417 | How Sky Accountants Grew to 5m

Jamie Johns grew his firm to an annual turnover of $5m heading towards $10m. As a mentor at Wize Mentoring he has a unique view into what helps us grow.

416 | How AI Boosts Your SMSF Processing

The challenge is to know what your software is now capable of thanks to AI. Ron Lesh of BGL tells you more in this interview.

415 | How Staff Benefits Helped StriveX to Grow

In this episode Rachel Harris of StriveX in the UK will tell you how team culture contributed to their phenomenal growth.

414 | How Social Media Helped StriveX to Grow

How social media helped StriveX to grow and how they manage to get so many referrals.

413 | How StriveX Grew from 50k to 1m in 3.5 Years

StriveX grew from GBP 50k to GBP 1m in 3.5 years - here is how they did it.

412 | Pipeline Walkthrough with Prime Partners

Here is a pipeline walkthrough with Prime Partners in Sydney to show you what other accountants are doing. 

Amendment Period Changes

411 | Amendment Period Changes

So far you could assume a 2-year amendment period for most SMEs. Not anymore. Here is what the update of Regulations 2015 change for you.

410 | Foreign Trusts and Companies

In this episode, we cover six questions about foreign trusts and companies.

409 | Assessment of the Trustee

When we talk about trust distributions, we always mention the possible assessment of the trustee. Especially when a trust distribution goes wrong, But what does that actually look like?

408 | s99B Carve Outs

s99B Carve-outs are your way out. They protect you from s99B ITAA 1936.

407 | s99B ITAA 1936

s99B ITAA 1936 is about foreign trusts paying accumulated income to Australian resident beneficiaries. Take away one of these elements, and you don't have a s99B issue.

406 | UPE To Company: The Bendel Case

From 2009 until October 2023, a UPE to a company was always a Div 7A issue. Not anymore. As Andrew Henshaw of Velocity Legal in Melbourne will tell you.

Hubspot for Accountants

405 | Hubspot for Accountants

Hubspot for accountants - does that really work? Can Hubspot give us what we as accountants and tax agents need to run our practice?

404 | CRMs for Accountants

CRMs for accountants - what should we as accountants and tax agents look for in a CRM?

403 | Div 6E Income

Div 6E income is relevant when your trust income includes capital gains and/or franked distributions. Then Div 6E will avoid double taxation.

402 | Trust Loss Allocation

Trust Loss Allocation - Upton v Brown sets the scene. And then Cajkusic and Raftland confirm Upton v. Brown but very much limit its application.

s100A pain points

Update 35 | s100A Pain Points

There are many s100A pain points - let's cover five in this update.

401 | Trust Loss Questions

Let's go to the very start and look at trust income. Because we need to understand trust income before we can talk about trust losses.

400 | Foreign Trust Example

The theory around foreign trusts is confusing. So in this episode let's use a New Zealand trust as a foreign trust example.

399 | Foreign Trusts

Foreign trusts are not an issue per se. Nor are resident trusts. It really depends. But if you do have a foreign trust, watch out for s99B ITAA 1936. That is a really dangerous one.