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 more information about The Tax Institute: https://www.taxinstitute.com.au/

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 AI actually is, and how it can be used. They also gaze into their crystal balls to discuss AI's role as another tool in the toolbox for practitioners and how it may shape the provision of tax advice in the future. 

Host: Robyn Jacobson, CTA 

Guest: Adrian Cartland 

For more information about The Tax Institute: https://www.taxinstitute.com.au/

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 importance of the systems supporting victim-survivors.

In this episode of TaxVibe, Robyn chats with Dr Ann Kayis-Kumar, Associate Professor of Taxation Law at the UNSW Business School, about financial abuse perpetrated through the tax system and what tax practitioners can do to respond to this form of domestic violence to support their clients.In this episode of TaxVibe, Robyn chats with Dr Ann Kayis-Kumar, Associate Professor of Taxation Law at the UNSW Business School, about financial abuse perpetrated through the tax system and what tax practitioners can do to respond to this form of domestic violence. 

Host: Robyn Jacobson, CTA 

Guest: Dr Ann Kayis-Kumar, Associate Professor, UNSW Business School 

Need help? 

• 1800 Respect (1800 737 732) — provides free crisis support, counselling, safety planning and information 24/7
• NSW: Redfern Legal Centre’s Financial Abuse Service NSW provides free legal advice to people across NSW who have experienced financial abuse (no equivalent in other States)
• National Debt Helpline: 1800 007 007

For more information about The Tax Institute: https://www.taxinstitute.com.au/

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 there! 

For more information about The Tax Institute: https://www.taxinstitute.com.au/

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 the first time

Host: Robyn Jacobson, CTA 

Guest: Robert Thomson 

For more information about The Tax Institute: https://www.taxinstitute.com.au/

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. 

https://www.taxinstitute.com.au/membership 

For more information about The Tax Institute: https://www.taxinstitute.com.au/

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 & President, The Tax Institute 
• Robyn Jacobson, CTA, Senior Advocate. The Tax Institute 

They unpack the commercial and practical implications and considerations of the Budget’s key tax and superannuation measures. 

To hear the full webinar and access other member-only insights and resources, become a member of The Tax Institute. You can learn more at our website.

Website: https://www.taxinstitute.com.au
Membership: https://www.taxinstitute.com.au/membership

For more information about The Tax Institute: https://www.taxinstitute.com.au/

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 and the spirit of the law
• Relying on information provided by a client
• What to do if clients do not take your advice
• Duties when you pick up a new client
• Tax professionals providing services competently

Host: Robyn Jacobson, CTA

Guest: Tim Sandow, CTA

For more information about The Tax Institute: https://www.taxinstitute.com.au/

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 Intensive

 Host: Robyn Jacobson, CTA

 Guest: Liz Westover, FTI

For more information about The Tax Institute: https://www.taxinstitute.com.au/

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 experience from a practitioner's perspective
• A special offer at the end of the episode! 

Host: Robyn Jacobson, CTA

Guests: Jonathan Ryall, Co-Founder of Frontline Accounting and Paul Franks, Partner, Lambourne Partners

For more information about The Tax Institute: https://www.taxinstitute.com.au/

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 upcoming Federal Budget

• Tax debts and ATO debt collection activities

• All things superannuation – Division 296, Payday super, NALI/NALE

• The integrity of the tax profession

• Todd’s vision as President for 2024, including our new digital micro-learning experience, Tax Academy

For more information about The Tax Institute: https://www.taxinstitute.com.au/