The Tax Institute appoints Marg Marshall, CTA as 2023 president

Marg Marshall has more than 25 years’ experience in tax advisory at a technical level and is currently a partner at WLF Accounting & Advisory in Hobart, where she advises clients that range from individuals to large entities, specialising particularly in transaction and structuring advice, capital gains tax, not-for-profit tax concessions, and deceased estates.

Ms Marshall served as vice-president of The Tax Institute in 2022 and her appointment as president for 2023 continues a vision to see the not-for-profit organisation continue to invest in its members’ experience.

“As an SME practitioner, I have personally benefited from the education, resources and networks that membership with The Tax Institute has provided me,” she said.

“This is especially important to our members who don’t have the ‘big firm’ resources at their disposal. This is where the Institute can provide real value to our members. We have invested heavily in our digital presence and in the overall membership experience these past few years. I’m excited to pick up that legacy and explore further avenues for doing more of what we do best — supporting members, educating the tax profession and advocating for a more robust tax system.

“As our workplaces have become more digital, flexible and dispersed, many of us have looked more closely at our ambitions, wants and needs when it comes to work. As a professional association where members are our first priority, the Institute has a significant role to play in helping tax professionals navigate this. Whether by assisting them through an education journey, creating opportunities to establish a network or advocating for them on a policy level, we will continue to be a pillar of support for tax professionals.”

Ms Marshall said: “In 2023, my vision is for it to offer increased flexibility in education and resources, to continue building a diverse and inclusive tax community and to be the place practitioners know they can come for professional support and connection.”

Ms Marshall has been a long-time supporter and contributor to the Institute community, as a regular presenter at events, chair of The Tax Summit program committee in 2022, and as a member of the Tasmanian State Council since 2013.

Some of the new initiatives coming up under her presidency include the 2023 launch of Tax Academy micro-credential learning and a new and improved experience in the Tax Knowledge Exchange database.

This year will also see the return of popular Institute events including state Tax Forums around the country, the Financial Services Taxation Conference, and National Infrastructure Conference.