About This Webinar
Staying ahead of tax changes is how you protect the value you deliver for FY26–27. Tax Training Day gives you the tools to advise confidently on complex client scenarios, right when your clients need it most.

Join us online on 16 September to sharpen your tax planning and asset protection strategies for FY27 and beyond, stay current on Australian accounting industry news, and earn 4 CPD hours from your desk.

Deep Dive: Protecting Family Assets and Relationships

Life's most challenging moments: death, divorce, and dementia can have profound and often overlooked tax implications that put family assets and relationships at risk.

In this case study, we'll dig into real-world scenarios that unpack the tax planning strategies essential to safeguarding what matters most, when families need it most.

Leave equipped with the knowledge and confidence to guide your clients through life's toughest transitions with clarity, care, and financial precision.

Deep Dive: How to Assist a Client Selling Their Business and Executing Their Plan

This session works through a real case study on guiding a client through the sale of their business, from the first conversation to executing the plan. Guest speaker to be announced.

You'll learn:

  • How to structure a sale for the best tax outcome

  • The commercial trade-offs clients face when negotiating terms

  • The personal and family dynamics that complicate a "straightforward" exit

  • How to keep the client's plan on track once the deal is signed

Presenters
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    David Boyar
    General Manager, ChangeGPS
    David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
  • 1710132449-35c5d877d8ddf8c3
    Timothy Munro
    Founder & Executive Director, ChangeGPS
    Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.
  • 1789449029-fd59e0ddbf0e892b
    Grant Abbott
    Leading SMSF expert and trainer
    Grant Abbott is Australia's most trusted voice in family wealth protection. He is a lawyer, educator, and movement leader who has trained over 40,000 advisers and delivered more than 2,000 presentations on keeping wealth where it belongs: in the family.

    Grant is Chairman of SAPEPAA, CEO of LightYear Docs, and author of multiple bestselling books. At this event, Grant will share real-world case studies on family asset protection and business sales. All practical strategies you can apply immediately.
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    Peter Johnson
    Tax & SMSF Expert, Advisers Digest
    Peter Johnson is a highly respected instructor for CPA Australia, a specialist SMSF adviser, and a sought-after keynote presenter. With advanced qualifications spanning tax, financial planning, and corporate governance, Peter brings a technical consultant's rigour alongside a genuine understanding of the day-to-day demands on accounting firms.

    He is known for making complex technical content accessible and relevant to practitioners who need to act on it, not just understand it.
  • 1789446505-eb676099f3c60af2
    Arthur Athanasiou
    Tax law specialist, former President of Tax Institute
    Arthur is the Principal of AGA Legal Pty Ltd. He is an Accredited Tax Law Specialist and qualified as a Chartered Accountant in 1987. As a legal practitioner of 30 years’ experience, Arthur has extensive experience in all areas of direct and indirect taxation.

    Arthur is a Chartered Tax Advisor, former President and Life Member of the Tax Institute, chair of the Tax Law Specialist Accreditation Board and was appointed as Adjunct Professor La Trobe University Law School in January 2019.