We are delighted to invite you to attend our third annual Complete Tax Solutions (CTS) Conference.
Join us to hear firsthand how leading organisations are utilising innovation and technology to transform their tax reporting and finance function.
Our presenters will shine a light on contemporary reporting issues including:
- Navigating the new requirement to Account for Uncertain Tax Treatments
- Transforming the tax compliance process using automation, robotics and tax analytics
- How big data is creatively being used to problem solve, create efficiencies, increase revenue, and staying ahead of market competition.
Guest speakers
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Zach Alexopoulos Head of Analytics, The Red Fox Group For over a decade Zach has been finding the hidden insights in complex data sets. As one of Australia’s leading practitioners of statistical and econometric modelling, Zach specialises in illustrating his work through creative data visualisation. |
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Patrick Leyland Head of Digital, The Red Fox Group Patrick turns big data into a powerful commercial and marketing tool. As an international digital data expert, Patrick helps organisations use their data to interact with clients and customers in a highly targeted way. |
ShineWing Australia speakers
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Daren Yeoh Corporate and International Tax Partner |
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Jason Ch’ng Head of Tax Information Solutions |
Good things come in pairs
Bring a friend (who is not a CTS user) with you to this event, and you will both receive a bottle of Coombe Yarra Valley wine.
To register your guest, simply send their name and email address to marketing@sw-au.com
Event details
Sydney
Date: Wednesday, 25 September 2019
Time: 8am – 11am
Venue: ShineWing Australia, L8, 167 Macquarie Street, Sydney
For more information about this event, please contact the ShineWing Australia Marketing team via marketing@sw-au.com.
ShineWing Australia is delighted to invite you to the 2019 Tax Briefing in Sydney.
Our Partners and specialists will cover a range of key developments that affect your business and reporting obligations, and review a number of recent cases.
These significant topics include:
- Hybrid mismatches
- Stapled structures
- Thin cap changes
- ATO alerts and guidelines
- Fast-track exemptions on CbC reportings
- Transfer pricing updates
- GST update
Speakers
| Tim Hogan-Doran Partner, Tax |
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Yang Shi Associate Director, Tax |
Event details
Melbourne
Date: Thursday 5 September 2019
Time: 8am – 10am (A light breakfast will be provided)
Venue: ShineWing Australia, L8, 167 Macquarie Street, Sydney
For more information about this event, please contact the ShineWing Australia Marketing team via marketing@sw-au.com.
After six successful series, we are delighted to announce our highly popular Emerging Developers Series will be back again this year.
The Emerging Developers Series is a four-part program of interactive seminars for an intimate group of up and coming property professionals. It is designed to walk you through the property development process from start to finish.
You will have access to leading industry experts, and to learn from their strategic insight into property development and key developer issues from tax structuring to design and construction.
Event details
Date: 4 sessions hosted on a monthly basis starting Monday, 13 May 2019
Time: 3pm – 5:30pm (afternoon tea provided)
Venue: ShineWing Australia, Level 10, 530 Collins Street, Melbourne
Format: Interactive class-room style format where our expert guest speakers will share their insight and expertise on a key component of the property development process.
Cost: $800 per person for the series or group booking for up to 3 people for $1,600 (prices exclude GST)
This includes:
- Four 2-hour sessions and networking opportunities with speakers and attendees
- Soft and hard copies of speaker presentations and handouts
- Automatic inclusion to our Emerging Developer’s Series Program, including invitations to future networking events
- Invitations to ShineWing Australia’s annual Property Update event which brings together Australia’s leading property professionals
Speakers
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Daren McDonald, Partner, ShineWing Australia Dare is a leading accounting, commercial and taxation advisor to property developers in Australia. With 25 years’ experience in financial and strategic consulting to property developers on significant joint ventures. |
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Brihony Boan, Partner, Gadens Brihony Boan is a Partner in the Property, Construction and Planning Team at Gadens in Melbourne, focusing on property development and distressed property sales. |
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Luke O’Grady, Director/Owner, INPG Luke O’Grady is a Director and Co-Owner of Incollaboration Projects Pty Ltd. With over 15 years in the industry, Luke has a vast experience with all facets of the residential development industry including medium and high density residential apartments, townhouse projects or land subdivision. |
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Christina McRae, Director, Urbis Christina is a Director at Urbis in Melbourne where she advises public and private sector clients on land use and development strategies and navigating the planning system. Multi residential, retail, mixed use and major project management are some of her key areas of practice. |
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Sam Nathan, Director, Colliers International Sam has engaged closely with the premium apartment market for over 15 years, initially as a qualified valuer and then as a lead advisor to major domestic and international developers, investors, consultants and financiers, having had significant advisory roles on some of Melbourne’s most complex and renowned residential developments. |
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Tom Renda, Director, Thomas Capital and Advisory Tom has 32 years of banking experience, having held front line roles as State General Manager and National Industry Leader in Institutional Banking, Corporate and Business Banking at CBA, NAB and CBA. Tom has extensive experience across all aspects of banking and is now assisting clients in sourcing finance through bank and non-bank lenders. |
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Andrew Deveson, Director, Kapitol Group Andrew has over 15 years of vast experience in construction, with specialised expertise in active education environments, commercial offices and large-scale residential buildings throughout Melbourne. As a director of Kapitol Group, Andrew is responsible for the management of projects and works in close collaboration with all stakeholders from concept through to completion. |
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Brendan Young, Associate, RLB Brendan is a highly skilled and qualified construction professional who brings competence and enthusiasm to his role at RLB. For his twelve years at RLB, he has demonstrated comprehensive understanding of all key disciplines, providing him strong grounding for producing quality Quantity Surveying services to clients. |
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Arif Uzay, Director, RLB Arif demonstrates a comprehensive understanding of all areas of quantity surveying, financial and cost management, specialising in conceptual estimating, cost planning and project procurement. He has considerable experience providing services for both the Government and the private sector on a broad range of construction projects and industries which predominantly include retail, residential and commercial sectors. |
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Matthew Gibb, Managing Director, Gibb Group Matthew has in excess of 20 years’ experience in the industry and 15 years in senior positions in commercial and industrial property both in Australia and overseas including that of COO. Matthew’s wealth of knowledge is second to none in the commercial industrial sector. |
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Matthew Malseed, Managing Director, Hamton Matt is the Managing Director and joint owner of Hamton Property Group. Upon its establishment in the early 2000’s and prior to becoming a joint owner of Hamton, Matt was a key senior executive in the business.He has been a regular guest lecturer for undergraduate and post graduate courses in property at the University of Melbourne and RMIT and has a strong interest in mentoring young people in the property development industry. |
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Sejla Kadric, Associate Director, Blake Rodgers, Senior Managers, ShineWing Australia Sejla and Blake both have more than 11 years’ experience in providing accounting, tax and business advisory services. They have worked with broad spectrum of clients, ranging from high net worth individuals to large private businesses, subsidiaries of foreign multinationals as well as local and foreign owned property developers. |
Session topics and dates
Session 1: Are you Development ready? | Legal documentation – Daren McDonald and Brihony Boan
Monday, 13 May 2019
Are you ‘development ready’? This introductory session will provide a brief overview of the series structure as a whole and focuses on the development planning process. Daren explains the importance of a holistic and strategic development plan along with key factors to consider before embarking on any new project. In particular, this session focuses on structuring, asset protection as well as understanding and developing risk management methodology.
Brihony will present on a range of legal documentation issues. Getting documentation right the first time around minimises the risk of liability, performance issues and non-deliverables. Therefore it is crucial that proper attention be given to all legal documentation including (but not limited to) land acquisitions, contracts of sale, town planning submissions and supplier engagements and building contracts.
Session 2: Feasibility and development management | Town planning | Sales strategy – Luke O’Grady, Christina McRae and Sam Nathan
Wednesday, 12 June 2019
Luke will step us through the preparation of an accurate feasibility statement, which is essential to the developer’s assessment of the opportunity. In addition, it is critical in determining a host of other factors such as risk and reward, timings, tax and cash flow planning and equity partners’ expectations. In addition, a successful development is all about delivering your project on time and on budget.
Our town planning expert, Christina will talk you through the documentation and practical application associated with all aspects of the development cycle and give tips on how to avoid some of the common pitfalls.
Sam will provide an assessment on current market trends and give advice on how to determine effective sales approaches and marketing strategies tailored to your project.
Session 3: Construction | Funding | Construction cost management – Andrew Deveson, Tom Renda, Brendan Young and Arif Uzay
Monday, 22 July 2019
Andrew, our construction expert, will speak about the construction process including management of the respective parties involved, common issues and the fundamentals in implementing a successful construction program.
Our expert Tom, will address the role that debt can play in funding a development along with the legalities and risks around alternative financing options. Tom will also cover structuring the deal for equity investors and property schemes. In short, everything you need to know about what to consider and avoid in modern-day deal structuring.
Brendan and Arif will provide practical advice to ensure you start off on the right foot when it comes to managing the construction costs of your development.
Session 4: Developers panel discussion | Completion and property taxes – Matt Gibb, Matt Malseed, Sejla Kadric and Blake Rodgers
Monday, 19 August 2019
In the final session of this series, there will be a recap on the different phases of the development cycle with particular focus given to the completion and settlement of the project.
The first part of this session will be led by Matt Gibb and Matt Malseed, who will share their personal insight into how and why they got involved in property development, lessons learned and their journey to date. This session will be a rare opportunity to get firsthand knowledge from experts in the trade – learn what to avoid in the development process, how to judge feasibility of the project and increase your chances of success.
The final part of the session will be a recap of property related state and federal taxes pertaining to acquisition, hold and disposal of developed property
Registration and more information
Know someone interested in property development? You are welcome to direct any interested property professionals to this web page or to the ShineWing Australia Marketing team via marketing@sw-au.com.
In order to maintain an interactive group, please note that places are limited to 25 and will be allocated on a first come first served basis.
ShineWing Australia invites you to an exclusive briefing for investors. Experienced investment managers will provide you with the latest insights and opportunities regarding the current investment landscape.
The State of the Market series will be run over the year and will host panels of investment managers to explain trends in the following specific asset classes:
- Listed and unlisted property funds
- Debt funds
- Equity Funds
- Alternate / Infrastructure Funds
Our first briefing will cover listed and unlisted property funds, along with insights into the broader Australian property market, including the impact of falling housing prices.
Expert Panellists
Moderated by Daniel Minihan, Partner, ShineWing Australia, we are very excited to bring to you a range of expert panellists:
- Chris Langford, Joint Managing Director, Newmark Capital
- David Omond, Joint Managing Director, Placer Property Group
- Michael Doble, CIO Real Estate Securities, APN Property Group (Sydney)
- Pete Morrissey, CEO Real Estate Securities, APN Property Group (Melbourne)
Benefits of attending
- Understand the diverse nature of investment markets
- Consider the impact of market volatility and what actions to take
- Learn from real life case studies
- Hear perspectives from subject matter experts
- Understand expert views on the current investment cycle
- Discover financial product trends
- Gain an understanding of the opportunity and risk in various asset classes
Event details
Sydney
Date: Wednesday, 20 March 2019
Time: 12pm for 12:15pm start – 1:30pm. Networking lunch provided, followed by afternoon tea.
Venue: ShineWing Australia, Level 8, 167 Macquarie Street, Sydney
Melbourne
Date: Monday, 1 April 2019
Time: 12pm for 12:15pm start – 1:30pm. Networking lunch provided, followed by afternoon tea.
Venue: ShineWing Australia, Level 10, 530 Collins Street, Melbourne
For more information about these events, or if you have any queries, please contact the ShineWing Australia Marketing team via marketing@sw-au.com
We look forward to your attendance!
ShineWing Australia invites you to our annual Employment Taxes update which outlines the latest tax news and changes.
The seminar will discuss the latest tax news and changes and provide an update on the following:
- What’s new and recent developments
- FBT recap
- Superannuation and amnesty update
- SRO / OSR payroll tax activity
- Global mobility / Tax residency trends
- Employee share schemes insights
- Other employment tax issues
Who should attend?
- Tax managers and their support staff
- Human resource management/remuneration and benefits managers
- Other staff interested in employer tax compliance, such as CFOs, financial controllers, CEOs and directors.
Presenters
Stephen O’Flynn – Partner
Sam Morris – Partner
Helen Wicker – Partner
David Wilson – Associate Director
Leo Luan – Associate Director
Justin Batticciotto – Associate Director
Rahul Sanghani – Senior Manager
Event details
There will be five seminars hosted over the duration of two weeks, all of which are free to attend.
Melbourne
Employment Taxes Update: Corporate
Date: Tuesday, 5 March 2019
Time: 8:00am – 10:00am
Employment Taxes Update: Not-for-profit
Date: Wednesday, 6 March 2019
Time: 8:30am – 10:30am
Employment Taxes Update: Government
Date: Thursday, 7 March 2019
Time: 8:30am – 10:30am
Brisbane
Employment Tax Update
Date: Tuesday, 12 March 2019
Time: 12pm – 2pm
Sydney
Employment Tax Update
Date: Wednesday, 13 March 2019
Time: 8:00am – 10:00am
For more information about these events, or if you have any queries, please contact the ShineWing Australia Marketing team via marketing@sw-au.com
We look forward to your attendance!
We are delighted to invite you to attend our upcoming Complete Tax Solutions (CTS) Conference.
Join us to hear firsthand how leading organisations are utilising innovation and technology to transform their tax reporting and finance function.
Our guest presenters will also shine the spotlight on contemporary reporting issues including:
- Reporting under the new Accounting Standards
- Determining uncertain or reportable tax positions
- Artificial Intelligence and the (Present) Future of Law
- Trends in tax automation and analytics
Event details
Date: Thursday, 20 September 2018
Time: 8:30am for 9:00am start, concluding at 12:00pm (breakfast and morning tea included)
Venue: ShineWing Australia, Level 10, 530 Collin Street, Melbourne
Presenters
Ms Kris Peach
Chair and CEO of the Australian Accounting Standards Board
Kris Peach is the Chair of the Australian Accounting Standards Board. Kris has extensive experience in accounting standards setting. She previously served on the AASB as both a member and as the Deputy Chair, and as a member of the Australian Urgent Issues Group. Kris was previously a partner in KPMG’s International Standards Group and Australia’s Department of Professional Practice, interpreting complex technical accounting issues for a wide range of public and private entities. She also had a number of international financial reporting leadership roles within the firm.
Kris has been mentioned in the AFR as someone who would bring a fresh perspective and collaborative approach to her role at the AASB.
Mr Mark Bird
General Manager Taxation, Australian Unity
Mark leads the group tax function at the Australian Unity Group. Mark is responsible for the management and coordination of all tax matters for the Group. He has also held tax leadership roles at Village Roadshows and CUB Ltd.
Mark regularly presents and publishes articles on key tax issues. He has also written submissions to Treasury and the ATO on policy and tax interpretative matters.
Mark adopts a progressive and innovative approach to the tax function.
Mark will share with us his journey of implementing a transformation plan for the Group’s tax compliance function utilizing automation and robotics.
Mr Adrian Cartland
Principal at Cartland Law, Creator of Ailira
Adrian Cartland, the 2017 Young Lawyer of the Year, has worked as a tax lawyer in top tier law firms as well as boutique tax practices. He is now the Principal of Cartland Law, a boutique tax and commercial law firm. Adrian is also the Creator of Ailira, the Artificially Intelligent Legal Information Research Assistant, which automates legal research and information. Ailira has enabled non-professionals to pass University Tax Law exams and is currently used by hundreds of Australian tax lawyers and accountants for tax research and to unlock internal intellectual property. Ailira can also provide tailored legal information to consumers, initially in the areas of Domestic Violence (for which Cartland Law has already delivered a SA Government funded prototype), Business Structuring, and Wills and Estates. Ailira has powered the world’s first Law Firm Without Lawyers. Adrian is known for his innovative advice and ideas and also for his entertaining and insightful professional speeches.
Mr Daren Yeoh
Partner at ShineWing Australia
Daren has over 20 years’ experience advising corporate and multinational groups on all aspects of Australian and International tax law. Daren led the development of ShineWing Australia’s Complete Tax Solutions software which assist corporate groups to achieve greater speed, efficiency and integrity in their tax reporting and compliance processes. The CTS suite of software solutions have since expanded to include CTS for Trusts and AMITs, CTS Employee Share Scheme reporting, CTS Country by Country reporting, CTS Time Manager and other CTS solutions. Daren is passionate about innovation in tax and Daren and his team have been exploring ways in which digital technology could be used to deliver greater value and solutions to clients.
Mr Andrew Nutman
Associate Directorat ShineWing Australia
Andrew has built a reputation as a leading GST advisor in Australia and is a long standing member of the Australian Taxation Institute GST Committee and the Property Council GST Committee. Andrews’ more than 30 years GST experience includes twelve years as a Value Added Tax advisor in London in advance his move to Australia as a GST advisor at the end of 1998. More recently Andrew has relevantly been involved in:
- GST policies and procedures reviews for a number of clients across a range of services businesses;
- GST apportionment review and recovery optimization implementations;
- Designing GST Governance methodologies;
- Performing post ERP implementation reviews;
- Working on global GST and VAT supply chain solution; and
- GST data analytics reviews and ATO GST audit liaison and dispute resolution
Mr David Wilson
Associate Director at ShineWing Australia
David has been advising and assisting clients in respect of indirect taxes for over 25 years. David started his career as a customs broker, assisting clients with the facilitation of import/export. This evolved into the provision of professional advice and assistance regarding many aspects of Customs and international trade, ranging from large scale regular importations through to project specific capital importations. David regularly assists importers to proactively ensure customs duty is not overpaid, both in respect of the past and the future. Similarly, David has been very active for many years in assisting clients to maximise their Fuel Tax Credit claims (including predecessor schemes), capturing past and future savings. David is uniquely placed to combine a wealth of practical, pragmatic experience gained at the coalface with the useful insights that data analytics facilitates. David is regularly engaged to assist clients to maximise opportunities while managing risk. He is not only well regarded by clients, but also other stakeholders, having recently completed a stint on the Institute of Chartered Accountant’s Indirect Tax Committee, and he is currently a member of the Australian Taxation Office Fuel Schemes Stakeholder Group.
Registration and more information
For more information about this event, please contact the ShineWing Australia Marketing team via marketing@sw-au.com.
Do you want to automate your entire tax reporting and compliance process? Streamline the calculation of tax balances for your financial statements? If the answer is yes, test drive our software designed specifically for corporates and see how Complete Tax Solutions (CTS) can help you today!
We’ll make compliance a joy ride
CTS is an intelligent and automated tax solution that improves accuracy and delivers increased efficiency to a diverse range of businesses and industries.
Excel-based and fully compatible with all current accounting systems, CTS is a fast and user-friendly interface with desktop, network and cloud options available.
You drive, we’ll navigate.
Join us for a Test Drive to see how robotic process automation (‘RPA’) can simplify your tax world.
During our CTS Test Drive session, we’ll take you through the tax effect accounting fundamentals and demonstrate how:
- CTS enables you to streamline and automate your entire tax reporting and compliance process.
- You can bring trial balance information into CTS and see how quickly it can transform into an end-to-end tax calculation.
- CTS can help you generate the current and deferred tax balances, journals and disclosures
- Perform reconciliations and consolidation and generate a consolidated tax return for electronic lodgement.
Event details
Melbourne
Date: Wednesday, 30 May 2018
Time: 8.30am for 9am start, concluding at 12pm (Includes networking breakfast)
Venue: ShineWing Australia, Level 10, 530 Collins Street, Melbourne
Sydney
Date: Wednesday, 21 November 2018
Time: 8.30am for 9am start, concluding at 12pm (Includes networking breakfast)
Venue: ShineWing Australia, Level 8, 167 Macquarie Street, Sydney
To register please RSVP to marketing@sw-au.com. Please note, due to the interactive nature of this event, space will be limited.
We hope to see you there.