Tax Wrap podcast

By The Institute of Financial Professionals AustraliaBusiness

Tax Wrap podcast episodes

May 24, 2021 Tax Wrap 239 | Effective client communications
Tax Wrap speaks with Jemima Joseph, an Investment Communications Strategist with over 14 years of experience in the investment management industry and a chartered financial analyst. Jemima reveals the tips and tricks for effective client communications, and also looks at how to have those "difficult" conversations with clients.
29 min
May 12, 2021 Tax Wrap 238 | Federal Budget 2021-22
Tax Wrap gets all the good news, and otherwise, on the 2021-22 Federal Budget from Tax & Super Australia's tax technical guru Neville Birthisel.
19 min
April 27, 2021 Tax Wrap 237 | CGT and inherited property
Tax Wrap revisits Tax & Super Australia's in-house CGT guru Kirk Wilson to find out all the ins and outs, the dos and don't dos, of the concessions available for capital gains when a property is inherited.
24 min
April 12, 2021 Tax Wrap 236 | Choosing an adviser
Tax Wrap speaks with academic and author Tom Ravlic about what to look for when choosing a financial or tax adviser, and from a practitioner's perspective, what prospective clients will need to know before they can have a comfortable level of assurance.
26 min
March 29, 2021 Tax Wrap 235 | The COVID-19 depreciation frenzy
To support business through the pandemic, the Federal Government introduced a range of measures to help, such as the cranking up of the instant asset write-off, the Backing Business Investment measurte, and the full expensing of assets. While the news seems to be all good, Tax & Super's tax technical expert Frank Drenth says there are certain conditions and stipulations to look put for.
21 min
March 10, 2021 Tax Wrap 234 | Debt forgiveness and CGT
Tax Wrap once again gets Tax & Super Australia's CGT maven Kirk Wilson on the line to go over the CGT consequences of forgiving a debt. There are also traps and exceptions to watch out for.
28 min
February 16, 2021 Tax Wrap 233
Tax & Super Australia's Tax Counsel John Jeffreys is once again a guest on ABC Radio Adelaide. He addresses the consequences of the non-payment of the superannuation guarantee by employers, and the options open to taxpayers once these non-payments are discovered.
15 min
February 16, 2021 Tax Wrap 233 | The consequences of employers not paying SG
Tax & Super Australia's Tax Counsel John Jeffreys is once again a guest on ABC Radio Adelaide. He discusses the consequences of the non-payment of the superannuation guarantee, and what can be done when such non-payments are discovered.
15 min
February 03, 2021 Tax Wrap 232 | CGT and first used for assessable income rule
Tax Wrap speaks with Tax & Super Australia's in-house CGT expert Kirk Wilson about the CGT rule s 118-192 (the "first-used to produce assessable income" rule), the possible knock-on effects and traps to watch for.
28 min
November 25, 2020 Tax Wrap 231 | ATO talks Tax Time 2020, and support for tax agents
Sylvia Gallagher is an Assistant Commissioner at the ATO with responsibility for Tax Time support services for individual taxpayers as well as the Tax Practitioner Lodgment Program and agent support services. She speaks with Tax Wrap about the challenges of the 2020 year, and the ongoing support practitioners can rely on.
46 min

About Tax Wrap podcast

From the publisher's feed

Tune into our IFPA Wrap podcast and gain professional insights by listening to informed discussion with industry experts about current issues in tax, super and the broader financial services industry.

Earn self-assessed CPD/CPE points while listening online at your computer or on the go with your mobile device.

Ask questions and have your say on issues discussed on the show via social media or email us at [email protected].

Introducing a dynamic new contributor to IFPA's The Wrap Podcast: Mr. Ray Trevisan, Director of OTG Capital and Host of Dollars & Making Sense

Prepare to be captivated by the wealth of knowledge and expertise that Ray brings to the esteemed ranks of IFPA's The Wrap podcast. As the Director and Fund Manager of OTG Capital, Ray has established himself as a prominent figure in the world of finance, leading an Asset Backed Investment Trust for over four years with unparalleled success.

With an impressive investment track record encompassing bonds, commercial loan portfolios, and ventures into the realm of venture capital, Ray has solidified his position as a master in the art of financial strategy. As an Authorised Representative (AR:001250963) and Responsible Manager of Dirigere Advisory Pty Limited, holding an Australian Financial Services License (AFSL:524371), he is recognized for his unwavering commitment to excellence and compliance.

Ray's educational accomplishments are equally impressive, holding a Master of Management from the prestigious University of Technology in Sydney. As a Graduate of the Australian Institute of Company Directors (AICD) and a respected NSW Justice of the Peace (JP), Ray embodies the values of integrity and leadership.

With over four decades of experience in diverse industries such as telecommunications, information technology, and software, Ray shifted his focus to financial planning, funds management, and compliance. His astute business acumen has made him a sought-after expert in the field, providing invaluable insights to clients and industry professionals alike.

Operating from the northern beaches office of OTG Capital and Dirigere Advisory in Newport Beach, NSW, Ray is deeply ingrained in the local community. As the host of the popular radio show and podcast, Dollars & Making Sense, on Community Radio Northern Beaches, he has established himself as a trusted voice in financial matters, empowering listeners with knowledge and strategies for financial success.

Join us as we welcome Ray to IFPA's The Wrap podcast, where his expertise, dedication, and dynamic presence promise to enlighten and inspire listeners on their financial journeys. Prepare to embark on a remarkable experience as Ray takes us on a captivating exploration of the world of finance, leaving no stone unturned in his quest to share invaluable insights and foster financial growth.