TaxVibe

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...

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 bre...

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 ti...

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...

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...

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 the...

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 Institu...

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 relati...

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 mor...

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...

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 ...

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 th...

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...

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. 

...

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 & P...

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 a...

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 I...

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 exp...

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 up...