Robyn Jacobson, CTA, chats with Anthony Marvello, Assistant Commissioner, Client Engagement Group, ATO, about the enduring and evolving challenges of Division 7A. They unpack the ATO’s increased scrutiny, common fundamental errors being made and the importance of proactive advice. Learn about complying loans, the use of journal entries to make loan repayments, the Commissioner’s discretion to disregard a deemed dividend, and key tips for navigating Division 7A compliance. Recorded live at The Tax Summit 2024.

Host: Robyn Jacobson, CTA
Guest: Anthony Marvello, Assistant Commissioner, Client Engagement Group, ATO

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

You won't want to miss this bonus episode, where you'll get a sneak peek behind the closed doors of this week's member-only webinar: Federal Budget 2025–26 Reflections & Insights.

In the webinar, Robyn Jacobson, CTA, facilitates a panel of experts:

• Tim Sandow, CTA, Tax Partner, BDO & President, The Tax Institute
• Julie Abdalla, FTI, Head of Tax & Legal, The Tax Institute
• Jonathon Ortner, FTI, Tax Partner, Arnold Bloch Leibler
• Scott Treatt, CTA, CEO, The Tax Institute

You'll hear the first 20 minutes of the webinar, plus a bonus snippet of the discussion where they summarise the issues covered in an earlier #Bendel webinar – nothing but the topical content you want to hear!

They discuss the commercial and practical implications and considerations of the Budget’s key tax and superannuation measures. 

For a deeper dive into what the Budget means for you and your clients, and to access other member-only insights and resources, including the Federal Budget 2025-26 report, become a member of The Tax Institute. Learn more: https://www.taxinstitute.com.au/membership/benefits

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

For the past 16 years, the question of whether an unpaid present entitlement (UPE) is a loan for Division 7A purposes has challenged the tax profession. Now, in a landmark ruling, the Full Federal Court has delivered its judgment in Commissioner of Taxation v Bendel [2025] FCAFC 15 (Bendel) – confirming that a corporate beneficiary’s UPE is not a loan for Division 7A purposes. This finding has significant implications for taxpayers, tax practitioners and the ATO.

Following the decision, this latest episode of TaxVibe delves into the details, exploring the implications. Robyn Jacobson and guest Neil Brydges, CTA, Principal at Sladen Legal, discuss the potential for further legal challenges and legislative changes, and how tax practitioners may navigate the resulting uncertainty.

And we'll continue the conversation with an expert panel at our member-only webinar on 25 March – members can head to our website to register! https://www.taxinstitute.com.au/events/member-webinars/2024-25-member-webinar-series

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

This episode of TaxVibe dives deep with Paul Banister, CTA, as we uncover the risks associated with new client relationships. Learn how to spot red flags, mitigate risks, and navigate the complexities of past tax blunders. This episode is a must-listen for any tax professional looking to protect their practice. 

 Robyn and Paul cover:  

• Taking on a new client 
• Practical examples of common risks 
• What should a practitioner do if they find an error? 

 Host: Robyn Jacobson, CTA 

Guest: Paul Banister, CTA, Grant Thornton Australia 

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

In this episode of TaxVibe, Robyn chats with Tim Sandow, CTA, Tax Partner, BDO, and Julie Abdalla, FTI, Head of Tax & Legal at The Tax Institute with their reflections on the hits and misses of 2024 and their expectations for 2025 on matters of tax policy and administration. 

They cover:  

• Reflections of 2024, including TASA, IAWO, and more! 
• As The Tax Institute’s President for 2025, Tim’s focuses for the year 
• The Tax Institute’s Tax Policy and Advocacy priorities in 2025 
• ABUMs – announced but unenacted measures 
• Upcoming budget and election 

 Host: Robyn Jacobson, CTA 

Guests: Tim Sandow, CTA, Tax Partner, BDO, and Julie Abdalla, FTI, Head of Tax & Legal, The Tax Institute 

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

In this episode of TaxVibe, Robyn chats with David Montani, CTA, National Tax Director, about the exciting release of his upcoming book, Tax Wars – an insightful look at the need for, and the challenges facing, holistic tax reform in Australia.

They cover:

• The reason for the title of the book, Tax Wars
• The approach of using pop culture references to explain complex tax concepts
• The timing of the book's release relative to the upcoming Federal election
• Whether or not the book will challenge long-term thinking around tax reform

No spoilers included!

Host: Robyn Jacobson, CTA

Guest: David Montani, CTA, National Tax Director

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

In this episode of TaxVibe, Robyn chats with Andy Milidoni, CTA, Partner, Johnson Winter Slattery, about how to support clients amid firmer action on ATO debt collection.

They cover:

• Recent changes and the current environment 
• The Commissioner’s powers to collect debts
• ATO Support
• Advice for practitioners supporting clients with tax debts

Host: Robyn Jacobson, CTA

Guest: Andy Milidoni, CTA, Partner, Johnson Winter Slattery

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

In this episode of TaxVibe, Robyn chats with Adrian Cartland, Principal Solicitor of Cartland Law. Adrian is also the creator of Ailira, the Artificially Intelligent Legal Information Research Assistant, which automates legal research and advice. 

Robyn and Adrian chat about the increasing impact of Artificial Intelligence (AI) and technology on the tax profession, going back to the basics of the evolution of technology in tax, what AI actually is, and how it can be used. They also gaze into their crystal balls to discuss AI's role as another tool in the toolbox for practitioners and how it may shape the provision of tax advice in the future. 

Host: Robyn Jacobson, CTA 

Guest: Adrian Cartland 

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

Domestic violence is a national problem and has been labelled a crisis in recent times. But did you know that most cases of domestic violence have an element of financial/economic abuse? The Australian Bureau of Statistics estimates that 2.4m Australians have experienced intimate partner financial abuse. And it is often financial instability that can lead someone back into or to remain in an abusive relationship – highlighting the importance of the systems supporting victim-survivors.

In this episode of TaxVibe, Robyn chats with Dr Ann Kayis-Kumar, Associate Professor of Taxation Law at the UNSW Business School, about financial abuse perpetrated through the tax system and what tax practitioners can do to respond to this form of domestic violence to support their clients.In this episode of TaxVibe, Robyn chats with Dr Ann Kayis-Kumar, Associate Professor of Taxation Law at the UNSW Business School, about financial abuse perpetrated through the tax system and what tax practitioners can do to respond to this form of domestic violence. 

Host: Robyn Jacobson, CTA 

Guest: Dr Ann Kayis-Kumar, Associate Professor, UNSW Business School 

Need help? 

• 1800 Respect (1800 737 732) — provides free crisis support, counselling, safety planning and information 24/7
• NSW: Redfern Legal Centre’s Financial Abuse Service NSW provides free legal advice to people across NSW who have experienced financial abuse (no equivalent in other States)
• National Debt Helpline: 1800 007 007

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

In this very topical episode, Robyn chats with Peter de Cure, Chair of the Tax Practitioners Board, about the latest changes to the regulation of the tax profession. They discuss the key issues affecting practitioners and how the TPB will implement and administer the significant changes. 

More on this topic will be available in Session 13.3: The TPB and professional obligations at The Tax Summit 2024. We hope to see you there! 

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