Second Annual Winter Wealth Retreat: Tax Strategies on the Gold Coast
- About the Conference
- The Faculty
- Feedback
- CPD Certificate
- Registration Special Offer
- Enquiries/Assistance
Date/Time
Thursday 28 & Friday 29 August 2025
JW Marriott Gold Coast Resort and Spa or Online
About the Conference
As the ATO sharpens its scrutiny on trust distributions, Division 7A, and asset protection strategies, the pressure is mounting on advisers to stay ahead of fast-evolving rules and high-risk structuring traps. Add the looming impact of Tranche 2 AML reforms and a renewed focus on corporate tax debt and Part IVA – and even experienced advisers are facing greater compliance exposure than ever before. Join us for TEN The Education Network’s 2nd Annual Winter Wealth Retreat on the Gold Coast, where leading tax experts unpack the biggest risks and opportunities in structuring, succession, and business sales. Across two days, you'll gain strategic insights and practical tools to manage trust distributions, safeguard clients under Division 7A, and navigate the CGT small business concessions with confidence. Whether you're advising on interposed entities, UPEs, FTEs, or sale structures – this is the high-level tax event that will help future-proof your advice.
Day 1 - Thursday 28 August 2025
Morning Theme: High-risk Trust and Private Company Arrangements
- Division 7A, Interposed Entities and the Middleman Trap
- Bendel and the Future of UPEs: Rethinking Division 7A, Sub-trusts and Structuring Options
- Are Your Trust Distributions Section 100A Grenades?
Afternoon Theme: Regulatory and Compliance Pressure Points
- Corporate Tax Debt in the ATO’s Crosshairs
- Part IVA - Is the ATO About to Make More Use of the Card up its Sleeve?
- Counting the Cost of Compliance: Preparing for Tranche 2 AML Reforms
Day 2 - Friday 29 August 2025
Theme: Structuring for Sale, Succession and Small Business CGT Concessions
- Family Trusts and Interposed Entity Elections - Are They Helping or Hurting You?
- Gaining From Your Trust Losses: Rules, Restrictions and Opportunities
- Getting to 20%: Passing the Significant Individual Test for SBCGT Relief
- Shares or Assets? Tax Strategies for Business Sales
The Faculty
Raffi Tenenbaum, Partner, William Buck, Sydney, NSW
Stephen Holmes, Partner, WMS Advisory, Gold Coast, Qld
Michael Butler, Partner, Finlaysons Lawyers, Adelaide, SA
Arthur Athanasiou, Principal, AGA Legal, Melbourne Vic.
Andrea Carrick, Director, SMSF Specialist Advisor, AG Tax Lawyers, Melbourne, Vic
Sue Williamson, Tax Partner, Dentons, Melbourne, Vic.
Joanne Casburn, Special Counsel, Cooper Grace Ward Lawyers, Brisbane, Qld
Neil Jeans, Partner - Risk Consulting, Grant Thornton, Melbourne, Vic.
Andy Milidoni, Partner - Tax & Private Advisory, Mills Oakley, Sydney, NSW
Linda Tapiolas, Partner, Cooper Grace Ward Lawyers, Brisbane, Qld
Feedback
- This was my first time attending and I will definitely be back. The topics were all relevant and I love how they intertwined with each other. All speakers were fantastic.
- Great professional learning environment with a really good spread of speakers. Topics were very relevant and all the presenters were engaging and approachable.
- Great topics that are very relevant to our practice, and the presenters are top quality
CPD Certificate
Accountants: 9 CPD hours
Lawyers: 9 CPD units/points (substantive law)
All delegates attending the conference will receive a CPD Certificate confirming attendance.
Registration Special Offer
If you register and pay by 11 July 2025 you will pay only $1100 – a saving of $385 off the full price conference registration fee of $1485.
Multiple registration discount?
If you would like to send 3 or more people from your company to this conference the following discounts apply:
- 3 registrations – 5% discount off each registration
- 4 registrations – 10% discount off each registration
- 5 or more registrations – 15% discount off each registration
To access this discount simply contact Jenna (details below) to organise the registrations for you.
One-day only? We do accept bookings for attending one day only. To organise a one-day booking, please contact Jenna.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Event Manager, Jenna Pickrell, on (03) 8601 7729 or email: [email protected]