Financial Services Taxation Conference 2020 | The Tax Institute | 4 February 2020 | Grand Hyatt Melbourne, 123 Collins St, Melbourne VIC 3000, Australia

The Financial Services Taxation Conference, held over three days in Melbourne, is the only one of its kind focusing on tax issues in financial services and attracts practitioners and in-house tax advisers from across Australia.

The 2020 program will once again offer an array of plenary and breakout sessions, allowing you to choose sessions relevant to your specific interests. Among many highlights of the conference is the keynote session from The Hon. Justice Davies. During the opening Keynote address, delegates will also have the opportunity to hear a panel discussion on retirement income policy and the tax and transfer system led by Craig Emerson, Matt Linden and Grant Wardell-Johnson.

Once again, the technical program is delivered by leading financial services tax experts covering topics including:
• Legal professional privilege
• The OECD’s reform program
• Customer remediation
• Insurance
• Superannuation
• Residence
• RCF litigation and much more

2020 Presenters

Kathy Allison
Senior Manager, EY

Michael Anderson
Special Councsel - Bankinf & Finance Group, Greenwoods & Herbert Smith Freehills

Richard Buchanan, CTA
Partner, EY

Stephanie Caredes, CTA
Tax Cousnel, Tax Institute

Vivian Chang, CTA
Partner, Ashurst

The Hon. Justice Jennifer Davies
Federal Court of Australia

Joanne Dunne, CTA
Director, PwC, Melbourne

Antoinette Elias, CTA
Oceania Sector Leader, EY

The Hon. Craig Emerson
Director - Australian APEC Study Centre, RMIT

Sandra Farhat
Assistant
Commissioner in Public Groups and International, ATO

Kirsten Fish, CTA
Chief Tax Counsel, ATO

Nick Giurietto
Leader, Blockchain Australia

Simon Hellmers
Assistant Commissioner, ATO

Sarah Hickey, ATI
Financial Services Tax Partner, PwC

Andrew Hirst, CTA
Greenwoods & Herbert Smith Freehills

Jim Iliopoulos, CTA
Director, EY

Jason King, CTA
Head, Macquarie

Shweta Krishna
Senior Manager, EY

Neil Lamb, ATI
Tax Partner, KPMG

Jenny Lin
Assistant Commissioner

Matthew Linden
Industry Super Australia

Gina Maio
Transaction Tax Manager, AustralianSuper

Paul McCullough
Division Head of Corporate & International Tax Division

Louise Miller
Executive Manager Finance

Abdol Mostafavi, CTA
Partner in the Financial Services Tax Services group, Deloitte

Karen Payne, CTA
Inspector-General of Taxation & Taxation Ombudsman

Damian Ryan, CTA
National Chair, ASFA

Rebecca Saint
Deputy Commissioner for Public Groups, (PG&I

Helen Symon, QC
Victorian Bar

Amelia Teng
International Tax Partner, Deloitte

Professor Richard Vann, CTA
Challis Professor of Law, University of Sydney

Mark Richmond SC, CTA
Barrister, Sydney

Peter Walmsley
Chief Tax Counsels, ATO

Grant Wardell-Johnson, CTA
Lead Tax Partner of the Economics and Tax Centre, KPMG

Eugene Wheelahan, QC, FTI
Victorian Bar