Episodes

Monday Jul 18, 2022
355 | US Public and Private Markets
Monday Jul 18, 2022
Monday Jul 18, 2022
How you structure your investment into US public and private markets depends on the following seven factors as Peter Harper of Asena Advisers will tell you in this episode.

Monday Jul 11, 2022
354 | Div 7A Loan Write - Off
Monday Jul 11, 2022
Monday Jul 11, 2022
Will a Div 7A Loan write-off trigger a deemed dividend under s109F ITAA36? That is the question.

Monday Jul 04, 2022
353 | Distributable Surplus
Monday Jul 04, 2022
Monday Jul 04, 2022
Distributable surplus is one of five Div 7A quick fixes. If you have no distributable surplus, no deemed Div 7A dividend.

Monday Jun 27, 2022
352 | Amendment Periods
Monday Jun 27, 2022
Monday Jun 27, 2022
Amendment periods determine how much time you have to fix an issue. Within the amendment period you can still fix things. Outside you can’t - unless the commissioner grants you an exemption.

Monday Jun 20, 2022
351 | Point of Sale Systems
Monday Jun 20, 2022
Monday Jun 20, 2022
Inventory management and point of sale systems go hand in hand, but the focus is different.
The systems we will discuss in this episode start with point of sale (POS) and then added inventory management (IM). The systems we discussed in the last episode started with IM and then added POS.

Tuesday Jun 14, 2022
350 | Inventory Management Systems
Tuesday Jun 14, 2022
Tuesday Jun 14, 2022
Inventory management systems focus on inventory. They cover point of sale but started in inventory.

Monday Jun 06, 2022
349 | US Retirement Plans in Australia
Monday Jun 06, 2022
Monday Jun 06, 2022
Holding a 401K as an Australian tax resident can cost you a lot of tax - but there are ways around it.

Monday May 30, 2022
348 | CGT Moving Back To Australia
Monday May 30, 2022
Monday May 30, 2022
Today let’s talk with Bradley Murphy and Darren Catherall of Murphy Tax Lawyers and Advisors in Sydney about the CGT implications when you move from the US back to Australia. And whatever we discuss with respect to Australian tax will apply to relocations from other countries as well. So for Australian tax - disregarding any treaties - it doesn’t matter where you are coming from.

Monday May 23, 2022
347 | s100A Q & A
Monday May 23, 2022
Monday May 23, 2022
In this s100A Q & A session in our mini-series about s100A ITAA36 we go through all the outstanding questions you still had.

Monday May 16, 2022
346 | Blue Zone Arrangements
Monday May 16, 2022
Monday May 16, 2022
Blue zone arrangements can be saved. With a few tweaks, you can usually move back into the green zone.