Join RSM for a comprehensive update on the key developments shaping the tax and advisory landscape in 2026.
The session will cover the latest tax policy developments, including a timely discussion on Division 296 and its impact on high-balance superannuation members. We will also explore Payday Super, why the time to act is now, and the steps advisers should be considering to help clients prepare.
Key topics include:
- Tax policy updates and emerging reforms
- Significant ATO administrative positions and Public Advice and Guidance (PAG)
- Key case decisions relevant to your clients, including matters currently before the courts
- The latest advocacy issues
Key insights include:
- Tax and superannuation settings are changing rapidly, with Division 296 and Payday Super requiring early, proactive conversations to manage risk and client expectations.
- ATO administrative positions and Public Advice and Guidance continue to shape compliance outcomes, making it critical for advisers to stay aligned with current ATO interpretations, not just legislation.
- Recent and upcoming court decisions will directly influence advice strategies, highlighting emerging risk areas and reinforcing the importance of contemporaneous documentation and defensible positions.
- Advocacy remains essential to improving the tax system, particularly for SMEs and practitioners, with ongoing consultation helping to shape workable policy and administration.
- Effective estate planning must integrate tax, superannuation, and legal considerations, especially around incapacity planning, succession, and Binding Death Benefit Nominations, to avoid unintended outcomes.
 |
Date:
Tuesday, 24 February 2026 |
|---|
 |
Time: 4:00PM
|
|---|
 |
Venue: The Stadium Room
Kooyong Lawn Tennis Club 489 Glenferrie Road |
|---|
Adrian Hunter is a Partner in the Melbourne Restructuring & Recovery division. ...
With more than 30 years of experience in the insolvency and restructuring profession, Adrian is recognised for his deep technical expertise, measured and pragmatic approach, and ability to guide clients through high-stress and high-stakes financial situations.
Robyn Jacobson is an avid tax advocate, social media commentator, columnist, webcaster, presenter and is frequently quoted in the media....
Robyn champions improvements to our tax system, with a focus on SMEs and supporting practitioners. Robyn regularly consults with the Treasury, ATO, TPB, Tax Ombudsman and professional associations on technical issues. Until late-last year, Robyn was the Co-Chair of the ATO’s Tax Practitioner Stewardship Group for more than three years and has been an active member of dozens of other working groups. She has more than three decades in the profession, including a public practice background and more than 20 years guiding the profession in her various roles as a professional tax trainer. Most recently, Robyn was the Senior Advocate at The Tax Institute for more than 5 years. Robyn is a Chartered Tax Adviser of The Tax Institute, and a Fellow of both CA ANZ and CPA Australia.
Shaun La Motte is a Director at RSM Australia, and is based in th Melbourne office....
He specialises in Self-Managed Superannuation Funds (SMSFs) and strategic advisory for high-net-worth individuals, middle market SMEs, and business owners. Shaun’s focus is on helping clients structure, protect, and grow their wealth through effective SMSF management and tailored estate planning strategies.
Speaker 4 Bio...
Speaker 4 Bio Extended
