TaxVibe: Recent Episodes
The Tax Institute
We love the vibe of tax and here at The Tax Institute, we do tax differently. We chat with some of the tax profession's great thought leaders each episode, who share valuable and practical insights you may not hear every day.
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 dates
- Personal income tax cuts & work-related expenses
- Car expenses
- Clothing expenses
- Self-education expenses
- Working from home expenses
To 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, CTA
Guest: Paul Hockridge, CTA, Hockridge Advisory
For 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, 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/
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 properties
- Record keeping
- Top tips for getting tax returns right the first time
Host: 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 cuts
- Student loans
- Work-related expenses
- Rental properties
To 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
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.
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 law
- Relying on information provided by a client
- What to do if clients do not take your advice
- Duties when you pick up a new client
- Tax professionals providing services competently
Host: Robyn Jacobson, CTA
Guest: Tim Sandow, CTA
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
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
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
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.
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
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
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
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!
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!
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.
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!
“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.
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.
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'.
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
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 2022–23
- What the ATO is doing to reduce the SG gap
- Commercial clearing houses
- What happens if employers get it wrong
- Recent changes from 1 July 2022
- How the ATO is supporting employers and employees, & more
Host: Robyn Jacobson, CTA
Guest: Emma Rosenzweig, ATO
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 Parliament
- What we can expect for tax policy under the new Government
- What The Tax Institute sees as the priority issues ahead of the updated Budget expected in October
- Can the independents put tax reform on the agenda?
Host: Robyn Jacobson, CTA
Guests: Julie Abdalla, FTI
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 assets
- Legal and tax frameworks surrounding these assets (or lack thereof)
- The tax treatment of cryptocurrency
Host: Robyn Jacobson, CTA
Guest: Tracey Dunn, ATI
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 moment
- The conditions under which section 100A applies and its requirements
- Guidance from cases including East Finchley, Prestige Motors, Idlecroft and Raftland
- Where to from here for section 100A, including the pending court appeal in Guardian
Host: Robyn Jacobson, CTA
Guest: Jonathan Ortner, FTI
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.
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
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 Wellness
- What’s in our sights
- Vision for 2022
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
In this episode of TaxVibe, Robyn chats with Paul Hockridge, Principal, Hockridge Advisory Pty Ltd, about the current state of play with trusts and unpaid present entitlements, including a discussion on section 100A.
Host: Robyn Jacobson, CTA
Guest: Paul Hockridge, CTA, Hockridge Advisory Pty Ltd
In this episode of TaxVibe, Robyn chats with Jerome Tse, Partner, King & Wood Mallesons and current Vice President of The Tax Institute, and Scott Treatt, CTA, General Manager, Tax Policy and Advocacy, at The Tax Institute about the pathways available in resolving tax disputes.
Host: Robyn Jacobson, CTA
Guests: Jerome Tse, CTA and Scott Treatt, CTA
In this episode of TaxVibe, Robyn chats with Scott Treatt, CTA, General Manager, Tax Policy and Advocacy, at The Tax Institute about the range of COVID-19 business support measures on offer around the country and the pathway forward to a better tax system.
Host: Robyn Jacobson, CTA
Guest: Scott Treatt, CTA
In this episode of TaxVibe, Robyn chats with Tim Loh, CTA, Assistant Commissioner, Experience and Government, Individuals and Intermediaries and Tax Time spokesperson for 2021, ATO, about the annual Tax Time program.
Host: Robyn Jacobson
Guest: Tim Loh
In this special Post-Budget edition of TaxVibe, Robyn will discuss the key tax and superannuation measures announced as part of the Federal Budget 2021–22, providing her unique perspective and insights.
Head to taxinstitute.com.au/federal-budget for your Federal Budget Report.
In this episode of TaxVibe, Robyn chats with the President of The Tax Institute, Peter Godber, about being a member of the tax community during a changing time of reform and renewal. They discuss the role of professional connections in building knowledge, finding opportunities and excelling in your tax career.
Host: Robyn Jacobson
Guest: Peter Godber, President, The Tax Institute
In this episode of TaxVibe, Robyn chats with Leanne Connor, Director, WGC Advisors Pty Ltd, about the taxation treatment of property, held as a home, in the form of investment or for property development. We also discuss the role of women in tax, how COVID-19 has equipped us to face future challenges and pathways for younger practitioners.
Host: Robyn Jacobson
Guest: Leanne Connor, Director, WGC Advisors Pty Ltd
In this episode of TaxVibe, Robyn chats with the Inspector-General of Taxation and Taxation Ombudsman, Karen Payne, about the importance of her role and, more broadly, of women in tax.
Host: Robyn Jacobson
Guest: Inspector-General of Taxation and Taxation Ombudsman, Karen Payne
In this episode of TaxVibe, Robyn chats with two superannuation experts, Jemma Sanderson, CTA, Coopers Partners, and Julie Dolan, KPMG, about a range of issues regarding superannuation contributions.
Host: Robyn Jacobson
Guests: Jemma Sanderson and Julie Dolan
In this episode of TaxVibe, Robyn chats with Justin Byrne, Queensland Bar about some of the sleepers regarding trusts and the focus areas of the ATO.
Host: Robyn Jacobson
Guest: Justin Byrne
In this episode of TaxVibe, Robyn chats with James O’Halloran, Deputy Commissioner, Economic Stimulus Branch, ATO, about the Government’s new JobMaker Hiring Credit payment scheme.
This podcast features the song "Creative Minds" by Bensound.
In this episode of TaxVibe, Robyn chats with Julianne Jaques, a Senior Counsel at the Victorian Bar and a member of the Board of Taxation and the Tax Practitioners Board, about where a career in tax can take you.
Host: Robyn Jacobson
Guest: Julianne Jaques
This podcast features the song "Creative Minds" by Bensound.
In this episode of TaxVibe, Robyn chats with the CEO at The Tax Institute, Giles Hurst, about the power of advocacy and the role of The Tax Institute and the broader tax profession in improving our tax system. They also discuss the journey through 2020, the impact of the COVID-19 economic stimulus measures on the profession, and what’s ahead for 2021.
Host: Robyn Jacobson, CTA, Senior Advocate, The Tax Institute
Guest: Giles Hurst, CEO, The Tax Institute
This podcast features the song "Creative Minds" by Bensound.
In this inaugural episode of TaxVibe, Robyn Jacobson, CTA chats with the Director, Tax Policy & Technical at The Tax Institute, Andrew Mills CTA (life) about The Tax Institute’s major endeavour for 2020, The Tax Summit: Project Reform. They discuss why tax reform is necessary and why this is the right time to advocate for genuine reform.
Host: Robyn Jacobson, CTA, Senior Advocate, The Tax Institute
Guest: Andrew Mills, CTA (Life), Director, Tax Policy & Technical, The Tax Institute
This podcast features the song "Creative Minds" by Bensound.