17th Annual Business and Property Tax Conference eBook

The rules may be familiar, but the risks are anything but. Join leading tax experts at the 17th Annual Business and Property Tax Conference as they unpack the latest developments, pitfalls and grey areas shaping business, trust and property taxation. Across two days, you’ll explore the tax minefields hidden in everyday transactions — from Division 7A loans that look compliant but aren’t, to the UPE chess match now awaiting a High Court move. Learn how the ATO is targeting dividend stripping and wash sales, and why trust distribution resolutions, reimbursement agreements and family trust distribution tax are all drawing heightened scrutiny. The program also tackles the ethical grey zones that arise when a client’s old mistakes land on your desk, and how to steer clear of them.

From small-scale developments to intergenerational business transfers, this year’s sessions show how to stay compliant, minimise risk and safeguard both your clients and your practice.

Day 1 - Thursday 12th March 2026

Morning Theme: Payments, Loans and Distributions  

• Division 7A - Now that I've Paid You Back, Can I Borrow it Back Again?
• The UPE Chess Game - Whose Move is it?
• Dividend Stripping and Wash Sales: Don't Get Hung Out to Dry
• Would Your Trust Distribution Resolutions Stand Up to Closer Scrutiny?

Afternoon Theme:  Trusts in the Crosshairs

• Section 100A and Reimbursement Agreements – What’s Attracting the ATO's Attention?
• Why Does it Seem that Family Trust Distribution Tax is Suddenly Appearing Out of Nowhere?

Theme: Ethics and Professional Responsibility

• Inheriting Client Problems – To Report or Not to Report?

Day 2 - Friday 13th March 2026

Morning Theme: When Assets Move – CGT Concessions and Property Pitfalls

• The Small Business CGT Concessions - The Eligibility Pitfalls and Technical Trip-ups
• Small Scale Property Developments with Large Scale Tax Issues
• Structuring the Ownership of Commercial Property: Tax Pros, Cons and Pitfalls  

Afternoon Theme: Restructures and Exits

• The Small Business Restructure Rollover - Restructuring Without the Tax Headache
• Intergenerational Transfers – Structuring the Family Business for a Smooth Handover