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Yarra Valley Tax Retreat

event  21 July 2022 - 22 July 2022  |  RACV Healesville Country Club & Resort

Keeping up with the family – tax, superannuation and estates

Keeping up with the family – tax, superannuation and estates

This 2-day residential-style retreat will be held at the stunning RACV Healesville Country Club & Resort in the Yarra Valley and offers a packed program of practical insight and thought leadership.

In-depth technical program and expert presenters

Featuring a mix of technical sessions, case studies and workshops, the technical program considers how tax and superannuation law applies to families and covers a range of topics in this complex area, including Session 100A and Division 7A, marriage and relationship breakdowns, trust distribution and trust splitting, blended families, capital gains tax, estate planning, superannuation and more.

Mix work and play and plan your getaway!

We recognise that taking a break from work and the office is more important than ever, so this event has incorporated numerous opportunities to relax, unwind and enjoy some time out in the magnificent surrounds of the Yarra Valley.

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  • 12.00 CPD hours
  • 2-day residential retreat
    9 plenary sessions
    3 topical workshops
    Networking functions and tastings

Venue

The RACV Healesville Country Club & Resort provides a range of leisure, dining, accommodation and event options in the heart of Victoria’s premier wine and fresh produce region,

the Yarra Valley. Explore all the region has to offer, including wineries, galleries, wildlife, walking trails, adventure activities and local produce supplies. 

Getting there  

The resort is approximately a 90-minute drive from Melbourne Airport (Tullamarine) or Melbourne CBD. Car hire is readily available at Melbourne Airport and we encourage you to book when registering for the event.

Parking

RACV Healesville Country Club & Resort has ample free parking available for retreat guests. 

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Accommodation

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RACV Healesville Country Club & Resort offers luxurious accommodation with stunning views of the resort. Accommodation is limited, book early to avoid disappointment.

A corporate rate has been negotiated with RACV Healesville Country Club & Resort. Please call 03 5962 4899 and quote “The Tax Institute” to secure your booking.

Please note that as per hotel booking conditions, all accommodation booked is non-refundable. All additional hotel incidentals, including breakfast, remain the responsibility of delegates, and individuals will be responsible for payment of the balance of their account when checking out of the hotel. Please note that extra charges may be incurred for additional guests and will be charged to individual room accounts upon checkout. 

Planning to stay for the weekend? As the premier wine region in Victorian accommodation is limited, we recommend you book your accommodation as soon as possible to avoid dissapointment. For more accommodation options, please click here.


Networking functions

Yarra Valley showcase & retreat dinner | Thursday, 21 July - 6.30-10.00pm

Following a day of technical sessions, delegates are invited to unwind with the casual style retreat dinner featuring the finest fresh produce and wines from the Yarra Valley region. Participate in the pre-dinner Yarra Valley showcase where local food and drink providers will come to you exhibiting the best of the Yarra Valley.

Closing drinks | Friday, 22 July - 4.00pm

Toast the closing of the retreat with award winning wines from Victoria’s premier wine region.

Both networking functions are included for full registrations. Additional tickets to the networking functions can be purchased with your registration.

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Tickets & Pricing

Full registration Group registration

Full event registration includes participation in the full two-day technical program, electronic access to all materials via the dedicated Attendee Hub, attendance to Yarra Valley showcase & retreat dinner and closing drinks. Registration fees do not include hard copy materials.

Purchase four full paying registrations and receive a fifth full registration for FREE*. All attendees must be from the same firm and all registrations must be submitted together.

*The FREE registration must be of equal or lesser value of the other registrations. This offer cannot be redeemed in conjunction with any other offer, promotional code or discount.

For further information please contact the national events team on 02 8223 0040 or nationalevents@taxinstitute.com.au.

Full registration

Registration deadline/description Member price New-member price Non-member price
F2F - Super Early bird registration received before 9 May 2022 $1,250 incl GST $1,590 incl GST $1,550 incl GST
F2F - Early bird registration received before 24 June 2022 $1,450 incl GST $1,790 incl GST $1,750 incl GST
F2F - Standard registration received after 24 June 2022 $1,650 incl GST $1,990 incl GST $1,950 incl GST

* Save on the non-member price and become a member of The Tax Institute today. The new member registration fee includes fees for Affiliate level membership of The Tax Institute so that you can take advantage of the many benefits membership affords. Membership is extended until 30 June 2023. Click here for more information on membership.


Sponsors

The Tax Institute CPD Event App

The Tax Institute understands the impact that an event of this nature has on the environment, especially when printing delegate materials. We are excited to announce that The Tax Institute has an event app. This app is easy to use and contains program information, materials (technical papers and slides), evaluation forms and more. We encourage all delegates to download the app on their phone or tablet prior to this event. Once the materials are available, an email will be sent to delegates with access details (in the days leading into the event).

Download the app for iPad or Android.

The Tax Institute CPD Event App download link - Apple iPad The Tax Institute CPD Event App download link - Android

Interested in raising your company's profile?

Find out more about becoming a sponsor by contacting Brian Martin on 08 6165 6601 or email us for further details.

Questions

For further information about the event please contact us on +61 3 9603 2000 or email us.