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Tax Yak – a TaxBanter podcast.

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Tax Yak – Episode 37: US tax issues: a business perspective

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.

Host: Robyn Jacobson

Guest: Marsha Laine Dungog, Al Nuñez and Simon Calabria

Recorded: 12 February 2020

Tax Yak – Episode 36: US tax issues: an individual perspective

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, Al Nuñez, and Simon Calabria, Director at Webb Martin Consulting.

Host: Robyn Jacobson

Guest: Marsha Laine Dungog, Al Nuñez and Simon Calabria

Recorded: 12 February 2020

Tax Yak – Episode 34: Deceased estates

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: 11 November 2019

Tax Yak – Episode 33: Running a modern day tax practice

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

Tax Yak – Episode 31: Current SMSF issues

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 approach to SMSFs and other issues affecting SMSFs.

Host: Robyn Jacobson

Guest: Liz Westover, Partner @ Deloitte Private, Melbourne

Article: ‘Carry forward’ concessional contributions cap
Article (update pending): The SG Amnesty: What should employers do?
Article (update pending): SG Amnesty: Q&A
Article (update pending): The New Superannuation Guarantee Amnesty

Recorded: 30 September 2019

Tax Yak – Episode 30: Small business concessions review by the Board of Taxation

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 concessions. They discuss the scope of the review and feedback from stakeholders, reflect on some of the small business concessions and consider how tax policy could be designed in the future.

Host: Robyn Jacobson

Guest: Mark Pizzacalla, Member of Board of Taxation, Partner @ BDO

Board of Taxation ‘sounding board’

Recorded: 18 September 2019

Tax Yak – Episode 29: Insolvency Insights

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 receivership, administration and liquidation. They discuss some of the economic trends which drive insolvency work, the Government’s policies which deal with phoenix operators and the ATO’s approach to outstanding tax debt.

Host: Robyn Jacobson

Guest: Robyn Erskine, Partner, Brooke Bird

Recorded: 4 September 2019

Tax Yak – Episode 28: Perspective from the Tax Practitioners Board

The Tax Practitioners Board has made no secret of the fact that it is targeting agents who are failing in their obligations under the Tax Agent Services Act 2009.

In this episode of Tax Yak, Robyn yaks with Greg Lewis, Board Member of the TPB about the Board’s focus on agents with concerning behaviour, such as insufficient CPD or insurance, over-claiming WREs for clients and a failure to meet their personal tax obligations. They discuss some of the positive trends emerging from the TPB’s compliance focus, and the challenges facing the tax profession.

Host: Robyn Jacobson

Guest: Greg Lewis, Member of the Tax Practitioners Board

Factsheet: Information for clients

Recorded: 4 September 2019

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