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 upcoming online event, Superannuation Intensive

 Host: Robyn Jacobson, CTA

 Guest: Liz Westover, FTI

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

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 offshoring
• Managing risk
• The offshoring experience from a practitioner's perspective
• A special offer at the end of the episode! 

Host: Robyn Jacobson, CTA

Guests: Jonathan Ryall, Co-Founder of Frontline Accounting and Paul Franks, Partner, Lambourne Partners

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

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 profession and changes in work practice

• The upcoming Federal Budget

• Tax debts and ATO debt collection activities

• All things superannuation – Division 296, Payday super, NALI/NALE

• The integrity of the tax profession

• Todd’s vision as President for 2024, including our new digital micro-learning experience, Tax Academy

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

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

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 role of the IGTO. This is a rare opportunity to hear about the work their office undertakes to support the tax profession and taxpayers.

They discuss current reviews and investigations, how the IGTO works to improve the administration and integrity of the tax system, and their important role in ensuring accountability of ATO decisions and actions. 

Host: Robyn Jacobson, CTA

Guest: Karen Payne, Inspector-General of Taxation and Taxation Ombudsman

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

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/