Episodes - Tax Talks

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.

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.

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.

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.

398 | Asset Protection Trust

An asset protection trust (aka equity split) does not give you 100% protection but it helps. Each layer you use increases your protection from creditors.