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When is an individual taxpayer a resident taxpayer? This is a question fraught with complexity. The team discuss the four tests legislated and reflect on guidance issued by the courts in relation to the application of these tests. Subsequently Lee-Ann and the Michaels discuss the recent changes proposed by the board of taxation and how this has worked in other common law jurisdictions which used to rely on the same tests as Australia Host: Lee-Ann Hayes, Senior Tax Trainer @ TaxBanter Guests: Michael Bode & Michael Messner, Senior Tax Trainers @ TaxBanter Recorded: 29 October 2020

In this episode of Tax Yak, George Housakos yaks with Arthur Athanasiou, Tax Partner at Thomson Geer, about Division 7A. Arthur takes us on a deep dive into the Division 7A relief as they are increasingly relevant to our tax yak audience due to impact of COVID-19. He also provides some timely reminders to tax practitioners. Host: George Housakos Guests: Arthur Athanasiou, Tax Partner @ Thomson Geer Recorded: 27 July 2020

In this episode of Tax Yak, Neil Jones yaks with The Honorable Michael Sukkar MP about the Government’s response to the Coronavirus Pandemic. It was only in December 2019 that the MYEFO was handed down; Australia was planning to return to surplus, and the Federal Budget was scheduled for May.  How has 2020 unfolded from the Government’s perspective and what does the future hold in tax? Host: Neil Jones Guests: The Honorable Michael Sukkar MP – Minister for Housing and Assistant Treasurer, Liberal Party and Member for Deakin Victoria in the Morrison Federal Government Recorded: 28 July 2020

In this episode of Tax Yak, a number 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 Guests: Lee-Ann Hayes and Jenny Daborn Recorded: 17 July 2020 Check out our Banter Blog covering further info on WRE here.

How different is the Singapore Taxation system from the Australian Taxation System? In this episode of Tax Yak, Lee and the Michaels yak with Adrian Sham to understand the workings of the Singapore Tax System. The discussion covers a broad introduction of the Singapore Taxation system, including the basis of the law, tax treatment of different income items, tax rates, types of taxes, policy making, engagement with the Inland Revenue Authority of Singapore and the working and taxation of the Singapore retirement fund. The podcast concludes with another round of TaxBanter Trivia. Hosts: Lee-Ann Hayes, Michael Bode, Michael Messner Guest: Adrian Sham, Director of Taxation Services @ Grant Thornton Singapore Recorded: 6 July 2020

In this episode of Tax Yak, the Michaels yak with Ollie Visser about about his experience in public practice and now as a CFO of a large firm. The discussion covers client relationship management and how to improve the relationship with clients. Further Ollie and the Michaels discuss how clients best utilise their accountant to make decisions and mitigate risk. Finally, the group discusses recent changes in the business landscape due to COVID 19 and how this might affect public practice in the long term. The podcast concludes with a head to head between Ollie and Michael Bode in another round of TaxBanter Trivia. Hosts: Michael Bode, Michael Messner Guest: Ollie Visser, CFO @ Video Pro Group Recorded: 28 May 2020

In this episode of Tax Yak, Michael Doran of TaxEd speaks with Jennifer Moltisanti of the Australian Taxation Office about the range of economic stimulus measures to support Not-for-profits. This episode will assist accounting practitioners to manage tax related matters for their NFP and charity clients, including eligibility, enrolment and reporting for the JobKeeper payment scheme. Resources: ATO COVID support for NFPs TaxEd member portal Host: Michael Doran Guest: Jennifer Moltisanti, Assistant Commissioner, Not-for-Profit Centre and Government Recorded: 28 May 2020

Lee and the two Michaels discuss when an eligible business participant under Jobkeeper legislation could in fact be an employee and what the consequences, advantages and disadvantages of this would be. They discuss the underlying legislation, applicable case law, rulings and the potential approach from the ATO on this matter. To finish off the episode they engage to see who takes the tax trivia crown for this episode. Host: Michael Bode Guest: Lee-Ann Hayes and Michael Messner, Senior Tax Trainers Recorded: 15 May 2020

In this episode of Tax Yak, Nicole Rowan does not yak about tax, but instead about employment law issues arising from COVID-19 and specifically from the JobKeeper scheme. Patrick Turner from Maurice Blackburn joins this Yak to provide a useful overview of current employment law issues and to answer your questions to help employers navigate these difficult times and stay within the law. Host: Nicole Rowan Guest: Patrick Turner, Senior Associate, Maurice Blackburn Recorded: 30 April 2020

In this episode of Tax Yak, Robyn yaks with fellow TaxBanter trainer, Nicole Rowan, about the JobKeeper scheme, including eligibility, the ATO’s administrative approach and the proposed amendments. Host: Robyn Jacobson Guests: Nicole Rowan Recorded: 27 April 2020

In this episode of Tax Yak, Robyn yaks with international tax lawyer and Director of Private Client Services (International) at Andersen, Marsha Laine Dungog, and her colleague, Managing Director of Andersen, Al Nuñez, about the response of the Australian and US Governments to the COVID–19 pandemic as they compare the two countries’ economic stimulus packages. […]

In this episode of Tax Yak, Robyn yaks with international tax lawyer and Director of Private Client Services (International) at Andersen, Marsha Laine Dungog and her colleague, Managing Director of Andersen, Al Nuñez, and Simon Calabria, Director at Webb Martin Consulting about a range of US tax issues affecting Australians doing business in the USA. […]

In this first episode of Tax Yak for 2020, Robyn yaks with international tax lawyer and Director of Private Client Services (International) at Andersen, Marsha Laine Dungog, about a range of USA tax and superannuation issues that affect Australians living and working in the USA.  Also joining us is Marsha’s colleague, Managing Director of Andersen, […]

In this final episode of Tax Yak for 2019, Robyn yaks with TaxBanter director, Neil Jones, about the past few months of the 46th Parliament and how the tax landscape looks heading into 2020. Host: Robyn Jacobson Guest: Neil Jones Recorded: 17 December 2019

It is said that nothing in life is certain but death and taxes. In this episode of Tax Yak, Robyn yaks with BNR Partners Managing Director and Estate Taxation Specialist, Ian Raspin, about his broad and deep experience in advising on the taxation issues associated with deceased estates. Host: Robyn Jacobson Guest: Ian Raspin Recorded: […]

Running a modern day tax practice is no challenge for the light-hearted. In this episode of Tax Yak, Robyn yaks with Planet Consulting Founder and Principal Consultant, Rob Pillans, about the challenges facing practitioners running a practice in the current tax landscape. Host: Robyn Jacobson Guest: Rob Pillans Recorded: 11 November 2019

Join us in celebrating Tax Yak’s 1st Birthday. In this episode of Tax Yak, Robyn yaks with TaxBanter director, Neil Jones, about the first few months of the 46th Parliament and the current tax landscape. Host: Robyn Jacobson Guest: Neil Jones Recorded: 16 October 2019

There are more than 600,000 self-managed superannuation funds (SMSFs) in Australia which are regulated by the ATO. In this episode of Tax Yak, Robyn yaks with Liz Westover, Partner and National SMSF Leader with Deloitte Private in Melbourne, about the current SMSF landscape. They discuss enacted and proposed policy changes affecting SMSFs, the ATO’s compliance […]

The Board of Taxation has been reviewing the range of Small business tax concessions; the final report is yet to be released. In this episode of Tax Yak, Robyn yaks with Dr Mark Pizzacalla, Partner with BDO Melbourne and a member of the Board of Taxation, who has been leading the Board’s review of the […]

The world of an insolvency practitioner differs from the typical tax practitioner, but their worlds often encroach on each other. In this episode of Tax Yak, Robyn yaks with Robyn Erskine, Partner with Brooke Bird, about her extensive experience over more than over 30 years in assisting individuals facing personal bankruptcy and guiding companies through […]