Time

Session

Speakers

8.30 - 9.00 

Registration

9.00 - 9.10 

Welcome and Forum overview

Jeff Marsden
Partner, Business Restructuring, BDO

9.10 - 9.50

Recent Indirect Tax Changes: A Practical Guide

Joel Brown
Partner, Tax, BDO

9.50 - 10.20

M&A - Preparing for Sale

Andrew McFarlane
Partner, Deal Advisory, BDO

Waqar Ali
Director, Deal Advisory, BDO

10.20 - 10.50

Estate Planning Tax Issues – Case Studies

Marcus Leonard
Partner, Tax, BDO

10.50 - 11.00

Sponsor Spotlight

Accountancy Insurance

11.00 - 11.20

Morning tea

11.20 - 11.50

Topic: Private Wealth - A selection of insights

Kelly Kennedy
Financial Adviser, Business Services, BDO

Sulo Kulendran
Wealth Adviser, BDO

11.50 - 12.20

Topic: Will the climate reporting legislation impact your clients?

Kevin Frohbus
Partner, Advisory, BDO

Nick Fox
Partner, CFO Advisory, BDO

12.20 - 12.50

Topic: Family Charter and Governance Framework

Lilian Luu
Partner, Business Services, BDO

12.50 - 1.05

Sponsor Spotlight

TOA Global

Accountests,

BGL Corp,

Tax Depreciation,

1.05 - 2.00

Lunch

2.00 - 2.30

Small Business Restructuring – Back in the Black

Jeff Marsden
Partner, Business Restructring, BDO

With guest speaker

Kovi Paneth
Managing Director, Pretium Lending

2.30 - 3.20

Practitioner Update “one on one” with the Assistant Commissioner | Risk and Strategy, Private Wealth

Jenny Lin
Assistant Commissioner, Risk and Strategy, Private Wealth, ATO

Pulin Desai
Partner, Tax, BDO

3.20 - 3.40

Afternoon tea

3.40 - 4.10

Business Risks with SMSFs & Super

Chris Balalovski
Partner, Business Services, BDO

Simon Conolly
Senior Manager, Business Services, BDO

4.10 - 4.20

Close of Forum

Jeff Marsden
Partner, Business Restructuring, BDO

Pulin Desai
Partner, Tax, BDO

4.30 - 6.30

Networking event