Tax Talks

April Updates

Fri, 08 May 2026 14:34:22 +1000

In this first episode of Tax Talks, Rajan Verma and Andrew Henshaw review the key Australian tax developments from April 2026.

They discuss possible changes to the 50% CGT discount, proposed amendments to foreign resident CGT rules, the new $1,000 work-related deduction, and recent cases across FBT, property development, home office deductions and Division 7A. The episode also covers ATO guidance on property development arrangements and Part IVA, deceased estate main residence extensions, and upcoming issues including the Federal Budget, Bendel and the Uber payroll tax appeal.

Designed for accountants, tax agents, tax practitioners and other professionals, this episode provides a technical and practical summary of April's key tax updates.

A New Chapter For Tax Talks

Tue, 21 Apr 2026 10:53:05 +1000

Tax Talks enters a new phase.

In this pilot episode, the new hosts are joined by Tax Talks creator Heide Robson to introduce the direction of the podcast and what listeners can expect going forward. The focus remains clear: delivering practical, technically sound tax insights for accountants, advisers and business owners operating in an increasingly complex environment.

440 | Family Law Property Settlement Part 2

Tue, 14 Oct 2025 10:25:54 +1100

Here are eight useful lessons about family law property settlements. Mortgages, loan agreements and trusts might protect you less than you think.

439 | Family Law Property Settlement Part 1

Mon, 13 Oct 2025 11:17:03 +1100

When your clients separate from their partners, you are usually involved in some shape or form. Your divorcing clients will probably ask you to provide financial statements, copies of tax returns and copies of the relevant ITA and ICA accounts in the ATO portal. And ask you a ton of questions, especially about their position in the family law property settlements.

438 | Subdiv EA and s100A

Tue, 25 Mar 2025 17:10:38 +1100

So this is our last episode about the Bendel Case and Subdiv EA.

437 | Subdiv EA and Beyond

Mon, 24 Mar 2025 14:32:19 +1100

In this episode, let’s walk through seven questions with Andrew Henshaw of Velocity Legal about Subdiv EA and beyond.

436 | The Bendel Case Part 2

Thu, 06 Mar 2025 09:25:34 +1100

In 'The Bendel Case Part 2' - not the most creative title we ever came up with - we will drill deeper into what The Bendel Case means for you.

435 | The Bendel Case Part 1

Thu, 06 Mar 2025 09:04:07 +1100

The Bendel Case shapes up to be the ATO’s Waterloo – a crushing defeat to the position the ATO took in TR 2010/3.

434 | Item 17 Ministerial Determination

Mon, 09 Dec 2024 09:40:28 +1100

Item 17 makes it very easy for legislators to quickly add new rules to the Professional Code for Tax Agents through a Ministerial Determination.

433 | Dob-In Rules for Tax agents

Mon, 02 Dec 2024 10:10:46 +1100

In this episode, Andrew Henshaw will walk you through the changes to the TASA 2009 and discuss the new Dob-In Rules for tax agents with you.

432 | PSI Examples in PCG 2024/D2

Mon, 25 Nov 2024 09:31:25 +1100

There are many PSI examples in PCG 2024/D2, but all are pretty black and white.

431 | PSI in PCG 2024/D2

Mon, 18 Nov 2024 09:16:00 +1100

The four PSB tests no longer protect PSI from the PSI rules. Instead, PCG 2024/D2 drags Part IVA back onto the stage.

430 | Test Individual in a Family Trust Election

Mon, 11 Nov 2024 16:19:51 +1100

When you look at family trusts, everything rotates around the Test Individual. They are the stick in the sand.

429 | FTE Questions

Thu, 31 Oct 2024 13:00:02 +1100

When you work with private clients the question of a Family Trust Election almost always comes up. But you need to be careful. A family trust election can be dangerous and cost you a lot of tax, ie. Family Trust Distribution Tax. Unlike normal income tax, the amendment periods don’t apply to Family Trust Distribution Tax, so the ATO can still hit your client decades later with FTDT. Hence, it is really important to get Family Trust Elections right.

428 | NDIS Registration Part 2

Mon, 30 Sep 2024 08:22:12 +1000

This is part 2 of our talk about NDIS registration with Astrid Rivalland and Helen Young of LegalVision in Sydney. Please listen first to part 1 in episode 427.

427 | NDIS Registration Part 1

Tue, 24 Sep 2024 08:06:54 +1000

Your NDIS registration can indirectly influence your GST exemption. Hence, this episode about the ins and outs of NDIS registrations.

426 | Charitable Sub-fund Arrangements

Mon, 12 Aug 2024 08:49:31 +1000

In this final episode of our three-part mini-series about charities, we discuss Charitable Sub-Fund Arrangements with Darren Fittler of Gilbert + Tobin in Sydney, Melbourne and Perth.

425 | PAF v PuAF

Mon, 05 Aug 2024 12:02:49 +1000

PAF v PuAF - what is the difference between the two?

424 | How to Structure a Charity

Mon, 29 Jul 2024 11:42:58 +1000

As accountants, we work with individuals, companies, trusts partnerships and any combination of those. That is what we are familiar with.

But if a client came to you to set up a charity, would you know how to structure this?

423 | Identity Verification

Mon, 08 Jul 2024 12:39:01 +1000

Identity verification of clients is strongly recommended by the TPB, but not yet mandatory.

422 | Employee Share Option Plans (ESOP)

Mon, 17 Jun 2024 09:45:34 +1000

Employee Share Option Plans - or ESOPs - give you an option to receive a share. That option might vest in the future, or it might not. Hence, taxation occurs only at the vesting point. Or in other words: The taxation point is at the point of vesting.

421 | Employee Share Plans (ESP)

Mon, 10 Jun 2024 09:19:39 +1000

Employee Share Plans (ESP) give you shares without any strings attached. They are taxed upfront.

420 | PSI in TR 2022/3 - Steps 7 to 9

Mon, 27 May 2024 09:38:29 +1000

PSI in TR 2022/3 - steps 7 to 9 is about the employees test, business premises test as well as ATO PSI Determinations and of course the special agent rules.

419 | PSI in TR 2022/3 - Steps 5 and 6

Mon, 20 May 2024 09:55:14 +1000

PSI in TR 2022/3 - Steps 5 and 6: Nine steps to work out the taxation of PSI - here we cover the 80% hurdle and the unrelated clients test.

418 | PSI in TR 2022/3 – Step 1 to 4

Tue, 30 Apr 2024 08:31:24 +1000

When you try to work out a PSI issue, it can get a bit confusing. So, it helps to put all this into a proper process.

417 | How Sky Accountants Grew to 5m

Mon, 15 Apr 2024 08:17:43 +1000

Jamie Johns grew his firm to an annual turnover of $5m heading towards $10m. As a mentor at Wize Mentoring he has a unique view into what helps us grow.

416 | How AI Boosts Your SMSF Processing

Mon, 25 Mar 2024 17:26:34 +1100

How AI boosts your SMSF processing - the challenge is to know what your software is capable of.

415 | How Staff Benefits Helped StriveX to Grow

Mon, 18 Mar 2024 11:36:24 +1100

In this episode, let’s speak with Rachel Harris about what StriveX does to really woo their staff and really look after them and how that contributed to their amazing growth.

414 | How Social Media Helped StriveX to Grow

Thu, 29 Feb 2024 15:37:45 +1100

How social media helped StriveX to grow and how they manage to get so many referrals.

413 | How StriveX Grew from 50k to 1m in 3.5 Years

Wed, 28 Feb 2024 15:39:17 +1100

StriveX grew from 50k to 1m in 3.5 years - here is how they did it.

412 | Pipeline Walkthrough with Prime Partners

Mon, 22 Jan 2024 10:04:53 +1100

In this episode, you will hear from James Carey of Prime Partners in Sydney how they built their app stack.

411 | Amendment Period Changes

Mon, 15 Jan 2024 09:46:13 +1100

So far you could assume a 2-year amendment period for most SMEs. Not anymore. Here is what the update of Regulations 2015 change for you.

410 | Foreign Trusts and Companies

Mon, 04 Dec 2023 09:53:56 +1100

In this episode, we ask Bradley Murphy and Darren Catherall of Murphy Tax in Sydney six questions about foreign trusts and companies.

409 | Assessment of the Trustee

Mon, 27 Nov 2023 10:01:12 +1100

When we talk about trust distributions, we always mention the possible assessment of the trustee. Especially when a trust distribution goes wrong, But what does that actually look like?

408 | s99B Carve Outs

Mon, 20 Nov 2023 09:35:05 +1100

s99B Carve-outs are your way out. They protect you from s99B ITAA 1936.

407 | s99B ITAA 1936

Mon, 13 Nov 2023 14:28:25 +1100

s99B ITAA 1936 is about foreign trusts paying accumulated income to Australian resident beneficiaries. Take away one of these elements, and you don't have a s99B issue.

406 | UPE To Company: The Bendel Case

Tue, 07 Nov 2023 10:25:22 +1100

From 2009 until October 2023, a UPE to a company was always a Div 7A issue. Not anymore. As Andrew Henshaw of Velocity Legal in Melbourne will tell you.

405 | Hubspot for Accountants

Tue, 07 Nov 2023 09:00:29 +1100

Hubspot for accountants - does that really work? Can Hubspot give us what we as accountants and tax agents need to run our practice?

404 | CRMs for Accountants

Mon, 23 Oct 2023 09:25:54 +1100

In this episode we will talk with Nathan Reiche of Content Chemistry about CRMs for Accountants.

403 | Div 6E Income

Fri, 22 Sep 2023 08:15:45 +1000

Div 6E income is relevant when your trust income includes capital gains and/or franked distributions. Then Div 6E will avoid double taxation.

402 | Trust Loss Allocation

Mon, 11 Sep 2023 16:26:00 +1000

The 1884 Upton v Brown court case is of great importance in taxation. It involved Upton and Brown, beneficiaries of a discretionary trust, where one had income rights and the other controlled the trust's capital.

Update 35 | s100A Pain Points

Mon, 04 Sep 2023 08:17:36 +1000

There are many s100A pain points - let's cover five in this update.

401 | Trust Loss Questions

Mon, 28 Aug 2023 08:08:43 +1000

Let's go to the very start and look at trust income. Because we need to understand trust income before we can talk about trust losses.

400 | Foreign Trust Example

Mon, 21 Aug 2023 16:01:29 +1000

The theory around foreign trusts is confusing. So in this episode let's use a New Zealand trust as a foreign trust example.

399 | Foreign Trusts

Mon, 14 Aug 2023 13:26:31 +1000

Foreign trusts are not an issue per se. Nor are resident trusts. It really depends. But if you do have a foreign trust, watch out for s99B ITAA 1936. That is a really dangerous one.

398 | Asset Protection Trust

Mon, 07 Aug 2023 08:38:19 +1000

An asset protection trust (aka equity split) does not give you 100% protection but it helps. Each layer you use increases your protection from creditors.

397 | Asset Protection Layers

Mon, 31 Jul 2023 08:25:48 +1000

Asset protection layers can get pierced through. None is watertight. But the more layers you have, the more protected you are.

396 | Asset Protection Silos

Mon, 24 Jul 2023 08:22:22 +1000

Asset protection silos are to ringfence the assets of one business from the creditors of another.

395 | Transfer Pricing Examples

Tue, 18 Jul 2023 11:25:49 +1000

Here are five transfer pricing examples that cover common transfer pricing issues.

394 | TP Reasonably Arguable Position

Mon, 10 Jul 2023 11:38:52 +1000

A reasonably arguable position - a so-called 'RAP' - is essential to protect you from penalties and interest for incorrect transfer pricing.

393 | Electronic Signature Questions

Mon, 03 Jul 2023 08:51:42 +1000

All electronic signature questions you ever wanted to know you find in this episode of Tax Talks. Please listen in.

392 | Legislative Framework of Electronic Signatures

Mon, 26 Jun 2023 16:33:27 +1000

The legislative framework of electronic signatures is confusing - to say the least.

391 | Child Support Lump Sum Payments

Mon, 19 Jun 2023 08:34:16 +1000

Child support lump sum payments are often favoured by mothers and might improve the relationship between parents.

390 | Child Support Non Agency Payments

Mon, 12 Jun 2023 08:28:59 +1000

Child support non-agency payments are payments to third parties credited to a child support liability.

Update 34 | s100A B Blood and Guardian case

Tue, 06 Jun 2023 08:16:05 +1000

The two s100A B Blood and Guardian cases cover some very specific scenarios. And not common examples.

Update 33 | Updated s100A TR and PCG

Mon, 29 May 2023 08:41:28 +1000

Updated s100A TR and PCG - get the updated review of ATO's approach to s100 issues. Avoid reimbursement arrangements.

389 | TR 98/4 Situations 4 and 5

Mon, 22 May 2023 08:46:48 +1000

TR 98/4 situations 4 and 5 are about non-arm's length income and arrangements.

388 | TR 98/4 Child Maintenance Trust Arrangements

Mon, 15 May 2023 08:01:48 +1000

TR 98/4 is about child maintenance trust arrangements. It lists five scenarios where the CMT does not qualify for excepted income.

387 B | Child Maintenance Trust Income

Mon, 08 May 2023 08:11:45 +1000

Child maintenance trust income - this is the second part of our interview about the excepted income in child maintenance trusts.

387 A | CMT Excepted Income

Mon, 01 May 2023 08:14:11 +1000

CMT excepted income is what a child maintenance trust is all about. If you don't have excepted income, then there is little point in having a CMT.

386 | The System of Agreement

Mon, 24 Apr 2023 08:14:03 +1000

How is an electronic signature safer than a wet signature? When and why do we still need a witness? And what are the elements of a System of Agreement?

These are just some of the questions we will cover today with Jennifer Lauchlan and Marcus Hannah of Docusign.

385 | Simplified Transfer Pricing Record Keeping

Mon, 17 Apr 2023 08:22:09 +1000

You have seven options to qualify for the simplified transfer pricing record keeping as outlined in PCG 2017/2.

384 | Transfer Pricing

Tue, 11 Apr 2023 08:10:27 +1000

Transfer pricing is an issue whenever you deal with an associated entity overseas.

383 | Pipeline Walk Through with Taxopedia

Mon, 03 Apr 2023 08:28:55 +1000

Let’s look at what Taxopedia’s pipeline looks like from the first lead contact to the signing of tax returns. What apps do they use and how do they use them?

382 | Small Business Litigation Funding

Tue, 28 Mar 2023 09:10:21 +1100

Small business litigation funding sounds great but the devil is in the detail. There will be a substantial funding gap. Who pays that gap?

381 | Bitcoin is Not a Currency

Mon, 27 Mar 2023 09:08:54 +1100

Bitcoin is not a currency - at least that is what the AAT says in Seribu Pty Ltd v CoT in 2020.

380 | In the Black Accounting

Tue, 21 Mar 2023 09:30:11 +1100

'In the Black accounting' covers the final three concepts in the book 'In the Black'.

379 | In the Black Production

Mon, 20 Mar 2023 09:15:52 +1100

'In the Black Marketing' - the title of this episode - covers the medium and long-term marketing principles outlined in Allen Bostrom's book 'In the Black".

378 | In the Black Marketing

Tue, 14 Mar 2023 09:16:49 +1100

'In the Black Marketing' - the title of this episode - covers the medium and long-term marketing principles outlined in Allen Bostrom's book 'In the Black".

377 | Nothing Happens Until There is a Sale

Mon, 13 Mar 2023 09:14:37 +1100

Nothing happens until there is a sale’. That is the first concept - the first of nine - in Roger Knecht’s book ‘In the Black”. In this book, Roger Knecht outlines nine principles to make your practice more profitable.

376 | Non-Commercial Loss Provisions for Partnerships

Mon, 06 Mar 2023 09:38:40 +1100

The non-commercial loss provisions for partnerships are no different from the ones applying to sole traders. There are just some additional rules that apply.

375 | Late Payment of Super

Mon, 27 Feb 2023 09:16:21 +1100

Late payment of super has always been a problem but now with Single Touch Payroll, it has become a much bigger problem, especially the late payment of super for director wages.

374 | Registered Share Capital

Mon, 20 Feb 2023 09:17:58 +1100

The ASIC portal lists the registered share capital for each company. It lists the class of shares as well as their payment status. In this episode, Damien Lehmann of Lehmann Law Group will walk you through the intricacies of registered share capital.

373 | Child Support Subpoena

Mon, 13 Feb 2023 12:20:12 +1100

A child support subpoena issued by the child support agency or the court poses a risk for the paying parent.

372 | PSI in Child Support Assessments

Mon, 06 Feb 2023 09:20:45 +1100

PSI in child support assessments is tricky. Even when you pass the PSI rules and have a PSB, the agency can override this.

371 | 4P Framework

Mon, 28 Nov 2022 09:17:03 +1100

The 4P framework is a helpful tool to work out how to grow your accounting practice.

370 | Repricing

Mon, 28 Nov 2022 09:15:30 +1100

Repricing existing clients is one of the hardest things to do when growing your firm.

369 | Safe Harbour for Non-Commercial Business Losses

Mon, 14 Nov 2022 09:16:37 +1100

PCG 2022/D2 gives you a safe harbour for non-commercial business losses; Ben Miller of Wolters Kluwer explains.

368 | Arguments for Offshore Direct Hire

Mon, 07 Nov 2022 09:22:04 +1100

What are a direct hire’s strong points? What speaks for not going through an agency but hiring your staff directly?

367 | Arguments for Offshore Labour Hire

Mon, 31 Oct 2022 09:29:14 +1100

We went through 17 arguments for renting your staff through a labor-hire agency. Today let’s look at direct hire. What are direct hire’s strong points? What speaks for not going through an agency but hiring your staff directly?

366 | ASIC Deregistration of Insolvent Companies

Mon, 24 Oct 2022 09:03:14 +1100

ASIC deregistration of insolvent companies can be a deliberate strategy.

365 | When To Call It A Day

Mon, 17 Oct 2022 09:15:05 +1100

As your business struggles, when is it time to call it a day? Here is Ben Sewell with nine more questions to ask.

364 | When Your Business Can’t Pay Its Bills

Mon, 10 Oct 2022 09:13:32 +1100

What should you do when your business is struggling? There are 19 questions to ask.

363 Part 2 | Hire Offshore Staff

Mon, 03 Oct 2022 09:20:06 +1100

How to hire offshore staff - only 2 steps but there is a lot in there.

363 Part 1 | Find Offshore Staff

Mon, 26 Sep 2022 08:15:53 +1000

How to find your offshore staff - nine steps to find who you need. From advertising to shortlisting and interviews.

Update 32 | Queensland Land Tax Changes

Tue, 20 Sep 2022 07:37:07 +1000

Queensland land tax is changing from 1 January 2023. But since land tax is based on land holdings as of 30 June, this change won't hit you until some time after 1 July 2023.

Update 31 | Class SMSF Benchmark Report August 2022

Mon, 12 Sep 2022 08:14:08 +1000

This latest report was published in August 2022 and covers developments up until 31 March 2022. The June numbers are not out yet. In this episode, Kevin Zhang, Technical Compliance Manager of Class, will walk you through the main findings of this report.

362 | Disclaimer of Trust Income

Mon, 05 Sep 2022 08:21:59 +1000

A disclaimer of trust income used to be easy - not anymore as Andrew Henshaw of Velocity Legal in Melbourne will tell you.

361 | The Carter Case

Mon, 29 Aug 2022 08:18:23 +1000

The Carter Case changed everything. You can no longer disclaim a trust distribution for income tax purposes.

360 | Insights from an Offshore Accountant

Mon, 22 Aug 2022 08:17:24 +1000

What is it like to work in a labour hire agency in the Philippines? Get an insider view on moonlighting and staff poaching.

359 | Direct Offshore Team

Mon, 15 Aug 2022 08:17:06 +1000

Charitha Wasala tells you how he set up his own direct offshore team in Sri Lanka and manages his teams - directly without an agency sitting between him and his people.

358 | Offshore Labour Hire

Mon, 08 Aug 2022 08:30:48 +1000

Offshore labour hire has become a very popular solution. Listen to three Australian accountants about their experiences.

357 | US - AU Tax Questions

Mon, 01 Aug 2022 08:23:39 +1000

When you structure across the US - AU border for tax purposes, you easily run into the following six tax questions.

356 | Expansion Into The US

Mon, 25 Jul 2022 08:37:56 +1000

When your clients plan an expansion into the US, they will most likely ask you how to structure this.

355 | US Public and Private Markets

Mon, 18 Jul 2022 08:28:07 +1000

How you structure your investment into US public and private markets depends on the following seven factors as Peter Harper of Asena Advisers will tell you in this episode.

354 | Div 7A Loan Write - Off

Mon, 11 Jul 2022 08:23:26 +1000

Will a Div 7A Loan write-off trigger a deemed dividend under s109F ITAA36? That is the question.

353 | Distributable Surplus

Mon, 04 Jul 2022 08:27:32 +1000

Distributable surplus is one of five Div 7A quick fixes. If you have no distributable surplus, no deemed Div 7A dividend.

352 | Amendment Periods

Mon, 27 Jun 2022 08:09:06 +1000

Amendment periods determine how much time you have to fix an issue. Within the amendment period you can still fix things. Outside you can’t - unless the commissioner grants you an exemption.

351 | Point of Sale Systems

Mon, 20 Jun 2022 08:13:20 +1000

Inventory management and point of sale systems go hand in hand, but the focus is different.

The systems we will discuss in this episode start with point of sale (POS) and then added inventory management (IM). The systems we discussed in the last episode started with IM and then added POS.

350 | Inventory Management Systems

Tue, 14 Jun 2022 08:05:17 +1000

Inventory management systems focus on inventory. They cover point of sale but started in inventory.

349 | US Retirement Plans in Australia

Mon, 06 Jun 2022 08:17:32 +1000

Holding a 401K as an Australian tax resident can cost you a lot of tax - but there are ways around it.

348 | CGT Moving Back To Australia

Mon, 30 May 2022 08:20:15 +1000

Today let’s talk with Bradley Murphy and Darren Catherall of Murphy Tax Lawyers and Advisors in Sydney about the CGT implications when you move from the US back to Australia. And whatever we discuss with respect to Australian tax will apply to relocations from other countries as well. So for Australian tax - disregarding any treaties - it doesn’t matter where you are coming from.

347 | s100A Q & A

Mon, 23 May 2022 08:14:44 +1000

In this s100A Q & A session in our mini-series about s100A ITAA36 we go through all the outstanding questions you still had.

346 | Blue Zone Arrangements

Mon, 16 May 2022 12:42:40 +1000

Blue zone arrangements can be saved. With a few tweaks, you can usually move back into the green zone.

345 | The Guardian Case

Mon, 09 May 2022 08:23:36 +1000

The Guardian case will give you a better defence when accused of a so-called 'washing machine arrangement'.

344 | The Jamsek Case

Mon, 02 May 2022 08:23:03 +1000

The Jamsek case - together with the Personnel Contracting Case - changed everything as Sam Harverey will tell you.

343 | Employee or Contractor

Mon, 25 Apr 2022 07:56:21 +1000

To decide whether somebody is an employee or contractor, you used to look at the totality of the relationship based on the actual facts. You used to look at the actual work, how the employee is actually working. But this has changed as Sam Harvery of Laxon Lex Lawyers in Sydney will outline in this episode.

342 | TPB Q & A

Mon, 18 Apr 2022 08:19:22 +1000

In this TPB Q & A we ask the TPB three important questions about branding, overseas staff, and supervision.

341 | Resident Director

Mon, 11 Apr 2022 08:00:00 +1000

A resident director usually fulfills just one specific role. And that is to meet the ASIC requirement that one director of a private Australian company must reside in Australia.

335 | Taxation of Crypto

Mon, 04 Apr 2022 08:21:43 +1000

In this episode, Adam O'Grady, Assistant Commissioner of the ATO, will discuss the taxation of crypto with you.

340 | s100A ITAA36

Mon, 28 Mar 2022 09:28:08 +1100

s100A ITAA36 is about reimbursement arrangements. I pay you something and then you pay me straight back - that sort of arrangement.

339 | TD 2022/D1

Mon, 21 Mar 2022 12:43:38 +1100

So the ATO has been busy – and has issued not one, not two, not three, but four publications in one hit about s100A ITAA97 around unpaid present entitlements and reimbursement arrangements.

Today let’s focus on TD 2022/D1 which covers the Div 7A issue around unpaid present entitlements.

338 | Staking Crypto

Mon, 14 Mar 2022 09:29:31 +1100

What is a staking pool and why would you stake your crypto? And what is a rug pull? These are just some of the questions Harrison Dell of Cadena Legal in Sydney will discuss with you in this episode.

337 | Crypto Blockchains

Tue, 08 Mar 2022 09:25:48 +1100

Without a basic understanding of crypto blockchains, you can’t really understand the basics of crypto. So in this episode le’ts talk about crypto blockchains.

336 | Crypto Trading

Mon, 28 Feb 2022 14:46:49 +1100

In this episode, let's talk about the common distinction between investor v trader, airdrops and rug pulls in smart contracts, and how this is taxed.

US 15 | LLC Income

Wed, 23 Feb 2022 09:28:08 +1100

How LLC income is taxed in the US - disregarding any treaty position - depends on three things as Gary Carter will tell you in this episode.

334 | Subdivision of Land

Mon, 21 Feb 2022 09:32:18 +1100

The subdivision of land is not a CGT event itself, but it often comes along with one as Andrew Andreyev will tell you in this episode.

US 14 | Single Member LLC

Tue, 15 Feb 2022 12:16:16 +1100

A single member LLC is a disregarded entity for US federal tax purposes. The Australian entity assumes all US federal tax obligations instead.

333 | CGT Event K6

Mon, 14 Feb 2022 09:32:40 +1100

CGT event K6 never happens alone - it is always triggered by another CGT event as Andrew Henshaw will tell you in this episode.

332 | Div 7A Past Amendment Periods

Mon, 07 Feb 2022 09:20:38 +1100

Div 7A past amendment periods might allow you to get out of jail tax-free.

331 | From PI over FYI and Suite to KarbonHQ

Mon, 31 Jan 2022 09:18:21 +1100

From PI over FYI and Suite to KarbonHQ - here is Amy Holdsworth with a helpful overview.

330 | Ten Thousand Clients

Mon, 24 Jan 2022 09:30:22 +1100

Ten thousand Clients - that is what Lucy Cohen of Mazuma Accountants is aiming for. Here she tells you what she is doing to get there.

329 | Pitch Your Nitch

Mon, 06 Dec 2021 09:05:52 +1100

Pitch your nitch - if this was easy, we would all be doing it. But it isn’t. So let this episode give you some food for thought.

US 13 | US Taxation of Australian SMSFs

Tue, 30 Nov 2021 09:20:28 +1100

For US citizens living in Australia, the US taxation of Australian SMSFs is a huge question.

328 | Duplex Development

Mon, 29 Nov 2021 09:13:20 +1100

Putting a duplex development onto a site that was previously a main residence can throw a lot of tax issues at you.

327 | Brainstorming Duplex Development

Mon, 22 Nov 2021 09:28:20 +1100

Let’s do some brainstorming about the tax implications of duplex developments.

326 | Tax Deducting Your Home Loan

Tue, 16 Nov 2021 09:08:49 +1100

When you rent out your main residence, can you tax deduct your home loan? And if you can, can you still claim the 6-year absence rule for the main residence exemption, so basically pay no CGT on the capital gain but still claim the interest while you are renting it out?

That is the question Andrew Henshaw of Velocity Legal in Melbourne will discuss with you in this episode.

325 | Property Development 101

Mon, 15 Nov 2021 11:26:11 +1100

How should you structure a property development project for tax purposes? Here is Andrew Andreyev of Andreyev Lawyers with some thoughts.

324 | Default Beneficiary

Wed, 10 Nov 2021 09:06:37 +1100

A default beneficiary might save your trustee from paying top marginal tax rates on trust income and capital gains - without a 50% CGT discount.

323 | Missing Trust Distributions

Tue, 09 Nov 2021 09:18:58 +1100

Missing trust distributions can cost you a lot of money unless you have a default beneficiary.

US 12 | Australian Trust Holds LLC

Thu, 04 Nov 2021 10:47:43 +1100

For an expansion into the US is it best if your Australian trust holds LLC interests directly? Rather than going through a C-Corp?

321 | Outbound Investments

Mon, 01 Nov 2021 09:23:58 +1100

Imagine you want to expand your business overseas. How do you avoid tax leakage but also avoid being dragged into the overseas tax system?

US 11 | Australian Loan to US

Wed, 27 Oct 2021 09:12:28 +1100

When you give an Australian loan to US operations, should you loan to your US blocker or directly to your US trading entity?

US 10 | LLC Plus Blocker

Tue, 26 Oct 2021 09:24:36 +1100

When would you set up an LLC plus blocker to expand into the US market? Marsha Dungog of Withers has the answer.

320 | Inbound Investments

Mon, 25 Oct 2021 09:21:08 +1100

Inbound investments have implications for Australian tax. Clint Harding of Arnold Bloch Leibler in Sydney will tell you what they are.

US 9 | Australian Companies in US Returns

Tue, 19 Oct 2021 09:03:12 +1100

How do you show Australian companies in US returns? Seth Hertz of US Expat Tax has the answer.

319 | Cross-Border Royalties

Mon, 18 Oct 2021 09:08:44 +1100

Cross-border royalties - what do you need to look out for when your client pays royalties to an entity overseas?

US 8 | LLC or C-Corp

Tue, 12 Oct 2021 09:19:22 +1100

As a non-US tax resident, should you run your US business through an LLC or C-Corp?

318 | To Block Or Not To Block

Mon, 11 Oct 2021 08:59:49 +1100

To block or not to block - that is the question Clint Harding and Alex Rasmussen will discuss with you in this episode.

US 7 | US Corporations

Tue, 05 Oct 2021 09:05:26 +1100

When your clients expand into the US, here are the types of US corporations to choose from.

317 | International Taxation 101

Mon, 04 Oct 2021 09:11:13 +1100

Here are 7 important concepts in international tax. Understand those and you got the basics.

Update 31 | NSW JobSaver and Micro-Business Grant

Tue, 28 Sep 2021 12:35:00 +1000

The conditions for the NSW jobsaver and micro-business grant are changing. Matthew Addison of ICB has the details.

316 | Institute of Certified Bookkeepers

Tue, 28 Sep 2021 08:02:27 +1000

The Institute of Certified Bookkeepers is about bookkeepers helping bookkeepers helping clients.

315 | Private Ancillary Funds

Mon, 27 Sep 2021 08:04:01 +1000

A Private Ancillary Fund allows you to claim a tax deduction while still retaining some control of the trust funds.

314 | Child Maintenance Trust Questions

Mon, 20 Sep 2021 08:01:59 +1000

In this episode Patrick Huang will go through 10 child maintenance trust questions you sent in.

313 | Building on Land You Don‘t Own

Tue, 14 Sep 2021 08:03:31 +1000

When would you consider building on land you don’t own? Here are three scenarios.

312 | Business Break Ups

Mon, 13 Sep 2021 08:06:20 +1000

Here is Scott McKenzie with 7 factors that make a business breakup easy or hard.

311 | Who Gets The Family Home

Tue, 07 Sep 2021 08:09:25 +1000

What happens to your family home when your parents die? Here are Amanda Morton and Paul Goldin with some insights.

310 | Who Gets The Beach House

Mon, 06 Sep 2021 08:05:35 +1000

Who gets the beach house? What are the advantages of moving it to a testamentary trust?

309 | Child Maintenance Trust

Tue, 31 Aug 2021 08:07:49 +1000

A child maintenance trust can save you a lot of tax but it comes at a huge cost as Simon Bacon of Manby & Scott will tell you.

308 | When the ATO Calls

Mon, 30 Aug 2021 08:00:36 +1000

What do you do when the ATO calls you because one of your clients hasn't paid their BAS and IAS?

UPDATE 30 | Queensland COVID-19 Business Support

Thu, 26 Aug 2021 08:18:32 +1000

Queensland COVID-19 business support ranges from $10,000 to $30,000 for employing business.

307 | ERP Questions

Mon, 23 Aug 2021 08:00:46 +1000

In our last episode with Jeri Wambeek of WAO Connect we discussed ERP systems with you. In this episode, let’s ask Jeri three listener questions about ERP.

306 | ERP Systems

Mon, 16 Aug 2021 08:10:15 +1000

ERP systems are different to Xero in four ways. Here is Jeri Wambeek of WAO Connect with the details.

Update 28 | NSW COVID-19 Business Support

Sat, 14 Aug 2021 06:36:44 +1000

Let's look at the 12 conditions that apply to all three NSW COVID-19 business support payments - Business Grant, JobSaver and Micro-Business Grant - and take them apart.

305 | GST-Free Sale of Farm Land

Mon, 09 Aug 2021 08:19:47 +1000

How do you buy farmland as a GST-free 'going concern'? Here is Geoff Stein of BWS Lawyers in Sydney with the details.

304 | Structure Property Development

Mon, 02 Aug 2021 08:15:11 +1000

How should you structure property development? Geoff Stein of Brown Wright Stein Lawyers in Sydney will discuss with you in this episode.

303 | Unfair Contract Case Study

Mon, 26 Jul 2021 08:12:34 +1000

Here is an unfair contract case study to show you how the unfair contract term provisions work.

302 | Unfair Contract Terms

Mon, 19 Jul 2021 08:30:42 +1000

The unfair contract term provisions might help you to get out of an unfair contract.

301 | PSI Rules

Mon, 12 Jul 2021 08:43:01 +1000

Do the PSI rules apply to you? The answer can cost or save you tax.

300 | The History of PSI

Mon, 05 Jul 2021 08:26:01 +1000

The history of PSI is a long road through court and ATO rulings as well as the Ralph Review until we finally got some legislation.

Update 27 | What changed on 1 July 2021

Thu, 01 Jul 2021 05:00:00 +1000

What changed on 1 July 2021? No rock the boat changes but still important to know. Here are 11 changes to look out for.

299 | Pre-CGT Shares and Company Assets

Mon, 28 Jun 2021 08:22:14 +1000

The CGT treatment of pre-CGT shares and company assets keeps causing confusion, so here is a handy overview.

298 | Structure a Farming Business

Mon, 21 Jun 2021 08:16:37 +1000

When you structure a farming business, there are many factors to consider. Asset protection, flexible timing of distribution, income tax, capital gains tax. Tara Cuddihy of PWC will share some great insights with you in this episode.

297 | Accountants in the Cannabis Industry

Mon, 14 Jun 2021 08:37:49 +1000

Andrew Hunzicker of Dope CFO will discuss with you how we as accountants can assist this emerging or already booming industry - emerging or booming depending on which state and country you look at.

296 | Australian Cannabis Industry

Mon, 07 Jun 2021 08:06:12 +1000

The Australian cannabis industry is highly regulated but an emerging market with huge opportunities.

295 | Farm Succession

Mon, 31 May 2021 08:17:48 +1000

Farm succession is all about avoiding surprises. And you do that by dealing with it during your lifetime.

294 | Work-related Self-Education Expenses

Mon, 24 May 2021 08:13:25 +1000

In December 2020 Treasury issued a discussion paper labelled “Education and Training expense deductions for individuals”.

293 | Cost of Paying Less Tax

Mon, 17 May 2021 08:11:54 +1000

The cost of paying less tax is about opportunity cost. What do you miss out on when you focus too hard on saving tax?

UPDATE 26 | 2021/22 Federal Budget

Thu, 13 May 2021 09:05:10 +1000

This year's budget is about stimulating growth in a post-COVID world. It is not about systematic change, but there are still some changes you need to know about. Andrew Henshaw of Velocity Legal will discuss these with you in this episode.

292 | Vendor Finance Arrangements

Mon, 10 May 2021 08:12:10 +1000

The sale of professional services firms often include a vendor finance arrangements, but beware the fineprint.

291 | Inventory Management Software

Mon, 03 May 2021 08:29:38 +1000

Xero and Shopify come with inventory management software - a simple one, but one nevertheless. How far can they take you?

In this episode Jeri Wambeek of WAO Connect will walk you through the different levels and set ups of inventory management software.

290 | Structure a Hobby Farm

Mon, 26 Apr 2021 08:26:22 +1000

How do you structure a hobby farm in the most tax effective way? Here is Andrew Henshaw of Velocity Legal with more.

289 | LRBA Timing

Mon, 19 Apr 2021 08:09:59 +1000

The timing of the declaration of trust over the LRBA property is crucial. Here is Geoff Stein of BWS Laywers with more.

288 | Taxation of IP

Mon, 12 Apr 2021 08:16:00 +1000

In episode 287, we discussed intellectual property as such. In this episode Melissa McGrath of Coleman Greig Lawyers in Sydney will talk about the taxation of IP.

287 | Intellectual Property

Mon, 05 Apr 2021 08:26:16 +1000

Intellectual property is a right. It is only property as such to the extent you have a right to it. Here is Melissa McGrath with more.

286 | Expand Into New Zealand

Mon, 29 Mar 2021 09:19:53 +1100

How to you expand into New Zealand? What GST and income tax implications does this have? Here is Mike Reddy of NZTax.com.au.

285 | Expand Overseas

Mon, 22 Mar 2021 09:37:30 +1100

What happens to your tax position when you expand overseas? This is what Clint Harding of Arnold Bloch Leibler in Sydney will discuss with you in this episode.

284 | Investing in Overseas Shares

Mon, 15 Mar 2021 09:24:10 +1100

Investing in overseas shares through a company can result in withholding tax leakage as Clint Harding of Arnold Block Leibler will tell you.

283 | Two Drunk Accountants

Mon, 08 Mar 2021 09:15:34 +1100

How do you do an accounting podcast? Dan Osborne and Tim Garth of 'The Two Drunk Accountants' tell you in this episode.

282 | CATS Accountants

Thu, 04 Mar 2021 09:32:08 +1100

In some ways CATS Accountants is just a normal practice with a turnover of $1m. But in other ways they are quite unique and unusual.

281 | Child Support Payments

Mon, 22 Feb 2021 09:24:13 +1100

You probably have clients who pay or receive child support and hence ask you for advice. Simon Bacon of Manby & Scott is a family law lawyer specialising in child support arrangements, so perfect to ask how child support works, how it is calculated and paid and how you can or can’t influence the amount.

US 1 | US Stimulus Cheques

Tue, 16 Feb 2021 09:08:41 +1100

How do you treat the US stimulus cheques in Australian tax returns? Seth Hertz of US Expat Tax in Sydney will give you the answer.

280 | Property Development within an SMSF

Mon, 15 Feb 2021 09:14:49 +1100

Property development within an SMSF can be done but is fraught with danger as Bryce Figot of DBA Lawyers will tell you.

279 | Losses need an FTE

Tue, 09 Feb 2021 09:05:17 +1100

Is it always true that losses need an FTE? Let's talk about when an FTE makes sense and when it doesn't.

278 | Testamentary Trust Questions

Mon, 08 Feb 2021 09:11:16 +1100

In this episode Paul Mackenroth of Cleary Hoare in Brisbane goes through ten of your testamentary trust questions.

277 | Top 10 Podcasts for Australian Accountants

Mon, 21 Dec 2020 12:53:55 +1100

Finally, the last episode for 2020 - the Top 10 Podcasts for Australian Accountants 2021.

UPDATE 25 | Testamentary Trust Law Change

Tue, 15 Dec 2020 09:44:26 +1100

There has been a significant testamentary trust law change affecting how distributions to minors are taxed. Paul Mackenroth of Cleary Hoare in Brisbane will discuss with you what this exactly means.

276 | Going AWOL

Mon, 14 Dec 2020 09:24:20 +1100

Will going AWOL save you money? What happens when your company keeps trading but ignores all ASIC and tax debts?

275 | Tax Software

Tue, 08 Dec 2020 09:18:34 +1100

Tax software doesn't get much limelight. But in this episode with Alan Fitzgerald it will.

274 | Director Penalty Notices

Mon, 07 Dec 2020 09:14:30 +1100

Director penalty notices - in short DPN - are the ATO's tax collection tool of last resort to get what they are owed - by going straight for a director's personal assets. Damien Lehmann of Andreyev Lawyers will tell you more.

273 | Trust Reporting

Tue, 01 Dec 2020 09:26:41 +1100

If you look at the work done in your practice, chances are trusts - especially discretionary trusts - take up a disproportionate amount of time. So let’s talk with Angelique Faes of Class Trust about trust reporting, the pain points and how Class Trust is trying to alleviate those pain points.

272 | Company Capital

Mon, 30 Nov 2020 09:15:07 +1100

Does size matter? Does it matter whether capital is paid in or not? And who is responsible for substantiating the claim of capital profits reserves and capital losses carryforward? These are just some of the questions Geoff Stein of Brown Wright Stein Lawyers in Sydney will discuss with you.

271 | Company Constitutions

Tue, 24 Nov 2020 10:55:34 +1100

What is the difference between company constitutions and shareholder agreements? Should you just have one or do you need both? Why do you need a constitution in the first place? These are just some of the many questions Damien Lehmann of Andreyev Lawyers in Sydney will discuss with you in this episode.

270 | How to Save Land Tax

Mon, 23 Nov 2020 09:26:17 +1100

In this episode Geoff Stein of Brown Wright Stein Lawyers in Sydney will discuss 3 ways to save land tax.

269 | Intern or Employee

Tue, 17 Nov 2020 09:16:59 +1100

How do you tell whether somebody is an intern or employee? Where does an intern stop and employee start? In this episode James True of LegalVision in Sydney will discuss the details with you.

268 | How To Save Stamp Duty

Mon, 16 Nov 2020 09:24:22 +1100

In this episode Geoff Stein of Brown Wright Stein Lawyers in Sydney will discuss ways with you to reduce stamp duty.

267 | Share Buyback

Mon, 09 Nov 2020 10:12:39 +1100

Any company can do a share buyback. The question is just whether it should. Here is Emily Pritchard of ACIS with more.

266 | Tax Deduct Your Home Loan

Mon, 02 Nov 2020 09:11:36 +1100

If you have an offset account and use the equity in your home for investment purposes, you should be able to claim a tax deduction. Right? Don't worry if you answered Yes. We did as well. Until this interview with Geoff Stein of Brown Wright Stein Lawyers in Sydney.

265 | Home-Based Business CGT

Mon, 26 Oct 2020 09:07:03 +1100

Is your home-based business CGT safe? Or will you be hit with a huge tax bill when you sell your family home? Andrew Henshaw of Velocity Legal will show you that running your business from home doesn’t necessarily jeopardise your CGT main residence exemption.

264 | Common Trust Deed Issues

Mon, 19 Oct 2020 09:27:48 +1100

In this episode Emily Pritchard of ACIS walks you through 9 common issues around trust deeds.

UPDATE 24 | Avoid Foreign Trust Status

Wed, 14 Oct 2020 13:53:18 +1100

This is urgent. Act before 31 December 2020 to avoid foreign trust status by default for discretionary trusts holding residential property in NSW.

263 | In Connection With Your Retirement

Mon, 12 Oct 2020 09:11:07 +1100

Qualifying for the 15 year exemption depends on you passing the 'in connection with your retirement' hurdle. As Andrew Henshaw of Velocity Legal in Sydney will tell you in this episode.

UPDATE 23 | The Budget

Thu, 08 Oct 2020 10:27:19 +1100

Here are the 10 most important tax concessions announced on budget night 6 October 2020.

262 | Declaring a Dividend

Tue, 06 Oct 2020 09:21:23 +1100

Declaring a dividend happens in 5 steps. Here is Paul Mackenroth of Cleary Hoare to walk you through the five steps.

261 | How To Avoid s109T

Mon, 28 Sep 2020 08:16:10 +1000

s109T is an issue when the recipient of a Div 7A loan isn't a shareholder but minimum yearly repayments are financed via a dividend.

UPDATE 22 | Eichmann Decision

Thu, 24 Sep 2020 15:21:35 +1000

The Full Federal Court has overturned the Federal Court's Eichmann Decision. Here is Andrew Henshaw of Velocity Legal in Melbourne with more.

260 | Div 7A Dividends

Mon, 21 Sep 2020 08:10:29 +1000

To offset a dividend with Div 7A loan repayments, the key issue is timing as Robyn Jacobson of The Tax Institute will tell you in this episode.

259 | The Eichmann Case

Mon, 14 Sep 2020 08:24:58 +1000

The Eichmann case asked two important questions. And changed the active asset test forever. Andrew Henshaw of Velocity Legal in Sydney will give you the back story about the Eichmann case.

258 | Tech Stack

Wed, 09 Sep 2020 08:18:23 +1000

Your tech stack can be a waste of money or can propel you to the next level. Aly Garrett of All In Advisory will tell us how she designed her tech stack.

257 | Find a Niche and They Will Come

Mon, 07 Sep 2020 10:57:46 +1000

Finding a niche and growing a community in that niche will allow you to exponentially grow, as Aly Garrett of All In Advisory in Adelaide will tell you.

256 | Retirement Villages

Mon, 31 Aug 2020 08:26:48 +1000

Retirement villages come with long and confusing contracts in tow. Here is John Saunders of the Pittwater Partnership with some insights.

255 | Family Provision Claims

Mon, 24 Aug 2020 11:59:06 +1000

Here is Paul Mackenroth of Cleary Hoare about what happened with the family provision claim in the Marsella case and how to avoid it.

254 | SMSF Trustee Discretion

Mon, 17 Aug 2020 08:18:42 +1000

The Marsella case changed forever how SMSF trustee discretion is exercised. Here is Paul Mackenroth of Cleary Hoare with more.

UPDATE 21 | Jobkeeper 2.1

Thu, 13 Aug 2020 19:22:50 +1000

Andrew Henshaw of Velocity Legal in Sydney through with you in this episodes what changed since Jobkeeper 2.0 was announced.

253 | Pre-CGT Company Assets After Death

Tue, 11 Aug 2020 08:15:36 +1000

What happens to pre-CGT company assets at the death of the original shareholder? Here is Paul Mackenroth of Cleary Hoare with the answer.

252 | Special Disability Trusts

Mon, 10 Aug 2020 08:23:14 +1000

What is a special disability trust? What can or can’t it do? And why would you set one up? Here is John Saunders of the Pittwater Partnership with some answers.

251 | The Cost of Marketing

Tue, 04 Aug 2020 09:36:37 +1000

How much does it actually cost to build you a proper funnel that brings you clients? Nathan Watt of Watson & Watt kindly shares with you what he paid along the way.

250 | Lead Funnel for Accountants

Mon, 03 Aug 2020 08:21:58 +1000

In this episode Nathan Watt of Watson & Watt will tell you how he designed his lead funnel and grew to 100 client groups within 3 years.

249 | How to Design Your Website

Tue, 28 Jul 2020 08:15:08 +1000

In this episode Melissa Donnelly of Affinity Communications shares 12 insights about website design that you can apply to your own website.

UPDATE 20 | Jobkeeper Changes

Sun, 26 Jul 2020 09:38:36 +1000

What happens after 27 September 2020? Andrew Henshaw of Velocity Legal in Sydney will walk you through the coming Jobkeeper changes.

UPDATE 19 | COVID-19 Restructuring

Fri, 24 Jul 2020 08:33:09 +1000

The current COVID-19 crisis might make more businesses eligible for the small business CGT concessions. Andrew Henshaw of Velocity Legal in Sydney shares some thoughts with you in this episode.

248 | Land Tax

Mon, 20 Jul 2020 08:27:03 +1000

Who pays how much land tax on what? What should a business buying commercial property consider? These are just some of the questions we ask Geoff Stein of Brown Wright Stein Lawyers in this episode.

247 | Bucket or Holding Company

Mon, 13 Jul 2020 08:25:06 +1000

Bucket company to the side or interposed holding company? Here is Geoff Stein of Brown Wright Stein Lawyers with some insights.

UPDATE 18 | COVID-19 Debt Hibernation

Tue, 07 Jul 2020 08:19:18 +1000

COVID-19 debt hibernation: All debts put into a box and locked up until 24 September 2020. Here is Ben Sewell of Sewell & Kettle with more.

UPDATE 17 | COVID-19 Tenancy Law

Mon, 06 Jul 2020 08:05:45 +1000

COVID-19 tenancy law is fuzzy, so it all comes down to negotiation or - if you can't agree - the tribunals, as Ben Sewell of Sewell & Kettle will tell you in this episode.

UPDATE 16 | COVID-19 Insolvency Law

Thu, 02 Jul 2020 11:50:06 +1000

COVID-19 insolvency law is to help you survive. To get through this crisis alive. Here is Ben Sewell of Sewell & Kettle with the details.

246 | Accounting Expo Tours

Mon, 29 Jun 2020 08:41:58 +1000

Accounting expo tours are a new idea and a good one. Here are Amy Holdsworth and Ian Walker of Clarity Street with more.

245 | Peripheral Apps for Accountants

Mon, 22 Jun 2020 08:19:01 +1000

What apps you would put around this core for your accounting practice? Amy Holdsworth and Ian Walker of Clarity Street will try and give you an answer to this question.

244 | Core Apps for Accountants

Tue, 16 Jun 2020 12:10:54 +1000

Your core apps for accountants sit at the centre of your accounting practice. Everything else revolves around them. Here are Amy Holdsworth and Ian Walker of Clarity Street with the details.

243 | How To Run an Offshore Team

Tue, 09 Jun 2020 09:30:43 +1000

How to run an offshore team? Nick Sinclair of TOA Global will look at how to actually run your overseas team.

242 | Insights of an Offshoring Provider

Wed, 03 Jun 2020 09:44:56 +1000

What options do you have and what does it cost? Here is Nick Sinclair of TOA Global with some insights.

UPDATE 15 | COVID-19 Payroll Tax Relief

Tue, 02 Jun 2020 11:48:32 +1000

COVID-19 payroll tax relief will save you money. Andrew Fricot of Payroll Tax Solutions will tell you how much.

241 | Marketing Hacks

Wed, 27 May 2020 08:04:17 +1000

Cherry pick from the big end of town. Here is Melissa Donnelly of Affinity Communications with 5 marketing hacks to learn from the big guys.

240 | Content and How To Deliver It

Tue, 26 May 2020 08:10:19 +1000

How to create killer content and deliver it. Here are 12 tips from Melissa Donnelly of Affinity Communications to do just that.

239 | Content Marketing

Mon, 18 May 2020 08:19:46 +1000

Content marketing is a marathon. So choose a channel you enjoy. Here is Melissa Donnelly of Affinity Communications with some insights.

238 | Converting Conversations into Clients

Wed, 13 May 2020 08:20:13 +1000

Converting conversations into clients takes skill. Some of us find it easy. Most of us find it the hardest part of it all. We ask Melissa Donnelly of Affinity Communications for some tips and tricks.

UPDATE 14 | Jobkeeper Rulings

Tue, 12 May 2020 08:58:35 +1000

There are three new Jobkeeper rulings - PCG 2020/4, PSLA 2020/1 and LCR 2020/1. Here is Andrew Henshaw of Velocity Legal with the details.

UPDATE 13 | COVID-19 Contract Law

Sun, 03 May 2020 09:50:36 +1000

What happens to contract law during COVID-19? Here is Geoff Stein of Brown Wright Stein Lawyers in Sydney with some insights.

UPDATE 12 | COVID-19 Employment Law

Wed, 29 Apr 2020 15:13:50 +1000

Things have become more flexible under COVID-19. In this episode Ben Thompson of Employment Hero will tell you how.

UPDATE 11 | Employment Law Before COVID-19

Tue, 28 Apr 2020 09:42:37 +1000

What did employment law before COVID-19 look like? Here is Damien Gooden of HR Central with some insights.

UPDATE 10 | JobKeeper Alternative Test

Sat, 25 Apr 2020 07:02:00 +1000

The JobKeeper alternative test might be the lifeline you need if you fail the primary test. Here is Andrew Henshaw of Velocity Legal with more.

UPDATE 9 | Commercial Tenancies Code

Tue, 21 Apr 2020 05:31:00 +1000

The Commercial Tenancies Code might be the lifeline you need. It will hopefully make you stronger when negotiating with your landlord while you can’t pay the full rent. In this episode Scott McKenzie of Velocity Legal in Melbourne will walk you through the 14 principles of the Code.

UPDATE 8 | Jobkeeper Rules

Sun, 19 Apr 2020 07:35:00 +1000

In this episode Andrew Henshaw of Velocity Legal in Sydney will walk you through the Jobkeeper rules and answer a long list of questions.

UPDATE 7 | COVID-19 Stimulus Review

Thu, 16 Apr 2020 06:46:00 +1000

Treasury has now published more details of the rules around the jobkeeper payment. Here is Bob Deutsch, senior counsel of the Tax Institute, with the details.

UPDATE 6 | Jobkeeper Payment

Fri, 10 Apr 2020 07:20:00 +1000

The jobkeeper payment will cost us an estimated A$130 billion over the next 6 months. How do you get your fair share of it? To find an answer, we spoke to Andrew Henshaw of Velocity Legal.

UPDATE 5 | Cash Flow Boost

Mon, 06 Apr 2020 03:00:00 +1000

There are 7 conditions you need to meet to qualify for the cash flow boost. Andrew Henshaw of Velocity Legal will go through these today.

UPDATE 4 | Super COVID-19 Measures

Wed, 01 Apr 2020 06:08:00 +1100

There are 4 super measures coming or already implemented that will affect your super. Here is Liam Shorte of Verante Financial Planning with more

237 | Marketing Strategy and Execution

Tue, 31 Mar 2020 09:28:00 +1100

Marketing strategy and execution need to go together. One without the other is a Nothing - either a waste of paper or pointless action.

UPDATE 3 | Cash Boost

Mon, 30 Mar 2020 06:04:00 +1100

In this episode today Andrew Henshaw of Velocity Legal will drill deeper into certain aspects of the cash boost, which are very important and I urge you to listen.

UPDATE 2 | COVID-19 Stimulus Bill

Fri, 27 Mar 2020 05:56:00 +1100

The federal COVID-19 stimulus bill is now law. Bob Deutsch will tell you how to calculate the cash boost - very different to what we all thought.

236 | Why should I engage with you?

Tue, 24 Mar 2020 10:17:00 +1100

Why should I engage with you? This is a constant question in your clients' mind. Here is Melissa Donnelly with more.

235 | Property and Tax

Mon, 23 Mar 2020 09:05:00 +1100

What are the most current changes around property and tax? Here is Bob Deutsch of The Tax Institute with some insights.

UPDATE 1 | Federal COVID-19 Stimulus

Thu, 19 Mar 2020 06:13:00 +1100

The federal government accounted the first federal COVID-19 Stimulus Package no 12 March 2020. This episode is to go through the measures announced.

234 | US Individual Tax Return (Form 1040)

Wed, 18 Mar 2020 08:51:00 +1100

How do you 'read' an US individual tax return for Australian tax purposes? This is the question we asked Seth Hertz of Expat US Tax.

233 | US v Australian Tax for Individuals

Tue, 17 Mar 2020 09:34:00 +1100

US v Australian tax for individuals - how is US tax different from Australian tax and vice versa? Here is Seth Hertz with some insights.

232 | US Tax For Individuals

Mon, 16 Mar 2020 09:12:00 +1100

US citizens living in Australia are taxed on their worldwide income in Australia but also in the US. Here is Seth Hertz of Expat US Tax with more.

231 | App Integration

Wed, 11 Mar 2020 08:53:00 +1100

App integration is about getting apps to talk to each other. But, what does it actually mean when an app integrates with another app? This is the question we asked Jeffrey Atizado of SMB Consultants and Clinton Cowin of TradiePad.

230 | App Ecosystem

Tue, 10 Mar 2020 08:59:00 +1100

What should your app ecosystem look like? Here are Jeffrey Atizado of SMB Consultants and Clinton Cowin of TradiePad with some insights.

229 | Insights of Cloud Integrators

Mon, 09 Mar 2020 09:01:00 +1100

Clinton Cowin of TradiePad and Jeffrey Atizado of SMB Consultants share their insights as cloud integrators.

228 | International Tax Update

Wed, 04 Mar 2020 09:11:00 +1100

What are the three biggest issues around international tax at the moment? Here is Bob Deutsch with some thoughts.

227 | Cum-Ex Scandal

Tue, 03 Mar 2020 09:04:00 +1100

If somebody offered you a way to claim your franking credits twice, would you do it? You might hesitate, but many European banks didn't.

226 | AFR Top 100 Accounting Firms

Mon, 02 Mar 2020 08:47:00 +1100

The AFR Top 100 Accounting Firms list makes an interesting read. Here is our interview with the AFR Professional services editor, Edmund Tadros.

225 | Ask an SMSF Expert

Wed, 26 Feb 2020 09:32:00 +1100

Kathy Evans, in this episode, discusses pension and lump sum payments, deductibility of SMSF expenses as well as the SMSF look up.

224 | Why an SMSF

Tue, 25 Feb 2020 08:52:00 +1100

Why an SMSF? In this episode Kathy Evans of Findex in Albury/Wondonga will list 15 factors to consider.

223 | LRBA Safe Harbour Rules

Mon, 24 Feb 2020 09:27:00 +1100

You don't have to follow the LRBA safe harbour rules. But many do. Kathy Evans of Findex will walk you through the 7 safe harbour rules listed in PCG 2016/5.

222 | Main Residence Exemption for Foreign Residents

Wed, 19 Feb 2020 06:00:00 +1100

The main residence exemption for foreign residents is changing as Andrew Henshaw of Velocity Legal will tell you in this episode.

221 | Main Residence Exemption Upon Divorce or Death

Tue, 18 Feb 2020 06:00:00 +1100

What happens to the main residence exemption upon divorce or death? Andrew Henshaw of Velocity Legal in Sydney will give you the answer.

220 | AirBnB Triggers CGT

Mon, 17 Feb 2020 06:00:00 +1100

Doing AirBnb triggers CGT when you sell your home. Here is Andrew Henshaw of Velocity Legal in Sydney with more.

219 | How To Sell Your Practice

Wed, 12 Feb 2020 06:00:00 +1100

Matthew Taylor, business broker for accounting practices, shares 9 tips about how to sell your practice.

218 | DIY Sale of Accounting Practices

Tue, 11 Feb 2020 06:00:00 +1100

Matthew Taylor will tell you why the DIY sale of accounting practices is fraught with danger.

217 | How to Choose a Buyer

Mon, 10 Feb 2020 06:00:00 +1100

It takes a lifetime to build a practice. But just a few months to run it into the ground. So choosing the right buyer is crucial as Matthew Taylor will tell you.

216 | Family Allowance Agreement

Wed, 05 Feb 2020 09:12:00 +1100

A family allowance agreement might save your family a lot of money. Grant Abbott of Lightyear Docs and I love SMSF will tell you more.

215 | Excess Concessional Contributions

Tue, 04 Feb 2020 06:00:00 +1100

Excess concessional contributions can work to your advantage. Here is Grant Abbott of Lightyear Docs and I love SMSF with more.

214 | Appointor

Mon, 03 Feb 2020 06:00:00 +1100

The appointor has the power to appoint and remove a trustee. Here is Grant Abbott of Lightyear Docs and I love SMSF with more.

213 | Top 10 Podcasts for Australian Accountants

Wed, 18 Dec 2019 09:40:00 +1100

Let these Top 10 Podcasts for Accountants in 2020 inspire you. No podcast has THE answer. So give these 10 a go - you will be glad you did.

212 | Foreign Investment Review Board

Tue, 17 Dec 2019 09:35:00 +1100

The Foreign Investment Review Board is to protect Australia's national interests. Here is Simon Dorevitch of A & A Tax Legal Consulting with more.

211 | Leading Member

Mon, 16 Dec 2019 08:59:00 +1100

Having a leading member is to avoid a stalemate between members and create a clear line of succession. Here is Grant Abbott of Lightyear Docs with more.

210 | Asset Protection

Wed, 11 Dec 2019 09:40:00 +1100

The more assets, the more asset protection you need. Here is Geoff Stein of Brown Wright Stein Lawyers in Sydney with more.

209 | SEO Basics

Tue, 10 Dec 2019 09:40:00 +1100

SEO is all about your target clients finding your content on page 1 of Google. Rand Fiskin of SparkToro and previously Moz will tell you how.

208 | SMSF Depreciation

Mon, 09 Dec 2019 09:40:00 +1100

An SMSF can claim Div 43, 40 and anything under $300 assuming it doesn't run a business. Here is Scott Brunsdon of Depreciator.com.au with more.

207 | Electronic Distribution Platforms

Wed, 04 Dec 2019 09:40:00 +1100

Electronic distribution platforms like eBay, Amazon or Netflix may now be responsible for the collection of GST. Here is Simon Dorevitch with more.

206 | Pricing

Tue, 03 Dec 2019 09:40:00 +1100

The secret in pricing is not in the WHAT but in the HOW. Here is Ed Chan of WIZE Mentoring and Chan & Naylor with more.

205 | Why the Partnership Model Doesn't Work

Mon, 02 Dec 2019 09:40:00 +1100

The partnership model doesn't work since it relies on people and not on systems. Here is Ed Chan of Wize Mentoring and Chan & Naylor with more.

204 | How To Find and Retain Great Staff

Wed, 27 Nov 2019 09:40:00 +1100

To find and retain great staff start with the blueprint. Here is Ed Chan of WIZE Mentoring and Chan & Naylor with more.

203 | More About Buying Parcels of Fees

Tue, 26 Nov 2019 09:40:00 +1100

Buying parcels of fees gets easier with time - the more often you do it, the easier it gets. In this episode Ed Chan will delve deeper and answer some tricky questions.

202 | Buy A Parcel of Fees

Mon, 25 Nov 2019 09:40:00 +1100

If you want to buy a parcel of fees, how do you do it? And why should you? Here is Ed Chan of Wize Mentoring and Chan & Naylor with the answer.

201 | Marketing

Wed, 20 Nov 2019 09:40:00 +1100

This episode with Ed Chan of WIZE Mentoring will look at the marketing of accounting practices by using one firm as an example - Chan & Naylor.

200 | Ideal Team Structure

Tue, 19 Nov 2019 09:40:00 +1100

In the last episode Ed Chan of Wize Mentoring and Chan & Naylor spoke about separating production and communication traffic to improve efficiencies. In this episode Ed will discuss the ideal team structure to manage a $1m in fees.

199 | Team Structure

Mon, 18 Nov 2019 09:40:00 +1100

Your firm's success depends on finding the right team structure for your accounting and tax practice. Ed Chan of Wize Mentoring will tell you more.

198 | The Three Pillars of Growth

Wed, 13 Nov 2019 09:40:00 +1100

In 2013 Chan & Naylor lifted its revenue by 42.8% to $18.6m by focusing on three pillars of growth. Ed Chan will tell you more.

197 | Netflix Tax

Tue, 12 Nov 2019 09:40:00 +1100

In this episode Simon Dorevitch of A & A Tax Legal Consulting in Melbourne will tell you how the so-called Netflix tax actually works.

196 | How to Generate More Revenue

Mon, 11 Nov 2019 09:23:00 +1100

Growing your practice is not a spectator sport. DO - don’t just talk. Here is Alistair Marshall in Sydney with more.

195 | How To Generate Revenue

Wed, 06 Nov 2019 09:20:00 +1100

Your practice survival depends on you being able to find and attract clients. Alistair Marshall will share five insights with you in this episode.

194 | Low Value Imported Goods

Tue, 05 Nov 2019 09:24:00 +1100

Low value imported goods used to be exempt from GST. Not any more. Simon Dorevitch of A & A Tax Legal Consulting will tell you how this changed and what this means for you.

193 | Downsizer Contributions

Mon, 04 Nov 2019 09:23:00 +1100

Downsizer contributions are turning out to be more popular than many thought - including us. To learn more, we asked Daniel Mikhail of Partners Wealth Group to walk us through the details.

192 | Managed Funds

Wed, 30 Oct 2019 09:11:00 +1100

Managed funds have become household names. But how exactly do they work? Here is Daniel Mikhail of Partners Wealth Group with some answers.

191 | Wrap and Managed Accounts

Tue, 29 Oct 2019 09:17:00 +1100

Most of your wealthy clients will hold some wrap and managed accounts. Daniel Mikhail of Partners Wealth Group in Sydney will walk you through the ins and outs of wrap and managed accounts.

190 | Taxable Importations

Mon, 28 Oct 2019 09:16:00 +1100

You pay GST on taxable importations but get it back if a creditable importation. Here is Simon Dorevitch with more.

189 | Tax Effective Structuring

Wed, 23 Oct 2019 09:19:00 +1100

Tax effective structuring is not a one-size-fits all. There are different criteria to consider. Andrew Henshaw of Velocity Legal in Sydney will walk you through the options you have.

188 | Related Party LRBA

Tue, 22 Oct 2019 09:14:00 +1100

How to set up a related party LRBA without triggering a dividend? Andrew Henshaw of Velocity Legal in Sydney will give you the answer.

187 | SMSF Buys Property Jointly

Mon, 21 Oct 2019 09:15:00 +1100

How exactly does this work when an SMSF buys property jointly as tenants in common? Andrew Henshaw of Velocity Legal in Sydney has the answer.

186 | Investing 101

Wed, 16 Oct 2019 09:19:00 +1100

Liam Shorte of Verante in Castle Hill gives an Investment 101 crash course. If you are an investment guru, skip this episode.

185 | SMSF Investment Strategies

Tue, 15 Oct 2019 09:18:00 +1100

SMSF investment strategies will receive a lot more limelight going forward. Liam Shorte of Verante in Castle Hill will tell you why.

184 | Mental Health

Mon, 14 Oct 2019 09:12:00 +1100

Mental health issues can hit any of us – at any time - when we least expect it. So we should talk about it. Tim Hoopmann is doing just that.

183 | LRBA

Wed, 09 Oct 2019 09:11:00 +1100

An SMSF can only borrow through an LRBA. Peter Bobbin of Argyle Lawyers in Sydney will tell you more and answer your questions.

182 | SMSF Joint Property Acquisitions

Tue, 08 Oct 2019 09:12:00 +1100

SMSF joint property acquisitions are one way to circumvent a lack of cash within an SMSF as Peter Bobbin of Argyle Lawyers in Sydney will tell you.

181 | SMSF Corporate Trustees

Mon, 07 Oct 2019 09:12:00 +1100

Most SMSFs have a corporate trustee. In this episode Peter Bobbin of Argyle Lawyers in Sydney will discuss the finer details of corporate trustees.

180 | Income Protection and Trauma

Wed, 02 Oct 2019 08:11:00 +1000

Income protection insurance is to replace your income while you can't work. But of course there is a lot more to it. We asked Daniel Mikhail of Growth Wealth Partners in Sydney for his insights.

179 | TPD Insurance

Tue, 01 Oct 2019 08:12:00 +1000

TPD insurance covers total and permanent disability for your own or any occupation - Daniel Mikhail of Partners Wealth Group in Sydney.

178 | Life Insurance

Mon, 30 Sep 2019 08:14:00 +1000

Life insurance looks simple - you are either dead or alive. But there is more to it as Daniel Mikhail of Partners Wealth Group in Sydney will show you.

177 | Investing Super in Property

Wed, 25 Sep 2019 08:12:00 +1000

Investing super in property is a popular strategy. But how exactly do we do that? We asked Peter Bobbin of Argyle Lawyers in Sydney about the options we have.

176 | Insights of a Mentor

Tue, 24 Sep 2019 08:10:00 +1000

Where do you think most accounting practices struggle the most? Managing people. Edward Chan of Wize Mentoring shares his insights as a mentor to accounting practices.

175 | Consolidation in the Accounting Industry

Mon, 23 Sep 2019 08:20:00 +1000

The accounting industry is consolidating. In this episode we ask Edward Chan of Wize Mentoring how to survive and grow in this battle of giants.

174 | Practice Management

Wed, 18 Sep 2019 08:12:00 +1000

Practice management is something we all do but is also the hardest thing we do. So we asked Edward Chan of Chan & Naylor and Wize Mentoring for advice.

173 | Internet Connection

Tue, 17 Sep 2019 08:04:00 +1000

Most of us need, but very few actually have a fast and stable internet connection. David Lewis of The DLA Group in Sydney will tell you why.

172 | Accounting Futurist

Mon, 16 Sep 2019 08:11:00 +1000

Accounting Futurist - never heard that term? We were the same. Chris Hooper of Accodex in Adelaide will tell you what an accounting futurist does. And why it matters.

171 | App Landscape

Wed, 11 Sep 2019 08:14:00 +1000

The accounting app landscape is confusing. How do you choose the right app for your practice? Chris Hooper of Accodex in Adelaide discusses the app landscape and how to choose the right apps for your practice.

170 | Accounting Automation

Tue, 10 Sep 2019 08:16:00 +1000

Just automate everything and put up your feet. Chris Hooper of Accodex in Adelaide puts some reality into this notion.

169 | Telling Cloud Stories

Mon, 09 Sep 2019 08:18:00 +1000

The cloud is full of stories which Heather Smith captures in her popular podcast 'Cloud Stories'. We asked her for more details.

168 | Writing Xero for Dummies

Wed, 04 Sep 2019 08:15:00 +1000

Writing Xero for Dummies required a lot of team work. A lot of stress and late nights. Heather Smith will tell you how she wrote 'Xero for Dummies' and what she learned along the way.

167 | Accounting Apps

Tue, 03 Sep 2019 09:10:00 +1000

Accounting apps play a big role in the management of your practice. At least they should. Here is Heather Smith with more.

166 | Small Business CGT Concession Case Studies

Mon, 02 Sep 2019 08:26:00 +1000

Because examples help, here is Andrew Henshaw of Velocity Legal in Sydney with 5 case studies about the small business CGT concession.

165 | Small Business CGT Concessions for Big Business

Wed, 28 Aug 2019 08:17:00 +1000

Big business and small business CGT concessions are not meant to meet. But there are ways as Andrew Henshaw of Velocity Legal will show you.

164 | Business Intelligence

Tue, 27 Aug 2019 08:19:00 +1000

Business Intelligence used to just be for the big end of town. But that is changing. Here is Cameron Lynch of Etani in Adelaide with more.

163 | Payment Gateways

Mon, 26 Aug 2019 08:16:00 +1000

The easier you make it for your clients to pay you, the faster they will do just that. Here is Tim Hoopmann of Spinn Business Solutions with more insights.

162 | Engagement Letters

Wed, 21 Aug 2019 08:25:00 +1000

Engagement letters often fall through the cracks. Some practices do them but many practices don't at all. Listen in as Tim Hoopman of Spin Business Solutions in Sydney discuss this.

161 | Death of an SMSF Trustee

Tue, 20 Aug 2019 08:23:00 +1000

The death of an SMSF trustee is a big event in the life of an SMSF. You either have it all laid out and the aftermath is as smooth as it possibly could be. Or it all hits the fan.

160 | SMSF Trustee Responsibilities

Mon, 19 Aug 2019 08:19:00 +1000

SMSF trustee responsibilities are many and varied. The road is full of roadblocks and pitfalls. You can engage specialists to help you. But in the end the buck stops with you.

159 | Cancel a Property Contract in NSW

Wed, 14 Aug 2019 08:20:00 +1000

There is a huge back door for a buyer to cancel a property contract in NSW. Rani Ghanda of Turnbull Hill Lawyers in Newcastle will show you how.

158 | Process Automation

Tue, 13 Aug 2019 09:01:00 +1000

Process automation might significantly lift the bottom line of your accounting, tax or advisory practice. Here is Tim Hoopmann with more.

157 | NSW Workers Compensation

Mon, 12 Aug 2019 08:23:00 +1000

icare administers the NSW workers compensation scheme. Here is Craig McBride of icare with more.

156 | Trust 101 - Part II

Wed, 07 Aug 2019 08:16:00 +1000

Here is Part II of Paul Goldin's overview of simple mistakes that are easy to avoid but even easier to make - Trust 101 Part II.

155 | Trust 101 - Part I

Mon, 05 Aug 2019 08:20:00 +1000

Here is a quick overview of simple mistakes that are easy to avoid but even easier to make - Trust 101.

154 | The 2019 Harding Case

Wed, 31 Jul 2019 09:31:00 +1000

A permanent place of abode no longer needs to be a specific dwelling thanks to the 2019 Harding case.

153 | Shareholder Loan Write Off

Mon, 29 Jul 2019 08:32:00 +1000

What happens if a shareholder gives a loan to a company and then writes it off? Here is Andrew Henshaw of Velocity Legal with more.

152 | DIV 7A Reform

Mon, 15 Jul 2019 08:23:00 +1000

What will the upcoming Div 7A reform look like? Andrew Henshaw of Velocity Legal in Sydney gives a good overview.

151 | Div 7A Listener Questions

Wed, 10 Jul 2019 08:21:00 +1000

Andrew Henshaw of Velocity Legal in Sydney will answer three Div 7A listener questions.

150 | Div 7A UPE Issue

Mon, 08 Jul 2019 08:24:00 +1000

When does a UPE become a Div 7A UPE? Andrew Henshaw of Velocity Legal in Sydney will give you an answer.

149 | Div 7A Fixes

Wed, 03 Jul 2019 08:10:00 +1000

Here are 10 easy ways to fix Div 7A issues. This is an edited extract of Tax Talks episode 50 with Peter Adams.

148 | Div 7A Concept

Mon, 01 Jul 2019 10:10:00 +1000

Div 7A tries to stop cash leaking from private companies to shareholders and associates outside of dividend payments.

147 | Insights of a Tax Lawyer

Thu, 27 Jun 2019 14:51:00 +1000

The following insights of a tax lawyer will give you hands-on advice how to handle a tax dispute with the ATO.

146 | How Tax Law is Made - Part 2

Tue, 25 Jun 2019 09:16:00 +1000

In this episode Robyn Jacobson of TaxBanter will walk you through the judiciary (courts) and administrative side (ATO) of our tax law system.

145 | How Tax Law is Made - Part 1

Mon, 24 Jun 2019 09:12:00 +1000

Australia has three independent arms of government - Legislature - Judiciary - Administration - that shape our tax system.

144 | Tax Simplification

Mon, 24 Jun 2019 08:14:00 +1000

If we can't reform our tax system, should we try to at least simplify it? Here is Chris Evans of UNSW with some insights.

143 | Tax Reform

Wed, 19 Jun 2019 23:56:00 +1000

Why is tax reform so hard in Australia? Chris Evans of UNSW looks at tax reform and why this seems to be an insurmountable task in Australia in this episode.

142 | RG 146

Tue, 18 Jun 2019 10:19:00 +1000

RG 146 is a financial regulation issued by ASIC. It lists the minimum training you need to sell financial products.

141 | Export of Services

Mon, 17 Jun 2019 08:32:00 +1000

When is the export of services GST-free? Here is Simon Dorevitch of A & A Tax Legal Consulting in Melbourne with the answer.

140 | Services Connected with ITZ

Thu, 13 Jun 2019 08:04:00 +1000

Only services connected with ITZ (indirect tax zone) can possibly be subject to GST. If a service is not connected with ITZ, it can't be a taxable supply.

139 | Incoterms

Wed, 12 Jun 2019 08:48:00 +1000

Incoterms are pre-defined commercial terms published by the International Chamber of Commerce.

138 | Export of Goods

Thu, 06 Jun 2019 08:11:00 +1000

When is the export of goods GST-free? Simon Dorevitch of A & A Tax Legal will give you a comprehensive answer.

137 | Indirect Tax Zone

Wed, 05 Jun 2019 08:09:00 +1000

Without a connection to the ITZ, there is no taxable supply. So the indirect tax zone plays a crucial role in GST land.

136 | ATO Disputes

Mon, 03 Jun 2019 08:21:00 +1000

It starts with a spark. Something flag's the ATO attention and they commence a risk review.

135 | Power of Attorney and Enduring Guardianship

Wed, 29 May 2019 08:14:00 +1000

Enduring power of attorney deals with money, assets and wealth, while enduring guardianship deals with medical decisions.

134 | Testamentary Trust Basics

Tue, 28 May 2019 11:57:00 +1000

Whether a testamentary trust is a good idea or a waste of your time depends on the size of your estate, your intentions and your beneficiaries.

133 | ITAA97 NANE

Thu, 23 May 2019 10:00:00 +1000

On the 1 July 2018 a new approach to the non-arm’s length concept came to life. Non-arm’s length expenses (NANE).

132 | ITAA97 NANI

Wed, 22 May 2019 08:18:00 +1000

ITAA97 NANI is overlooked but dangerous. s295-550 ITAA97 doesn't get much limelight but is more dangerous than s109 of the SIS Act.

131 | SIS Act NANI

Tue, 21 May 2019 13:33:00 +1000

SIS Act non-arm's length income features in pretty much every sole purpose test court case.

130 | Succession and Balance

Fri, 17 May 2019 09:48:00 +1000

Succession and work-life balance are often put aside and don’t receive much attention.

129 | Strategic Objectives

Thu, 16 May 2019 08:12:00 +1000

Your strategic objectives give you the road map to achieve your vision. And they allow you to track your progress.

128 | Mission, Vision and Values

Tue, 14 May 2019 08:41:00 +1000

Your MVV stipulates what you do everyday (mission) to achieve your goal (vision) and how you will get there (values).

127 | Business Advisory

Thu, 09 May 2019 08:35:00 +1000

Business advisory will allow you to avoid competing on price. Here is Mark Holton of Smithink with more.

126 | Tax Talks Q & A

Thu, 25 Apr 2019 09:06:00 +1000

This Tax Talks Q & A goes through 10 questions and comments you sent in up to April 2019.

125 | In-Specie Contributions and Payments

Wed, 03 Apr 2019 12:10:00 +1100

In-specie contributions and payments are complex since you get two transactions "for the price of one".

124 | SIS v Tax Dependants

Fri, 15 Mar 2019 15:06:00 +1100

SIS dependancy determines who gets your super. Tax dependancy determines the amount of tax payable. Here is Gordon Mackenzie of UNSW with more.

123 | Death Benefit

Thu, 14 Mar 2019 12:40:00 +1100

A death benefit is any payment your super fund makes after you die. Here is Gordon Mackenzie of UNSW with more.

122 | Labor's Proposed Tax and Super Changes

Wed, 13 Mar 2019 15:54:00 +1100

Labor wants to change negative gearing, CGT discounts and franking credit refunds. Here is Gordon Mackenzie of UNSW with more.

121 | Age Pension

Fri, 01 Mar 2019 10:32:00 +1100

Qualifying for the age pension is an arduous exercise. But it can be done. About 75% of Australians at pension age receive some form of age pension - be it a full or partial age pension.

120 | A Fish Rots From the Head Down

Tue, 05 Feb 2019 09:52:00 +1100

There is a popular proverb that feels harsh but maybe it does because it is true. A fish rots from the head down.

119 | Four Quadrants of Success

Tue, 29 Jan 2019 09:09:00 +1100

The four quadrants of success or time management are a helpful way to think about your practice. In the international best-selling book called 'The Seven Habits of Highly Effective People', Dr Stephen Covey writes about his insights studying highly successful business leaders and entrepreneurs.

118 | Get the Foundations Right

Thu, 24 Jan 2019 09:10:00 +1100

Everybody preaches to get the foundations right. But what does that mean? And how do you do it? John Peterson will walk you through seven things to get right.

117 | Medicare Levy

Wed, 19 Dec 2018 09:06:00 +1100

Why do we need a separate Medicare levy in Australia? It all goes into the same pool of funds anyway. So why bother?

116 | Property vs Shares

Mon, 17 Dec 2018 09:40:00 +1100

Property vs shares - how are they taxed differently? Bob Deutsch, Senior Tax Counsel of The Tax Institute, pursues this question.

115 | Life and Remainder Interest

Wed, 12 Dec 2018 08:57:00 +1100

A life and remainder interest is often used in a testamentary setting. Here is Michael McCarthy of Tax & Super Australia with more.

114 | Deceased Estate

Tue, 11 Dec 2018 09:31:00 +1100

A deceased estate entails a myriad of legal and tax questions. Here is Michael McCarthy of Tax & super Australia with the answers.

113 | Binding Death Benefit Nomination

Mon, 10 Dec 2018 09:08:00 +1100

Binding death benefit nominations are an important part of SMSF succession. Daniel Butler of DBA Lawyers will tell you more.

112 | SMSF Succession

Fri, 07 Dec 2018 10:45:00 +1100

How does SMSF succession work? Daniel Butler of DBA Lawyers in Melbourne gives a helpful overview and shares quite a few war stories. Here is what we learned.

111 | Implementation of the MLI

Thu, 06 Dec 2018 08:55:00 +1100

Australia started implementation of the MLI in 2017. Simon Dorevitch of A & A Tax Legal Consulting will tell you in this episode how this actually works.

110 | Multilateral Instrument

Wed, 05 Dec 2018 08:56:00 +1100

The multilateral instrument is to stop base erosion and profit shifting. Here is Simon Dorevitch of A & A Tax Legal Consulting with more.

109 | Base Erosion and Profit Shifting

Mon, 03 Dec 2018 09:35:00 +1100

Multinational base erosion and profit shifting harms Australia through lost tax revenue. Here is Simon Dorevitch of A & A Tax Legal Consulting with more.

108 | Early Stage Innovation Companies

Fri, 30 Nov 2018 09:07:00 +1100

Investors in ESICs receive generous tax concessions. Here is Simon Dorevitch of A & A Legal Tax Consulting with more.

107 | Changes to the R & D Tax Incentive

Thu, 29 Nov 2018 09:26:00 +1100

In May 2018 the government announced the changes to the R&D tax incentive in its 2018/19 Federal Budget. Simon Dorevitch of A & A Tax Legal Consulting will walk you through the drafted changes.

106 | Review of Small Business Tax Concessions

Wed, 28 Nov 2018 09:27:00 +1100

The Board of Taxation is currently reviewing Australia's small business tax concessions. Here is Dr Mark Pizzacalla with more details.

105 | Board of Taxation

Wed, 28 Nov 2018 08:57:00 +1100

Chances are the Board of Taxation has featured in your work before. But what does the Board actually do? Here is Dr Mark Pizzacalla with the answer.

104 | Accountants' Exemption

Fri, 23 Nov 2018 09:20:00 +1100

The accountants' exemption might come back soon. There are rumours that the government is working on a new accountants' exemption. In which form and nature remains to be seen.

103 | Financing Aged Living

Thu, 22 Nov 2018 09:04:00 +1100

How do you finance aged living? John Saunders of The Pittwater Partnership gives you a helpful overview.

102 | Aged Living

Wed, 21 Nov 2018 08:59:00 +1100

How do we support aged living in Australia? John Saunders of The Pittwater Partnership will walk you through the options.

101 | Master of Taxation

Tue, 20 Nov 2018 09:33:00 +1100

Did you ever think about doing a Master of Taxation? If yes, this episode is for you. Michael Walpole of UNSW will give you a helpful overview.

100 | Ethics and Tax

Mon, 19 Nov 2018 09:29:00 +1100

Ethics and tax is not something you intuitively put together. But when you think about it you deal with it every day. We wanted to know more and asked Michael Walpole, the Head of School of Taxation and Business Law at UNSW, for details.

99 | Taxation of Goodwill

Fri, 09 Nov 2018 09:03:00 +1100

Does the taxation of goodwill follow accounting concepts? Here is Michael Walpole of UNSW with an answer.

98 | Top 10 SMSF Hot Spots July to October 2018

Thu, 08 Nov 2018 12:04:00 +1100

The top 10 SMSF hot spots for July to October 2018 cover a wide range of topics. Here is Miranda Brownlee of SMSF Adviser.

97 | Trust Income Streaming

Wed, 07 Nov 2018 09:07:00 +1100

Trust income streaming is a popular feature of discretionary and hybrid trusts. It means allocating capital gains or franked dividends separate from the rest of the trust income. Paul Mackenroth of Cleary Hoare in Brisbane will give us all the details.

96 | Taxation of Trusts Div 6 ITAA36

Tue, 06 Nov 2018 10:38:00 +1100

The taxation of trusts mainly lives in the 'old' ITAA36. The plan was to re-write and reform Australia's tax laws but this is yet to happen. In the episode attached Paul Mackenroth of Cleary Hoare in Brisbane will walk you through the framework of Division 6.

95 | Family Trust Elections

Mon, 05 Nov 2018 09:55:00 +1100

Family trust elections play an important role but are not a one-size-fits-all solution. Paul Mackenroth of Cleary Hoare in Brisbane will tell you more.

94 | Revocable Trusts

Tue, 30 Oct 2018 13:10:00 +1100

Section 102 of ITAA36 about revocable trusts is an anti-avoidance provision. Paul Mackenroth of Cleary Hoare in Brisbane will explain why you should avoid revocable trust territory.

93 | New Safe Harbour for Directors

Thu, 25 Oct 2018 12:14:00 +1100

The new safe harbour for directors will change the insolvency culture in Australia. Ben Sewell of Sewell & Kettle has worked a lot around insolvency and perfect to ask for more details.

92 | Phoenix Activity

Thu, 18 Oct 2018 09:23:00 +1100

Phoenix activity is a common phenomenon in the Australian tax ecosystem. It is something everybody has heard of in the insolvent space. But what is it? In this episode Ben Sewell of Sewell & Kettle will walk you through the ins and outs of a phoenix activity.

91 | Trust Structure

Wed, 17 Oct 2018 09:12:00 +1100

Choosing the right trust structure is an important step to effectively manage and administer wealth. Here is Paul Mackenroth of Cleary Hoare with more.

90 | Set Up a Discretionary Trust

Mon, 15 Oct 2018 14:10:00 +1100

When you want to set up a discretionary trust, how do you actually do that? Who needs to be involved and who does what? Paul Mackenroth of Cleary Hoare in Brisbane is a trust lawyer and kindly offered to walk us through the process.

89 | Duties of Trustees

Fri, 12 Oct 2018 08:58:00 +1100

A trust is a fiduciary relationship between the trustee and beneficiary over trust property. And that relationship is defined by rights and duties - or to be more precise by the duties of trustees. Paul Mackenroth of Cleary Hoare in Brisbane will walk us through the details.

88 | TRIS to Retirement Phase

Wed, 10 Oct 2018 09:30:00 +1100

When moving a TRIS to retirement phase, does it matter when you notify the trustee? Meg Heffron of Heffron SMSF Solutions has the answer.

87 | When a Member Dies

Tue, 09 Oct 2018 11:58:00 +1100

When a member dies, there is a lot to deal with in the aftermath - including the member's SMSF. Here is Meg Heffron with the details.

86 | Bring-Forward Rule

Tue, 09 Oct 2018 11:09:00 +1100

The bring forward rule for non-concessional contributions now needs to work around the TSB. Meg Heffron of Heffron SMSF Solutions will tell you more.

85 | How To Maximise ECPI

Tue, 09 Oct 2018 09:25:00 +1100

To reduce tax you need to maximise the exempt current pension income (ECPI). Melanie Dunn will tell you how.

84 | Actuarial Certificates

Mon, 08 Oct 2018 13:49:00 +1100

Not every SMSF needs an actuarial certificate. Whether you do or don't depends on a range of things. Here is Melanie Dunn with the details.

83 | Disregarded Small Fund Assets

Mon, 08 Oct 2018 11:56:00 +1100

A fund has disregarded small fund assets when a member's TSB in retirement phase exceeds $1.6m. Melanie Dunn will tell you why this is relevant.A fund has disregarded small fund assets when a member's TSB in retirement phase exceeds $1.6m. Melanie Dunn will tell you why this is relevant.

82 | Segregation

Fri, 05 Oct 2018 09:16:00 +1000

Segregation and ECPI go hand in hand. To calculate ECPI you need to be clear on whether and what segregation applies. Melanie Dunn of Accurium will walk you through the details.

81 | How To Finance Business Growth

Fri, 07 Sep 2018 16:46:00 +1000

How do you finance business growth? What options do you have when a mortgage or bank loan is not an option? Here is Jeff Zulman with the answer.

80 | Elements of a Trust

Tue, 04 Sep 2018 08:23:00 +1000

With over 800,000 trusts in Australia we clearly like using trusts. In this episode Paul Mackenroth will walk you through the elements of a trust.

79 | Trademarks

Fri, 31 Aug 2018 10:08:00 +1000

Registering a trademark might be the best way to protect your brand. Aaron Walters of IP Australia explains why.

78 | CGT Rollover

Tue, 21 Aug 2018 14:55:00 +1000

A CGT rollover might be a great option when you can't get your hands onto a small business CGT concession. Here is Adrian Bailey of Cleary Hoare with the details.

77 | Government Grants

Tue, 21 Aug 2018 10:40:00 +1000

Government grants can help our clients to prosper and survive. They can save our client's cash flow position. Here is Stuart Smith of Vebiz with the details.

76 | Class SMSF Benchmark Report June 2018

Tue, 21 Aug 2018 10:31:00 +1000

The Class SMSF Benchmark Report 2018 looks at the effects of the super reforms so far among other topics. Here are the details.

74 | Small Business CGT Concessions

Tue, 21 Aug 2018 10:00:00 +1000

The small business CGT concessions are one of the most generous tax concessions in Australia. Adrian Bailey of Cleary Hoare will guide you through the details.

73 | McLowd's 2020 Vision

Tue, 14 Aug 2018 15:33:00 +1000

What is Mclowd's 2020 vision? Where are they heading? Here is Ashley Porter, the CEO of Mclowd with the details.

71 | New Basic Conditions When Selling Shares Or Units

Mon, 13 Aug 2018 14:40:00 +1000

The basic conditions for small business CGT concessions will tighten for the sale of shares and units. Adrian Bailey of Cleary Hoare will walk you through the changes.

70 | Future SMSF Practices

Thu, 02 Aug 2018 16:32:00 +1000

What will future SMSF practices look like? How will they grow and adapt? We asked Aaron Dunn of Smarter SMSF to give us an insight.

68 | Continuing Professional Education

Tue, 31 Jul 2018 10:30:00 +1000

Every time you listen to Tax Talks, you earn CPE. That is just one of many things Ian Taylor of the TPB will clarify for you.

67 | How To Exit

Tue, 17 Jul 2018 19:56:00 +1000

How do you exit our practice? What do most practitioners do? We asked Steven Fine of Growth Focus to walk us through the options you have.

66 | Digital Financial Advice

Mon, 16 Jul 2018 16:18:00 +1000

We all need to decide where we stand regarding financial advice. One option is to engage a digital financial advice platform. Jim Hennington has more.

64 | Code Of Professional Conduct

Tue, 10 Jul 2018 14:12:00 +1000

The Code of Professional Conduct affects us all. Here is Ian Taylor, the Chair of the Tax Practitioners Board, with the details.

63 | SMSF Performance

Mon, 09 Jul 2018 08:32:00 +1000

In April 2018 the Australian Productivity Commission published their draft report "Superannuation: Assessing Efficiency and Competitiveness". The report mainly focused on APRA funds but also touched on SMSF performance. And these comments about SMSF performance caused an outcry in the SMSF industry.

62 | Electronic Signatures

Wed, 04 Jul 2018 13:55:00 +1000

What is legally valid when signed electronically? Christine Ecob and Georgina Xiradis of JWS will walk you through the legal framework.

61 | Property Depreciation

Tue, 03 Jul 2018 12:18:00 +1000

The rules around property depreciation are confusing at the best of times. Bradley Beer of BMT will walk you through the ifs and whens of property depreciation.

60 | SMSF Adviser May 2018 Update

Tue, 26 Jun 2018 14:23:00 +1000

Miranda Brownlee writes for SMSF Adviser and covers over 20 stories a week, all about SMSF. We asked Miranda what happened in May. Here is what we learned.

59 | Register As A Tax Practitioner

Tue, 26 Jun 2018 13:14:00 +1000

How does one register as a tax practitioner? Here is Ian Taylor, the Chair of the TPB to walk you through the process.

58 | The Story Of McLowd

Thu, 07 Jun 2018 08:48:00 +1000

The story of McLowd starts like many other successful start-ups. McLowd was born out of an attempt to "scratch its own itch". Ashley Porter was there.

57 | Event-Based Reporting

Tue, 05 Jun 2018 08:27:00 +1000

If you have SMSFs as clients, you probably have done some event-based reporting over the last few weeks, where you reported the transfer balances as of 30 June 2018. How did you go? We found it much easier than we had expected.

56 | Acknowledgement Of Trust

Tue, 05 Jun 2018 07:19:00 +1000

When do you need an acknowledgement of trust in an SMSF? Heide Robson will talk you through different scenarios re compliance with s52(2)(g) of the SIS Act.

55 | Tax Practitioners Board

Mon, 04 Jun 2018 10:42:00 +1000

Do you know what the TPB actually does, how it is structured and financed? We didn't. So we asked Ian Taylor, Chair of the TPB. Here is his answer.

54 | The Story Of Class

Tue, 29 May 2018 12:28:00 +1000

The Story of Class is not just about Class. It is also a story about the SMSF industry and us. Kevin Bungard of Class will tell you how it all started.

53 | SMSF Update

Tue, 22 May 2018 10:45:00 +1000

The super reform is done and dusted, but some issues still raise their head. Daniel Mikhail of Partners Wealth Group will discuss those with you.

52 | Div 7A Debt Forgiveness

Tue, 15 May 2018 10:40:00 +1000

Div 7A debt forgiveness is less common than Div 7A loans and payments, but still important to get right. Peter Adams of Augmentors will discuss the details with you.

51 | Div 7A Payments

Mon, 07 May 2018 10:20:00 +1000

Div 7A payments can turn into an expensive exercise. Including transfer or provision of company assets. Peter Adams of Augmentor will tell you what this is all about.

50 | Div 7A Loans

Sun, 06 May 2018 10:14:00 +1000

You could summarise the basic concept of Div 7A loans in one sentence. But there is a lot more to it. As Peter Adams of Augmentors will tell you.

49 | Earnout Arrangements

Sat, 05 May 2018 12:10:00 +1000

Most professional practices sell with an earnout arrangement. Patrick Huang of Argyle Lawyers will tell you how to treat these for tax purposes.

48 | How To Buy An Accounting Practice

Sat, 05 May 2018 11:49:00 +1000

At the very start it sounds easy. You just go and buy what you need. But it isn't easy. Steven Fine of Growth Focus will walk you through the process.

47 | Pension Strategies Post 1 July 2017

Sat, 05 May 2018 11:47:00 +1000

Pension strategies post 1 July 2017 have changed. Daniel Mikhail of Partners Wealth Group will guide you through the different options.

46 | Innovation In Australian Law Firms

Sat, 05 May 2018 11:41:00 +1000

It is worth looking over the fence for ideas. Here are Paul Baker and Zile Yu discussing innovation in the legal industry and at Meridian Lawyers.

45 | Online SMSF Auditing Software

Sat, 05 May 2018 11:40:00 +1000

Online SMSF auditing software is the way of the future. Manoj Abichandani of onlinesmsfaudit.com.au will tell you why and how.

44 | Offshoring To The Philippines

Fri, 04 May 2018 13:56:00 +1000

Offshoring has a negative connotation. But it doesn't have to be this way. Mike O'Hagan of Mike's Business Tours will show you the options you have.

43 | Top 10 Mistakes When Selling An Accounting Practice

Fri, 04 May 2018 13:45:00 +1000

You probably will only ever sell your practice once. So no practice runs. Steven Fine of Growth Focus will show you the top 10 mistakes sellers make.

42 | Legal Issues When Buying Or Selling A Business

Fri, 04 May 2018 13:21:00 +1000

Buying or selling a business? Common pitfalls are not rocket science but easily overlooked. Patrick Huang of Argyle Lawyers will guide you around these.

41 | How Data Feeds Work

Thu, 03 May 2018 13:15:00 +1000

How do data feeds actually work? Kevin Bungard and Tom Sargent of Class will give you a unique insight.

40 | Personal Insurance Inside Or Outside Of Super

Wed, 02 May 2018 13:10:00 +1000

Personal insurance inside or outside of Super? Mistakes can cost dearly. Daniel Mikhail of Partners Wealth Group will guide you through the intricate details.

39 | Online Legal Documents

Tue, 01 May 2018 12:55:00 +1000

Legal documents cost time and money. How much depends on where we go. Let Manoj Abichandani of trustdeed.com.au share some thoughts with you.

38 | How To Sell My Accounting Practice

Tue, 24 Apr 2018 12:28:00 +1000

If you want to sell your accounting practice, do you know how? Steven Fine of Growth Focus runs you through the process with valuable advice on the way.

36 | Common Reporting Standards

Tue, 10 Apr 2018 11:15:00 +1000

Tax havens start talking to the ATO thanks to the new Common Reporting Standards. Ben Sewell of Sewell & Kettle provides a helpful overview.

35 | Improving The Small Business CGT Concessions ED

Tue, 03 Apr 2018 10:43:00 +1000

"Improving the Small Business CGT Concessions" is the title of a new exposure draft. Patrick Huang of Argyle Lawyers will walk you through the details.

34 | R&D Tax Incentive

Tue, 27 Mar 2018 14:10:00 +1100

The R&D Tax Incentive can help companies to survive and prosper. But how? Kevin O'Hara of Techwitty will walk you through the details.

33 | The Great Debate

Tue, 20 Mar 2018 07:11:00 +1100

If you could change one thing about the Australian tax system, what would it be and how? Robert Deutsch of The Tax institute asked that question.

32 | Debt Or Equity

Tue, 13 Mar 2018 04:59:00 +1100

Is it debt or equity? Scott Treatt of Pitcher Partners will walk you through Div 974 that governs the classification of debt and equity.

31 | Class SMSF Benchmark Report December 2017

Tue, 06 Mar 2018 01:03:00 +1100

The December 2017 Class SMSF Benchmark Report is a great read. Kevin Bungard of Class will share valuable insights with you.

30 | The Panama Papers

Tue, 27 Feb 2018 06:11:00 +1100

The Panama Papers were the scandal the world had to have. In this episode Ben Sewell of Sewell & Kettle in Sydney tells us how it happened and what it meant.

29 | Car Parking Fringe Benefits

Tue, 20 Feb 2018 13:41:00 +1100

Car parking can turn into a fringe benefit over time. Claire Thornett of WLF will tell you how, when and to what extent.

28 | Estate Planning

Tue, 13 Feb 2018 12:01:00 +1100

Estate planning is complex because it has so many moving parts: trust law, super law, tax law, family law. Ben Symons will walk you through the jungle.

27 | The Story Of BGL

Tue, 06 Feb 2018 15:57:00 +1100

How did BGL start? Where is it now? And where to from here? Ron Lesh of BGL will take you from the past to the future.

26 | Offshore Tax Havens

Tue, 30 Jan 2018 16:03:00 +1100

How do you set up shop in an offshore tax haven? Ben Sewell of Sewell & Kettle shows you what it takes and a few more things along the way.

25 | Partial Commutations Require An AFSL

Tue, 23 Jan 2018 16:23:00 +1100

Are we as tax advisers allowed to partially commute balances from pension back to accumulation? Here is David Moss of Merit Wealth on this issue.

24 | NSW Payroll Tax Exemptions And Rebates

Tue, 16 Jan 2018 12:00:00 +1100

Payroll exemptions and rebates are not harmonised across Australia. Here are Andrew Fricot and Ankur Dhar of Revenue NSW with the details.

23 | Insights Of A Mortgage Broker

Wed, 10 Jan 2018 10:48:00 +1100

Mortgage brokering is a $344b industry right in front of us in the supply chain. Here is Jonathan Preston of Home Loan Experts with more insights.

22 | Meal Entertainment Fringe Benefits

Tue, 02 Jan 2018 18:03:00 +1100

Meal entertainment is confusing. There are so many moving parts that it is easy to lose track. Claire Thornett of WLF in Hobart is here to take us out of this confusion.

21 | Payroll Tax Grouping Provisions

Wed, 27 Dec 2017 07:43:00 +1100

The payroll tax grouping provisions play a huge role. Here are Andrew Fricot and Ankur Dhar of Revenue NSW with the ins and outs of grouping.

20 | TRIS To An ABP

Tue, 19 Dec 2017 16:01:00 +1100

Can a TRIS converts to an ABP or does it need to stop and start? David Moss of Merit Wealth discusses the current status of this issue.

19 | Sole Purpose Test

Wed, 13 Dec 2017 09:45:00 +1100

According to the ATO the sole purpose test is the most commonly breached rule. Manoj Abichandani of Online SMSF Auditor discusses the issue.

18 | Family Law

Tue, 05 Dec 2017 23:19:00 +1100

When working on the tax implications of a relationship breakdown, it helps to understand the legal side. Here is Angelina Torrisi giving you a helpful overview.

17 | SMSF Estate Planning Post July 2017

Tue, 28 Nov 2017 17:55:00 +1100

The super reform changed estate planning within the SMSF environment. Here is Chloe Ward of Intello giving you an overview.

16 | What Is A CFD?

Tue, 21 Nov 2017 16:50:00 +1100

CFDs are complicated. Jonathan Preston traded CFDs for quite a few years and will walk you through the ins and outs of CFD trading.

15 | Fringe Benefits Tax

Tue, 14 Nov 2017 17:29:00 +1100

FBT can be complicated and confusing. Claire Thornett of WLF will give you a comprehensive overview of the FBT system in Australia.

14 | Events Based Reporting Turnaround

Tue, 07 Nov 2017 18:03:00 +1100

Events based reporting experienced an impressive turnaround. In this episode Ron Lesh of BGL will tell you how this came about.

13 | US Nonresident Alien Spouse

Tue, 31 Oct 2017 22:53:00 +1100

How does the US tax system affect the Australian spouse of a US citizen or Green card holder? Jane Bruno will give you the answer.

12 | Payroll Tax Contractor Provisions

Tue, 24 Oct 2017 17:46:00 +1100

Payments to contractors can be subject to payroll tax if paid under a 'relevant contract'. Andrew Fricot and Ankur Dhar of Revenue NSW will tell you more.

11 | SMSF Events Based Reporting

Tue, 17 Oct 2017 22:20:00 +1100

From 1 July 2018 all SMSFs in retirement phase need to report certain events to the ATO. Chloe Ward of Intello gives you an overview.

10 | Objections & Appeals

Tue, 10 Oct 2017 20:59:00 +1100

How does an objection or appeal work? What other options do you have? King Tan of King & Wood Mallesons will give you an answer and much more.

9 | US Tax While Living In Australia

Tue, 03 Oct 2017 14:17:00 +1100

As a US citizen or Greencard holder, the US will tax your worldwide income even while you live in Australia. Jane Bruno will give you the details.

8 | The Story Behind The Bywater Case

Tue, 26 Sep 2017 19:59:00 +1000

We have all heard of Bywater, but what actually happened? How was it set up? And how did the ATO find out about it? Here is Robert Campbell with more.

7 | Risk Reviews & Tax Audits

Tue, 19 Sep 2017 19:22:00 +1000

How to manage a risk review or tax audit? King Tan of King & Wood Mallesons freely shares his knowledge and expertise with you here.

6 | Australia's Tax Residency Rules Are Broken

Tue, 12 Sep 2017 19:21:00 +1000

Something as fundamental as tax residency should result in a clear answer. But it doesn't. Too hard as Clint Harding of Arnold Block Leibler will argue.

5 | Tax Residency Of Individuals & Companies

Tue, 05 Sep 2017 18:40:00 +1000

Tax residency is the gateway to the Australian taxation system. Robert Campbell of McLeod Campbell will walk you the ground rules around residency.

4 | Lifecycle Of A Tax Dispute

Wed, 30 Aug 2017 03:39:00 +1000

King Tan of King & Wood Mallesons will walk you through the lifecycle of a tax dispute. All the way from pre-engagement to objections and appeals.

3 | Commercial Debt Forgiveness

Tue, 22 Aug 2017 13:06:00 +1000

How to treat commercial debt forgiveness for tax purposes? Robert Campbell of McLeod Campbell will give you a helpful overview.

2 | Why Not To Offshore SMSF Work

Tue, 15 Aug 2017 19:13:00 +1000

Do you offshore SMSF work or not? Chloe Ward of Intello will tell you how they turned staying in Australia into an advantage.

1 | Payroll Tax

Tue, 08 Aug 2017 17:26:00 +1000

Most of Australia's payroll tax legislation is harmonised across Australia. Andrew Fricot and Ankur Dhar of Revenue NSW will show you.