Tax Yak – a TaxBanter podcast.

Family law is an intrinsic and unavoidable part of modern living and relationships. How does family law interact with tax law?

In this episode, Robyn yaks with Sarah Keenan, Director at Farrar Gesini Dunn, who specialises in family law, estate disputes and wills about the tax issues associated with family law settlements, the control of marital assets and entities, dividing superannuation and her experiences with family law litigation.

Host: Robyn Jacobson

Guest: Sarah Keenan, Director, Farrar Gesini Dunn

Recorded: 23 August 2019

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The world of tax litigation can be complex, intimidating and costly for taxpayers. In this episode of Tax Yak, Robyn yaks with Julianne Jaques, Barrister at the Victorian Bar, and member of the Board of Taxation and the Tax Practitioners Board, about her experiences on both sides of the court room, representing both taxpayers and the Commissioner. They also discuss lessons for practitioners.

Host: Robyn Jacobson

Guest: Julianne Jaques: Barrister; member of the Board of Taxation; member of the Tax Practitioners Board

Board of Taxation ‘sounding board’

Recorded: 13 August 2019

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Regional practitioners have different challenges to those faced by urban- or city-based practitioners. In this episode of Tax Yak, Robyn yaks with fellow TaxBanter trainer, Leanne Saunders, about:

• the challenges that confront regional practitioners;
• the tax issues that regional practitioners commonly encounter;
• how regional practitioners keep up to date with their skills and knowledge; and
• the increasing dependency on connectivity to comply with tax obligations.

Host: Robyn Jacobson

Guest: Leanne Saunders, Senior Tax Trainer, TaxBanter

Recorded: 15 July 2019

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Today’s business environment is complex and managing your tax risk is a core part of responsibly managing your business. Managing task risk involves far more than dealing with ATO audits. Regardless of the size of your business, tax risk impacts on every aspect of a business either directly or indirectly, it permeates all phases of a business’s decision making process and can affect its commercial success.

In this episode of Tax Yak, Robyn yaks with ATO Assistant Commissioner – Private Wealth, Anna Longley, about the key areas that attract the ATO’s attention and how businesses and individuals can minimise their tax risk.

Host: Robyn Jacobson

Guest: Anna Longley, ATO Assistant Commissioner – Private Wealth
Link: New Information System Risk Assessment tool (ISRA)

Recorded: 11 July 2019

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There are more than 3.8 million small businesses in Australia, accounting for 33% of Australia’s GDP, and employing over 40% of Australia’s workforce.

In this episode of Tax Yak, Robyn yaks with the ATO’s Deputy Commissioner – Small Business, Deborah Jenkins, about the ATO’s engagement with small business, the small business tax issues the ATO has identified, the role of tax agents, the Black Economy and the tools, products and services available to assist small business.

Host: Robyn Jacobson, Senior Tax Trainer, TaxBanter

Guest: Deborah Jenkins, Deputy Commissioner, Small Business, ATO
Twitter – @ATOSmallbizExec & @ato_gov_au
www.ato.gov.au/sbsupport

Recorded: 14 June 2019

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How should a practice go about converting the staple annual compliance work into cash cow advisory work that is truly valued by clients?

In this episode of Tax Yak, Robyn yaks with Brent Szalay, Managing Director, SEIVA, about how his practice has successfully changed the lives of their business clients. The SEIVA philosophy is to make positive changes through designing a strategic plan and establishing a clear vision and purpose by working closely and regularly with their clients. Brent explains how starting a conversation on tax compliance serves as a base from which valuable strategic discussions can emerge.

Host: Robyn Jacobson, Senior Tax Trainer, TaxBanter

Guest: Brent Szalay, Managing Director, SEIVA

Recorded: 3 June 2019

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What does the Coalition’s win in the Federal election mean politically and from a policy perspective? In this episode, our regular host Robyn Jacobson is the guest of host Michael Messner (via Skype from sunny Queensland), a fellow Senior Tax Trainer. Together, they discuss the implications of the Coalition’s return to Government, the long list of announced but unenacted measures, and practitioners need to look out for from 1 July 2019 and beyond.

Host: Michael Messner, Senior Tax Trainer, TaxBanter

Guest: Robyn Jacobson, Senior Tax Trainer, TaxBanter

Recorded: 27 May 2019

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You may be familiar with our regular Update or Special Topic papers, but are you aware of the full suite of our offerings to the tax profession? In this episode, Robyn yaks with fellow Senior Tax Trainer, Lee-Ann Hayes, about the range of TaxBanter’s products and services, including our online offerings. Robyn also yaks with TaxBanter’s Manager of Content & Projects, Steve Griffiths, about TaxBanter’s Tax Library and also about TaxEd, who provide tax education and support to Government bodies and not-for-profit organisations.

Host: Robyn Jacobson

Guests:
Lee-Ann Hayes, Senior Tax Trainer, TaxBanter
Steve Griffiths, Content & Projects Manager, TaxBanter

Recorded: 14 May 2019

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The ATO has made no secret of the fact that it is targeting incorrect claims of work-related and rental property expenses by individuals. In this episode of Tax Yak, Robyn yaks with Justin Untersteiner, Assistant Commissioner, Individuals of the ATO about the ATO’s focus on WRE claims and rental properties. They discuss some of the positive trends emerging from the ATO’s compliance focus, and the common mistakes taxpayers make when claiming.

Host: Robyn Jacobson

Guest: Justin Untersteiner, Assistant Commissioner, Individuals

Recorded: 9 May 2019

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In this episode of Tax Yak, Robyn yaks with Michael Karavas, Director at the ATO and Design Lead of STP, in a Q&A format, addressing all your questions about the ATO’s approach to transitioning around 750,000 small employers into STP from 1 July 2019. The discussion covers the transitional approach for small employers, micro employers and employers with closely held payees.

Host: Robyn Jacobson

Guest: Michael Karavas, ATO Director & STP Design Lead

Recorded: 17 April 2019

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