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Knowledgexchange

The Star, Gold Coast
16-19 June 2019 New Date

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2.5 impactful conference days for professional accountants & advisers

Knowledgexchange brings together the management and leadership teams from public practice across Australia - accountants, advisers, auditors, and SMSF professionals. And, we'll have some fun too!

Join us for this exceptional conference experience.

BMT Tax Depreciation
KX Spsonsor Tile - TaxBytes
KX Sponsor tile - LawCentral
EWA Finance
KX Sponsor tile - Merit Wealth
KX Sponsor tile - Panthercorp
KX Sponsor Tile - GPS

Tax, super, business, strategy, leadership...

A conference should be about more than PD points.

Knowledgexchange is an opportunity to learn from some of Australia’s leading technical specialists in tax and superannuation in an interactive format.

But we’ve also brought together people who can make a real and tangible difference to your practice, your team and your client base – entrepreneurs and industry specialists whose take on the world will open your mind to the possibilities, risks, and opportunities out there.

Register Member
Register
Gold sponsor
White BMT Tax Depreciation Logo

Featured Speakers

andrew-inwood
Andrew Inwood
Founder/Principal, Core Data
Andrew is a behavioural economist focussed on financial services. Andrew's insights into building trust, authenticity, and understanding what clients want, are a must for any growing firm.
bernie-ripoll
Hon. Bernie Ripoll
Father of Financial Reform

Dubbed the "Father of Financial Reform," the former Federal MP for Oxley, consultant at SAS Group, and director at Map My Plan brings his unique insights into what we should expect under a Labor Government if the election swings their way.

Andrew Gaze
Andrew Gaze
Olympian, Basketball legend, Coach
Andrew has been one of the most dynamic, 'all in', inspirational sportsmen and coaches in Australia. A living basketball legend, Olympian and named an All-NBL first team member every year between 1986 and 2000.
Hein, Vogel Investec
Hein Vogel
Managing Director, Emerging Funds, INVESTEC
Hein works with entrepreneurs and emerging companies at Investec Australia, which is an active investor in, and advisor to, high growth companies. He knows what makes a successful business and what to look for. Hein is also the co-manager for the Investec Emerging Companies Australia Fund.
Colin Walker
Colin Walker
ASSISTANT COMMISSIONER, ATO

Colin is the Assistant Commissioner, Agent Services, Support and Experience, Intermediaries and Lodgement for the ATO.

Originally out of the Big 4, Colin is joining us to explore the role of the practitioner now and in the future.

ross-robinson
Ross Robinson
Director, Learning Unlocked

He grew a company from $0 to $54 million in 7 years and successfully sold it. Entrepreneur Ross Robinson tells you what it took, what he would have done differently, and what he expects from an adviser

Baz Gardener
Baz Gardner
Director, The Social Adviser
Baz says that almost all service businesses fail to recognise the true value in what they provide and underestimate how much relationship based technology and platforms can allow them to increase connection and experience and reduce direct human input, time and cost. He's going to show us how to break bad rules, rewrite convention and to see how things can be done not just more efficiently but in more human ways.
Scott Henderson
Scott Henderson
Director, BSI Learning

Scott is entertaining, encouraging, and an expert in leadership, teams and group dynamics, communication and body language, persuasion techniques, stress, and workplace satisfaction.

A registered psychologist with a solid background as an educator, Scott spans the spectrum from industrial psychologist to corporate trainer. He is a Master Coach in Behavioural Coaching and coaches both individuals and teams at all levels.

cameron-blackwood
Cameron Blackwood
Director, Greenwoods + Herbert Smith Freehills
Cameron is a Director at Greenwoods & Herbert Smith Freehills and is part of the M&A and corporate team. He specialises in advising clients on the tax complexities of mergers, acquisitions and restructures, including capital management and cross-border issues, and all aspects of employee share schemes. He holds a Bachelor of Business (Hons) and Bachelor of Laws (Hons) from the University of Technology, Sydney, and a Master of Taxation from the University of Sydney.

Tax, super, business, strategy, leadership...

A conference should be about more than PD points.

Knowledgexchange is an opportunity to learn from some of Australia’s leading technical specialists in tax and superannuation in an interactive format.

But we’ve also brought together people who can make a real and tangible difference to your practice, your team and your client base – entrepreneurs and industry specialists whose take on the world will open your mind to the possibilities, risks, and opportunities out there.

Register Member
Register
Gold sponsor
White BMT Tax Depreciation Logo

Sunday, 16 June 2019


 

6:30pm   Ease on into the conference with a casual dinner by the pool under the stars

Monday, 17 2019

Ready to roll? A full-one exceptional day

8:30 am-9:00 am

Registration

9:00 am-10:00 am

The State of Things to Come

Emmanuel Calligeris, Chairman Investment Committee, Easton Wealth

To invest or not to invest? If you’re advising clients on their business strategy, this essential economic update will demonstrate where the market is headed and where the opportunities and risks lie.

10:00 am-11:00 am

Are You Delivering What the Market Wants?

Andrew Inwood, Principal/Founder, Core Data

Understanding the market within which you compete is a critical foundation for business success. Andrew’s unique insights into client demographics and what clients really want are essential for any aspirational firm that wants to know how they stand and how to position themselves for the future.

11:00 am-11:30 am

Morning tea

11:30 am-12:15 pm

Are partners and directors paying less tax than what the ATO expects? The new guidance

Michael Carruthers, Tax Director, Knowledge Shop

Professional firms have been put on notice that Part IVA could potentially apply depending on how profits of the firm are dealt with. We explore what you can and can’t do under the new rules if you want to stay under the radar.

12:15 pm-1:00 pm

Death, divorce and deterioration

Greg Hayes, Chairman, Hayes Knight

1:00 pm-2:00 pm

Lunch

2:00 pm-3:00 pm

Competitive tactics: motivation, performance and passion

Andrew Gaze, Olympian, Basketball MVP and coach

3:00 pm-3:30 pm

Afternoon tea

3:30 pm-4:15 pm

Fast growth business: Lessons from an entrepreneur in hindsight

Ross Robinson, Director, Learning Unlocked

He grew a company from $0 to $54 million in 7 years and successfully sold it. Entrepreneur Ross Robinson tells you what it took, what he would have done differently, and what he expects from an adviser. Facilitated by Greg Hayes, Chairman, Hayes Knight.

4:15 pm-5:00 pm

Life Under Labor? Tax, Investment And Is The Sky Really Falling?

The ‘Father of Financial Reform’ the Hon. Bernie Ripoll

What the profession (and your clients) can expect under a Labor Government. Will the sky really fall with the anticipated removal of refundable franking credits? And, what about changes to negative gearing and the CGT discount? Let’s find out from an insider.

5:00 pm-7:00 pm

Twilight drinks in the marketplace
Featured Speakers
andrew-inwood
Andrew Inwood
Founder/ Principal, Core Data
bernie-ripoll
The Hon. Bernie Ripoll
"Father of Financial Reform"
Colin Walker BW
Colin Walker
Assistant Commissioner, ATO
cameron-blackwood
Cameron Blackwood
Director, Greenwoods + Herbert Smith Freehills

Tuesday, 18 June 2019

 

Stream 1

Stream 2

9:00 am-9:45 am

The Main Residence Exemption Dilemma

Michael Carruthers, Tax Director, Knowledge Shop

A post budget wrap-up on the main residence exemption. The significant changes that will leave some clients out of pocket.

Moving on from LRBAs

Garth McNally, National Education & Training Director, Merit Wealth

With the financial institutions cutting back or simply not providing LRBAs, what other options are out there for clients?

9:45 am-10:30 am

Leaving Trust Distributions Unpaid

Michael Carruthers, Tax Director, Knowledge Shop

When trust distributions are left unpaid this can cause some problems regardless of whether this is done for tax planning or is just a commercial decision to leave the money where it’s needed most. We explore the issues that need to be considered and the practical steps that can be taken to minimise risk.

TBAR: Preventing Problems

Ray Itaoui, Director, Hayes Knight

A practical insight into how to get event based reporting right and future-proof your practice

10:30 am-11:00 am

Morning tea 

11:00 am-12:15 pm

The Role of the Practitioner

Assistant Commissioner Colin Walker and our panel

Is there a difference between what you can do and what you should do? Tax Commissioner Chris Jordan previously stated that when it comes to work related deductions, some tax agents were “deliberately scamming or cheating the system.” And to be fair, we all know some who do. But, is everyone to be tarred with the same brush? And, where do the boundaries lie between what the law allows, and what the ATO wants? Assistant Commissioner, Colin Walker joins us for this interactive discussion. 

12:15 pm-1:15 pm

Lunch

 

Stream 1

Stream 2

1:15 pm-2:00 pm

Part IVA Boundaries, Cases & Borderlines

Cameron Blackwood, Director, Greenwoods & Herbert Smith Freehills

Part IVA makes people nervous. How do you know whether arrangements should be seen as ‘normal’ tax planning or whether something is moving into dangerous territory? Cameron explores the cases and how the dividing lines work in the real world. 

Facilitated by Michael Carruthers, Tax Director, Knowledge Shop.

Next Gen Clients - Emerging Models and what your future client looks like

Hein Vogel, MD Emerging companies, Investec

2:00 pm-2:45 pm

Transfer Balance Cap: Whose fault is it when it goes wrong?

Ray Itaoui, Director, Hayes Knight

Accountant, auditor, or client? What happens when transfer balance cap issues arise and what you can do to protect your practice.

2:45 pm-3:15 pm

Afternoon tea

 

3:15 pm-4:15 pm

AI and how it will change the world as you know it

One of Australia’s leading specialists in AI demonstrates the impact of AI on how business and the opportunities and issues it raises.

4:15 pm-5:15 pm

Why your staff don't care: Building a performance culture

Scott Henderson, Director, BSI Learning and psychologist

7:00 pm

 

Ready to let your hair down? Join us for the gala dinner
Featured Speakers
Baz Gardener BW
Baz Gardner
Director, The Social Adviser
Scott Henderson BW
Scott Henderson
Director, BSI Learning
Hein-Vogel
Hein Vogel
MD Emerging Companies, Investec
Andrew Gaze BW
Andrew Gaze
Olympian, Coach and Basketball Legend

Wednesday, 19 June 2019

Hang in there. A little heavy duty but so necessary technical sessions but you get to finish up at 1pm!

 

Stream 1

Stream 2

9:00 am-9:45 am

Tax planning for the new company tax rules

Jo-anne Hotston, Director, TaxBytes

The existing and incoming company tax reductions have a created a world of complexity. Jo-anne walks you through the process to ensure that your clients are structured correctly for the future and get the best value from franking credits.

Legal action against SMSF auditors

The real and present dangers faced by SMSF auditors from an industry specialist.

9:45 am-10:30 am

Division 7A: starting again

Michael Carruthers, Tax Director, Knowledge Shop

Division 7A is about to undergo a seismic shift, changing almost every aspect of how practitioners will approach the rules. We explore the new rules, how they need to be managed and the complications likely to arise.

What if....
Death benefits and super strategies

Facilitated by Peter Johnson, SMSF Expert

What if something happened to your client today? Our specialist panel explore the strategies and the planning required to deliver the most effective outcome for your client and their beneficiaries.

10:30 am-11:15 am

The debt bomb: The dangers of writing off and forgiving debts

Karen Vella, Tax Consultant

One of the most common questions raised by practitioners and one of the most poorly understood areas of tax. Karen explores the often complex rules relating to the forgiveness of debts and the unexpected outcomes that can occur.

11:15 am-11:45 am

Morning tea

11:45 am-12:45 pm

Marketing your practice in the age of social media

Baz Gardner, Director, The Social Adviser

Social Media is no longer a new ‘concept’ and yet very few accounting firms have taken the simple steps to use this medium effectively to grow their businesses. Baz dispels the myths and will open your eyes to the simple power of scaling your communication. Accountants typically struggle to not only deeply explain their value to clients but also to tell their story. Baz will help you change that.

12:45 pm-1:00 pm

Wrap up
Register
Register Member
Group Register (4p)
Group Register (5+ p)

20.5 PD Hours
Session Reference Materials
Engaging interactive format

Investment

Early Bird

Per person
Payments received before Friday 10 May.
  • $920 Members
  • $990 Non-members

General

Per person
Payments received from 11 May.
  • $990 Member
  • $1,100 Non-member

Group Rate

Per person
Group bookings
  • $620 - 4th person
  • $550 - 5th person or more registrations

Please call us for bookings of 6 people or more on 1800 800 232.

Accommodation - Preferential accommodation rates have been secured for conference attendees for a wide range of room types. Once registered, we will provide you with the links and details.

Register
Register Member
Group Register (4p)
Group Register (5+ p)

Exceptional social events

Knowledge Shop knows how to throw a party. From marketplace cocktails to the gala dinner and a few special surprises thrown in.

  • Twilight marketplace cocktails
  • Poolside dinner
  • Gala dinner

We want to do more than just entertain your intellect!

Register
Register Member
KX Conference party
Social Engagement
Because you deserve to let your hair down!
KX Conference party

The venue

The Star, Gold Coast

Come and play.

With its luxurious accommodation and spa, iconic bars, restaurants and entertainment precincts, alongside the thrills of a world-class casino, The Star Gold Coast is Australia’s five-star fun-parlour.

While it feels like another world, The Star Gold Coast is only a stone’s throw from all the Gold Coast’s many attractions. Located in Broadbeach, we’re just half an hour from Gold Coast Airport at Coolangatta, and a 90-minute drive from Brisbane. That means escaping for a weekend is easy, even if you’re coming from interstate. 

KX Star

Terms & Conditions

All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy.

  • No refunds are provided for cancellations received 30 days or less of the event date under any circumstances.
  • If you are unable to attend, you may substitute your registration.

Presentations and papers

Attendees will have access to download a copy of the speaker notes and materials from the knowledgexchange app. These will be provided prior to the sessions and will be available for download and printing.

Subject to change

The conference program is subject to change. Attendees are provided with the latest information on the program via the website and conference app.

Accommodation

Attendees are responsible for booking their own accommodation which is subject to the terms of the venue. Attendees are provided with a link to access preferential accommodation pricing.

Privacy

Registration to Knowledgexchange is subject to our conference privacy policy which includes how we work with third parties.