Tax Talks

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.

Choosing the right trust structure is an important step to effectively manage and administer wealth. Here is Paul Mackenroth of Cleary Hoare with more.

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.

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.

When moving a TRIS to retirement phase, does it matter when you notify the trustee? Meg Heffron of Heffron SMSF Solutions has the answer.

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.

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.

To reduce tax you need to maximise the exempt current pension income (ECPI). Melanie Dunn will tell you how.

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.

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.

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.

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.

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.

Registering a trademark might be the best way to protect your brand. Aaron Walters of IP Australia explains why.

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.

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.

The Class SMSF Benchmark Report 2018 looks at the effects of the super reforms so far among other topics. Here are the details.

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.

What is Mclowd's 2020 vision? Where are they heading? Here is Ashley Porter, the CEO of Mclowd with the details.

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.

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.

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.

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.

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.

The Code of Professional Conduct affects us all. Here is Ian Taylor, the Chair of the Tax Practitioners Board, with the details.