The Tax Institute

And just like that, our Tax Forum season has concluded, with QLD Tax Forum wrapping up today!

Held on 28 and 29 May at the Westin, Brisbane, the Forum offered a full agenda of more than 20 topical sessions designed for practitioners working in private business and corporate tax, alongside a new Next Generation stream launched this year.

Newsworthy issues covered included a 2026 Budget analysis looking at what actually matters for advisers, what’s hot in property, updates across the energy and resources sector and a keynote address by David Montani focusing on tax reform – the bluster, bulldust and bedlam behind Australia’s reform gridlock.

Were you at the QLD Tax Forum? Check out the photos we captured during the event to see if you were snapped – and let us know what your favourite session was!

Missed your local forum this year? Our annual Tax Summit is on the way and will take place in Sydney from 2-4 September at the ICC. To register for this unmissable event, follow this link: https://www.taxinstitute.com.au/tax-summit

After completing high school, the big ‘where to next’ question comes up for many people, and Paul Iaconis – the dux of ATL002 CommLaw1 subject in Study Period 1 2025 - was no exception.

Initially unsure of which direction to take, a pep talk from his older brother inspired Paul to explore tax. He’s never looked back.

Paul’s career has taken him on an 18-year journey including nearly a decade with the Australian Taxation Office in increasingly senior roles, and now to Tax Compliance Manager at DPM Financial Services in Sydney.

So why, with so much real-world tax and leadership experience, did Paul decide to study CommLaw1? Paul realised that the most experienced professionals never stop learning, and that the best leaders lead by example.

“With the breadth, complexity and ever-changing landscape of tax and the profession, it's essential to keep pace, achieve success (however you choose to measure it) and ultimately provide the best advice and outcomes for your clients," says Paul.

Keen to follow in Paul’s footsteps? Read our full blog post about Paul here: https://www.taxinstitute.com.au/insights/articles/2026/how-commlaw-1-defines-modern-tax-practice

You can also explore ATL002 CommLaw1 and our other subjects at The Tax Institute Higher Education.

At The Tax Institute, we’re proud of and celebrate all our members – and from time to time, we love to put the spotlight on those who we feel will inspire others in our tax tribe.

Today, we’re spotlighting the amazing Anna Rizzo, who embarked on a career in tax 36 years ago and has been a member of The Tax Institute from her early professional days.

After the challenging period of the COVID pandemic – a time when Anna found the resources The Tax Institute offered its members invaluable – Anna received a call from one of the members of The Tax Institute, who reached out and asked if she wanted to be involved in any of the volunteer committees. Remembering how committed The Tax Institute was in getting her through the pandemic, she decided to give back and joined the Local Tax Club Planning Committee.

From there, she also joined the Sydney Tax Discussion Group and she has now been appointed to the Taxation of Individuals Technical Committee.

Anna says, “Getting involved in these committees has actually been a privilege,” and goes on to add that they are committed to performing the role and helping the members of the tax community.

Ready to join inspiring tax professionals like Anna and make tax your jam? Read more about Anna’s journey here: https://www.taxinstitute.com.au/insights/articles/2026/member-spotlight-anna-rizzo

And, to find out more about ways you can get involved with us as a volunteer like Anna, read on here: https://www.taxinstitute.com.au/about-us/get-involved

Last Friday, we took nearly 40 tax students to six offices for the Hobart Office Crawl 2026!

This initiative provided a unique opportunity for University of Tasmania students to engage with tax and accounting firms in Hobart where they could meet practitioners working in the profession and discover where their tax career can take them.

A big thank you to the firms that participated, giving students a behind the scenes peek into their worlds. Friday wouldn’t have been successful without the help from KPMG, WLF Accounting & Advisory, Lorkin Delpero Harris, Deloitte, MJW Accountants and BDO. The crawl gave students an opportunity to catch a glimpse into who the firms were and what they do, learn about graduate and internship pathways, hear why each firm loves working in tax, and what a day in the life or their business looks like.

Are you a student considering working in tax? Head over to our membership page to learn more about how you can join our tax tribe and become a student member: https://www.taxinstitute.com.au/membership

We came, we saw and we conquered – with three dedicated streams — SME, Corporate and Hot Topics (including Next Generation), more than 700 tax professionals in attendance and over 60 expert presenters, our NSW Tax Forum was a roaring success!

Held over 21 and 22 May at the Sofitel Wentworth in Sydney, the Forum brought together leading practitioners, industry experts and the ATO to explore the issues shaping day-to-day advisory work across the profession – with a number of sessions that were particularly relevant following last week’s Budget announcement.

Spanning everything from how the Federal Budget meets the government’s objectives to address the housing crisis and intergenerational equity, trusts, CGT, estate planning, succession issues, Payday Super, ATO audits, AI in practice, responsible AI governance and cryptocurrency and digital assets we found it hard to pick a favourite session – so we captured as many as we could on camera!

Did you make it to the Forum? We’d love to hear what you thought – and take a look through our photos to see if you were snapped!

From the Family Trust Distribution Tax, AI in practice, superannuation reforms, CGT concessions and more, there’s never a dull moment in tax.

The Tax Knowledge Exchange database is a one-stop shop for all the best tax thinking over the last few decades – including cutting edge content you need today! Recent additions to the database include resources presented at our 2026 SA Tax Forum, by Linda Tapiolas, Christopher Annicchiarico and Adrian Cartland.

Check out a sneak peak of their topics here, and head over to nab a TKE subscription if you want to know more: https://www.taxinstitute.com.au/tke

The worlds of infrastructure, private capital and investment tax are changing – and tax practitioners need to be across these changes now. That’s why we are bringing them to your attention in our Infrastructure and Investment Taxation Conference on 18 and 19 June 2026.

Now in its 11th year, the conference will take place at Crown Sydney, and sessions will span thin capitalisation, ATO focus areas, private equity, AI’s impact on tax function, stamp duty, Singapore as a platform into Australia, Division 250 and infrastructure settlements.

With a program that features a highly respected speaker line-up - including senior ATO officers, leading advisers, industry experts and members of the tax bar – this is an event you don’t want to miss.

Get equipped with the knowledge and strategies you need to navigate today’s complex tax landscape by registering at this link: https://www.taxinstitute.com.au/events/conferences-forums/national-infrastructure-conference

Never miss a tax beat with membership at The Tax Institute 🎶

The tax profession is constantly changing, and after last week's Federal Budget, staying up to date has never been more important. Your clients rely on you to understand the latest developments, interpret complex changes, and provide informed advice with confidence.

Membership with The Tax Institute helps tax professionals stay ahead of what’s happening in tax, with access to the insights, resources and connections needed to navigate change.

Following one of the biggest Federal Budgets in years, our members have already received access to:
• Our comprehensive Federal Budget Report
• Two member-only Federal Budget webinars with expert analysis of key tax measures
• TaxVine updates covering the latest changes and implications for practitioners

And that’s just the beginning – our Tax Policy & Advocacy team are always working hard to ensure the voice of the profession is represented and our members get the updates they need to support their clients.

If tax is your jam, membership helps you stay in tune with the latest tax developments and connected to a community dedicated exclusively to tax.

Become a member today and never miss a tax beat, including the above-mentioned Federal Budget resources: https://www.taxinstitute.com.au/membership

Already a member? To watch or re-watch the Federal Budget webinars follow this link: https://www.taxinstitute.com.au/insights/federalbudget/2627

Today, we held our second post-Budget webinar, Post-Budget Analysis & Insights, from 12.30-2.00pm.

Over 600 participants watched eagerly as our panel, facilitated by Lisa To, with Kristie Schubert and John Storey participating, took a deep dive into the key tax measures announced in the Budget, looking at what they mean for tax practitioners and their clients, and potential impacts on the wider tax system and economy.

We want to give a big thank you to our panel, Sumitha Krishnan for moderating all the insightful questions and comments our members raised, as well as The Tax Institute team and our member contributors who helped bring this together – as they do each year.

If you missed out on our two webinars this year, you still have the opportunity to hear what was said during our first one, in tomorrow’s bonus episode of TaxVibe! Full of practical insights and reflections, you'll hear the first 20 minutes of Wednesday’s webinar – so listen wherever you get your podcasts.