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TaxVibe

The Tax Institute

59 episodes

1 month ago

In this episode of TaxVibe, host Robyn Jacobson and tax expert John Storey delve into the complexities of Australian tax law. They explore the inherent challenges of tax legislation, discussing the differences between principles-based and black-letter drafting, the evolution of tax laws, and the impact of government actions on tax complexity. The conversation highlights the unavoidable and avoidable complexities within the tax system, the consequences of retrospective legislation, and the rol...

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In this episode of TaxVibe, host Robyn Jacobson and tax expert John Storey delve into the complexities of Australian tax law. They explore the inherent challenges of tax legislation, discussing the differences between principles-based and black-letter drafting, the evolution of tax laws, and the impact of government actions on tax complexity. The conversation highlights the unavoidable and avoidable complexities within the tax system, the consequences of retrospective legislation, and the rol...

Show more...

Episodes (20/59)

TaxVibe

Unpacking the Complexity of Australian Tax Law

In this episode of TaxVibe, host Robyn Jacobson and tax expert John Storey delve into the complexities of Australian tax law. They explore the inherent challenges of tax legislation, discussing the differences between principles-based and black-letter drafting, the evolution of tax laws, and the impact of government actions on tax complexity. The conversation highlights the unavoidable and avoidable complexities within the tax system, the consequences of retrospective legislation, and the rol...

1 month ago

30 minutes

TaxVibe

Navigating Tax Ethics in an AI-Driven world

In this episode of Tax Vibe, host Robyn Jacobson engages with Tracy Dunn, Director of Private Tax at EY, to explore the intersection of artificial intelligence (AI) and the tax profession. They discuss the evolution of AI, particularly generative AI, and its implications for ethical practices, professional standards, and the future of work in the tax field. The conversation highlights the importance of understanding AI's limitations, the need for ethical guidelines, and the potential for AI t...

2 months ago

26 minutes

TaxVibe

The Role of the Tax Ombudsman Explained

In this episode of Taxvibe, host Robyn Jacobson speaks with Ruth Owen, the Tax Ombudsman, about her role and the importance of effective communication in the Australian tax system. They discuss the functions of the Tax Ombudsman, the challenges faced by taxpayers and tax agents, and the need for systemic improvements in tax administration. Ruth shares insights from her recent review of ATO communication practices and outlines recommendations for enhancing clarity and accessibility. The conver...

3 months ago

53 minutes

TaxVibe

Navigating Tax Time: Essential Insights with the ATO

In this episode of TaxVibe, host Robyn Jacobson speaks with Rob Thompson from the ATO about the critical period of Tax Time in Australia. They discuss the importance of getting tax returns right, common mistakes taxpayers make, and the various deductions available. The conversation covers key dates, the importance of good record keeping, and the ATO’s resources to assist taxpayers. They also touch on the implications of multiple income sources, the responsibilities of rental property owners, ...

4 months ago

45 minutes

TaxVibe

End of Year Tax Issues 2025

In this bonus episode of TaxVibe, a snippet of our member-only webinar, you'll hear presenters Robyn Jacobson, CTA, and Svetlana Kolyasnikova, 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: Key 2025 Budget & election datesPersonal income tax cuts & work-related expenses Car expenses Clothing expensesSelf-education expensesWorking from home expenses To see the full webinar and access other memb...

5 months ago

18 minutes

TaxVibe

The taxing impact of family breakdowns

In this latest episode of TaxVibe, Paul Hockridge, CTA, principal of Hockridge Advisory, delves into the tax implications following divorce and separations – an intrinsic and unavoidable part of modern living in relationships. While many assume the CGT roll-over makes divorce tax matters straightforward, the reality is far more complex. Tax practitioners often need specialised knowledge when advising clients through relationship breakdowns, considering both immediate tax relief options and lo...

6 months ago

42 minutes

TaxVibe

Division 7A under the ATO microscope

Robyn Jacobson, CTA, chats with Anthony Marvello, Assistant Commissioner, Client Engagement Group, ATO, about the enduring and evolving challenges of Division 7A. They unpack the ATO’s increased scrutiny, common fundamental errors being made and the importance of proactive advice. Learn about complying loans, the use of journal entries to make loan repayments, the Commissioner’s discretion to disregard a deemed dividend, and key tips for navigating Division 7A compliance. Recorded live at The...

7 months ago

22 minutes

TaxVibe

Federal Budget 2025–26 Reflections & Insights

You won't want to miss this bonus episode, where you'll get a sneak peek behind the closed doors of this week's member-only webinar: Federal Budget 2025–26 Reflections & Insights. In the webinar, Robyn Jacobson, CTA, facilitates a panel of experts: Tim Sandow, CTA, Tax Partner, BDO & President, The Tax InstituteJulie Abdalla, FTI, Head of Tax & Legal, The Tax InstituteJonathon Ortner, FTI, Tax Partner, Arnold Bloch LeiblerScott Treatt, CTA, CEO, The Tax InstituteYou'll hear the f...

8 months ago

22 minutes

TaxVibe

Beyond Bendel: decoding the decision

For the past 16 years, the question of whether an unpaid present entitlement (UPE) is a loan for Division 7A purposes has challenged the tax profession. Now, in a landmark ruling, the Full Federal Court has delivered its judgment in Commissioner of Taxation v Bendel [2025] FCAFC 15 (Bendel) – confirming that a corporate beneficiary’s UPE is not a loan for Division 7A purposes. This finding has significant implications for taxpayers, tax practitioners and the ATO. Following the decision, this ...

8 months ago

38 minutes

TaxVibe

Spotting client risk before it bites

This episode of TaxVibe dives deep with Paul Banister, CTA, as we uncover the risks associated with new client relationships. Learn how to spot red flags, mitigate risks, and navigate the complexities of past tax blunders. This episode is a must-listen for any tax professional looking to protect their practice. Robyn and Paul cover: Taking on a new client Practical examples of common risks What should a practitioner do if they find an error? Host: Robyn...

9 months ago

24 minutes

TaxVibe

2024 hits and misses, and expectations for 2025

In this episode of TaxVibe, Robyn chats with Tim Sandow, CTA, Tax Partner, BDO, and Julie Abdalla, FTI, Head of Tax & Legal at The Tax Institute with their reflections on the hits and misses of 2024 and their expectations for 2025 on matters of tax policy and administration. They cover: Reflections of 2024, including TASA, IAWO, and more! As The Tax Institute’s President for 2025, Tim’s focuses for the year The Tax Institute’s Tax Policy and Advocacy priorities in 2...

10 months ago

49 minutes

TaxVibe

Tax Wars: the tax reform story

In this episode of TaxVibe, Robyn chats with David Montani, CTA, National Tax Director, about the exciting release of his upcoming book, Tax Wars – an insightful look at the need for, and the challenges facing, holistic tax reform in Australia. They cover: The reason for the title of the book, Tax WarsThe approach of using pop culture references to explain complex tax conceptsThe timing of the book's release relative to the upcoming Federal electionWhether or not the book will challenge long...

11 months ago

23 minutes

TaxVibe

Supporting clients amid firmer action on ATO debt collection

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 debtsATO SupportAdvice for practitioners supporting clients with tax debtsHost: Robyn Jacobson, CTA Guest: Andy Milidoni, CTA, Partner, Johnson Winter Slattery For more information about The Tax Institute: https://www.taxinstitut...

1 year ago

26 minutes

TaxVibe

Can AI replace tax professionals?

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 ...

1 year ago

27 minutes

TaxVibe

Financial abuse – What’s tax got to do with it?

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...

1 year ago

46 minutes

TaxVibe

Talking TASA with the TPB

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://...

1 year ago

46 minutes

TaxVibe

Top Tax Time Tips for 2024

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 propertiesRecord keeping Top tips for getting tax returns right the first timeHost: Robyn Jacobs...

1 year ago

45 minutes

TaxVibe

End of Year Tax Issues 2024

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 cutsStudent loansWork-related expensesRental propertiesTo 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 ...

1 year ago

18 minutes

TaxVibe

Federal Budget 2024-25: Highlights from our post-Budget Reflections panel webinar

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, Senio...

1 year ago

30 minutes

TaxVibe

The tangled web of tax ethics

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 lawRelying on information provid...

1 year ago

32 minutes