Everything You Wanted To Know About Tax But Were Too Afraid To Ask! (SYD)

Xponential and Morgan Stanley lunchtime briefings provide insights into issues relevant for chief executives and board members of charities and not-for-profit (NFP) organisations. During the briefings, there are sector and market updates from Xponential and Morgan Stanley, followed by a presentation from an expert speaker and ending with a facilitated discussion with the expert and guests.

This session features expert speaker, Jennifer Moltisanti is an Assistant Commissioner with the ATO and leads the ATO’s Not-For-Profit Centre. Jennifer will talk about the work of the ATO, and her department as well as tax law in relation to the NFP sector and of course answer any questions you may have - large or small. J ennifer will be joined by technical specialist Mel Knight, Director in the ATO's Wealth Management and Not-For-Profit Centre's Advice and Endorsement area.

Whether your organisation has DGR, TCC, is trying to get it, or you have questions about the correct receipting of donations and goods, or GST and auctions, fringe benefits and anything else tax related, this session is ideal for Treasurers, CEOs and CFOs.

About the Speakers

Jennifer Moltisanti

Jennifer joined the ATO in 2003 when she was promoted from the Australian Customs Service.

Jennifer has a broad experience in public sector administration and has held a diplomatic role with Australia’s permanent delegation to the OECD as Australia’s first Minister-Counsellor Taxation. Based at the Australian Embassy in Paris, Jennifer established strong relationships working closely with OECD delegates.

Jennifer has a Master of Business Administration from the Melbourne Business School at the University of Melbourne and a Bachelor of Arts from La Trobe University in Victoria. Jennifer is also fluent in several languages including Italian and French.

Melinda Knight

Melinda has spent the last eight years in the Charities and Not-for-profit space within the Australian Tax Office. The majority of this time has been as the technical leader of the NFP advice teams, which provides tailored advice on the ATO’s dedicated NFP information line. These teams also provide guidance and process applications for charity tax concessions and deductible gift recipients (DGR).

Melinda enjoys her role at the ATO as it provides an opportunity to work directly with the NFP sector to achieve the best tax outcomes and enable organisations to do what they do best – serve their community!

Attendance is in person only.

Doors open at 12.00pm for networking and the event concludes at 2pm.

V enue: Ocean Tower Room Morgan Stanley, Level 39, Chifley Tower, 2 Chifley Square, Sydney, NSW 2000

A free lunch will be served to all attendees, please advise of any dietary requirements when registering.

Comments from previous attendees:

“Informative, engaging, relevant and importantly interesting. What a great presenter. My favourite lunchtime presentation so far.”

“I have just joined a board for the first time so opportunities like this are very valuable to me.”

“It was a great opportunity to gain insights from experts and others in the not-for-profit sector.”

“A warm, intelligent and congenial group of people have been brought together. All good people to know, and very professionally run.”

Host or Publisher Xponential & Morgan Stanley