From Compliance to Advisory: Tax Incentives in Practice (KL)

Share:

Facebook

x

SME clients increasingly rely on their advisers not only for compliance support, but also for practical guidance when making business decisions. For public practitioners, this creates opportunities to strengthen advisory conversations by understanding how tax incentives and related support measures can be incorporated into client discussions.

This session explores how tax incentives are considered in practice within SME engagements, and how practitioners can identify opportunities to add value beyond traditional compliance work. The discussion will also explore how business transformation, sustainability-related initiatives and financing considerations shape SME client needs, creating opportunities for practitioners to deliver more relevant and commercially focused advice.

Bringing together perspectives from public practice, tax and SME financing, this panel discussion provides practical insights to help practitioners strengthen client conversations and deliver greater value beyond compliance.

This event is brought to you by the CPA Australia Malaysia Division Public Practice Committee.

For further enquiries, please email to my@cpaaustralia.com.au

Learning Outcomes:

Identify opportunities to introduce tax incentives into SME client conversations within routine compliance engagements.
Apply a practical advisory approach when discussing SME business decisions with clients.
Evaluate how tax incentives, business considerations and financing factors influence SME client decision-making.

CPD Hour: 1.5 hours

Datin Yap Shin Siang (Datin Shin) has over 20 years of experience in public accounting, tax and business advisory, with extensive expertise in corporate finance, business strategy and supporting businesses in achieving sustainable growth. As a second-generation leader, she has been instrumental in growing YYC from a small team into one of Malaysia’s top 10 accountancy firms by revenue size, serving thousands of entrepreneurs nationwide. She brings strong insights into the practical application of tax strategies and advisory opportunities to support business decision-making. A passionate advocate for entrepreneurship and financial literacy, Datin Shin is a sought-after speaker at professional and industry forums, sharing her expertise on tax, finance and business growth with business owners and professionals.

Chiu Yen is a licensed tax agent in Malaysia and a Fellow member of CPA Australia, as well as a member of the Chartered Tax Institute of Malaysia (CTIM) and Malaysian Institute of Accountants (MIA). She started her career with a Big 4 accounting firm and has over 15 years of experience specialising in tax compliance and advisory for individual and corporate clients across various industries. Her expertise includes tax audits and investigations, dispute resolution, tax incentives, due diligence for mergers and acquisitions, and corporate restructuring matters. Currently leading the Tax Compliance function at RÖDL Malaysia, Chiu Yen advises a portfolio of SME clients, particularly from the European region, on navigating tax requirements and opportunities.

With experience spanning corporate finance advisory, Big Four audit and equity crowdfunding, Razif brings practical insights into the financial and commercial challenges faced by growing businesses. In his role at SME Bank’s Centre for Entrepreneur Development and Research (CEDAR), he supports SMEs through business advisory engagements, focusing on growth strategies, investment readiness, financial modelling, valuation and strategic planning. Previously involved in the SME Recapitalisation Fund, a government-backed equity financing initiative, he supported investment evaluation, portfolio monitoring and governance for high-growth SMEs. A CPA Australia member and CFA Level I Candidate, Razif is passionate about helping SMEs strengthen their financial capabilities and make informed strategic decisions to achieve sustainable growth.

Nithin Nagarajan is a licensed auditor, Chartered Tax Practitioner (CTP) of the Chartered Tax Institute of Malaysia and practising member of CPA Australia, with over 15 years of experience advising businesses across audit, taxation, corporate governance and strategic transactions. He spent a decade with PwC Singapore, where he worked with a diverse portfolio of clients, including technology start-ups, multinational corporations and large organisations, advising on complex audit, financial and commercial matters. Today, Nithin works closely with SMEs, entrepreneurs and organisations on business transformation, growth strategies, governance and transaction advisory. With strong technical expertise and commercial insight, he brings valuable perspectives in bridging compliance requirements with practical business solutions.