How exactly does this work when an SMSF buys property jointly as tenants in common? Andrew Henshaw of Velocity Legal in Sydney has the answer.
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Entries by Jan Twilight
In this episode Liam Shorte of Verante in Castle Hill gives an Investment 101 crash course. If you are an investment guru, skip this episode.
SMSF investment strategies will receive a lot more limelight going forward. Liam Shorte of Verante in Castle Hill will tell you why.
Mental health issues can hit any of us – at any time – when we least expect it. So we should talk about it. Tim Hoopmann is doing just that.
An SMSF can only borrow through an LRBA. Peter Bobbin of Argyle Lawyers in Sydney will tell you more and answer your questions.
SMSF joint property acquisitions are one way to circumvent a lack of cash within an SMSF as Peter Bobbin of Argyle Lawyers in Sydney will tell you.
Most SMSFs have a corporate trustee. In this episode Peter Bobbin of Argyle Lawyers in Sydney will discuss the finer details of corporate trustees.
Income protection is to replace your income while you can’t work. Here is Daniel Mikhail of Growth Wealth Partners with more insights.
TPD insurance covers total and permanent disability for your own or any occupation – Daniel Mikhail of Partners Wealth Group in Sydney.
Life insurance looks simple – you are either dead or alive. But there is more to it as Daniel Mikhail of Partners Wealth Group in Sydney will show you.
Investing super in property is a popular strategy. But how exactly do we do that? We asked Peter Bobbin of Argyle Lawyers in Sydney about the options we have.
In this episode Edward Chan of Wize Mentoring shares his insights as a mentor to accounting practices.
The accounting industry is consolidating. In this episode we ask Edward Chan of Wize Mentoring how to survive and grow in this battle of giants.
In this episode Edward Chan of Chan & Naylor and Wize Mentoring will share some very helpful insights about practice management.
Most of us need, but very few actually have a fast and stable internet connection. David Lewis of The DLA Group in Sydney will tell you why.
What is an accounting futurist? What do they do? Chris Hooper of Accodex in Adelaide will give you an answer right here.
In this episode Chris Hooper of Accodex in Adelaide discusses the app landscape and how to choose the right apps for your practice.
Just automate everything and put up your feet. Chris Hooper of Accodex in Adelaide puts some reality into this notion.
The cloud is full of stories which Heather Smith captures in her popular podcast ‘Cloud Stories’. We asked her for more details.
In this episode Heather Smith will tell you how she wrote ‘Xero for Dummies’ and what she learned along the way.
Accounting apps play a big role in the management of your practice. At least they should. Here is Heather Smith with more.
Here is Andrew Henshaw of Velocity Legal in Sydney with 5 case studies about the small business CGT concession. Because examples help.
Big business and small business CGT concessions are not meant to meet. But there are ways as Andrew Henshaw of Velocity Legal will show you.
Business Intelligence used to just be for the big end of town. But that is changing. Here is Cameron Lynch of Etani in Adelaide with more.
The easier you make it for your clients to pay you, the faster they will do just that. Here is Tim Hoopmann of Spinn Business Solutions with more insights.
In this episode Tim Hoopmann of Spinn Business Solutions will tell you why engagement letters are so important.
The death of an SMSF trustee is a big event in the life of an SMSF. Here is Rani Gandha of Turnbull Hill Lawyers with more.
SMSF trustee responsibilities are many and varied. The road is full of roadblocks. Here is Rani Gandha of Turnbull Hill Lawyers with more.
There is a huge back door for a buyer to cancel a property contract in NSW. Rani Ghanda of Turnbull Hill Lawyers in Newcastle will show you how.
Process automation might give you the control you seek as Tim Hoopmann of Spinn Business Solutions will tell you.
In this episode Paul Goldin of Vectigal will give you a quick overview of simple mistakes around trusts – easy to make – easy to avoid – Trust 101.
Since the 2019 Harding case a permanent place of abode no longer needs to be a specific dwelling. Here is Andrew Henshaw of Velocity Legal with more.
What will the upcoming Div 7A reform look like? Andrew Henshaw of Velocity Legal in Sydney gives a good overview.
The following insights of Andrew Henshaw of Velocity Legal will give you hands-on advice how to handle a tax dispute with the ATO.
In this episode Robyn Jacobson of TaxBanter will walk you through the judiciary (courts) and administrative side (ATO) of our tax law system.
Australia’s three independent arms of government shape our tax system. Robyn Jacobson of TaxBanter will tell you more.
If we can’t reform our tax system, should we try to at least simplify it? Here is Chris Evans of UNSW with some insights.
In this episode Chris Evans of UNSW looks at tax reform and why this seems to be an insurmountable task in Australia.
RG 146 is an ASIC regulation listing the minimum training you need to give financial advice. Here is Mark Sinclair of Mentor Education.
When is the export of services GST-free? Here is Simon Dorevitch of A & A Tax Legal Consulting in Melbourne with the answer.
When is the export of goods GST-free? Simon Dorevitch of A & A Tax Legal Consulting will give you a comprehensive answer.
Without a connection to the ITZ, there is no taxable supply. Simon Dorevitch of A & A Tax Legal Consulting will tell you more.
ATO disputes do not count as the most pleasant life experience for most. So how can we avoid them or manage them? Andrew Henshaw of Velocity Legal will give you an answer.
Peter Bobbin of Argyle Lawyers will talk about enduring power of attorney and enduring guardianship. Listen in to know their difference.
Non-arm’s length income features in most court cases around the sole purpose test as Peter Bobbin of Argyle Lawyers will explain in this episode.
Succession and work-life balance are often put aside and receive less attention. In this episode John Peterson will plead with you to make them part of your strategic objectives.
John Peterson discussed your mission, vision and values (MVV) in the last episode. This episode is about how get there by focusing on your strategic objectives.
Mission, vision and values (MVV) are keywords in the language of business development. So we asked John Peterson of Best Practice to tell us more.
In-specie contributions and payments are complex since you get two transactions “for the price of one”. Gordon Mackenzie of UNSW discusses this in more detail.
SIS dependancy determines who gets your super. Tax dependancy determines the amount of tax payable. Here is Gordon Mackenzie of UNSW with more.
A death benefit is any payment your super fund makes after you die. Here is Gordon Mackenzie of UNSW with more.
There is a popular proverb that feels harsh but maybe it does because it is true. A fish rots from the head down. John Peterson will explain why.
The four quadrants of success or time management are a helpful way to think about your practice. Here is John Peterson of Best Practice with more.
Everybody preaches to get the foundations right. But what does that actually mean? Here is John Peterson of Best Practice with some insights.
The new safe harbour rules for directors aim to change the insolvency culture in Australia. Ben Sewell of Sewell & Kettle will give you the details.
Phoenix activity is a common phenomenon in the Australian tax ecosystem. Ben Sewell of Sewell & Kettle will tell you how phoenixing works.
Choosing the right trust structure is an important step to effectively manage and administer wealth. Here is Paul Mackenroth of Cleary Hoare with more.
How do you set up a discretionary trust? Paul Mackenroth of Cleary Hoare in Brisbane will walk you through the process.
The relationship between trustee and beneficiary is defined by rights and duties. Paul Mackenroth of Cleary Hoare in Brisbane will tell you more.
When moving a TRIS to retirement phase, does it matter when you notify the trustee? Meg Heffron of Heffron SMSF Solutions has the answer.
When a member dies, there is a lot to deal with in the aftermath – including the member’s SMSF. Here is Meg Heffron of Heffron SMSF Solutions with the details.
The bring forward rule for non-concessional contributions now needs to work around the TSB. Meg Heffron of Heffron SMSF Solutions will tell you more.
The Class SMSF Benchmark Report 2018 looks at the effects of the super reform up to now. Here is Kevin Bungard of Class with the details.
The Australian Productivity Commission’s April 2018 draft report tried to compare ARPA funds with SMSFs. Here Kevin Bungard, the CEO of Class, with more.
Here are some comments from Kevin Bungard, CEO at Class, about the first round of event-based reporting.
Estate planning is complex because it has so many moving parts: trust law, super law, tax law, family law. Ben Symons of State Chambers, NSW will walk you through the jungle.
CFDs are complicated. Jonathan Preston of HomeLoan Experts traded CFDs for quite a few years and will walk you through the ins and outs of CFD trading.
From 1 July 2018 all SMSFs in retirement phase need to report certain events to the ATO. Chloe Ward of Intello gives you an overview.
Tax Talks is Australia’s tax news podcast for tax professionals. Informative, entertaining and free.