCoopers as a Director in
the Specialist Taxes group.
Susan Young
Susan runs a tax training business providing training on income tax, CGT, FBT and GST issues to accountants and
lawyers. With over 30 years of specialised tax knowledge, Susan has extensive experience as a presenter and
adviser on taxation issues. She has made many presentations to the IPA and other professional bodies. Susan has
had a book published by Penguin titled “Tax for the Very Small Business”. She has also written tax training courses and articles for
professional taxation publications including CCH and Thomson. Susan has degrees in Commerce and Law from the University of
QLD and the University of Sydney and is admitted as a Solicitor of the Supreme Court of QLD.
24
HOW TO REGISTER
PACKAGE OPTIONS
Delegates have access to a variety of packages suiting all budgets. Registration fees do not include travel, accommodation,
breakfast, airport transfers, additional social tickets, excursions or a hardcopy notes folder. These can all be purchased
additionally on your registration form. For a listing of all package fees please view the Congress registration form.
PACKAGE
SUITABLE FOR
Deluxe
Those wanting
full access to
the education
program and
social events.
Saver
Those planning to
depart after the
last session on
Saturday.
Basic
Those wanting
to attend only
the education
sessions.
Single Day
Those wishing
to attend a
single day of
the education
program.
REGULAR RATE
(Pay and register from
1 Sept to 20 Oct)
$1349 Member
$1549 Non Member
$1249 Member
$1449 Non Member
$1149 Member
$1349 Non Member
$649 Member
$749 Non Member
SATURDAY WELCOME
FRIDAY
EDUCATION EDUCATION RECEPTION
SESSIONS
SESSIONS
& DAYTIME & DAYTIME
CATERING CATERING
OFFICIAL
DINNER
FAREWELL ELECTRONIC
DINNER
NOTES
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Your choice of Friday
or Saturday.
25
HOW TO REGISTER
PRESENTATION NOTES
DISCOUNTS
BOOKINGS
Attendees can opt to receive the session
PowerPoint notes electronically rather
than a hardcopy notes folder. This
option is highly recommended if you
wish to use a laptop or tablet. This
initiative not only saves on paper usage,
but also on money.
D
E
S
O
L
C
NOW
All bookings should be made via the official
IPA National Congress registration form.
Please return your completed from
to the IPA by
An email informing you how to access the
notes webpage will be sent at least two
days prior to the Congress. There will also
be free wifi at the venue, allowing you
to access presentations whilst onsite. You
will be asked to select your preference of
electronic or hardcopy notes, however,
changes will not be permitted after
Tuesday 20 October 2015.
• Electronic (included in registration price)
• Hardcopy Delegate Folder (an
additional $49, incl. GST)
Early Bird
Save up to $350 off the regular rate
when you register for a Saver or Deluxe
package before 15 May 2015.
Mid Year Sale
Save up to $175 off the regular rate when
you register for a Saver or Deluxe package
from 16 May to 31 August 2015.
SED
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OW
N
Regular rates will be applicable from
1 September until 20 October 2015.
SPECIAL NON-MEMBER OFFER
Non Members who select the Deluxe
or Saver Packages and who meet the
IPA’s membership eligibility requirements
can apply for a special membership
offer which includes complimentary
membership until 30 June 2016 as well
as attendance at the 2015 National
Congress. Please click here for offer
terms and conditions.
p GPO Box 1637
Melbourne VIC 3001
f 03 8665 3130
e [email protected]
Electronic: The registration form does allow
you to fill in the fields electronically. If you
have an electronic signature you may select
the submit form button in the top right hand
side of the registration form. Please note that
some internet platforms and Adobe software
do not support this function.
Congress bookings will close on
20 October 2015 unless sold out prior.
Any bookings received after this date
will be subject to availability.
Please note that IPA reserves the right to
refuse attendance should payment not be
paid in full prior to the event.
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