Episodes

Tuesday May 28, 2019
134 | Testamentary Trust Basics
Tuesday May 28, 2019
Tuesday May 28, 2019
Whether a testamentary trust is a good idea or a waste of your time depends on the size of your estate, your intentions and your beneficiaries.

Thursday May 23, 2019
133 | ITAA97 NANE
Thursday May 23, 2019
Thursday May 23, 2019
On the 1 July 2018 a new approach to the non-arm’s length concept came to life. Non-arm’s length expenses (NANE).

Wednesday May 22, 2019
132 | ITAA97 NANI
Wednesday May 22, 2019
Wednesday May 22, 2019
ITAA97 NANI is overlooked but dangerous. s295-550 ITAA97 doesn't get much limelight but is more dangerous than s109 of the SIS Act.

Tuesday May 21, 2019
131 | SIS Act NANI
Tuesday May 21, 2019
Tuesday May 21, 2019
SIS Act non-arm's length income features in pretty much every sole purpose test court case.

Friday May 17, 2019
130 | Succession and Balance
Friday May 17, 2019
Friday May 17, 2019
Succession and work-life balance are often put aside and don’t receive much attention.

Thursday May 16, 2019
129 | Strategic Objectives
Thursday May 16, 2019
Thursday May 16, 2019
Your strategic objectives give you the road map to achieve your vision. And they allow you to track your progress.

Tuesday May 14, 2019
128 | Mission, Vision and Values
Tuesday May 14, 2019
Tuesday May 14, 2019
Your MVV stipulates what you do everyday (mission) to achieve your goal (vision) and how you will get there (values).

Thursday May 09, 2019
127 | Business Advisory
Thursday May 09, 2019
Thursday May 09, 2019
Business advisory will allow you to avoid competing on price. Here is Mark Holton of Smithink with more.

Thursday Apr 25, 2019
126 | Tax Talks Q & A
Thursday Apr 25, 2019
Thursday Apr 25, 2019
This Tax Talks Q & A goes through 10 questions and comments you sent in up to April 2019.

Wednesday Apr 03, 2019
125 | In-Specie Contributions and Payments
Wednesday Apr 03, 2019
Wednesday Apr 03, 2019
In-specie contributions and payments are complex since you get two transactions "for the price of one".
Version: 20241125