TaxBanter Pty Ltd. - Podcast Details

Shows

TaxBanter Pty Ltd.Episode 70: Denying tax deductions for ATO interest chargesIn this episode of Tax Yak, Tiffany Douglas chats with colleague George Housakos, senior tax trainer at TaxBanter, about a significant issue facing the tax profession from 1 July 2025: taxpayers will no longer be able to claim an income tax deduction for ATO interest charges. George is a CPA and brings over 25 years of tax expertise, including 20 years at the Australian Taxation Office where he specialised in disputes and interpretative advice. He also has substantial experience in training and assessment within the TAFE sector. George is well known for his practical and pragmatic approach to providing taxation and...2025-07-1838 min

TaxBanter Pty Ltd.Episode 69: Beyond Bendel: When is a UPE not a loan?In this episode of TaxYak, our Senior Tax Trainers Phillip London and George Housakos yak with Arthur Athanasiou, Tax Partner at Thomson Geer. They take a deep dive into the burning issues resulting from the Full Federal Court’s 3:0 decision in favour of the taxpayer in FCT v Bendel issued on 19 February 2025, where an Unpaid Present Entitlement (UPE) was found not to be a loan for the purposes of Division 7A Income Tax Assessment Act (ITAA) 1936. For example: Taxpayer strategies for UPEs for year ending 2024 Taxpayer strategies for UPEs for year ending 2025 What’s next (Special Leav...2025-03-2854 min

TaxBanter Pty Ltd.Episode 69: Beyond Bendel: When is a UPE not a loan?The Full Federal Court’s Bendel decision has sent ripples through the tax community – but does it really mean Division 7A no longer applies to UPEs?In this episode, we unpack FCT v Bendel, what it means for UPE strategies in 2024 and 2025, the ATO’s possible next steps, and wider risks for tax agents and advisers.Don't get caught off guard. Stay ahead of the curve and understand what this landmark case really means for you and your clients.2025-03-2654 min

TaxBanter Pty Ltd.Episode 68: Navigating Small Business RestructuresIn the highly anticipated final instalment of our three-part Tax Yak podcast series, George Housakos sits down once again with Nicholas Giasoumi, Director at Dye & Co., to shed light on small business restructures in 2024. With a focus on eligibility and practical application, this episode dives into the complexities of restructuring options for small businesses. Whether you’re facing financial uncertainty or looking to take proactive steps to safeguard your business, Nicholas offers clear, actionable advice to guide you through the process. Here’s what you’ll learn: The key eligibility criteria for small business restru...2025-01-1621 min

TaxBanter Pty Ltd.Navigating Small Business RestructuresIn the highly anticipated final instalment of our three-part Tax Yak podcast series, George Housakos sits down once again with Nicholas Giasoumi, Director at Dye & Co., to shed light on small business restructures in 2024.With a focus on eligibility and practical application, this episode dives into the complexities of restructuring options for small businesses. Whether you’re facing financial uncertainty or looking to take proactive steps to safeguard your business, Nicholas offers clear, actionable advice to guide you through the process.Here’s what you’ll learn:2025-01-1621 min

TaxBanter Pty Ltd.Episode 67: Bankruptcy Essentials & Small Business RestructuresIn this episode of Tax Yak, George Housakos sits down with Nicholas Giasoumi, a seasoned chartered accountant, registered liquidator, and trustee in bankruptcy, to demystify the complex world of bankruptcy. This is the second instalment in our three-part series with Nicholas. In Episode 66, we explored ATO-issued notices such as Director Penalty Notices, Statutory Demands, and more. Now, in Episode 67, Nicholas addresses the burning question: Will I lose my house if I declare bankruptcy? Topics include: What happens to mortgaged houses Equity considerations Joint ownership and its implications Trustee actions regarding personal property and partner...2024-12-1220 min

TaxBanter Pty Ltd.Tax Yak Episode 66: Responding to ATO Enforcement NoticesIn this episode of Tax Yak, host George Housakos sits down with Nicholas Giasoumi, a highly respected Director at Dye & Co., chartered accountant, registered liquidator, and trustee in bankruptcy. This marks the start of a powerful three-part series where Nicholas brings decades of experience to help you understand crucial aspects of debt enforcement and insolvency. Host: George Housakos, Senior Tax Trainer, TaxBanter Guest: Nicholas Giasoumi, Director at Dye & Co Dive into the best practices for handling ATO-issued Director Penalty Notices, Statutory Demands, Garnishee Notices, and Credit Report Bureau Notifications. Tune in to...2024-11-1536 min

TaxBanter Pty Ltd.Responding to ATO Enforcement Notices: Tricks, Traps, and Time BombsResponding to ATO Enforcement Notices: Tricks, Traps, and Time BombsIn this episode of Tax Yak, host George Housakos sits down with Nicholas Giasoumi, a highly respected Director at Dye & Co., chartered accountant, registered liquidator, and trustee in bankruptcy. This marks the start of a powerful three-part series where Nicholas brings decades of experience to help you understand crucial aspects of debt enforcement and insolvency.Episode 1: Responding to ATO Enforcement Notices: Tricks, Traps, and Time BombsDive into the best practices for handling ATO-issued Director Penalty Notices...2024-11-1436 min

TaxBanter Pty Ltd.Tax Yak Episode 65: TPB matters (Part 2)In this 2 part episode series of Tax Yak, George Housakos yaks with Vincent Licciardi on two very hot issues for the new financial year of 2024/25: The new tax agent breach reporting regime and the new Code of professional conduct determination. Host: George Housakos | Senior Tax Trainer, TaxBanter Guest: Vincent Licciardi | Partner, HWL Ebsworth This episode, they focus on the new Legislative Instrument registered on 2 July 2024 titled Tax Agent Services (Code of Professional Conduct) Determination 2024 (for registered tax agents and BAS agents), which took effect from 1 August 2024 – although transitional rules have been announced which will give practitio...2024-08-1939 min

TaxBanter Pty Ltd.Tax Yak Episode 65: TPB matters (part 2)In this episode of Tax Yak (part 2 of 2), George Housakos yaks with Vincent Licciardi on two very hot issues for the new financial year of 2024/25: The new tax agent breach reporting regime and new Code of Conduct of professional conduct determination.Guest: Vincent Liccardi | Partner, HWL EbsworthWant to get maximum understanding of the recent reforms and planned changes? Join us on 30 August for our comprehensive webinar Tax practitioner breach reporting and beyond! Learn more >2024-08-1539 min

TaxBanter Pty Ltd.Tax Yak Episode 64: TPB matters (Part 1)In this 2 part episode series of Tax Yak, George Housakos yaks with Vincent Licciardi on two very hot issues for the new financial year of 2024/25: The new tax agent breach reporting regime and new Code of Conduct of professional conduct determination. Host: George Housakos | Senior Tax Trainer, TaxBanter Guest: Vincent Licciardi | Partner, HWL Ebsworth This episode, we will focus on the new tax agent breach reporting regime, whereby the TPB has provided guidance material pursuant to TPB (I) D53/2024 (which came into effect on 1 July 2024, whereby tax practitioners (which includes Tax and BAS agents) ga...2024-08-1256 min

TaxBanter Pty Ltd.Tax Yak Episode 64: TPB matters (Part 1)In this episode of Tax Yak (part 1 of 2), George Housakos yaks with Vincent Licciardi on two very hot issues for the new financial year of 2024/25: The new tax agent breach reporting regime and new Code of Conduct of professional conduct determination.Guest: Vincent Liccardi | Partner, HWL EbsworthWant to get maximum understanding of the recent reforms and planned changes? Join us on 30 August for our comprehensive webinar Tax practitioner breach reporting and beyond! Learn more >2024-08-0956 min

TaxBanter Pty Ltd.Tax Yak Episode 63: Section 100A – reimbursement agreements In this episode of Tax Yak, our host Tristan Webb chats with Christopher Ryan at the Australian Taxation Office, about the ATO’s recently finalised guidance on section 100A. Host: Tristan Webb | Tristan on LinkedIn > Guest: Christopher Ryan, Assistant Commissioner, Engagement and Assurance Services, Private Wealth Business Line, ATO Want to get your Section 100A understanding to the next level? Get our recording of our presentation Section 100A: Where are we now? Register for the recording > 2023-03-0929 min

TaxBanter Pty Ltd.Tax Yak – Episode 62 – Work-related expenses aren’t the only thing in the ATO’s sight In this episode of Tax Yak, our Senior Tax Trainers gather to correct some of the misinformation around work-related expenses (WRE). They also discuss the areas the ATO is focussing on for the year ended 30 June 2022. A useful reminder for Accountants and Taxpayers alike! Keen to learn more about WRE? Check out our latest blog for #taxtime2022! Host: Lynne Gibson, Lynne on LinkedIn Guest: Lee-Ann Hayes, Lee-Ann on LinkedIn Recorded: 27 June 2022 2022-06-3050 min

TaxBanter Pty Ltd.Tax Yak – Episode 61 – Cryptocurrency and tax In this episode of Tax Yak, Michael Bode talks to Danny Talwar of Koinly about the everchanging world of cryptocurrency, digital assets and tax. This will be an illuminating session for those feeling a bit lost in this space and will have a practical focus on existing tax laws and general principles. Danny Talwar, the Head of Tax at Koinly, is a chartered accountant and taxation advisor with valuable experience in taxation issues and ATO guidance surrounding the digital asset and blockchain industry. Host: Michael Bode Guest: Danny Talwar, Koinly. Danny on LinkedIn Recorded: 25 M...2022-05-2558 min

TaxBanter Pty Ltd.Tax Yak – Episode 60 – Fringe Benefits Tax In this episode of Tax Yak, Nicole Rowan chats with Michael Carruthers from Knowledge Shop and Lee-Ann Hayes from TaxBanter about Fringe Benefits Tax (FBT). With the end of the FBT year approaching, we’re checking in on the tax and reporting obligations of employers when they provide fringe benefits to their employees and we’ll also be catching up on changes in the FBT space. Host: Nicole Rowan Guests: Michael Carruthers, Tax Director, Knowledge Shop. Michael on LinkedIn Lee-Ann Hayes, Senior Tax Trainer, TaxBanter. Recorded: 7 March 2022 2022-03-0846 min

TaxBanter Pty Ltd.Tax Yak – Episode 59 – STP Phase 2 In this episode of Tax Yak, Nicole Rowan chats with Haydon Green, Director of Single Touch Payroll, Policy & Content at the Australian Taxation Office, about the implementation of STP Phase 2. Haydon is a director at the ATO and his extensive experience in tax administration and policy development has seen him involved in Single Touch Payroll from the very beginning. In his current role, Haydon is responsible for the management of legislative and policy issues relating to Single Touch Payroll and the delivery of guidance material to support employers and industry transition to Single Touch Payroll Phase 2. 2022-02-0156 min

TaxBanter Pty Ltd.Tax Yak - Episode 59 - STP Phase 2In this episode of Tax Yak, Nicole Rowan chats with Haydon Green, Director of Single Touch Payroll, Policy & Content at the Australian Taxation Office, about the implementation of STP Phase 2.Haydon is a director at the ATO and his extensive experience in tax administration and policy development has seen him involved in Single Touch Payroll from the very beginning. In his current role, Haydon is responsible for the management of legislative and policy issues relating to Single Touch Payroll and the delivery of guidance material to support employers and industry transition to Single Touch Payroll Phase 2.2022-01-3156 min

TaxBanter Pty Ltd.Tax Yak – Episode 58 – Personal Insolvency – Managing your outstanding debts In this episode of Tax Yak, Neil Jones yaks with Nick Mellos (Grant Thornton) about the implications of personal insolvency and debt management. Host: Neil Jones Guest: Nick Mellos (Grant Thornton) Recorded: 1 December 2021 2021-12-0326 min

TaxBanter Pty Ltd.Tax Yak – Episode 57 - Asset protection - A risky business! In this episode of Tax Yak, Neil Jones yaks with Scott Andersen (Worrells) and Nicole Rowan (Senior TaxBanter trainer) about the risky business of asset protection. Host: Neil Jones, Managing Director and Senior Tax Trainer (TaxBanter) – Neil on LinkedIn Guests: Scott Andersen (Partner & insolvency practitioner, Worrells) and Nicole Rowan (Senior Tax Trainer, TaxBanter) Recorded: 10 November 2021 2021-11-1033 min

TaxBanter Pty Ltd.Tax Yak – Episode 56 – Employer Superannuation In this episode of Tax Yak, Nicole Rowan chats with Emma Rosenzweig, Superannuation and Employer Obligations Deputy Commissioner at the Australian Taxation Office about recent and upcoming changes to Employer Superannuation.Host: Nicole Rowan, Senior Tax Trainer (TaxBanter) – Nicole on LinkedInGuest: Emma Rosenzweig, Deputy Commissioner, Superannuation and Employer Obligations (ATO)Emma Rosenzweig is the Deputy Commissioner for Superannuation and Employer Obligations.She is responsible for ensuring a complex ecosystem of employers, workers and retirees, and super funds operates efficiently, supports willing participation, and safeguards entitlements.Em...2021-10-211h 03

TaxBanter Pty Ltd.Tax Yak – Episode 55 – LCR 2021/2 Non Arms Length Expenses: The ATO Finalises its viewIn this episode of Tax Yak, Neil Jones yaks with Craig McCormick about the ATO finalised views on the amendments to the Non Arms Length Income rules and how non Arms length expenses can impact Superannuation Funds. Neil and Craig explore the ATO's LCR 2021/2 and what it means for Super fund members and their advisers.2021-08-3034 min

TaxBanter Pty Ltd.Tax Yak – Episode 54 – WRE Mythbusting updatedIn this episode of Tax Yak, two of our Senior Tax Trainers gather to correct some of the misinformation around work-related expenses (WRE). They also discuss important changes to making WRE claims, and explain what can and cannot be claimed. A useful reminder for accountants and taxpayers alike! Host: Lynne Gibson, Senior Tax Trainer (TaxBanter) … Tax Yak – Episode 54 – WRE Mythbusting updated Read More »2021-08-061h 04

TaxBanter Pty Ltd.Tax Yak – Episode 53 – Catching up on cases #2 – the medical world Nicole yaks with Graeme Prowse (Director of Webb Martin Consulting and TaxEd) about a few of the biggest tax cases in the medical industry over the past 20 years – Healius, Optical Superstore and Moffet. Is a medico operating from a health service aggregator (e.g. a super clinic) technically an employee? What are the superannuation obligations?If a medico is paid a lump sum to operate from such an operator, is this amount revenue or capital in nature?Do you know whether the payments between the clinic and the medical practitioner are subject to pay...2021-05-031h 04

TaxBanter Pty Ltd.Tax Yak – Episode 52: Division 328 – Small Business Tax ConcessionsDivision 328 – Small Business Tax Concessions were introduced several years ago to simplify the taxation rules for small businesses. A lot has changed since then – albeit temporarily for some measures. The team provides an overview of who can use Division 328, what concessions are available and whether the measures are compulsory or optional. Host: Lee-Ann Hayes Guests: Michael … Tax Yak – Episode 52: Division 328 – Small Business Tax Concessions Read More »2021-03-2434 min

Tax Talks146 | How Tax Law is Made - Part 2In this episode Robyn Jacobson of TaxBanter will walk you through the judiciary (courts) and administrative side (ATO) of our tax law system.2019-06-2522 min