Tax Talks

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 ask Bradley Murphy and Darren Catherall of Murphy Tax in Sydney 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

In this episode we will talk with Nathan Reiche of Content Chemistry about CRMs for Accountants.

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

The 1884 Upton v Brown court case is of great importance in taxation. It involved Upton and Brown, beneficiaries of a discretionary trust, where one had income rights and the other controlled the trust's capital.