Tax Talks

Эпизоды

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  July Updates 05.08.2026 1ч 11мин

  Episode 4 of Tax Talks sees Andrew Henshaw and Rajan Verma joined by Stacey Zuluaga to unpack the major tax developments from July 2026. The discussion begins with the commencement of Payday Super and the expanded Anti-Money Laundering (AML) regime, exploring the practical impact on accountants and small businesses, including cash flow pressures, compliance processes, client onboarding and the growing administrative burden on advisers. The episode then examines the Government's consultation paper on the proposed 30% minimum tax for discretionary trusts, analysing the practical implications for bucket companies, trust losses, testamentary trusts, family trust elections, restructures and corporate beneficiaries. The discussion also considers whether the proposals simplify the tax system or add another layer of complexity. The hosts review the ATO's Decision Impact Statement following SEPL Pty Ltd as trustee of the SFT Trust v Commissioner of Taxation [2026] FCAFC 36, discussing what the Full Federal Court's decision means for private businesses, fringe benefits tax and the distinction between benefits provided in an owner's capacity rather than an employee's capacity. The episode concludes with a review of recent cases, including Baron on serious hardship relief, SKG Cleaning Services Pty Ltd v Chief Commissioner of State Revenue on payroll tax employment agency provisions, and Forever Grateful Holdings Pty Ltd on trust restructures and transfer duty, highlighting the practical lessons for advisers dealing with payroll tax, state taxes and trust administration.
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  June Updates 06.07.2026 1ч 25мин

  In Episode 3 of Tax Talks, Andrew Henshaw, Rajan Verma and special guest Nick Schaeffer (Partner, PGP Consulting) unpack the biggest Australian tax developments affecting accountants, advisers and business owners. Topics include the High Court's landmark Bendel decision on Division 7A and unpaid present entitlements (UPEs), the latest Federal Budget tax measures, Victoria's updated trust duty guidance, significant payroll tax developments, residency and CGT cases, and what practitioners should be preparing for in the new financial year. In this episode: Bendel: What the High Court decision means for Division 7A, UPEs and trust distributions. The ATO's Decision Impact Statement and practical implications for advisers. Federal Budget updates, including changes to CGT, negative gearing, SMSF borrowing arrangements and innovative business concessions. Victorian trust variation guidance and stamp duty risks. Payroll tax grouping and degrouping developments following the Winya decision. Residency, hardship and payroll tax cases every adviser should know. Practical tax planning considerations for FY2026 and beyond. Whether you're a tax adviser, accountant, business owner or legal professional, this episode delivers practical insights into the latest tax developments and how they may affect your clients and practice. Topics: Division 7A, Bendel, UPEs, Small Business CGT Concessions, Payroll Tax, Trusts, SMSFs, Tax Residency, Victorian Stamp Duty, ATO Updates, Tax Planning, Australian Tax Law, Accountants, Tax Practitioners, Federal Budget, Tax Talks Australia.
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  May Updates 04.06.2026 1ч 51мин

  May was one of the biggest months for tax in recent memory. In Episode 2 of Tax Talks, hosts Andrew Henshaw and Rajan Verrma are joined by Anthony Tripolino from Tripolino Accountants to unpack the Federal Budget and the significant tax measures that have sparked widespread discussion across the profession. The episode explores the proposed capital gains tax reforms, changes to negative gearing, the proposed 30% minimum tax on discretionary trusts, family trust distribution tax issues, and the practical implications these measures may have for accountants, business owners and investors. The discussion also covers several recent tax cases, including decisions involving Division 7A, family trust elections, section 99B foreign trust distributions, trust deductions and burden of proof issues. For accountants, tax practitioners and advisers wanting to stay across the latest developments, this episode provides a practical discussion of the issues currently shaping Australia's tax landscape.
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  April Updates 08.05.2026 1ч 10мин

  In this first episode of Tax Talks, Rajan Verma and Andrew Henshaw review the key Australian tax developments from April 2026. They discuss possible changes to the 50% CGT discount, proposed amendments to foreign resident CGT rules, the new $1,000 work-related deduction, and recent cases across FBT, property development, home office deductions and Division 7A. The episode also covers ATO guidance on property development arrangements and Part IVA, deceased estate main residence extensions, and upcoming issues including the Federal Budget, Bendel and the Uber payroll tax appeal. Designed for accountants, tax agents, tax practitioners and other professionals, this episode provides a technical and practical summary of April's key tax updates.
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  A New Chapter For Tax Talks 21.04.2026 19мин

  Tax Talks enters a new phase. In this pilot episode, the new hosts are joined by Tax Talks creator Heide Robson to introduce the direction of the podcast and what listeners can expect going forward. The focus remains clear: delivering practical, technically sound tax insights for accountants, advisers and business owners operating in an increasingly complex environment.
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  440 | Family Law Property Settlement Part 2 14.10.2025 40мин

  Here are eight useful lessons about family law property settlements. Mortgages, loan agreements and trusts might protect you less than you think.
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  439 | Family Law Property Settlement Part 1 13.10.2025 40мин

  When your clients separate from their partners, you are usually involved in some shape or form. Your divorcing clients will probably ask you to provide financial statements, copies of tax returns and copies of the relevant ITA and ICA accounts in the ATO portal. And ask you a ton of questions, especially about their position in the family law property settlements.
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  438 | Subdiv EA and s100A 25.03.2025 34мин

  So this is our last episode about the Bendel Case and Subdiv EA.
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  437 | Subdiv EA and Beyond 24.03.2025 32мин

  In this episode, let’s walk through seven questions with Andrew Henshaw of Velocity Legal about Subdiv EA and beyond.
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  436 | The Bendel Case Part 2 06.03.2025 28мин

  In 'The Bendel Case Part 2' - not the most creative title we ever came up with - we will drill deeper into what The Bendel Case means for you.
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  435 | The Bendel Case Part 1 06.03.2025 33мин

  The Bendel Case shapes up to be the ATO’s Waterloo – a crushing defeat to the position the ATO took in TR 2010/3.
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  434 | Item 17 Ministerial Determination 09.12.2024 40мин

  Item 17 makes it very easy for legislators to quickly add new rules to the Professional Code for Tax Agents through a Ministerial Determination.
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  433 | Dob-In Rules for Tax agents 02.12.2024 34мин

  In this episode, Andrew Henshaw will walk you through the changes to the TASA 2009 and discuss the new Dob-In Rules for tax agents with you.
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  432 | PSI Examples in PCG 2024/D2 25.11.2024 30мин

  There are many PSI examples in PCG 2024/D2, but all are pretty black and white.
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  431 | PSI in PCG 2024/D2 18.11.2024 34мин

  The four PSB tests no longer protect PSI from the PSI rules. Instead, PCG 2024/D2 drags Part IVA back onto the stage.
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  430 | Test Individual in a Family Trust Election 11.11.2024 39мин

  When you look at family trusts, everything rotates around the Test Individual. They are the stick in the sand.
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  429 | FTE Questions 31.10.2024 35мин

  When you work with private clients the question of a Family Trust Election almost always comes up. But you need to be careful. A family trust election can be dangerous and cost you a lot of tax, ie. Family Trust Distribution Tax. Unlike normal income tax, the amendment periods don’t apply to Family Trust Distribution Tax, so the ATO can still hit your client decades later with FTDT. Hence, it is really important to get Family Trust Elections right.
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  428 | NDIS Registration Part 2 30.09.2024 30мин

  This is part 2 of our talk about NDIS registration with Astrid Rivalland and Helen Young of LegalVision in Sydney. Please listen first to part 1 in episode 427.
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  427 | NDIS Registration Part 1 24.09.2024 32мин

  Your NDIS registration can indirectly influence your GST exemption.  Hence, this episode about the ins and outs of NDIS registrations.
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  426 | Charitable Sub-fund Arrangements 12.08.2024 38мин

  In this final episode of our three-part mini-series about charities, we discuss Charitable Sub-Fund Arrangements with Darren Fittler of Gilbert + Tobin in Sydney, Melbourne and Perth.