TaxVibe

In this episode of TaxVibe, John Storey, Tax Counsel at The Tax Institute talks with Randstad's finance recruitment expert Richard Kennedy and The Tax Institute's Director of Learning Sharon Smulders, about how to embark on and pursue a career in tax in the age of AI. Their conversations covered important issues that are impacting both professionals and students in today’s fast-paced and rapidly evolving tax world, and the impacts that technology is having on careers and study paths. For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, Julie Abdalla, FTI, Head of Tax & Legal at The Tax Institute talks with Tony Frost, a seasoned tax professional turned leadership coach, exploring leadership, management, and career development in the tax industry. Discover practical insights on humility, communication, time management, and building a personal brand to excel in your career. About Tony Tony Frost in his first, 34-year career was one of Australia’s leading corporate tax advisers. He was, and still is, a lawyer and a Chartered Accountant. His clients included BHP Billiton, Macquarie Bank, Westpac Banking Corporation and the Commonwealth Bank of Australia. Before joining Greenwoods in 2003, he had been a tax partner at PwC for seven years. Prior to that, Tony spent five years working in-house at Westpac Banking Corporation. Throughout his tax career, Tony was a regular speaker at TTI events. Tony finished his tax career in 2018, after being Managing Partner, for seven years, of tax advisory firm Greenwoods & Herbert Smith Freehills, one of Australia’s most lauded professional service firms. Since 2019, and after completing a Master of Science in Coaching Psychology degree at the University of Sydney, Tony has been having a second career as an executive coach, mentor, leadership consultant, facilitator and trainer. He holds a number of non-executive company directorships, and is the non-executive Chairman of the Leadenhall Valuation Services group. Tony is a graduate of the Australian Institute of Company Directors and now teaches the AICD’s prestigious Company Directors’ Course. Tony is also the author of The Professional: A Playbook to Unleash Your Potential and Futureproof Your Success.                      Tony has been a proud member of The Tax Institute for close to 40 years.ResourcesLinkedIn - https://linkedin.com/in/tonyfrostWebsite - https://frostleadership.comBuy a copy of Tony's book todayFor more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, Julie Abdalla speaks with Natasha Janssens, a certified money coach and founder of Women with Sense, about the importance of financial literacy and empowerment for women. They discuss Natasha's unique background, her journey from tax accountant to financial coach, and the challenges women face in discussing money.The conversation highlights the significance of community support, overcoming limiting beliefs, and the need for financial education to protect against economic abuse. Natasha shares key takeaways for empowering women to take control of their finances and emphasises the importance of role modelling positive financial behaviours.About NatashaNatasha Janssens is a Certified Money Coach (CMC)® and founder of Women with Cents. She is an award-winning finance expert with a passion for supporting women to transform their relationship with money. Natasha is a high-profile speaker and the author of Wonder Woman’s Guide to Money.Website: https://womenwithcents.com.au/Instagram: https://www.instagram.com/womenwithcents/Facebook: https://www.facebook.com/womenwithcentsFor more information about The Tax Institute: https://www.taxinstitute.com.au/

TaxVibe is back! Our first episode for 2026 has now been published, and in this episode Tax Counsel John Storey chats with Paul Banister, Vice-President of The Tax Institute to talk about the federal budget and how the annual media circus makes our tax system worse. From tax reform and the challenges for the tax profession, to Paul’s wish list for the year ahead, we’re keeping you informed and entertained with the latest from our world of tax ahead of the May budget.Watch and listen to TaxVibe via our website here or on all major podcast platforms. And stay tuned for more insightful episodes to come in the year ahead!For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, host Scott Treatt, CTA, engages with David Montani, CTA and author of Tax Wars, to discuss the complexities of tax reform in Australia. They explore the definitions of tax reform, the political gridlock that has hindered progress, and the historical context of tax policy debates.For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, host Robyn Jacobson and tax expert John Storey delve into the complexities of Australian tax law. They explore the inherent challenges of tax legislation, discussing the differences between principles-based and black-letter drafting, the evolution of tax laws, and the impact of government actions on tax complexity. The conversation highlights the unavoidable and avoidable complexities within the tax system, the consequences of retrospective legislation, and the role of tax advisors in navigating these challenges. They conclude with a discussion on the future of tax reform and the importance of collaboration among stakeholders.For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of Tax Vibe, host Robyn Jacobson engages with Tracy Dunn, Director of Private Tax at EY, to explore the intersection of artificial intelligence (AI) and the tax profession. They discuss the evolution of AI, particularly generative AI, and its implications for ethical practices, professional standards, and the future of work in the tax field. The conversation highlights the importance of understanding AI's limitations, the need for ethical guidelines, and the potential for AI to enhance professional efficiency while emphasising the necessity of human oversight.For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of Taxvibe, host Robyn Jacobson speaks with Ruth Owen, the Tax Ombudsman, about her role and the importance of effective communication in the Australian tax system. They discuss the functions of the Tax Ombudsman, the challenges faced by taxpayers and tax agents, and the need for systemic improvements in tax administration. Ruth shares insights from her recent review of ATO communication practices and outlines recommendations for enhancing clarity and accessibility. The conversation emphasises the importance of collaboration between the ATO, tax agents, and the community to ensure a fair and efficient tax system.For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, host Robyn Jacobson speaks with Rob Thompson from the ATO about the critical period of Tax Time in Australia. They discuss the importance of getting tax returns right, common mistakes taxpayers make, and the various deductions available. The conversation covers key dates, the importance of good record keeping, and the ATO’s resources to assist taxpayers. They also touch on the implications of multiple income sources, the responsibilities of rental property owners, and the importance of cybersecurity in tax matters. The episode concludes with practical advice for both taxpayers and tax professionals.For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this bonus episode of TaxVibe, a snippet of our member-only webinar, you'll hear presenters Robyn Jacobson, CTA, and Svetlana Kolyasnikova, CTA, cover some of the hot tax topics to be aware of as we near the end of the financial year. This episode covers insights into:Key 2025 Budget & election datesPersonal income tax cuts & work-related expenses Car expenses Clothing expensesSelf-education expensesWorking from home expensesTo see the full webinar and access other member-only insights and resources, become a member of The Tax Institute. https://www.taxinstitute.com.au/membership For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this latest episode of TaxVibe, Paul Hockridge, CTA, principal of Hockridge Advisory, delves into the tax implications following divorce and separations – an intrinsic and unavoidable part of modern living in relationships.While many assume the CGT roll-over makes divorce tax matters straightforward, the reality is far more complex. Tax practitioners often need specialised knowledge when advising clients through relationship breakdowns, considering both immediate tax relief options and long-term implications.  The episode covers:  Relief under Subdivision 126-A of the ITAA 1997: Provides CGT roll-over relief in certain circumstances,  but doesn’t apply universally De facto vs. marriage: Different legal treatments affecting tax outcomes Property settlements: Tax implications beyond simple asset transfers.Host: Robyn Jacobson, CTAGuest: Paul Hockridge, CTA, Hockridge AdvisoryFor more information about The Tax Institute: https://www.taxinstitute.com.au/

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, CTAGuest: Anthony Marvello, Assistant Commissioner, Client Engagement Group, ATOFor 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 InstituteJulie Abdalla, FTI, Head of Tax & Legal, The Tax InstituteJonathon Ortner, FTI, Tax Partner, Arnold Bloch LeiblerScott Treatt, CTA, CEO, The Tax InstituteYou'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/benefitsFor 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-seriesFor 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 WarsThe approach of using pop culture references to explain complex tax conceptsThe timing of the book's release relative to the upcoming Federal electionWhether or not the book will challenge long-term thinking around tax reformNo spoilers included!Host: Robyn Jacobson, CTAGuest: David Montani, CTA, National Tax DirectorFor 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 debtsATO SupportAdvice for practitioners supporting clients with tax debtsHost: Robyn Jacobson, CTAGuest: Andy Milidoni, CTA, Partner, Johnson Winter SlatteryFor 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 24/7NSW: 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 007For 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/

Tax time is here again! In this episode of TaxVibe, Robyn Jacobson, CTA, chats with Robert Thomson, Assistant Commissioner and Tax Time Spokesperson at the Australian Taxation Office in the Individuals and Intermediaries space, about Tax Time 2024. They discuss the top issues for 2023–24, including: The ATO’s focus on undisclosed income Work-related expenses Rental propertiesRecord keeping Top tips for getting tax returns right the first timeHost: Robyn Jacobson, CTA Guest: Robert Thomson For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this bonus episode of TaxVibe, a snippet of our member-only webinar, you'll hear Robyn Jacobson, CTA, cover some of the hot tax topics to be aware of as we near the end of the financial year. This episode covers insights into: Personal income tax cutsStudent loansWork-related expensesRental propertiesTo see the full webinar, and access other member-only insights and resources, become a member of The Tax Institute. https://www.taxinstitute.com.au/membership 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 sneak peek behind the closed doors of our member-only Federal Budget 2024-25 webinar. In this facilitated panel discussion, our CEO, Scott Treatt CTA, facilitates a panel of experts:Annemarie Wilmore, ATI, Partner, Tax, Johnson Winter Slattery Clare Mazzetti, ATI, Chair, The Tax Institute Todd Want, CTA, Head of Tax Services, William Buck & President, The Tax Institute Robyn Jacobson, CTA, Senior Advocate. The Tax Institute They unpack the commercial and practical implications and considerations of the Budget’s key tax and superannuation measures. 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.Website: https://www.taxinstitute.com.auMembership: https://www.taxinstitute.com.au/membershipFor more information about The Tax Institute: https://www.taxinstitute.com.au/

Recorded live at our SA Tax Forum, in this episode, Robyn Jacobson, CTA, chats with Tim Sandow, CTA, current Vice President of The Tax Institute and Tax Partner at BDO. With tax ethics in the spotlight, they cover a range of ethical issues and responsibilities to consider when advising clients on their tax affairs, including the latest on the TASA reforms. You’ll also find:The importance of acting within the letter of the law and the spirit of the lawRelying on information provided by a clientWhat to do if clients do not take your adviceDuties when you pick up a new clientTax professionals providing services competentlyHost: Robyn Jacobson, CTAGuest: Tim Sandow, CTAFor more information about The Tax Institute: https://www.taxinstitute.com.au/

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, FTIFor 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 offshoringManaging riskThe offshoring experience from a practitioner's perspectiveA special offer at the end of the episode! Host: Robyn Jacobson, CTAGuests: Jonathan Ryall, Co-Founder of Frontline Accounting and Paul Franks, Partner, Lambourne PartnersFor 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 AcademyFor 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, CTAGuest: Karen Payne, Inspector-General of Taxation and Taxation OmbudsmanFor 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, CTAGuest: Emma RosenzweigFor 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 JacobsonGuest: Ian RaspinFor 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 seasonWhat’s new this tax time?Records, records, records!The ATO’s top focus areas for 2022–23Support available this tax timeScams – 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 stakeholdersDivision 7A, section 100A and lots of other tax rulesDo trusts still have a purpose?Is it just too hard to run a trust these days?Host: Robyn Jacobson, CTAGuest: John Ioannou, CTAFor 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 landscape of the Superannuation Guarantee regime.  They discuss: The top issues and challenges for employers in 2022–23What the ATO is doing to reduce the SG gapCommercial clearing housesWhat happens if employers get it wrongRecent changes from 1 July 2022How the ATO is supporting employers and employees, & more Host: Robyn Jacobson, CTAGuest: Emma Rosenzweig, ATOFor more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, Robyn chats with Tim Loh, Assistant Commissioner, Experience and Government, Individuals and Intermediaries and Tax Time spokesperson for 2022, ATO, about the annual Tax Time program. They discuss:The top issues for 2021-22 including lodging early in July, record keeping & more.The 3 golden rules for claiming work-related experienceRental income and deductions (including Airbnb)Host: Robyn JacobsonGuest: Tim LohFor more information about The Tax Institute: https://www.taxinstitute.com.au/

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

In this episode of TaxVibe, Robyn chats with Julie Abdalla, FTI, Tax Counsel at The Tax Institute about what the recent Federal election outcome means for you and your clients. They discuss:The state of the new ParliamentWhat we can expect for tax policy under the new GovernmentWhat The Tax Institute sees as the priority issues ahead of the updated Budget expected in OctoberCan the independents put tax reform on the agenda?Host: Robyn Jacobson, CTA Guests: Julie Abdalla, FTIFor more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, Robyn chats with Tracey Dunn, Associate Director, Tax Services, RSM Australia, about the tax implications of acquiring, holding and disposing of digital and crypto assets, including Bitcoin and non-fungible tokens (NFTs).They cover:The basics you should be across in the constantly evolving world of digital assetsLegal and tax frameworks surrounding these assets (or lack thereof)The tax treatment of cryptocurrencyHost: Robyn Jacobson, CTA Guest: Tracey Dunn, ATIFor more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, Robyn chats with Jonathan Ortner, Tax Director, Arnold Bloch Liebler, about section 100A of the Income Tax Assessment Act 1936 that deals with trust distributions and what the ATO’s recent draft guidance materials mean for you and your clients.They explore:What section 100A is and why it’s in the spotlight at the momentThe conditions under which section 100A applies and its requirementsGuidance from cases including East Finchley, Prestige Motors, Idlecroft and RaftlandWhere to from here for section 100A, including the pending court appeal in GuardianHost: Robyn Jacobson, CTA Guest: Jonathan Ortner, FTIFor more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, Robyn chats with Alan FitzGerald, Founder of Practice Connections Advisory, about tax and the current technology landscape, including:  • Digital disruption and how practices have become agile during the pandemic • The current state of tax and accounting software  • The future of technology in tax and the impacts of solutions like Artificial Intelligence  Alan has spent over 30 years in technology, with 23 of those just in tax and accounting software. He now offers independent and technology agnostic advice to firms big and small in areas such as practice management, workflow, tax, document management and reporting solutions options. For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, Robyn chats with Julie Abdalla, FTI, Tax Counsel at The Tax Institute about what’s in store on the tax front for the year ahead, including:- PCG 2021/4- Section 100A- Division 7A- Individual residency- Corporate/multinationals (Sharing economy, LPP protocol & more)Host: Robyn Jacobson, CTA Guests: Julie Abdalla, FTI For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode, host and Senior Advocate, Robyn Jacobson, CTA chats with Jerome Tse, CTA, Partner at King & Wood Mallesons and Marg Marshall, CTA, Partner at WLF Accounting & Advisory about the importance of looking after yourself and what’s in store for 2022, including:Health and WellnessWhat’s in our sightsVision for 2022For more information about The Tax Institute: https://www.taxinstitute.com.au/

In this episode of TaxVibe, Robyn chats with Liz Westover, Partner and the National SMSF Leader at Deloitte, about the current state of play with self-managed superannuation funds - including the latest legislative changes, the array of contribution caps, and tips for those considering setting up a SMSF.Host: Robyn Jacobson, CTA Guest: Liz Westover, FTI For more information about The Tax Institute: https://www.taxinstitute.com.au/