Webinar On Demand - End Of Financial Year Tax Rollup 2026

1 CPD Unit – Substantive Law

The End of Financial Year is fast approaching and it is time to turn our minds to formulating end of year tax strategies for our clients.

Join Sammy Syed and Catherine Davidson from RSM Australia for a 1 hour webinar as they assist you in developing your end of financial year checklists and take you through the key matters to consider and vital deadlines to adhere to in your end of year tax planning for common business structures.

This presentation will cover:

• Year end Tax Planning Strategies
• Budget Update
• Checklist / Summary - Key Matters to Consider

This webinar is suitable for lawyers, accountants and other professional advisers and is pitched at an intermediate level. It assumes a basic knowledge of common business structures.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD Unit, CPD Obligation Field 4 – Substantive Law. To ensure you receive your CPD Units for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Units are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Units.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD Units for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenters: Sammy Syed & Catherine Davidson

Sammy Syed
Senior Manager, Perth Tax Services, RSM

Sammy is a Senior Manager in the Perth Tax Services division. Sammy has a broad spectrum of business and tax knowledge, focusing on all aspects of his client’s affairs, including exposure to business structure reviews, different aspects of CGT including concessions and rollovers. He looks to achieve measurable growth and improve financial performance of the businesses he works with in addition to providing specialist tax solutions.

Sammy’s experience includes advising and servicing clients primarily in the small-medium enterprise space and high net worth individuals. He has also been providing advisory services on specialist tax matters to the regional offices within RSM. Prior to joining RSM, Sammy was with Nexia Perth for over 10 years in the Business Advisory Division where he commenced his career as a graduate progressing through to a Senior Client Manager.

Catherine Davidson
Senior Manager, Perth Tax Services, RSM

Catherine is a Senior Manager in the Perth Tax Services division at RSM Australia. Catherine has extensive experience advising privately owned businesses, family groups and high-net-worth individuals on complex taxation matters as well as managing clients through ATO audits and reviews, including the Top 500 program. Her areas of expertise include income tax issues, trust structures and succession planning, with a strong focus on delivering practical, commercially focused advice.

Catherine works closely with business owners and family groups to support long term growth, governance and family wealth transfer. Her experience spans tax compliance and advisory services for companies and trusts, business structuring and restructuring, and managing tax issues arising from ownership changes and business transitions. Known for her clear communication style and attention to detail, Catherine collaborates closely with clients and advisers to ensure tax outcomes align with commercial and family objectives.