Tax Talks

In Episode 3 of Tax Talks, Andrew Henshaw, Rajan Verma and special guest Nick Schaeffer (Partner, PGP Consulting) unpack the biggest Australian tax developments affecting accountants, advisers and business owners. Topics include the High Court's landmark Bendel decision on Division 7A and unpaid present entitlements (UPEs), the latest Federal Budget tax measures, Victoria's updated trust duty guid...

May was one of the biggest months for tax in recent memory. In Episode 2 of Tax Talks, hosts Andrew Henshaw and Rajan Verrma are joined by Anthony Tripolino from Tripolino Accountants to unpack the Federal Budget and the significant tax measures that have sparked widespread discussion across the profession. The episode explores the proposed capital gains tax reforms, changes to negative gearing, t...

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...

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.

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

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.

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

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

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.

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

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

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.

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

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

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

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 r...

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.

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

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.

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

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? 

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

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.

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

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.