UPDATE | Super COVID-19 Measures
There are 4 super measures coming or already implemented that will affect your super. Here is Liam Shorte of Verante Financial Planning with more.
Author Archive for: Jan
Entries by Jan Twilight
237 | Marketing Strategy and Execution
Marketing strategy and execution need to go together. One without the other is a Nothing – either a waste of paper or pointless action.
UPDATE | COVID-19 Stimulus Bill
The federal COVID-19 stimulus bill is now law. Bob Deutsch will tell you how to calculate the cash boost – very different to what we all thought.
236 | Why should I engage with you?
Why should I engage with you? This is a constant question in your clients’ mind. Here is Melissa Donnelly with more.
235 | Property and Tax
What are the most current changes around property and tax? Here is Bob Deutsch of The Tax Institute with some insights.
234 | US Individual Tax Return (Form 1040)
How do you ‘read’ an US individual tax return for Australian tax purposes? This is the question we asked Seth Hertz of Expat US Tax.
233 | US v Australian Tax for Individuals
US v Australian tax for individuals – how is US tax different from Australian tax and vice versa? Here is Seth Hertz with some insights.
232 | US Tax For Individuals
US citizens living in Australia are taxed on their worldwide income in Australia but also in the US. Here is Seth Hertz of Expat US Tax with more.
231 | App Integration
What does it actually mean when an app integrates with another app? This is the question we asked Jeffrey Atizado of SMB Consultants and Clinton Cowin of TradiePad.
230 | App Ecosystem
What should your app ecosystem look like? Here are Jeffrey Atizado of SMB Consultants and Clinton Cowin of TradiePad with some things to ponder.
229 | Insights of Cloud Integrators
Clinton Cowin of TradiePad and Jeffrey Atizado of SMB Consultants share their insights as cloud integrators.
228 | International Tax Update
What are the three biggest issues around international tax at the moment? Here is Bob Deutsch with some thoughts.
227 | Cum-Ex Scandal
If somebody offered you a way to claim your franking credits twice, would you do it? You might hesitate, but many European banks didn’t.
226 | AFR Top 100 Accounting Firms
The AFR Top 100 Accounting Firms list makes an interesting read. Here is our interview with the AFR Professional services editor, Edmund Tadros.
225 | Ask an SMSF Expert
In this episode Kathy Evans discusses pension and lump sum payments, deductibility of SMSF expenses as well as the SMSF look up.
224 | Why an SMSF
Why an SMSF? In this episode Kathy Evans of Findex in Albury/Wondonga will list 15 factors to consider.
223 | LRBA Safe Harbour Rules
You don’t have to follow the LRBA safe harbour rules. But many do. Kathy Evans of Findex will walk you through the 7 safe harbour rules listed in PCG 2016/5.
222 | Main Residence Exemption for Foreign Residents
The main residence exemption for foreign residents is changing as Andrew Henshaw of Velocity Legal will tell you in this episode.
221 | Main Residence Exemption Upon Divorce or Death
What happens to the main residence exemption upon divorce or death? Andrew Henshaw of Velocity Legal in Sydney will give you the answer.
220 | AirBnB triggers CGT
Doing AirBnb triggers CGT when you sell your home. Here is Andrew Henshaw of Velocity Legal in Sydney with more.
218 | DIY Sale of Accounting Practices
Matthew Taylor will tell you why the DIY sale of accounting practices is fraught with danger.
217 | How to Choose a Buyer
It takes a lifetime to build a practice. But just a few months to run it into the ground. So choosing the right buyer is crucial as Matthew Taylor will tell you.
216 | Family Allowance Agreement
A family allowance agreement might save your family a lot of money. Grant Abbott of Lightyear Docs and I love SMSF will tell you more.
215 | Excess Concessional Contributions
Excess concessional contributions can work to your advantage. Here is Grant Abbott of Lightyear Docs and I love SMSF with more.
214 | Appointor
The appointor has the power to appoint and remove a trustee. Here is Grant Abbott of Lightyear Docs and I love SMSF with more.
213 | Top 10 Podcasts for Australian Accountants
Let these top 10 podcasts for Australian accountants inspire you. You never know where you find the answer you are looking for.
212 | Foreign Investment Review Board
The Foreign Investment Review Board is to protect Australia’s national interests. Here is Simon Dorevitch with more.
211 | Leading Member
Why would you create a leading member? And how? Grant Abbott of Lightyear Docs and I love SMSF has the answer.
210 | Asset Protection
The more assets, the more asset protection you need. Here is Geoff Stein of Brown Wright Stein Lawyers in Sydney with more.
209 | SEO Basics
SEO is all about your target clients finding your content on page 1 of Google. Rand Fishkin of SparkToro and previously Moz will tell you how.
208 | SMSF Depreciation
An SMSF can claim Div 43, 40 and anything under $300 assuming it doesn’t run a business. Here is Scott Brunsdon of Depreciator.com with more.
207 | Electronic Distribution Platforms
Electronic distribution platforms like eBay, Amazon or Netflix may now be responsible for the collection of GST. Simon Dorevitch is here with the details.
206 | Pricing
The secret in pricing is not in the WHAT but in the HOW. Ed Chan of WIZE Mentoring and Chan & Naylor will tell us why.
205 | Why the Partnership Model Doesn’t Work
The partnership model doesn’t work since it relies on people and not on systems. Here is Ed Chan of WIZE Mentoring and Chan & Naylor with more.
204 | How to Find and Retain Great Staff
To find and retain great staff start with the blueprint. Here is Ed Chan of WIZE Mentoring and Chan & Naylor with some advice.
203 | More About Buying Parcels of Fees
Buying parcels of fees gets easier with time – the more often you do it, the easier it gets. In this episode Ed Chan will delve deeper and answer some tricky questions.
202 | Buy A Parcel of Fees
If you want to buy a parcel of fees, how do you do it? And why should you? Here is Ed Chan of Wize Mentoring and Chan & Naylor with the answer.
201 | Marketing
This episode with Ed Chan of WIZE Mentoring will look at the marketing of accounting practices by using one firm as an example – Chan & Naylor.
200 | Ideal Team Structure
The ideal team structure for your practice depends on fee volume you manage. In this episode Ed will discuss the ideal team structure to manage a $1m in fees.
199 | Team Structure
Your firm’s success depends on finding the right team structure for your accounting and tax practice. Ed Chan of WIZE Mentoring will tell you more.
198 | The Three Pillars of Growth
In 2013 Chan & Naylor lifted its revenue by 42.8% to $18.6m by focusing on three pillars of growth. Ed Chan will tell you more.
197 | Netflix Tax
In this episode Simon Dorevitch of A & A Tax Legal Consulting in Melbourne will tell you how the so-called Netflix tax actually works.
196 | How to Generate More Revenue
Growing your practice is not a spectator sport. DO – don’t just talk. Here is Alistair Marshall in Sydney with more.
195 | How To Generate Revenue
Your practice survival depends on you being able to find and attract clients. Alistair Marshall will share five insights with you in this episode.
194 | Low Value Imported Goods
Low value imported goods used to be exempt from GST. Not any more. Simon Dorevitch of A & A Tax Legal Consulting will tell you how this changed and what this means for you.
193 | Downsizer Contributions
Downsizer contributions are turning out to be more popular than many thought – including us. To learn more, we asked Daniel Mikhail of Partners Wealth Group to walk us through the details.
192 | Managed Funds
Managed funds have become household names. But how exactly do they work? Here is Daniel Mikhail of Partners Wealth Group with some answers.
191 | Wrap and Managed Accounts
In this episode Daniel Mikhail of Partners Wealth Group in Sydney will walk you through the ins and outs of wrap and managed accounts.
190 | Taxable Importations
You pay GST on taxable importations but get it back if a creditable importation. Here is Simon Dorevitch of A & A Tax Legal Consulting with more.
189 | Tax Effective Structuring
Tax effective structuring is not a one-size-fits all. Andrew Henshaw of Velocity Legal in Sydney will walk you through the options you have.
188 | Related Party LRBA
How to set up a related party LRBA without triggering a dividend? Andrew Henshaw of Velocity Legal in Sydney will give you the answer.
187 | SMSF Buys Property Jointly
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.
186 | Investing 101
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.
185 | SMSF Investment Strategies
SMSF investment strategies will receive a lot more limelight going forward. Liam Shorte of Verante in Castle Hill will tell you why.
184 | Mental Health
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.
183 | LRBA
An SMSF can only borrow through an LRBA. Peter Bobbin of Argyle Lawyers in Sydney will tell you more and answer your questions.
182 | SMSF Joint Property Acquisitions
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.
181 | SMSF Corporate Trustees
Most SMSFs have a corporate trustee. In this episode Peter Bobbin of Argyle Lawyers in Sydney will discuss the finer details of corporate trustees.
180 | Income Protection and Trauma
Income protection is to replace your income while you can’t work. Here is Daniel Mikhail of Growth Wealth Partners with more insights.
179 | TPD Insurance
TPD insurance covers total and permanent disability for your own or any occupation – Daniel Mikhail of Partners Wealth Group in Sydney.
178 | Life Insurance
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.
177 | Investing Super in Property
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.
176 | Insights of a Mentor
In this episode Edward Chan of Wize Mentoring shares his insights as a mentor to accounting practices.
175 | Consolidation in the Accounting Industry
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.
174 | Practice Management
In this episode Edward Chan of Chan & Naylor and Wize Mentoring will share some very helpful insights about practice management.
173 | Internet Connection
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.
172 | Accounting Futurist
What is an accounting futurist? What do they do? Chris Hooper of Accodex in Adelaide will give you an answer right here.
171 | App Landscape
In this episode Chris Hooper of Accodex in Adelaide discusses the app landscape and how to choose the right apps for your practice.
170 | Accounting Automation
Just automate everything and put up your feet. Chris Hooper of Accodex in Adelaide puts some reality into this notion.
169 | Telling Cloud Stories
The cloud is full of stories which Heather Smith captures in her popular podcast ‘Cloud Stories’. We asked her for more details.
168 | Writing Xero for Dummies
In this episode Heather Smith will tell you how she wrote ‘Xero for Dummies’ and what she learned along the way.
167 | Accounting Apps
Accounting apps play a big role in the management of your practice. At least they should. Here is Heather Smith with more.
166 | Small Business CGT Concession Case Studies
Here is Andrew Henshaw of Velocity Legal in Sydney with 5 case studies about the small business CGT concession. Because examples help.
165 | Small Business CGT Concessions for Big Business
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.
164 | Business Intelligence
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.
163 | Payment Gateways
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.
162 | Engagement Letters
In this episode Tim Hoopmann of Spinn Business Solutions will tell you why engagement letters are so important.
161 | Death of an SMSF Trustee
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.
160 | SMSF Trustee Responsibilities
SMSF trustee responsibilities are many and varied. The road is full of roadblocks. Here is Rani Gandha of Turnbull Hill Lawyers with more.
159 | Cancel a Property Contract in NSW
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.
158 | Process Automation
Process automation might give you the control you seek as Tim Hoopmann of Spinn Business Solutions will tell you.
155 | Trust 101 – Part I
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.
154 | The 2019 Harding Case
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.
152 | DIV 7A Reform
What will the upcoming Div 7A reform look like? Andrew Henshaw of Velocity Legal in Sydney gives a good overview.
147 | Insights of a Tax Lawyer
The following insights of Andrew Henshaw of Velocity Legal will give you hands-on advice how to handle a tax dispute with the ATO.
146 | How Tax Law is Made – Part 2
In this episode Robyn Jacobson of TaxBanter will walk you through the judiciary (courts) and administrative side (ATO) of our tax law system.
145 | How Tax Law is Made – Part 1
Australia’s three independent arms of government shape our tax system. Robyn Jacobson of TaxBanter will tell you more.
144 | Tax Simplification
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.
143 | Tax Reform
In this episode Chris Evans of UNSW looks at tax reform and why this seems to be an insurmountable task in Australia.
142 | RG 146
RG 146 is an ASIC regulation listing the minimum training you need to give financial advice. Here is Mark Sinclair of Mentor Education.
141 | Export of Services
When is the export of services GST-free? Here is Simon Dorevitch of A & A Tax Legal Consulting in Melbourne with the answer.
138 | Export of Goods
When is the export of goods GST-free? Simon Dorevitch of A & A Tax Legal Consulting will give you a comprehensive answer.
137 | Indirect Tax Zone
Without a connection to the ITZ, there is no taxable supply. Simon Dorevitch of A & A Tax Legal Consulting will tell you more.
136 | ATO Disputes
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.
135 | Power of Attorney and Enduring Guardianship
Peter Bobbin of Argyle Lawyers will talk about enduring power of attorney and enduring guardianship. Listen in to know their difference.
131 | SIS Act NANI
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.
130 | Succession and Balance
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.
129 | 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.
128 | Mission, Vision and Values
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.
125 | In-Specie Contributions and Payments
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.
Tax Talks
Tax Talks is Australia’s tax news podcast for tax professionals. Informative, entertaining and free.
