Episodes - Tax Talks

90 | Set Up a Discretionary Trust

How do you set up a discretionary trust? Paul Mackenroth of Cleary Hoare in Brisbane will walk you through the process.

89 | Duties of Trustees

The relationship between trustee and beneficiary is defined by rights and duties. Paul Mackenroth of Cleary Hoare in Brisbane will tell you more.

88 | TRIS to Retirement Phase

When moving a TRIS to retirement phase, does it matter when you notify the trustee? Meg Heffron of Heffron SMSF Solutions has the answer.

87 | When a Member Dies

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.

86 | Bring-Forward Rule

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.

85 | How To Maximise ECPI

To minimise tax you need to maximise your exempt current pension income (ECPI). Melanie Dunn of Accurium will tell you how.

84 | Actuarial Certificates

Not every SMSF needs an actuarial certificate. Whether you do or don't depends on a range of things. Here is Melanie Dunn of Accurium with the details.

83 | Disregarded Small Fund Assets

A fund has disregarded small fund assets when a member's TSB in retirement phase exceeds $1.6m. Melanie Dunn of Accurium will tell you why this is relevant.

82 | Segregation

To segregate or not - that is a big question and affects ECPI. Melanie Dunn of Accurium will walk you through the details.

81 | How To Finance Business Growth

How do you finance business growth? What options do you have when a mortgage or bank loan is not an option? Here is Jeff Zulman of Trailblazer Finance with the answer.

80 | Elements of a Trust

There are over 800,000 trusts. Paul Mackenroth of Cleary Hoare in Brisbane will walk you through the elements of a trust.

79 | Trademarks

Registering a trademark might be the best way to protect your brand. Aaron Walters of IP Australia explains why.

78 | CGT Rollover

A CGT rollover might be a great option when you can't get your hands onto a small business CGT concession. Here is Adrian Bailey of Cleary Hoare with the details.

77 | Government Grants

Government grants can help our clients to prosper and survive. They can save our client's cash flow position. Here is Stuart Smith of Vebiz with the details.

76 | Class SMSF Benchmark Report June 2018

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.

74 | Small Business CGT Concessions

The small business CGT concessions are one of the most generous tax concessions in Australia. Adrian Bailey of Cleary Hoare will guide you through the details.