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 from FBT.

Host: Robyn Jacobson, CTA

Guest: Emma Rosenzweig

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

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 role of executors and estate law considerations

• Other considerations, like control of entities, digital assets, social media accounts and disputes between beneficiaries.

Host: Robyn Jacobson

Guest: Ian Raspin

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

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!
• The ATO’s top focus areas for 2022–23
• Support available this tax time
• Scams – and how to protect yourself

 Don’t miss this one, and see if you can keep count of the number of times the word ‘records’ is mentioned to get an idea of how important it is to keep good tax records!

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

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 steps practitioners can take to ensure the security of clients’ data, the 3 golden rules for all taxpayers, and of course, why even your favourite colour is an important consideration for this type of security!

This is just a taste of the type of content you can expect at this year’s Tax Summit. The 2023 Tax Summit will be here before we know it — catch you in Melbourne from 5–7 September!

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

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 panellists Clint Harding, CTA, Partner, Arnold Bloch Liebler, Clare Mazzetti, Chair, The Tax Institute, and Marg Marshall, CTA, President, The Tax Institute. 

To hear the full webinar and access other member-only insights and resources, become a member of The Tax Institute. You can learn more at our website.   

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

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 crime-related case with significant tax implications, followed by a hearty conversation on the need for tax reform. 

This is just a taste of the type of content you can expect at The Tax Summit. The 2023 Tax Summit will be here before we know it — catch you in Melbourne from 5-7 September!

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

“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 unique needs and challenges of small and family businesses are things we need to consider and plan for.

ASBFEO supports small businesses through the challenges they face – including support for disputes, mental health, resilience and financial well-being, and provides a Tax Concierge Service – helping to navigate the Administrative Appeals Tribunal process.

Tune in to hear more about how they support small businesses in communities around Australia, and how you can use ASBFEO for your business. 

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

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 participation in the clinics has had on her tax education experience.

This is tax tackling the real issues - after all, any tax practitioner knows that it's not just about the law - practising tax is about the relationships.

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

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 than just teaching students - it's about being a custodian of the system, nurturing the youth of the tax profession and raising the bar across Australia. Live at the 34th annual Australasian Tax Teachers Association conference, they also discuss the conference itself and the theme 'tax in a disrupted world'.

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

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 7A, section 100A and lots of other tax rules
• Do trusts still have a purpose?
• Is it just too hard to run a trust these days?

Host: Robyn Jacobson, CTA

Guest: John Ioannou, CTA

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