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Australia's Tax News Podcast

Australia's Tax News Podcast for Tax Professionals


    • Mar 25, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 32m AVG DURATION
    • 478 EPISODES


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    Latest episodes from Tax Talks

    438 | Subdiv EA and s100A

    Play Episode Listen Later Mar 25, 2025 34:23


    So this is our last episode about the Bendel Case and Subdiv EA.

    437 | Subdiv EA and Beyond

    Play Episode Listen Later Mar 24, 2025 32:17


    In this episode, let's walk through seven questions with Andrew Henshaw of Velocity Legal about Subdiv EA and beyond.

    436 | The Bendel Case Part 2

    Play Episode Listen Later Mar 5, 2025 28:40


    In 'The Bendel Case Part 2' - not the most creative title we ever came up with - we will drill deeper into what The Bendel Case means for you.

    435 | The Bendel Case Part 1

    Play Episode Listen Later Mar 5, 2025 33:13


    The Bendel Case shapes up to be the ATO's Waterloo – a crushing defeat to the position the ATO took in TR 2010/3.

    434 | Item 17 Ministerial Determination

    Play Episode Listen Later Dec 8, 2024 40:16


    Item 17 makes it very easy for legislators to quickly add new rules to the Professional Code for Tax Agents through a Ministerial Determination.

    433 | Dob-In Rules for Tax agents

    Play Episode Listen Later Dec 1, 2024 34:54


    In this episode, Andrew Henshaw will walk you through the changes to the TASA 2009 and discuss the new Dob-In Rules for tax agents with you.

    tasa tax agents
    432 | PSI Examples in PCG 2024/D2

    Play Episode Listen Later Nov 24, 2024 30:20


    There are many PSI examples in PCG 2024/D2, but all are pretty black and white.

    431 | PSI in PCG 2024/D2

    Play Episode Listen Later Nov 17, 2024 34:04


    The four PSB tests no longer protect PSI from the PSI rules. Instead, PCG 2024/D2 drags Part IVA back onto the stage.

    430 | Test Individual in a Family Trust Election

    Play Episode Listen Later Nov 11, 2024 39:35


    When you look at family trusts, everything rotates around the Test Individual. They are the stick in the sand.

    429 | FTE Questions

    Play Episode Listen Later Oct 31, 2024 35:29


    When you work with private clients the question of a Family Trust Election almost always comes up. But you need to be careful. A family trust election can be dangerous and cost you a lot of tax, ie. Family Trust Distribution Tax. Unlike normal income tax, the amendment periods don't apply to Family Trust Distribution Tax, so the ATO can still hit your client decades later with FTDT. Hence, it is really important to get Family Trust Elections right.

    429 | FTE Questions

    Play Episode Listen Later Oct 28, 2024 36:21


    When you work with private clients the question of a Family Trust Election almost always comes up. But you need to be careful. A family trust election can be dangerous and cost you a lot of tax, ie. Family Trust Distribution Tax. Unlike normal income tax, the amendment periods don't apply to Family Trust Distribution Tax, so the ATO can still hit your client decades later with FTDT. Hence, it is really important to get Family Trust Elections right.

    428 | NDIS Registration Part 2

    Play Episode Listen Later Sep 29, 2024 30:21


    This is part 2 of our talk about NDIS registration with Astrid Rivalland and Helen Young of LegalVision in Sydney. Please listen first to part 1 in episode 427.

    ndis helen young
    427 | NDIS Registration Part 1

    Play Episode Listen Later Sep 23, 2024 32:51


    Your NDIS registration can indirectly influence your GST exemption.  Hence, this episode about the ins and outs of NDIS registrations.

    426 | Charitable Sub-fund Arrangements

    Play Episode Listen Later Aug 11, 2024 38:22


    In this final episode of our three-part mini-series about charities, we discuss Charitable Sub-Fund Arrangements with Darren Fittler of Gilbert + Tobin in Sydney, Melbourne and Perth.

    425 | PAF v PuAF

    Play Episode Listen Later Aug 5, 2024 22:58


    PAF v PuAF - what is the difference between the two?

    424 | How to Structure a Charity

    Play Episode Listen Later Jul 29, 2024 37:48


    As accountants, we work with individuals, companies, trusts partnerships and any combination of those. That is what we are familiar with.  But if a client came to you to set up a charity, would you know how to structure this? 

    423 | Identity Verification

    Play Episode Listen Later Jul 8, 2024 58:24


    Identity verification of clients is strongly recommended by the TPB, but not yet mandatory.

    422 | Employee Share Option Plans (ESOP)

    Play Episode Listen Later Jun 16, 2024 31:50


    Employee Share Option Plans - or ESOPs - give you an option to receive a share. That option might vest in the future, or it might not. Hence, taxation occurs only at the vesting point. Or in other words: The taxation point is at the point of vesting.

    421 | Employee Share Plans (ESP)

    Play Episode Listen Later Jun 9, 2024 45:18


    Employee Share Plans (ESP) give you shares without any strings attached. They are taxed upfront.

    420 | PSI in TR 2022/3 - Steps 7 to 9

    Play Episode Listen Later May 26, 2024 39:01


    PSI in TR 2022/3 - steps 7 to 9 is about the employees test, business premises test as well as ATO PSI Determinations and of course the special agent rules.

    419 | PSI in TR 2022/3 - Steps 5 and 6

    Play Episode Listen Later May 19, 2024 41:13


    PSI in TR 2022/3 - Steps 5 and 6: Nine steps to work out the taxation of PSI - here we cover the 80% hurdle and the unrelated clients test.

    418 | PSI in TR 2022/3 – Step 1 to 4

    Play Episode Listen Later Apr 29, 2024 45:24


    When you try to work out a PSI issue, it can get a bit confusing. So, it helps to put all this into a proper process.

    417 | How Sky Accountants Grew to 5m

    Play Episode Listen Later Apr 14, 2024 62:05


    Jamie Johns grew his firm to an annual turnover of $5m heading towards $10m. As a mentor at Wize Mentoring he has a unique view into what helps us grow.

    416 | How AI Boosts Your SMSF Processing

    Play Episode Listen Later Mar 25, 2024 44:01


    How AI boosts your SMSF processing - the challenge is to know what your software is capable of.

    415 | How Staff Benefits Helped StriveX to Grow

    Play Episode Listen Later Mar 18, 2024 32:23


    In this episode, let's speak with Rachel Harris about what StriveX does to really woo their staff and really look after them and how that contributed to their amazing growth.

    414 | How Social Media Helped StriveX to Grow

    Play Episode Listen Later Feb 29, 2024 40:13


    How social media helped StriveX to grow and how they manage to get so many referrals.

    413 | How StriveX Grew from 50k to 1m in 3.5 Years

    Play Episode Listen Later Feb 28, 2024 31:05


    StriveX grew from 50k to 1m in 3.5 years - here is how they did it.

    412 | Pipeline Walkthrough with Prime Partners

    Play Episode Listen Later Jan 21, 2024 47:39


    In this episode, you will hear from James Carey of Prime Partners in Sydney how they built their app stack.

    411 | Amendment Period Changes

    Play Episode Listen Later Jan 14, 2024 27:55


    So far you could assume a 2-year amendment period for most SMEs. Not anymore. Here is what the update of Regulations 2015 change for you.

    410 | Foreign Trusts and Companies

    Play Episode Listen Later Dec 3, 2023 26:22


    In this episode, we ask Bradley Murphy and Darren Catherall of Murphy Tax in Sydney six questions about foreign trusts and companies.

    409 | Assessment of the Trustee

    Play Episode Listen Later Nov 26, 2023 26:24


    When we talk about trust distributions, we always mention the possible assessment of the trustee. Especially when a trust distribution goes wrong, But what does that actually look like?

    408 | s99B Carve Outs

    Play Episode Listen Later Nov 19, 2023 23:32


    s99B Carve-outs are your way out. They protect you from s99B ITAA 1936.

    407 | s99B ITAA 1936

    Play Episode Listen Later Nov 13, 2023 33:16


    s99B ITAA 1936 is about foreign trusts paying accumulated income to Australian resident beneficiaries. Take away one of these elements, and you don't have a s99B issue.

    406 | UPE To Company: The Bendel Case

    Play Episode Listen Later Nov 6, 2023 36:00


    From 2009 until October 2023, a UPE to a company was always a Div 7A issue. Not anymore. As Andrew Henshaw of Velocity Legal in Melbourne will tell you.

    405 | Hubspot for Accountants

    Play Episode Listen Later Nov 6, 2023 33:23


    Hubspot for accountants - does that really work? Can Hubspot give us what we as accountants and tax agents need to run our practice?

    404 | CRMs for Accountants

    Play Episode Listen Later Oct 22, 2023 22:03


    In this episode we will talk with Nathan Reiche of Content Chemistry about CRMs for Accountants.

    accountants crms content chemistry
    403 | Div 6E Income

    Play Episode Listen Later Sep 21, 2023 23:41


    Div 6E income is relevant when your trust income includes capital gains and/or franked distributions. Then Div 6E will avoid double taxation.

    402 | Trust Loss Allocation

    Play Episode Listen Later Sep 11, 2023 27:34


    The 1884 Upton v Brown court case is of great importance in taxation. It involved Upton and Brown, beneficiaries of a discretionary trust, where one had income rights and the other controlled the trust's capital.

    Update 35 | s100A Pain Points

    Play Episode Listen Later Sep 3, 2023 43:15


    There are many s100A pain points - let's cover five in this update.

    401 | Trust Loss Questions

    Play Episode Listen Later Aug 27, 2023 32:39


    Let's go to the very start and look at trust income. Because we need to understand trust income before we can talk about trust losses.

    400 | Foreign Trust Example

    Play Episode Listen Later Aug 21, 2023 37:02


    The theory around foreign trusts is confusing. So in this episode let's use a New Zealand trust as a foreign trust example.

    399 | Foreign Trusts

    Play Episode Listen Later Aug 14, 2023 33:28


    Foreign trusts are not an issue per se. Nor are resident trusts. It really depends. But if you do have a foreign trust, watch out for s99B ITAA 1936. That is a really dangerous one.

    398 | Asset Protection Trust

    Play Episode Listen Later Aug 6, 2023 26:10


    An asset protection trust (aka equity split) does not give you 100% protection but it helps. Each layer you use increases your protection from creditors.

    397 | Asset Protection Layers

    Play Episode Listen Later Jul 30, 2023 27:18


    Asset protection layers can get pierced through. None is watertight. But the more layers you have, the more protected you are.

    396 | Asset Protection Silos

    Play Episode Listen Later Jul 23, 2023 37:51


    Asset protection silos are to ringfence the assets of one business from the creditors of another.

    395 | Transfer Pricing Examples

    Play Episode Listen Later Jul 18, 2023 38:21


    Here are five transfer pricing examples that cover common transfer pricing issues.

    394 | TP Reasonably Arguable Position

    Play Episode Listen Later Jul 10, 2023 26:29


    A reasonably arguable position - a so-called 'RAP' - is essential to protect you from penalties and interest for incorrect transfer pricing.

    393 | Electronic Signature Questions

    Play Episode Listen Later Jul 2, 2023 30:22


    All electronic signature questions you ever wanted to know you find in this episode of Tax Talks. Please listen in.

    392 | Legislative Framework of Electronic Signatures

    Play Episode Listen Later Jun 26, 2023 38:32


    The legislative framework of electronic signatures is confusing - to say the least.

    391 | Child Support Lump Sum Payments

    Play Episode Listen Later Jun 18, 2023 31:30


    Child support lump sum payments are often favoured by mothers and might improve the relationship between parents.

    390 | Child Support Non Agency Payments

    Play Episode Listen Later Jun 11, 2023 34:46


    Child support non-agency payments are payments to third parties credited to a child support liability.

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