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Tax Talks

Author: numba Australia Pty Ltd

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Australia’s Podcast for Accountants - Tax Talks - The Podcast To Run and Grow Your Firm
463 Episodes
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Employee Share Option Plans - or ESOPs - give you an option to receive a share. That option might vest in the future, or it might not. Hence, taxation occurs only at the vesting point. Or in other words: The taxation point is at the point of vesting.
Employee Share Plans (ESP) give you shares without any strings attached. They are taxed upfront.
PSI in TR 2022/3 - steps 7 to 9 is about the employees test, business premises test as well as ATO PSI Determinations and of course the special agent rules.
PSI in TR 2022/3 - Steps 5 and 6: Nine steps to work out the taxation of PSI - here we cover the 80% hurdle and the unrelated clients test.
When you try to work out a PSI issue, it can get a bit confusing. So, it helps to put all this into a proper process.
Jamie Johns grew his firm to an annual turnover of $5m heading towards $10m. As a mentor at Wize Mentoring he has a unique view into what helps us grow.
How AI boosts your SMSF processing - the challenge is to know what your software is capable of.
In this episode, let’s speak with Rachel Harris about what StriveX does to really woo their staff and really look after them and how that contributed to their amazing growth.
How social media helped StriveX to grow and how they manage to get so many referrals.
StriveX grew from 50k to 1m in 3.5 years - here is how they did it.
In this episode, you will hear from James Carey of Prime Partners in Sydney how they built their app stack.
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.
In this episode, we ask Bradley Murphy and Darren Catherall of Murphy Tax in Sydney six questions about foreign trusts and companies.
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

408 | s99B Carve Outs

2023-11-1924:30

s99B Carve-outs are your way out. They protect you from s99B ITAA 1936.
407 | s99B ITAA 1936

407 | s99B ITAA 1936

2023-11-1333:16

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.
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.
Hubspot for accountants - does that really work? Can Hubspot give us what we as accountants and tax agents need to run our practice?
In this episode we will talk with Nathan Reiche of Content Chemistry about CRMs for Accountants.
403 | Div 6E Income

403 | Div 6E Income

2023-09-2124:39

Div 6E income is relevant when your trust income includes capital gains and/or franked distributions. Then Div 6E will avoid double taxation.
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