Time

Session

Speaker

1.45 - 2.00

Registration

2.05 - 2.05

Welcome and Forum overview

Helen Newman
Partner, Business Restructuring, BDO

Guy Taylor
Partner, Private Wealth, BDO

2.05 - 2.35

ATO topical updates and areas of focus

In this session, the ATO will discuss its current areas of focus for private businesses, including: 

• Our continued focus on the influence of advisers on the tax performance of their clients
• Practical insights arising from compliance activities, particularly Division 7A
• Tax risks arising from succession planning 

Joseph Gurren
Director or Tax Risk, ATO

2.35 - 3.05

Private Wealth

David Woolley
Partner, Private Wealth, BDO

3.05 - 3.35

Business Restructuring

Looking at current insolvency & restructuring solutions designed to help your clients prevail from financial distress, including: 

• Navigating ATO collection activity  
• Protecting your clients by avoiding ‘Phoenix’ activity 
• Use of ‘Safe Harbour’ & Small Business Restructuring 
• How to map out a contingency plan

Helen Newman | BDO
Partner, Business Restructuring

3.35 - 3.50

Afternoon tea

3.50 - 4.20

Family Enterprise

Suzy Munt
Partner, Business Services and Family Business, BDO

4.20 - 4.50

Business Risks with SMSFs & Super

With constant regulatory change & increased public and ATO scrutiny, how do we protect our practices from risk?  This session will look at: 

• Current focus of the regulators in the super space 
• What you need to be doing with your clients to minimise their risk  
• How to de-risk your practice 

Paul Rafton
National Leader, Superannuation, BDO

Diana Wong
Senior Manager, Superannuation, BDO

4.50 - 5.00

Close of Forum

Helen Newman
Partner, Business Restructuring, BDO

Guy Taylor
Partner, Private Wealth, BDO

5.00 - 6.30

Networking event