Shows
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 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 minTaxBanter 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 minTaxBanter 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 minTaxBanter 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
Tax 'n' Lunch31 | How do I object to an ATO decision for my client?I take you through the steps required to dispute an ATO decision. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-09-0105 minTax 'n' Lunch30 | The onionFive principles to disputing tax decisions. Join me for this bite sized edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-08-2607 minTax 'n' Lunch29 | Focus on the evidenceYou can have your client’s objection in ship-shape from day one, if you just focus on the evidence. Trust deeds, memory, transaction documents, emails, text messages. Join me for this bite sized edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-08-2404 minTax 'n' Lunch28 | Security bond noticesIf you thought director penalty notices were a powerful tool, well, the ATO has an ace up its sleeve. Join me for this not so bite sized edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-07-2331 min
Tax 'n' Lunch27 | What to expect from the next Commonwealth Budget scheduled for 25 October?The Labor Party won a majority of seats in the lower house at the Federal election held on 21 May 2022 and now forms government under the leadership of Prime Minister Mr Anthony Albanese. I want to take you through some of the big-ticket items to expect in the upcoming Budget scheduled for 25 October 2022, and the coming term from the new Government. Join me for this bite sized edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-06-1209 minTax 'n' Lunch26 | The dark arts of trust resolutions (Part III)In this three part series, I take you through what you need to know about client’s trust resolutions this tax time. So why are resolutions so important? Well here's 3 risks I bet you didn't know. Join me for this bite sized edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-06-0311 minTax 'n' Lunch25 | The dark arts of trust resolutions (Part II)In this three part series, I take you through what you need to know about client’s trust resolutions this tax time. Here’s my 4 step process to getting resolutions right. Join me for this bite sized edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-05-2217 minTax 'n' Lunch24 | The dark arts of trust resolutions (Part I)In this three part series, I take you through what you need to know about client's trust resolutions this tax time. Are you covered by your PI insurance when you prepare trust resolutions? Do you just roll out last year's document and change the figures? Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-05-1803 minTax 'n' Lunch23 | End of financial year is comingHere are my ten tips to get your tax planning sessions with your clients started. Best of all, every tip can be implemented in a simple way over the coming weeks. Join me for this bite sized edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-05-1324 minTax 'n' Lunch22 | "You don't go broke by giving"In the last few days, one of the largest private donations of $100 million was made to the National Gallery of Victoria by the Fox family. Wealthy clients can reduce their family's tax liabilities over time, all the while maintaining control of how their money is used. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-04-2212 minTax 'n' Lunch21 | Farming families and the small business restructure rolloverThe small business restructure rollover can be particularly useful for farming families looking to isolate risk and transfer assets from one generation to the next. Join me for this bite sized edition of Tax 'n' Lunch. **NOTE: You'll need the diagram that I speak about in this episode for it all to make sense**
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-04-1303 minTax 'n' Lunch20 | Taxed on trust money you don't want and don't receive: FCT v CarterThe High Court handed down its decision in Carter, which relates to trust disclaimers. Beneficiaries can still be taxed on income even if they don't want it or don't know about it. This is a real worry for wealthy clients suffering from family breakdown. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-04-0707 minTax 'n' Lunch19 | 2022 - 2023 Commonwealth BudgetHWL Ebsworth Lawyers’ national tax group take us through this election budget. What stays, what goes and what it means for you and your clients. Join me for this special (and not so bite sized) edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-03-311h 00Tax 'n' Lunch18 | The early edition of the 2022 - 2023 Commonwealth BudgetYou shouldn't expect a lot from this Commonwealth Budget. However, the Government could just be keeping its election powder dry. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-03-2705 minTax 'n' Lunch17 | Interview with Chris Ryan, National Director of the ATO's Tax Avoidance Taskforce, about s 100AThere's been a rousing call against the ATO's s 100A publications by the tax profession. In particular, because of the retrospective nature of those publications. The red zone, white zone and blue zone. Can anyone realistically be in the green zone and safe from ATO audit activity? In this episode, we hear a different perspective from the ATO's chief for the Tax Avoidance Taskforce Chris Ryan. Join me for this bonus (and not so bite sized) edition of Tax 'n' Lunch. It's certainly one you won't want to miss.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-03-251h 14Tax 'n' Lunch16 | The traps hidden in the new Division 7A rulesYour trustee income minutes are the key to properly administering the ATO's new Division 7A rules for your clients. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-03-1415 minTax 'n' Lunch15 | Section 100A and the ATO's crackdown on trustsBe careful what you wish[ed] for because income splitting using trusts might just be dead. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-02-2818 minTax 'n' Lunch14 | debits and credits; why the ATO doesn’t accept accounting entriesIt’s timely to revisit why the ATO doesn’t accept accounting entries after the recent decision impact statement for MJ and IT Holdings PL v CoT
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-02-2703 minTax 'n' Lunch13 | Here's what to expect with this week's section 100A and Division 7A publicationsThe coming week is the biggest week in tax for accountants and tax advisors to high net worth individuals, wealthy family groups and private clients, since the introduction of the capital gains tax in September 1985. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-02-2017 minTax 'n' Lunch12 | Information gathering powers during tax disputesThe ATO has extraordinary powers to collect information and documents, and to interview your clients. I take you through the tips and traps that you haven't heard before. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-02-1541 minTax 'n' Lunch11 | Contractors could be entitled to superannuationIt’s a problem lurking in the dark and clients need to know about it. Contractors could be entitled to superannuation. Join me for this bite sized edition of Tax ‘n’ Lunch
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-02-1014 minTax 'n' Lunch10 | Tax governance in the Top 500 and Next 5,000 tax performance programsThe ATO is focusing particularly closely on the tax governance of the largest private clients across Australia. It isn't simply a matter anymore of leaving a group's tax affairs to its accountants. So what is tax governance and how does it contribute to justified trust? Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-02-0716 minTax 'n' Lunch9 | Family trust electionsThe daily use of trusts for clients means this is an episode not to miss. I demystify family trust elections and interposed entity elections. Your clients don’t need to pay 70%+ in tax unnecessarily.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-02-0317 minTax 'n' Lunch8 | The top 5 tax issues to keep an eye out for in 20225...4...3...2...drum roll...1. Join me for this bite sized edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-01-3109 min
Tax 'n' Lunch7 | Sign here, initial here: are you doing lawyers' work?Accountants regularly assist clients with services that are not directly tax-related. For example, the preparation of "agreements" and "minutes". But did you know that such services could be unlawful? If in doubt, brief it out!
Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-01-2619 min
Tax 'n' Lunch6 | Taxpayer Alert TA 2021/2The ATO is targeting gifts and loans from overseas as income, and it has a variety of ways that it can do so effectively. Clients who hold foreign assets or expect an inheritance from overseas should tread carefully. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-01-2318 min
Tax 'n' Lunch5 | Professional practice guidelinesYour income splitting is too high. My income splitting is too low. But their income splitting is just right. Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-01-1836 min
Tax 'n' Lunch4 | Disputed debts for businessesThe government proposes to introduce new rules to stop the ATO collecting tax debts while those debts are in dispute. When are these rules available to clients and how can they be used? Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-01-1611 minTax 'n' Lunch3 | The key to a successful auditIs your client under audit? Here’s the first golden rule for dealing with the ATO. Join me for this bite sized edition of Tax ‘n’ Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-01-1504 min
Tax 'n' Lunch2 | ATO Tax Avoidance TaskforceThe coming year will see the Tax Office focus particularly closely on tax avoidance by high net worth individuals, wealthy family groups and private clients. What will they target and what should you do if things go wrong?
Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-01-1212 min
Tax 'n' Lunch1 | ATO Director Ben Rupert talks early engagements and commercial dealsThe ATO offers a service for advisors and their clients to secure tax certainty for transactions exceeding AUD 30 million. The chief of the ATO's commercial deals team joins us in this podcast to discuss how the ATO assured over AUD 10 billion in transactions during 2019 and 2020.
Join me for this bite sized edition of Tax 'n' Lunch.
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Send in a voice message: https://anchor.fm/taxnlunch/message2022-01-1223 minTax 'n' LunchTax 'n' Lunch (Trailer)---
Send in a voice message: https://anchor.fm/taxnlunch/message2022-01-1200 min