TaxVibe

In this bonus episode of TaxVibe, a snippet of our member-only webinar, you'll hear Robyn Jacobson, CTA, cover some of the hot tax topics to be aware of as we near the end of the financial year.  This episode covers insights into:  Personal income tax cuts Student loans Work-related expenses Rental properties To see the full webinar, and access other member-only insights and resources, become...

You won't want to miss this bonus episode of TaxVibe, where you'll get a sneak peek behind the closed doors of our member-only Federal Budget 2024-25 webinar.  In this facilitated panel discussion, our CEO, Scott Treatt CTA, facilitates a panel of experts: Annemarie Wilmore, ATI, Partner, Tax, Johnson Winter Slattery  Clare Mazzetti, ATI, Chair, The Tax Institute  Todd Want, CTA, Head of...

Recorded live at our SA Tax Forum, in this episode, Robyn Jacobson, CTA , chats with Tim Sandow, CTA , current Vice President of The Tax Institute and Tax Partner at BDO.  With tax ethics in the spotlight, they cover a range of ethical issues and responsibilities to consider when advising clients on their tax affairs, including the latest on the TASA reforms.  You’ll also find: The importance of a...

In this episode, Robyn takes a deep dive into all things self-managed superannuation funds with Liz Westover, FTI, Partner and National SMSF Leader, Deloitte.  They cover what’s hot in the land of SMSFs, including:  Caps, limits and thresholds  Illegal early access and the SG gap  Everything you need to know about Division 296  Changing SG rates  Payday super  SMSF stats  The Tax Institute's...

If you're experiencing staffing issues in your practice, this episode is worth a listen!  Robyn chats with Jonathan Ryall, Co-Founder of Frontline Accounting and Paul Franks, Partner, Lambourne Partners, about their experience in offshoring accounting and tax work, driven primarily by labour shortages in the profession in Australia.  They cover:  The difference between outsourcing and offshor...

Strap yourselves in, this is a long episode full of reflections on 2023 and the biggest insights for 2024! Robyn hosts Todd Want CTA, The Tax Institute’s newly appointed President for 2024. They cover everything from the Stage 3 tax cuts to AI and so many things in between! Listen to this episode for: • Key reflections on 2023 • The biggest factors at play in 2024 • Labour shortages in the profess...

In this episode of TaxVibe, Robyn Jacobson, CTA chats with Vivek Chaudhary , Deputy Commissioner, Lodge and Pay, at the Australian Taxation Office, about the ATO’s approach to taxpayers’ lodgment and payment obligations, and the shift in payment culture, from the anomaly that was the pandemic, and how things need to change in the future to ensure a fair tax system for all Australians.  For more in...

If you’ve ever wondered who conducts independent tax dispute investigations for taxpayers and is committed to ensuring the tax system is administered fairly, equitably and transparently, you’ll want to hear this!  In this special episode of TaxVibe, recorded in person at The Tax Summit 2023, Robyn chats with Karen Payne, Inspector-General of Taxation and Taxation Ombudsman, about the office and ro...

In this episode of TaxVibe, Robyn chats with Emma Rosenzweig, Deputy Commissioner, Superannuation & Employer Obligations, ATO, about the current Superannuation and FBT environment. They cover the top issues currently facing employers, what happens if employers get it wrong, how the ATO is supporting employers and employees and why a ute is not a magical purchase that is automatically exempt fr...

In this episode of TaxVibe, Robyn chats with Ian Raspin, estate taxation specialist and Managing Director, BNR Partners, about his broad experience in advising on the myriad of tax issues associated with deceased estates. They cover: • Valid wills, intestacy and assets that cannot be dealt with by a will • Tax issues, including CGT, GST, Division 7A, superannuation and so much more • Probate, the...

It’s that time of the year again – tax time! In this episode, Robyn Jacobson chats with Tim Loh, Assistant Commissioner and Tax Time Spokesperson at the Australian Taxation Office about helping people get their tax returns right the first time and avoiding mistakes at tax time.  In a jam-packed near-hour discussion, they cover: Tax time season What’s new this tax time? Records, records, records! T...

From the archives — recorded at The Tax Summit in October 2022, this is an in-depth discussion between our own Senior Advocate, Robyn Jacobson, CTA, and a couple of experts in data security: Debra Anderson , ATI, Board Member at the TPB, accountant, registered tax agent and cyber security specialist, and Corey Cacic , Founder and CTO at Annature. They discuss current data security issues, the step...

You won't want to miss this bonus episode of TaxVibe, where you'll get a special insight into our post-Federal Budget reflections - a sneak peek behind the closed doors of our member-only webinar.  You'll hear the highlights of key tax & superannuation measures and their commercial and practical implications. Facilitated by our own Robyn Jacobson, you'll hear from panellist...

We’ve pulled this one from the archives — recorded at The Tax Summit in October 2022, it’s a candid chat between our own Senior Advocate, Robyn Jacobson, CTA, and Chair of the Financial Reporting Council, Andrew Mills, CTA (Life). They recap Andrew’s Justice Hill Memorial lecture at the 2022 Tax Summit, diving deeper into the fascinating topics he covered. They move on to discuss an interesting cr...

“Small businesses aren’t just shrink-wrapped large corporates” - The Hon. Bruce Billson GAICD. In this episode, our guest, Bruce Billson, tells the story of small business in Australia and the role of the Australian Small Business and Family Enterprise Ombudsman (ASBFEO). With nearly half of all small business owners in Australia over 50, and only 8% under 30 (when it was 18% a decade ago), the un...

If you've ever wondered about tax clinics, this is the episode for you. Scott chats with Dr Rob Whait, CTA, Senior Lecturer in taxation at UniSA, and Claire Clinton, student at Griffith University and participant in the Griffith tax clinic. They dig deep into who tax clinics are for, the very real difference they can make in peoples' lives, and the positive impact Claire's participa...

In this episode of TaxVibe, Scott chats with Annette Morgan CTA. Annette is a senior lecturer in taxation at Curtin University, Co-Founder and Clinic Director of the Curtin Tax Clinic, has her own tax practice, and is the immediate past president of the Australasian Tax Teachers Association. Scott and Annette discuss the role of academics and teachers in the tax system and how it's about more...

The showdown of companies versus trusts. In this episode of TaxVibe, Robyn chats with John Ioannou CTA, Principal Lawyer and National Head of Tax, Macpherson Kelley. Robyn and John discuss the benefits and drawbacks of both structures in a changing tax environment. But is there a victor? They discuss: What is a company and how does it differ to a trust? Different outcomes for stakeholders Division...

In this episode of TaxVibe, Robyn chats with Emma Rosenzweig, Deputy Commissioner, Superannuation & Employer Obligations, ATO, about the current landscape of the Superannuation Guarantee regime.   They discuss:  The top issues and challenges for employers in 2022–23 What the ATO is doing to reduce the SG gap Commercial clearing houses What happens if employers get it wrong Recent changes from...

In this episode of TaxVibe, Robyn chats with Tim Loh, Assistant Commissioner, Experience and Government, Individuals and Intermediaries and Tax Time spokesperson for 2022, ATO, about the annual Tax Time program. They discuss: The top issues for 2021-22 including lodging early in July, record keeping & more. The 3 golden rules for claiming work-related experience Rental income and deductions (i...

For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, Robyn chats with Julie Abdalla, FTI, Tax Counsel at The Tax Institute about what the recent Federal election outcome means for you and your clients. They discuss: The state of the new Parliament What we can expect for tax policy under the new Government What The Tax Institute sees as the priority issues ahead of the updated Budget expected in October Can the independent...

In this episode of TaxVibe, Robyn chats with Tracey Dunn, Associate Director, Tax Services, RSM Australia, about the tax implications of acquiring, holding and disposing of digital and crypto assets, including Bitcoin and non-fungible tokens (NFTs). They cover: The basics you should be across in the constantly evolving world of digital assets Legal and tax frameworks surrounding these assets (or l...

In this episode of TaxVibe, Robyn chats with Jonathan Ortner, Tax Director, Arnold Bloch Liebler, about section 100A of the Income Tax Assessment Act 1936 that deals with trust distributions and what the ATO’s recent draft guidance materials mean for you and your clients. They explore: What section 100A is and why it’s in the spotlight at the moment The conditions under which section 100A applies...

In this episode of TaxVibe, Robyn chats with Alan FitzGerald, Founder of Practice Connections Advisory, about tax and the current technology landscape, including:   • Digital disruption and how practices have become agile during the pandemic  • The current state of tax and accounting software   • The future of technology in tax and the impacts of solutions like Artificial Intelligence   Alan has s...