Program

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Day One

Thursday 23 May

Morning
9.45am - 10.15am
Registration and arrival refreshments
10.15am - 10.25am
Opening remarks and welcome
10.25am - 11.25am
KN1: Where to from here? The economic and social policy outlook post-el…

With the dust barely settled from the federal election days earlier, join John Daley from the Grattan Institute for a special economic update as we examine the major economic policies of the newly elected or re-elected government, from education funding, energy policy, infrastructure to health policy, as well as the overall fiscal sustainability and the implications for the economy.

Speaker
  • John Daley
    Chief Executive Officer, The Grattan Institute John Daley has been the Chief Executive of the Grattan Institute since it was founded ten years ago. He has published extensively on economic reform priorities, budget policy, tax reform, retirement incomes, housing affordability, and generational inequality. This work is underpinned by themes of prioritising government initiatives, and the limits to government effectiveness.

    John graduated from the University of Oxford in 1999 with a DPhil in public law after completing an LLB (Hons) and a BSc from the University of Melbourne in 1990. He has worked at the University of Oxford, the Victorian Department of Premier and Cabinet, McKinsey and Co, and ANZ Bank, in fields including law, public policy, strategy, and finance.
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11.25am - 12.45pm
KN2: Panel discussion: The ATO’s compliance focus in 2019 and supportin…

Speakers
  • Sue Williamson FCPA (Facilitator)
    Partner Tax and Law, Ernst & Young Sue Williamson specialises in advising clients on matters relating to tax controversy. She helps clients through the ATO dispute process, ensuring technical expertise and strategic insight underpins the management of each dispute/potential dispute and that the approach to resolving issues is underpinned by sound tax risk and tax reputation management. She has acted in various cases relating to Commonwealth and State taxes across all courts from AAT to Federal Court to High Court.

    Sue is also an accredited mediator and has assisted clients in resolving disputes using various alternative dispute resolution mechanisms.
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  • Colin Walker
    Assistant Commissioner, ATO Colin has spent more than 40 years working in the tax profession, primarily with the ATO. During this time, he has also worked for one of the Big Four accounting firms, operated his own small business and spent eight years with the International Monetary Fund in developing countries.

    Colin has worked on the development and implementation of significant business and individual new legislation projects, led tax legislation interpretation areas and been active in the development of user-centric design at the ATO. For the past four years, Colin has been responsible for the ATO’s relationship with tax practitioners.
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  • Mark Morris CPA
    Tax Principal, Morris & Associates

    Mark Morris is the Principal of Morris and Associates, a specialist boutique tax practice based in Melbourne advising on a broad array of tax matters, especially those affecting small-to-medium enterprises. He is a Founding Director of Fastertax, which provides tax training solutions to a wide range of accounting practices, and is a Professor of Tax Practice at La Trobe Business School.

    Mark has more than 32 years’ experience in the tax profession, having held senior roles in the industry and professional bodies, including CPA Australia.

    Mark is a CPA Australia member, a registered tax agent and has been admitted to practice as a barrister and solicitor in Victoria.
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  • Greg Lewis
    Tax Practitioners Board Greg is a chartered accountant, chartered tax adviser and registered tax agent. He began his career as a graduate at KPMG, then moved to Ernst & Young, where he was promoted to the position of principal in the tax division. After returning to KPMG as a partner, Greg went on to become a consultant in taxation at the law firm Minter Ellison. He has been a company director and chairman of various organisations, both public and private. Until recently, he was Managing Director of specialist industrial fittings manufacturer Bayside Benders Pty Ltd, supplying the civil, electrical and telecommunications industries. He is a consultant to private companies on a wide range of technical and strategic matters.

    Greg holds a Bachelor of Economics and a Masters in Taxation. Greg was appointed to the Board in December 2015 and reappointed for a further three years in February 2019. Greg was Acting Chair of the Board for periods in 2017 and 2019.

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Afternoon
12.45pm - 1.45pm
Lunch and networking break
Concurrent sessions
1.45pm - 2.35pm
A1: The ATO's enhanced debt collection powers

At this session, you will learn about:

• the extent of ATO powers over discretionary trusts and their potential to affect asset protection strategies
• tips and traps – Director Penalty Notices and Garnishee Notices
• going after personal assets of trustee and how trustees can defend themselves
• ATO investigative and debt collection powers
• the ATO's exotic powers; provision of security, departure prohibition orders and freezing orders.

Speaker
  • Arthur Athanasiou
    Partner, Thomson Geer

    Arthur’s main area of practice are taxation advisory, tax litigation and tax administration. In his 25 years’ as a legal practitioner, Arthur has focused on the taxation of trusts and other SME entities, Division 7A and high-wealth individuals, and family groups. He is highly experienced in complex tax litigation, dispute resolution, tax audit negotiations and settlements, particularly in the SME sector, with both the ATO and the SRO.

    Arthur is a former President of The Tax Institute, has chaired the Law Institute’s Tax Law Advisory Committee for a decade and now serves on the Industry Advisory Board of the IPA-Deakin University SME Research Centre. In January 2019 he was appointed as an Adjunct Professor at La Trobe University's Law School.

    As an Accredited Tax Law Specialist with the Law Institute of Victoria, he is a widely published writer on taxation issues, and regularly appears in the mainstream media and presents at tax seminars and discussion groups.

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1.45pm - 2.35pm
A2: The accountant’s guide to supporting a client’s aged care decisions

Decisions regarding aged care and the various financial implications that need to be considered by clients entering this phase of life, mean this can be a stressful and confusing time for many. Clients seek guidance from their accountant in helping them navigate the nuances of the aged care support frameworks available.

In this presentation, we look at the essential factors that we as accountants need to take into consideration, providing you a solid foundation of knowledge to assist your aging clients in this area.

Speaker
  • Maureen Allan CPA
    Specialist Superannuation Advisor, Morrows Maureen is a qualified aged care advisor with 25 years of experience in superannuation and retirement. She is a regular presenter for CPA Australia.

    Maureen has been part of the Morrows team as a Senior Superannuation Consultant and Aged Care Advisor for 15 years. During this time, she has met with many families in a variety of financial, emotional and sometimes combative circumstances to plan funding and placement in aged care for their loved ones. Maureen’s unique skill set of vast technical knowledge combined with her life experience and empathetic approach allows her to deal with the most complex and traumatic cases.

    Her approach is to deal with the entire family and compile a multidiscipline plan synchronising estate planning, Centrelink and aged care placement issues to provide exceptional results.

    Maureen believes that accountants, as the trusted family advisor, have an important role to play to initiate and then facilitate the conversations, interactions and family meetings to reach optimum family outcomes.
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1.45pm - 2.35pm
A3: Engaging clients – an interactive workshop
Join Brent and Keddie for this fast-paced interactive workshop showcasing a revitalised and updated module from the Your Sustainable Firm learning manual.

Brent will guide you through the confronting but important task of reviewing your client-base, so you can understand their value and make the hard decisions if they do not provide a good return on investment.

At the end of the session, you will have the skills, tools and resources to:

• identify criteria to classify a client base
• classify your clients against this criteria
• complete a client base classification and identify the strengths, weaknesses and opportunities.
Speakers
  • Brent Szalay FCPA
    Director, Seiva

    Brent loves everything business… Whether its start-up, growth or succession, Brent will play a pivotal role in leading his clients throughout their financial journey.

    Brent’s craft stems from more than 13 years of specialisation in the legal industry and now spans into other professional service sectors such as IT, real estate, marketing agencies, financial services and health professionals. With a passion for hard working, ethical and enthusiastic business owners, Brent loves partnering with people who want to take their business to the next level.

    Brent is an active community member and is involved in a number of boards, including the CPA Public Practice Committee where he is Deputy Chair, and Director on the Board at Williamstown Football Club, which has significant interests in gaming and hospitality.

    Brent values real relationships and with his honest, bold and energetic approach you know he’s always got your back.

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  • Keddie Waller
    Public Practice Manager, CPA Australia

    With more than fifteen years’ experience in this sector, Keddie is responsible for the development, servicing, representation and compliance of CPA Australia public practice members.

    Previously, Keddie was CPA Australia’s Senior Policy Adviser – Financial Planning, responsible for developing policy positions on financial planning and credit issues.

    Keddie is a current member and Deputy Chair of the Industry Reference Council, responsible for the finance services training package.

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1.45pm - 2.35pm
A4: The great macrocosm of practice technology – deciphering what’s rig…

Intuitive, efficient and future-resilient. Let’s be honest, that’s the wish list of all practitioners about practice technology, right?

Yet as many of us know, it’s not that easy to meet these objectives at every touchpoint for your practice. The myriad choices, the dissenting opinions on what’s best for what function and an unending stream of white noise from the numerous vendors insisting they have the right solution, makes for a lot of confusion and indecision.

Deep down we know there is no single magic solution and that every choice comes with pros and cons. Join Alan, an independent software advisor, share in his knowledge gained over many years to assist you in identifying solutions that help to decode the mystery of what can serve you best.

Speaker
  • Alan FitzGerald
    Founder, Practice Connections Alan works as an independent specialist technology and services advisor.

    With 20 years of experience in specialist tax and accounting software, Alan assists accounting firms in choosing software fit for their needs, as well as other technology advisory positions.

    He is regularly published in professional magazines, interviewed for webinars and podcasts, a prolific contributor on LinkedIn and a frequent speaker at conferences, where he often shares his sought-after opinion on the future of the accounting technology profession.
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1.45pm - 2.35pm
A5: SMSF update

Join Peter and find out about the latest self-managed superannuation fund (SMSF) changes to SMSF government policy and regulations and the implications for you and your clients. In this session, we also examine how major superannuation changes potentially affect your clients’ affairs and how to put the right structure in place for your client in a post-reform world.

Speaker
  • Peter Johnson FCPA
    SMSF Services Director, Acis

    Peter, holds a professional certificate in self-managed superannuation, and is a Specialist SMSF adviser with the SMSF Association of Australia.

    Peter has been providing advice on the establishment and administration of self-managed superannuation funds since 1994. He currently advises more than 600 accounting and financial planning firms throughout Australia on SMSF matters and is regularly called upon to present to professional groups.

    Peter is a director of Access Law Group Pty Ltd, and is well known for providing down to earth talks that anyone can understand.

    Peter was also the first CPA to obtain the Limited AFSL.

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2.45pm - 3.35pm
KN3: Regaining credibility and trust post-Royal Commission – what does …

Join Chris, one of Australia’s most well-regarded funds management executives as he explores the ramifications of the Banking Royal Commission.

While a great deal remains unknown as to how the government will look to implement the recommendations into the misconduct into the banking, superannuation and financial services industry, it is becoming evident that the damage in public trust cuts across all finance professionals.

In this compelling and timely presentation, we’ll uncover:

• what the Royal Commission means for professionals dealing in the commodity of money
• conflicts of interest and culture
• the profession entering a whole new ball game with the regulators – no longer ‘clients’; they will have teeth and will regularly use them
• obtaining bank loans – an enhanced role for accountants
• the end-game for good financial planners
• the migration of superannuation.

Speaker
  • Chris Cuffe AO
    Company director and investment professional

    Chris was a non-executive director of UniSuper from 2007 to 2017, of which the last six years was spent as a Chairman.

    In October 2007, Chris was inducted into the Australia Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia.

    Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a fellow of the Chartered Accountants in Australia and New Zealand, a fellow of the Institute of Company Directors, and an associate of the Financial Services Institute of Australasia.

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3.35pm - 4.00pm
Afternoon tea and networking break
4.00pm - 4.20pm
IS1: CPA Australia – CEO address


Speaker
  • Andrew Hunter
    CEO, CPA Australia /-/media/corporate/allimages/speakers/speaker-placeholder.jpg?h=180&w=180&rev=d19f11a9afd1470cb50c858040ff1ff0
4.20pm - 6.10pm
KN4: Essential tax update

There is a heightened level of uncertainty, as constituents await the outcome of their votes cast on what could be literally days out from the conference. Notwithstanding this uncertainty, the volume and nature of tax changes over the past year have been substantial and there is understandable confusion about the status of measures which were announced months, or even years, ago. What new laws affect your clients? What critical changes do you need to be aware of?

This crucial session will guide you through the significant tax issues and policy developments of the last 12 months, including:

• the status of the key tax policy measures included in the 2019–20 Federal Budget, delivered just weeks before the election
• new tax laws and pending measures
• recent case law and ATO rulings relevant to public practitioners
• significant ATO announcements and administrative developments, including Single Touch Payroll.

Speaker
  • Robyn Jacobson FCPA
    Senior Tax Trainer, TaxBanter PTY LTD

    Robyn is well known in tax training circles, having been a professional tax trainer for 22 years and a regular conference presenter at CPA Australia events, including the Public Practice Conferences and Congress.

    With more than 25 years’ experience in the profession, Robyn has a public practice background. Her training roles include Webb Martin, then as sole director of her own business, Cyntax, before its merger with TaxBanter in 2011. Based in Melbourne, Robyn continues to be a highly regarded tax trainer, providing training through TaxBanter.

    Robyn is a Fellow of both CPA Australia and Chartered Accountants Australia and New Zealand, a Chartered Tax Adviser of The Tax Institute, and a registered tax agent. She is the Chair of CPA Australia’s Victorian Public Practice Committee, Co-Chair of The Tax Institute’s Victorian Women in Tax Committee, and a member of The Tax Institute’s Victorian Professional Development Committee and Victorian Tax Forum Organising Committee.

    Robyn regularly consults with Treasury, the ATO and CPA Australia on technical issues.

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6.10pm - 7.10pm
Networking drinks

Day two

Friday 24 May

Morning
8.30am - 9.00am
Lorne foreshore and swing bridge walk (optional)
9.10am - 10.10am
KN5: Moving from compliance to reliance: Building a structured business…

One of the greatest challenges in implementing business advisory services into an accounting firm is where to start and what process to follow. This session will outline how accounting firms can move from a focus on compliance services to value added reliance services using a structured process for success, including:

• developing the right firm structure
• addressing key infrastructure issues
• creating sustainable client engagement and delivery models.

Mark will focus on the Enabler 7 step system, which has helped hundreds of firms across Australia and New Zealand.

Speaker
  • Mark Holton FCPA
    Founder, Smithink

    Mark Holton has more than 35 years’ experience as an Accountant and Tax Agent in practice. 

    Mark has developed specialised skills in corporate presentations and training with extensive experience in both private and public sector industries in Australia, New Zealand, United Kingdom and North America.

    He is also a respected consultant in taxation and business management, in particular value added services implementation and administration using key business advisory systems and software.

    Mark holds a Master of Commerce Degree as well as several post graduate qualifications in accounting and management. He also has a Degree in Adult Education and an Advanced Diploma of Financial Planning.

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10.10am - 10.35am
Morning tea break
Concurrent sessions
10.35am - 11.30am
B1: What’s relevant to you in the wake of the recent SMSF audit litigat…
Recent case law suggests that the role and responsibilities of auditors have changed. This session will review the key implications for auditors in the wake of the recent decision in Ryan Wealth Holdings v Baumgartner [2018] NSWSC 1502 and Cam & Bear Pty Ltd v McGoldrick [2018] NSWCA 110. The keys areas of concern, including asset valuation and investment strategies, will be discussed as well as practical steps that can be taken to avoid the pitfalls.
Speaker
  • Sharlene Anderson
    Forensic Accountant, Veritas Audit

    Highly regarded in her field of expertise, Sharlene has significant experience auditing across various legislative frameworks, and is known for her practical approach. Sharlene is a registered company auditor, approved SMSF auditor and a forensic accountant.

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10.35am - 11.30am
B2: The essential steps to effectively lead a public practice
Speaker
  • Graeme Beattie FCPA
    Partner, Worrells Solvency and Forensic Accountants

    Graeme joined Worrells in March 2014 and is responsible for the firm's Western Sydney practice. He is a Registered Liquidator with more than 18 years’ experience in the insolvency field.

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10.35am - 12.35pm
WS1: The gritty gaps of estate planning

Having an effective and well-rounded estate plan is an important consideration for everyone. Yet all too often we hear of unintended circumstances, or indeed, a total lack of planning with a deceased estate that results in costly and lengthy proceedings for the executor and beneficiaries.

Join Murray and Rabia as they unpack some of the common estate planning challenges and complexities from:

• choosing an appropriate executor – what to consider
• estate and non-estate assets and liabilities
• blended families and marriage, separation and divorce – potential challenges to the will
• entities and complex assets such companies, partnerships, overseas assets, and loans
• potential undue influence and decision-making capacity, related to VCAT/OPA
• enduring powers of attorney.

Note: We recommend that you bring along a copy of your own will or an appropriately redacted client will to bring this workshop into practice.

Speakers
  • Murray Wyatt FCPA
    Director and Chairman, Morrows Murray is recognised amongst his peers as an expert in family governance and inter-generational wealth transfer. He specialises in providing advice in complex cases and blended families. He can utilise the accounting, legal and wealth management resources of the Morrows Group, a multidiscipline practice, to provide superior strategic outcomes. /-/media/corporate/allimages/speakers/public-practice-conference/murray-wyatt.jpg?h=180&w=180&rev=4c29bc34621645629f4186c4cb389b88
  • Rabia Javed-May
    Principal Lawyer, Morrows Rabia has practiced in estate planning for 13 years with a national law firm, a Big 4 bank and government agencies. She has helped high net worth clients and their families achieve their objectives and equally enjoys assisting clients with a more modest client base. Despite the depressing nature of estate planning, she is passionate about ensuring everyone has a professional up-to-date estate plan in place. /-/media/corporate/allimages/speakers/public-practice-conference/rabia-javed.jpg?h=180&w=180&rev=11fab7a47fa24765bf0d571edc7489fc
10.35am - 12.35pm
WS2: The Cashflow Coaching Kit

The Cashflow Coaching Kit is a practical resource that provides a framework for value-added business coaching conversations with your small business clients. The kit is designed to help small businesses understand and take steps to effectively manage their cash flow and meet their financial commitments.

Learn how to add value to your advisory services by using the kit in coaching conversations and the simple and clever tools to help your clients manage their cash flow and stay on track.

Speaker
  • Stephen Jones FCPA
    Partner, ATM Consultants

    Stephen has been working in public practice since 1988 and has been a partner in ATM Consultants Pty Ltd, a suburban practice, since 1993. He is currently chairman of CPA Australia’s Public Practice Advisory Committee and is a former member and Chairman of the Victorian Public Practice Committee.

    Stephen has been a CPA national trainer since 2001 and was involved in piloting both the training and use of the ATO cashflow management tool.

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Concurrent sessions
11.40am - 12.35pm
C1: Post-election policy update

While at the time of launching this conference program the outcome of the federal election is unknown, this session, in the days ensuing the election is ideally timed to reflect on the policy platform of the victorious political party.

There will not yet be any enacted legislation that implements the policies of the party which forms government, however this jointly-presented interactive session will provide Robyn and Michael with the opportunity to consider a range of proposed tax and superannuation measures – some of which are proposed to commence on 1 July 2019. They will dissect the policies likely to be implemented and discuss the effect of these policies on your clients and your practice.

Speakers
  • Robyn Jacobson FCPA
    Senior Tax Trainer, TaxBanter PTY LTD

    Robyn is well known in tax training circles, having been a professional tax trainer for 22 years and a regular conference presenter at CPA Australia events, including the Public Practice Conferences and Congress.

    With more than 25 years’ experience in the profession, Robyn has a public practice background. Her training roles include Webb Martin, then as sole director of her own business, Cyntax, before its merger with TaxBanter in 2011. Based in Melbourne, Robyn continues to be a highly regarded tax trainer, providing training through TaxBanter.

    Robyn is a Fellow of both CPA Australia and Chartered Accountants Australia and New Zealand, a Chartered Tax Adviser of The Tax Institute, and a registered tax agent. She is the Chair of CPA Australia’s Victorian Public Practice Committee, Co-Chair of The Tax Institute’s Victorian Women in Tax Committee, and a member of The Tax Institute’s Victorian Professional Development Committee and Victorian Tax Forum Organising Committee.

    Robyn regularly consults with Treasury, the ATO and CPA Australia on technical issues.

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  • Michael Davison
    Advocacy Manager, CPA Australia

    Michael is responsible for developing CPA Australia’s policy positions on superannuation, retirement savings and financial advice. He regularly liaises with the government and its departments on changes in these areas and the introduction of new legislation.

    With more than 25 years’ experience in the superannuation industry, Michael has held a number of diverse roles, including product development and management, technical advice, regulation and administration with firms such as Rothschild, Colonial, BT and the former Insurance and Superannuation Commission.

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11.40am - 12.35pm
C2: How to identify and manage financial abuse in vulnerable clients

Our clients may at one time or another become vulnerable financially. There exists a broad range of reasons, from a loss of capacity such as dementia or disability, abuse by another such as domestic violence or those suffering from the stress of a failing business or monetary loss.

How we deal with clients who are vulnerable is different to how we deal with clients who are able to manage their own affairs independently and competently.

In this session we unpack how as a trusted advisor we can play a role in identifying the early signs of client vulnerability, how to respond and communicate to vulnerable clients and consider the ethics and professional considerations in these situations.

Speaker
  • Anna Tantau CPA
    Senior Manager, SEIVA

    With more than 30 years of experience, Anna has worked across various sectors, including state and local government, private sector and public practice.

    She was involved with the development of the CPA Elder Financial Abuse Toolkit and has worked with the Victorian Public Practice Committee, where she currently resides as co-deputy chair of the CPA Women’s Committee.

    In addition to her work, Anna is passionate about protecting the rights of vulnerable individuals, raising the financially literacy of women and encouraging all people to take an active and informed interest in their financial affairs. Anna is also a sessional member at VCAT where she serves on the Guardianship List.

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Afternoon
12.35pm - 1.35pm
Lunch and networking break
Concurrent sessions
1.35pm - 2.25pm
D1: The firms people want to buy – tips to make your practice more sell…

Launching in 2014 as a result of a merger between an accounting firm and bookkeeping firm in Perth, Carbon Group has gone from strength-to-strength. From a staff of just 14 to a team of more than 96, with offices in Perth, Adelaide, Darwin and Melbourne.

Learn what buyers are looking for and how you can boost your practice’s prospect as an enviable acquisition opportunity. Alternatively, do you wish to know the secrets to scaling your firm through a merger and acquisition? Join Jamie and get the insider’s perspective.

Speaker
  • Jamie Davison CPA
    Director, Carbon Group

    With a background in property investment and accounting, Jamie formed Carbon with a vision to provide businesses with a one-stop shop for their core functions, so that business owners can focus on what they do best. Launching in 2014 with divisions in accounting and bookkeeping, Carbon quickly expanded to include cloud integration, insurance and finance. In 2018, Carbon Group was SMSF Advisor finalist, National Accounting Firm of the Year and winner of the Multi-service Firm of the Year.

    Growth has been both organic and the result of mergers and acquisitions. To date, Carbon have merged with 15 firms across Australia and this is set to continue. This has led Jamie to gain a real understanding of what an ideal accounting firm looks like to a buyer, and he has positioned himself well in this space, attracting firms who are looking for a succession plan.

    As an innovative thinker, Jamie continues to adopt the latest technologies in an effort to maintain Carbon’s position as an industry leader.

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1.35pm - 2.25pm
D2: Unlocking the code of culture
We all know that awesome cultures create the best results. We all have an idea of how we would like the culture of our workplace to be. But, how do we create and curate that? Jem shares experiences of exceptional cultures and how they got there.
Speaker
  • Jem Fuller
    Founder, Leaders In Life

    While leading a 100 million dollar division of a multi-national organisation, Jem realised how pressure to drive profit growth can push us away from our values and authentic self. Jem then propelled himself on a new mission to understand human behaviour and functional leadership.

    Drawing on his bohemian, adventurous background and an extraordinary variety of experiences, Jem has developed a message that hits home.

    Jem now coaches CEOs of international organisations and business owners on how to lead more mindfully and effectively while keeping it real. Over the years of immersion in different demographics, Jem has become passionate about the need for more developed self-awareness and the ability to communicate. His company – Leaders in Life – improves these capabilities for clients, taking them on transformational programs in north-west Indian Himalaya, remote north Bali and the Kimberley in Australia.

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1.35pm - 2.25pm
D3: Contemporary marketing that will improve your practice

Accountants don’t often consider what they do as ‘product’, and their services too nuanced to be described in such a way. However, the benefit of strategically assessing your service offer under the tenements that underpin product review can be of immense benefit in ensuring the on-going relevance and competitiveness of your practice and meeting client expectations. In this presentation we’ll examine:

• the 8 P’s of marketing and making your business special
• product analysis and your unique selling proposition
• product type and marketing segmentation
• fast-track for employee productivity
• what to do next

and learn how these activities can provide the insight, and even help spark innovation, in your service offering.

Speaker
  • Leigh Cowen
    Director Corporate Strategy and Marketing, Launch Engineering

    Leigh brings a vast range of experience and lateral thinking to benefit his clients. He is a freethinker in commercial marketing management and a highly sought-after expert.

    With a 40-year career of commercial successes, effectively and profitably applying academic models and thinking, Leigh has left a litany of record-breaking sales successes in his path. He presents his theories and delivers presentations, training and workshops across Australia and internationally.

    Leigh is a world authority on strategic marketing in the disciplines of corporate marketing governance, brand and product portfolio management, new product development and launch and strategic marketing planning. He has lectured at MBA level, helped multi-national corporations and SMEs.

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1.35pm - 2.25pm
D4: Securing your firm against cyber attack
Speaker
  • Damian Seaton
    Managing Director, Cyber Audit Team

    Damian is an executive committee member of the Australian Information Security Association, the peak body for the information and cybersecurity profession in Australia. He is responsible for educating and advising business owners, executives and boards on information security and cybersecurity. He is a graduate of Queensland University of Technology (QUT), with an Executive Masters of Business Administration.

    Demonstrating 30 years’ experience across a range of industries including, cybersecurity, data protection and privacy, digital forensics and risk and compliance, Damian has previously worked with and advised organisations, such as the ACCC, ASIC, ATO, state and local governments, banks, insurance companies, financial practices, multinationals, and SMEs.

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1.35pm - 2.25pm
D5: Tax changes affecting property

There have been a number of significant policy changes that affect the property industry. This session will look at the legislative changes and how they affect transactions that your clients enter into every day, including:

• the enacted foreign resident capital gains withholding rules
• the enacted federal vacancy fee for foreign property owners
• the enacted changes to claiming deductions for travel expenses and depreciation on residential rental properties from 1 July 2017
• the enacted GST property withholding rules
• the proposed changes to the main residence exemption for foreign residents, which remain before the Senate, yet are proposed to commence on 1 July 2019 (for dwellings held on 9 May 2017), otherwise from 9 May 2017.

The session will also consider the ATO’s draft guidance for taxpayers involved in property development and construction and isolated profit-making schemes.

Speaker
  • Robyn Jacobson FCPA
    Senior Tax Trainer, TaxBanter PTY LTD

    Robyn is well known in tax training circles, having been a professional tax trainer for 22 years and a regular conference presenter at CPA Australia events, including the Public Practice Conferences and Congress.

    With more than 25 years’ experience in the profession, Robyn has a public practice background. Her training roles include Webb Martin, then as sole director of her own business, Cyntax, before its merger with TaxBanter in 2011. Based in Melbourne, Robyn continues to be a highly regarded tax trainer, providing training through TaxBanter.

    Robyn is a Fellow of both CPA Australia and Chartered Accountants Australia and New Zealand, a Chartered Tax Adviser of The Tax Institute, and a registered tax agent. She is the Chair of CPA Australia’s Victorian Public Practice Committee, Co-Chair of The Tax Institute’s Victorian Women in Tax Committee, and a member of The Tax Institute’s Victorian Professional Development Committee and Victorian Tax Forum Organising Committee.

    Robyn regularly consults with Treasury, the ATO and CPA Australia on technical issues.

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1.35pm - 2.25pm
D6: Revive and reboot: Mindfulness put into practice

Merv has been successfully presenting to CPA Australia groups and other organisations on personal and business wellbeing for many years.

In this session, he discusses university-led research into the benefits of laughter and how it can be used to help with stress, burnout, and mental health. Experience these benefits first-hand – Merv will guarantee that while you might walk in feeling weird, you will walk out feeling wonderful.

Speaker
  • Merv Neal
    CEO, Laughing Yoga Australia and New Zealand

    A professional and successful businessman, gelotologist, researcher and laughter yoga practitioner, Merv is currently working with the Victorian health industry, The Executive Connection, Deakin University, Monash Medical Centre, and Coventry University (UK) in looking at the role of laughter in the prevention of illness and improving wellbeing.

    Merv is the “Laughter Guy,” and the CEO of Laughter Yoga Australia and New Zealand. He has appeared on 60 Minutes, The Project and ABC Radio National. With a wealth of first-hand, hands-on knowledge and research studies under his belt, Merv is able to provide hints and tips about business and personal stress triggers, and indicators to identify and take affirmative action to resolve these.

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Concurrent sessions
2.25pm - 3.25pm
KN6: CPA Australia public practice and policy update

In 2019, regulatory impacts continue to affect the lives of members in practice. This year will not only likely see further regulatory changes, but also unique challenges for those in financial planning.

Join CPA Australia experts Keddie and Gary as they unpack the year ahead, what will affect you and your practice, and what CPA Australia is doing to support you.

Speakers
  • Keddie Waller
    Public Practice Manager, CPA Australia

    With more than fifteen years’ experience in this sector, Keddie is responsible for the development, servicing, representation and compliance of CPA Australia public practice members.

    Previously, Keddie was CPA Australia’s Senior Policy Adviser – Financial Planning, responsible for developing policy positions on financial planning and credit issues.

    Keddie is a current member and Deputy Chair of the Industry Reference Council, responsible for the finance services training package.

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  • Gary Pflugrath CPA
    Head of Policy and Advocacy, CPA Australia

    Prior to joining CPA Australia, Gary was Executive General Manager at the Institute of Public Accountants, and the Senior Director, Public Policy and Governance at the International Federation of Accountants, in New York. He has also worked at the University of New South Wales (UNSW), and for the Reserve Bank of Australia.

    In these roles, Gary has been involved in: representation and advocacy work on behalf of the accountancy profession internationally and in Australia; the setting of, and commentary upon, auditing and assurance, ethics, and professional standards; the delivery of lectures to undergraduate and post graduate in intermediate and advanced financial accounting, and corporate governance; academic research in auditing and ethics; and management and senior management roles in internal audit and financial reporting and administration.

    Gary has a PhD from the UNSW and has published in several refereed accounting and ethics academic journals, including Auditing: A Journal of Practice and Theory, the Journal of Business Ethics, and the International Journal of Auditing. He has been a member of CPA Australia for 30 years.

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3.25pm - 3.55pm
Afternoon tea and networking break
Concurrent sessions
3.55pm - 4.45pm
E1: Ditching the time sheets
Speaker
  • James Carey
    Prime Partners /-/media/corporate/allimages/speakers/speaker-placeholder.jpg?h=180&w=180&rev=d19f11a9afd1470cb50c858040ff1ff0
3.55pm - 4.45pm
E2: New sources of funding for growing businesses

Increasingly, clients are seeking advice and guidance related to how new businesses and start-ups can access and secure finance capital solutions from government programs, accelerators, venture capital to equity crowdfunding and more. Join Matt and discover the myriad new ways people are seeking finance for their businesses and understand the eligibility, pros and cons of the different finance conduits available and how with this knowledge you can better support and advise your clients business journey.

Speaker
  • Matt Murphy CPA
    Managing Director, Prime Financial Group

    As Managing Partner, Matt built a leading business advisory and accounting firm – MPR Group – over 14 years before merging with Prime in 2016. With the merger, the firm can now provide an integrated, end-to-end service offering that supports the business owner’s journey.

    Matt has provided mentoring, CFO, board reporting and leadership services for more than 100 business owners in the emerging technologies, biotechnology and other innovative industries. He has also provided reliable and pragmatic tax and restructuring advice to support business owners to achieve the purpose why they went into business.

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3.55pm - 4.45pm
E3: How to ensure prospective clients sit up and take notice

Attention is an increasingly scarce commodity. So, it doesn’t matter how earth-shattering your business case is, unless it can be powerfully communicated and capture attention, potential clients will tune-out after just eight seconds. Attend the session and learn the secrets to creating a perfect pitch.

Speaker
  • Sandy McDonald
    Founder, sandymcdonald.com Sandy is an author, TEDx speaker, clarity and storytelling trainer, and coach. She is the founder of SandyMcDonald.com and Australian charity, CreateCare Global.

    She works with businesses, academics, and individuals to bring clarity of purpose and principles into their complex worlds, on and offline, and to embed storytelling as a life changing approach to their communication.

    This work informs a coherent and correctly positioned platform from which to tell the stories that connect them to their best people and to build advocating communities.

    After 22 years running a successful marketing communication company, she used purposeful storytelling to start a 20,000 strong, global community in 60 countries. It continues to work ten years on to warm, comfort and raise awareness of the millions of children orphaned in Africa. She believes stories told from clarity of purpose and principles ignite an energy to transform your world.

    Sandy is known for helping organisations and people get clear on the purpose-led stories they can tell that drives their next, often life-changing step.

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3.55pm - 4.45pm
E4: One click audit, can this really be? How one firm is putting techno…

Recent developments in self-managed superannuation fund (SMSF) audit technology has seen low-level ticking and flicking replaced with robotic process automation. But as technology continues to develop at breakneck speed, it’s critical that SMSF auditors continue to meet their professional and regulatory obligations.

This session will explore how traditional auditing methods are being replaced by technology, while still ensuring regulatory compliance in one SMSF audit firm.

Speaker
  • Shelley Banton
    Executive General Manager, ASF Audits

    Shelley is an SMSF audit specialist with extensive experience in superannuation, audit, finance and IT.

    Shelley was previously a director at Super Auditors from January 2007 until the merger with ASF Audits in July 2017. She has successfully implemented IT projects for SMEs and has worked for large private sector corporations, such as Citibank and Perpetual Funds Management.

    Shelley works with a team of SMSF professionals and provides technical and strategic advice to clients on SMSF compliance. She also writes articles for superannuation publications and is a regular presenter at peak industry SMSF conferences.

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3.55pm - 4.45pm
E5: Single Touch Payroll

Single Touch Payroll is set to be adopted by all employers by 1 July 2019. Find out what you and your clients need to know for the second phase of the rollout and understand the obligations.

Note: This session will be live-streamed.

Speaker
  • John Shepherd
    Assistant Commissioner, ATO

    Assistant Commissioner John Shepherd is the Program Lead for Single Touch Payroll and has led the program for the past two years. John played an active role in the implementation of SuperStream and has led the implementation of a number of other super reform initiatives, including driving online superannuation account consolidation. He has held a number of other senior roles at the ATO, in particular, leading significant change programs and projects that seek to improve ATO clients’ experience. John holds a Masters of Taxation and is based in Canberra.

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3.55pm - 4.45pm
E6: Revive and reboot: Mindfulness put into practice

Merv has been successfully presenting to CPA Australia groups and other organisations on personal and business wellbeing for many years.

In this session, he discusses university-led research into the benefits of laughter and how it can be used to help with stress, burnout, and mental health. Experience these benefits first-hand – Merv will guarantee that while you might walk in feeling weird, you will walk out feeling wonderful.

Speaker
  • Merv Neal
    CEO, Laughing Yoga Australia and New Zealand

    A professional and successful businessman, gelotologist, researcher and laughter yoga practitioner, Merv is currently working with the Victorian health industry, The Executive Connection, Deakin University, Monash Medical Centre, and Coventry University (UK) in looking at the role of laughter in the prevention of illness and improving wellbeing.

    Merv is the “Laughter Guy,” and the CEO of Laughter Yoga Australia and New Zealand. He has appeared on 60 Minutes, The Project and ABC Radio National. With a wealth of first-hand, hands-on knowledge and research studies under his belt, Merv is able to provide hints and tips about business and personal stress triggers, and indicators to identify and take affirmative action to resolve these.

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Concurrent sessions
4.45pm - 5.30pm
FD1: Growing your practice – pain points and opportunities
In this discussion, we look at what growth looks like for your practice. What is it you most want to achieve with your business? What are the most difficult areas slowing you down – regulatory burdens, staff resourcing, cash flow, or building a strategy to deliver on your goals? This session is an open forum with an opportunity to seek opinions from your fellow practitioners for guidance.
4.45pm - 5.30pm
FD2: Legislative and regulatory changes – implications for you and your…
No agenda, just an opportunity to deep-dive into the legislative and regulatory changes that will affect you and your practice in the year ahead. Bring your questions and share experiences with Keddie Waller, Gary Pflugrath and your peers in this interactive session.
4.45pm - 5.30pm
FD3: Evolving your client communication – what works and what’s on the …

In this session we look at how, as practitioners, we can be more productive and effective in how we communicate with clients.

The nature of communication channels available is expanding and evolving. As people are becoming more time-poor, the ability to ensure a message is received, understood and acted upon is getting harder.

In this open discussion, we discuss some of the common challenges and successes some practitioners are implementing, from the tried and true original methods to the latest in new platforms.
4.45pm - 5.30pm
FD4: Managing your mental health and wellbeing
• Understand the importance of emotional support, how to both provide it to others and help yourself.
• Recognise the signs of distress in the current difficult business environment, and tools to deal with it.
• Learn how to navigate successfully when relationships breakdown, when there’s tension between business colleagues, and during family breakdowns such as divorce proceedings.
6.30pm - 7.30pm
Pre-dinner drinks
7.30pm - 11.00pm
Conference dinner: Henry Fox Award night

The power of perspective
Michael will share his inspiring story of overcoming extreme adversity to achieve incredible outcomes in his personal and professional life. Despite – and because – of spending nearly a quarter of his life in hospital, Michael’s ability to help shift your mindset, instil perspective and have you determined to become the best version of yourself, will amaze and inspire.

Speaker
  • Michael Crossland
    Coach, trainer and humanitarian Representing Australia in his chosen sport, holding an executive position with one of the largest companies in the world at the age of 23, and then throwing it all away to find his true passion and purpose. Michael’s story will undoubtedly bring a tear to your eye and a smile to your heart, but above all will teach you the keys to success, the importance of embracing change, and the mindset needed to achieve your goals. /-/media/corporate/allimages/speakers/public-practice-conference/michael-crossland.jpg?h=180&w=180&rev=d37b6275aebe45529555c072e7678369

Sectors

  • Economy, regulation and business

  • Finance fundamentals

    Enhance your core accounting and finance skills in the areas of tax, audit and assurance, compliance, financial planning, analysis and reporting.

  • Operational transformation

    Find out how to transform your business using improved processes and management skills, the latest technologies and shared services.

  • Personal development

    Refine your skills and become a highly productive, effective and well-rounded individual.

  • Sector in focus

    Hear the latest trends and opportunities specific to your sector, including corporate, SME, not for profit and public sector.

  • Strategy and leadership

    Become an outstanding finance leader by enhancing the power of innovation, successfully managing change and driving a high-performance culture.

  • Trends and business impacts

    Understand shifts in the domestic and global economy, the regulatory environment, the latest fraudulent activities, and consumer and competitive markets to build risk mitigation strategies.

Disclaimer of liability
CPA Australia reserves the right to alter any part of this program at any time without notice.

CPD hours for financial planning and SMSF Audit
CPD hours will be awarded for CPA Australia events based on the length of an event, inclusive of all breaks, for CPA Australia members. CPD hours for the purposes of financial planning and SMSF Audit will be accredited based on the length of an event, excluding breaks, as well as the relevant generic or specialist knowledge areas. Eligible accredited sessions at the Public Practice conference will be made available via an onsite guide, available to delegates upon request at the registration desk.