Tax Talks
Episodes
86 | Bring-Forward Rule
09 Oct 2018
Contributed by Lukas
The bring forward rule for non-concessional contributions now needs to work around the TSB. Meg Heffron of Heffron SMSF Solutions will tell you more.
85 | How To Maximise ECPI
08 Oct 2018
Contributed by Lukas
To reduce tax you need to maximise the exempt current pension income (ECPI). Melanie Dunn will tell you how.
84 | Actuarial Certificates
08 Oct 2018
Contributed by Lukas
Not every SMSF needs an actuarial certificate. Whether you do or don't depends on a range of things. Here is Melanie Dunn with the details.
83 | Disregarded Small Fund Assets
08 Oct 2018
Contributed by Lukas
A fund has disregarded small fund assets when a member's TSB in retirement phase exceeds $1.6m. Melanie Dunn will tell you why this is relevant.A fund...
82 | Segregation
04 Oct 2018
Contributed by Lukas
Segregation and ECPI go hand in hand. To calculate ECPI you need to be clear on whether and what segregation applies. Melanie Dunn of Accurium will wa...
81 | How To Finance Business Growth
07 Sep 2018
Contributed by Lukas
How do you finance business growth? What options do you have when a mortgage or bank loan is not an option? Here is Jeff Zulman with the answer.
80 | Elements of a Trust
03 Sep 2018
Contributed by Lukas
With over 800,000 trusts in Australia we clearly like using trusts. In this episode Paul Mackenroth will walk you through the elements of a trust.
79 | Trademarks
31 Aug 2018
Contributed by Lukas
Registering a trademark might be the best way to protect your brand. Aaron Walters of IP Australia explains why.
78 | CGT Rollover
21 Aug 2018
Contributed by Lukas
A CGT rollover might be a great option when you can't get your hands onto a small business CGT concession. Here is Adrian Bailey of Cleary Hoare with ...
77 | Government Grants
21 Aug 2018
Contributed by Lukas
Government grants can help our clients to prosper and survive. They can save our client's cash flow position. Here is Stuart Smith of Vebiz with the d...
76 | Class SMSF Benchmark Report June 2018
21 Aug 2018
Contributed by Lukas
The Class SMSF Benchmark Report 2018 looks at the effects of the super reforms so far among other topics. Here are the details.
74 | Small Business CGT Concessions
21 Aug 2018
Contributed by Lukas
The small business CGT concessions are one of the most generous tax concessions in Australia. Adrian Bailey of Cleary Hoare will guide you through the...
73 | McLowd's 2020 Vision
14 Aug 2018
Contributed by Lukas
What is Mclowd's 2020 vision? Where are they heading? Here is Ashley Porter, the CEO of Mclowd with the details.
71 | New Basic Conditions When Selling Shares Or Units
13 Aug 2018
Contributed by Lukas
The basic conditions for small business CGT concessions will tighten for the sale of shares and units. Adrian Bailey of Cleary Hoare will walk you thr...
70 | Future SMSF Practices
02 Aug 2018
Contributed by Lukas
What will future SMSF practices look like? How will they grow and adapt? We asked Aaron Dunn of Smarter SMSF to give us an insight.
68 | Continuing Professional Education
31 Jul 2018
Contributed by Lukas
Every time you listen to Tax Talks, you earn CPE. That is just one of many things Ian Taylor of the TPB will clarify for you.
67 | How To Exit
17 Jul 2018
Contributed by Lukas
How do you exit our practice? What do most practitioners do? We asked Steven Fine of Growth Focus to walk us through the options you have.
66 | Digital Financial Advice
16 Jul 2018
Contributed by Lukas
We all need to decide where we stand regarding financial advice. One option is to engage a digital financial advice platform. Jim Hennington has more.
64 | Code Of Professional Conduct
10 Jul 2018
Contributed by Lukas
The Code of Professional Conduct affects us all. Here is Ian Taylor, the Chair of the Tax Practitioners Board, with the details.
63 | SMSF Performance
08 Jul 2018
Contributed by Lukas
In April 2018 the Australian Productivity Commission published their draft report "Superannuation: Assessing Efficiency and Competitiveness". The repo...
62 | Electronic Signatures
04 Jul 2018
Contributed by Lukas
What is legally valid when signed electronically? Christine Ecob and Georgina Xiradis of JWS will walk you through the legal framework.
61 | Property Depreciation
03 Jul 2018
Contributed by Lukas
The rules around property depreciation are confusing at the best of times. Bradley Beer of BMT will walk you through the ifs and whens of property dep...
60 | SMSF Adviser May 2018 Update
26 Jun 2018
Contributed by Lukas
Miranda Brownlee writes for SMSF Adviser and covers over 20 stories a week, all about SMSF. We asked Miranda what happened in May. Here is what we lea...
59 | Register As A Tax Practitioner
26 Jun 2018
Contributed by Lukas
How does one register as a tax practitioner? Here is Ian Taylor, the Chair of the TPB to walk you through the process.
58 | The Story Of McLowd
06 Jun 2018
Contributed by Lukas
The story of McLowd starts like many other successful start-ups. McLowd was born out of an attempt to "scratch its own itch". Ashley Porter was there.
57 | Event-Based Reporting
04 Jun 2018
Contributed by Lukas
If you have SMSFs as clients, you probably have done some event-based reporting over the last few weeks, where you reported the transfer balances as o...
56 | Acknowledgement Of Trust
04 Jun 2018
Contributed by Lukas
When do you need an acknowledgement of trust in an SMSF? Heide Robson will talk you through different scenarios re compliance with s52(2)(g) of the SI...
55 | Tax Practitioners Board
04 Jun 2018
Contributed by Lukas
Do you know what the TPB actually does, how it is structured and financed? We didn't. So we asked Ian Taylor, Chair of the TPB. Here is his answer.
54 | The Story Of Class
29 May 2018
Contributed by Lukas
The Story of Class is not just about Class. It is also a story about the SMSF industry and us. Kevin Bungard of Class will tell you how it all started...
53 | SMSF Update
22 May 2018
Contributed by Lukas
The super reform is done and dusted, but some issues still raise their head. Daniel Mikhail of Partners Wealth Group will discuss those with you.
52 | Div 7A Debt Forgiveness
15 May 2018
Contributed by Lukas
Div 7A debt forgiveness is less common than Div 7A loans and payments, but still important to get right. Peter Adams of Augmentors will discuss the de...
51 | Div 7A Payments
07 May 2018
Contributed by Lukas
Div 7A payments can turn into an expensive exercise. Including transfer or provision of company assets. Peter Adams of Augmentor will tell you what th...
50 | Div 7A Loans
06 May 2018
Contributed by Lukas
You could summarise the basic concept of Div 7A loans in one sentence. But there is a lot more to it. As Peter Adams of Augmentors will tell you.
49 | Earnout Arrangements
05 May 2018
Contributed by Lukas
Most professional practices sell with an earnout arrangement. Patrick Huang of Argyle Lawyers will tell you how to treat these for tax purposes.
48 | How To Buy An Accounting Practice
05 May 2018
Contributed by Lukas
At the very start it sounds easy. You just go and buy what you need. But it isn't easy. Steven Fine of Growth Focus will walk you through the process.
47 | Pension Strategies Post 1 July 2017
05 May 2018
Contributed by Lukas
Pension strategies post 1 July 2017 have changed. Daniel Mikhail of Partners Wealth Group will guide you through the different options.
46 | Innovation In Australian Law Firms
05 May 2018
Contributed by Lukas
It is worth looking over the fence for ideas. Here are Paul Baker and Zile Yu discussing innovation in the legal industry and at Meridian Lawyers.
45 | Online SMSF Auditing Software
05 May 2018
Contributed by Lukas
Online SMSF auditing software is the way of the future. Manoj Abichandani of onlinesmsfaudit.com.au will tell you why and how.
44 | Offshoring To The Philippines
04 May 2018
Contributed by Lukas
Offshoring has a negative connotation. But it doesn't have to be this way. Mike O'Hagan of Mike's Business Tours will show you the options you have.
43 | Top 10 Mistakes When Selling An Accounting Practice
04 May 2018
Contributed by Lukas
You probably will only ever sell your practice once. So no practice runs. Steven Fine of Growth Focus will show you the top 10 mistakes sellers make.
42 | Legal Issues When Buying Or Selling A Business
04 May 2018
Contributed by Lukas
Buying or selling a business? Common pitfalls are not rocket science but easily overlooked. Patrick Huang of Argyle Lawyers will guide you around thes...
41 | How Data Feeds Work
03 May 2018
Contributed by Lukas
How do data feeds actually work? Kevin Bungard and Tom Sargent of Class will give you a unique insight.
40 | Personal Insurance Inside Or Outside Of Super
02 May 2018
Contributed by Lukas
Personal insurance inside or outside of Super? Mistakes can cost dearly. Daniel Mikhail of Partners Wealth Group will guide you through the intricate ...
39 | Online Legal Documents
01 May 2018
Contributed by Lukas
Legal documents cost time and money. How much depends on where we go. Let Manoj Abichandani of trustdeed.com.au share some thoughts with you.
38 | How To Sell My Accounting Practice
24 Apr 2018
Contributed by Lukas
If you want to sell your accounting practice, do you know how? Steven Fine of Growth Focus runs you through the process with valuable advice on the wa...
36 | Common Reporting Standards
10 Apr 2018
Contributed by Lukas
Tax havens start talking to the ATO thanks to the new Common Reporting Standards. Ben Sewell of Sewell & Kettle provides a helpful overview.
35 | Improving The Small Business CGT Concessions ED
03 Apr 2018
Contributed by Lukas
"Improving the Small Business CGT Concessions" is the title of a new exposure draft. Patrick Huang of Argyle Lawyers will walk you through the details...
34 | R&D Tax Incentive
27 Mar 2018
Contributed by Lukas
The R&D Tax Incentive can help companies to survive and prosper. But how? Kevin O'Hara of Techwitty will walk you through the details.
33 | The Great Debate
19 Mar 2018
Contributed by Lukas
If you could change one thing about the Australian tax system, what would it be and how? Robert Deutsch of The Tax institute asked that question.
32 | Debt Or Equity
12 Mar 2018
Contributed by Lukas
Is it debt or equity? Scott Treatt of Pitcher Partners will walk you through Div 974 that governs the classification of debt and equity.
31 | Class SMSF Benchmark Report December 2017
05 Mar 2018
Contributed by Lukas
The December 2017 Class SMSF Benchmark Report is a great read. Kevin Bungard of Class will share valuable insights with you.
30 | The Panama Papers
26 Feb 2018
Contributed by Lukas
The Panama Papers were the scandal the world had to have. In this episode Ben Sewell of Sewell & Kettle in Sydney tells us how it happened and what it...
29 | Car Parking Fringe Benefits
20 Feb 2018
Contributed by Lukas
Car parking can turn into a fringe benefit over time. Claire Thornett of WLF will tell you how, when and to what extent.
28 | Estate Planning
13 Feb 2018
Contributed by Lukas
Estate planning is complex because it has so many moving parts: trust law, super law, tax law, family law. Ben Symons will walk you through the jungle...
27 | The Story Of BGL
06 Feb 2018
Contributed by Lukas
How did BGL start? Where is it now? And where to from here? Ron Lesh of BGL will take you from the past to the future.
26 | Offshore Tax Havens
30 Jan 2018
Contributed by Lukas
How do you set up shop in an offshore tax haven? Ben Sewell of Sewell & Kettle shows you what it takes and a few more things along the way.
25 | Partial Commutations Require An AFSL
23 Jan 2018
Contributed by Lukas
Are we as tax advisers allowed to partially commute balances from pension back to accumulation? Here is David Moss of Merit Wealth on this issue.
24 | NSW Payroll Tax Exemptions And Rebates
16 Jan 2018
Contributed by Lukas
Payroll exemptions and rebates are not harmonised across Australia. Here are Andrew Fricot and Ankur Dhar of Revenue NSW with the details.
23 | Insights Of A Mortgage Broker
09 Jan 2018
Contributed by Lukas
Mortgage brokering is a $344b industry right in front of us in the supply chain. Here is Jonathan Preston of Home Loan Experts with more insights.
22 | Meal Entertainment Fringe Benefits
02 Jan 2018
Contributed by Lukas
Meal entertainment is confusing. There are so many moving parts that it is easy to lose track. Claire Thornett of WLF in Hobart is here to take us out...
21 | Payroll Tax Grouping Provisions
26 Dec 2017
Contributed by Lukas
The payroll tax grouping provisions play a huge role. Here are Andrew Fricot and Ankur Dhar of Revenue NSW with the ins and outs of grouping.
20 | TRIS To An ABP
19 Dec 2017
Contributed by Lukas
Can a TRIS converts to an ABP or does it need to stop and start? David Moss of Merit Wealth discusses the current status of this issue.
19 | Sole Purpose Test
12 Dec 2017
Contributed by Lukas
According to the ATO the sole purpose test is the most commonly breached rule. Manoj Abichandani of Online SMSF Auditor discusses the issue.
18 | Family Law
05 Dec 2017
Contributed by Lukas
When working on the tax implications of a relationship breakdown, it helps to understand the legal side. Here is Angelina Torrisi giving you a helpful...
17 | SMSF Estate Planning Post July 2017
28 Nov 2017
Contributed by Lukas
The super reform changed estate planning within the SMSF environment. Here is Chloe Ward of Intello giving you an overview.
16 | What Is A CFD?
21 Nov 2017
Contributed by Lukas
CFDs are complicated. Jonathan Preston traded CFDs for quite a few years and will walk you through the ins and outs of CFD trading.
15 | Fringe Benefits Tax
14 Nov 2017
Contributed by Lukas
FBT can be complicated and confusing. Claire Thornett of WLF will give you a comprehensive overview of the FBT system in Australia.
14 | Events Based Reporting Turnaround
07 Nov 2017
Contributed by Lukas
Events based reporting experienced an impressive turnaround. In this episode Ron Lesh of BGL will tell you how this came about.
13 | US Nonresident Alien Spouse
31 Oct 2017
Contributed by Lukas
How does the US tax system affect the Australian spouse of a US citizen or Green card holder? Jane Bruno will give you the answer.
12 | Payroll Tax Contractor Provisions
24 Oct 2017
Contributed by Lukas
Payments to contractors can be subject to payroll tax if paid under a 'relevant contract'. Andrew Fricot and Ankur Dhar of Revenue NSW will tell you m...
11 | SMSF Events Based Reporting
17 Oct 2017
Contributed by Lukas
From 1 July 2018 all SMSFs in retirement phase need to report certain events to the ATO. Chloe Ward of Intello gives you an overview.
10 | Objections & Appeals
10 Oct 2017
Contributed by Lukas
How does an objection or appeal work? What other options do you have? King Tan of King & Wood Mallesons will give you an answer and much more.
9 | US Tax While Living In Australia
03 Oct 2017
Contributed by Lukas
As a US citizen or Greencard holder, the US will tax your worldwide income even while you live in Australia. Jane Bruno will give you the details.
8 | The Story Behind The Bywater Case
26 Sep 2017
Contributed by Lukas
We have all heard of Bywater, but what actually happened? How was it set up? And how did the ATO find out about it? Here is Robert Campbell with more.
7 | Risk Reviews & Tax Audits
19 Sep 2017
Contributed by Lukas
How to manage a risk review or tax audit? King Tan of King & Wood Mallesons freely shares his knowledge and expertise with you here.
6 | Australia's Tax Residency Rules Are Broken
12 Sep 2017
Contributed by Lukas
Something as fundamental as tax residency should result in a clear answer. But it doesn't. Too hard as Clint Harding of Arnold Block Leibler will argu...
5 | Tax Residency Of Individuals & Companies
05 Sep 2017
Contributed by Lukas
Tax residency is the gateway to the Australian taxation system. Robert Campbell of McLeod Campbell will walk you the ground rules around residency.
4 | Lifecycle Of A Tax Dispute
29 Aug 2017
Contributed by Lukas
King Tan of King & Wood Mallesons will walk you through the lifecycle of a tax dispute. All the way from pre-engagement to objections and appeals.
3 | Commercial Debt Forgiveness
22 Aug 2017
Contributed by Lukas
How to treat commercial debt forgiveness for tax purposes? Robert Campbell of McLeod Campbell will give you a helpful overview.
2 | Why Not To Offshore SMSF Work
15 Aug 2017
Contributed by Lukas
Do you offshore SMSF work or not? Chloe Ward of Intello will tell you how they turned staying in Australia into an advantage.
1 | Payroll Tax
08 Aug 2017
Contributed by Lukas
Most of Australia's payroll tax legislation is harmonised across Australia. Andrew Fricot and Ankur Dhar of Revenue NSW will show you.