
TaxVibe
We love the vibe of tax and here at The Tax Institute, we do tax differently. We chat with some of the tax profession's great thought leaders each episode, who share valuable and practical insights you may not hear every day.
Episodes
53 episodes
Division 7A under the ATO microscope
Robyn Jacobson, CTA, chats with Anthony Marvello, Assistant Commissioner, Client Engagement Group, ATO, about the enduring and evolving challenges of Division 7A. They unpack the ATO’s increased scrutiny, common fundamental errors being made an...
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Episode 48
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22:03

Federal Budget 2025–26 Reflections & Insights
You won't want to miss this bonus episode, where you'll get a sneak peek behind the closed doors of this week's member-only webinar: Federal Budget 2025–26 Reflections & Insights.In the webinar, Robyn Jacobson, CTA, facilitates a pa...
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Episode 47
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22:34

Beyond Bendel: decoding the decision
For the past 16 years, the question of whether an unpaid present entitlement (UPE) is a loan for Division 7A purposes has challenged the tax profession. Now, in a landmark ruling, the Full Federal Court has delivered its judgment in Comm...
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Episode 46
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38:53

Spotting client risk before it bites
This episode of TaxVibe dives deep with Paul Banister, CTA, as we uncover the risks associated with new client relationships. Learn how to spot red flags, mitigate risks, and navigate the complexities of past tax blunders. This episode is a mus...
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Episode 45
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24:33

2024 hits and misses, and expectations for 2025
In this episode of TaxVibe, Robyn chats with Tim Sandow, CTA, Tax Partner, BDO, and Julie Abdalla, FTI, Head of Tax & Legal at The Tax Institute with their reflections on the hits and misses of 2024 and their expectations for 2025 on matter...
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Episode 44
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49:57

Tax Wars: the tax reform story
In this episode of TaxVibe, Robyn chats with David Montani, CTA, National Tax Director, about the exciting release of his upcoming book, Tax Wars – an insightful look at the need for, and the challenges facing, holistic tax reform in Australia....
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Episode 43
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23:35

Supporting clients amid firmer action on ATO debt collection
In this episode of TaxVibe, Robyn chats with Andy Milidoni, CTA, Partner, Johnson Winter Slattery, about how to support clients amid firmer action on ATO debt collection.They cover:Recent changes and the current environment&n...
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Episode 42
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26:32

Can AI replace tax professionals?
In this episode of TaxVibe, Robyn chats with Adrian Cartland, Principal Solicitor of Cartland Law. Adrian is also the creator of Ailira, the Artificially Intelligent Legal Information Research Assistant, which automates legal research and advic...
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Episode 41
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27:31

Financial abuse – What’s tax got to do with it?
Domestic violence is a national problem and has been labelled a crisis in recent times. But did you know that most cases of domestic violence have an element of financial/economic abuse? The Australian Bureau of Statistics estimates that 2.4m A...
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Episode 40
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46:19

Talking TASA with the TPB
In this very topical episode, Robyn chats with Peter de Cure, Chair of the Tax Practitioners Board, about the latest changes to the regulation of the tax profession. They discuss the key issues affecting practitioners and how the TPB will imple...
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Episode 39
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46:29

Top Tax Time Tips for 2024
Tax time is here again! In this episode of TaxVibe, Robyn Jacobson, CTA, chats with Robert Thomson, Assistant Commissioner and Tax Time Spokesperson at the Australian Taxation Office in the Individuals and Intermediari...
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45:17

End of Year Tax Issues 2024
In this bonus episode of TaxVibe, a snippet of our member-only webinar, you'll hear Robyn Jacobson, CTA, cover some of the hot tax topics to be aware of as we near the end of the financial year. This episode covers insights i...
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18:09

Federal Budget 2024-25: Highlights from our post-Budget Reflections panel webinar
You won't want to miss this bonus episode of TaxVibe, where you'll get a sneak peek behind the closed doors of our member-only Federal Budget 2024-25 webinar. In this facilitated panel discussion, our CEO, Scott Treatt CTA, facilita...
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30:35

The tangled web of tax ethics
Recorded live at our SA Tax Forum, in this episode, Robyn Jacobson, CTA, chats with Tim Sandow, CTA, current Vice President of The Tax Institute and Tax Partner at BDO. With tax ethics in the spotlight, they cover a ra...
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Episode 37
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32:17

SMSF shift: gear up for the latest changes
In this episode, Robyn takes a deep dive into all things self-managed superannuation funds with Liz Westover, FTI, Partner and National SMSF Leader, Deloitte. They cover what’s hot in the land of SMSFs, including: C...
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Episode 36
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33:44

Insights into the world of offshoring: is it for you?
If you're experiencing staffing issues in your practice, this episode is worth a listen! Robyn chats with Jonathan Ryall, Co-Founder of Frontline Accounting and Paul Franks, Partner, Lambourne Partners, about their experience in off...
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Episode 35
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40:56

The 2024 tax terrain – treasure and traps included
Strap yourselves in, this is a long episode full of reflections on 2023 and the biggest insights for 2024!Robyn hosts Todd Want CTA, The Tax Institute’s newly appointed President for 2024. They cover everything from the Stage 3 tax cuts ...
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Episode 34
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46:37

Shifting tax payment culture for taxpayers and employers
In this episode of TaxVibe, Robyn Jacobson, CTA chats with Vivek Chaudhary , Deputy Commissioner, Lodge and Pay, at the Australian Taxation Office, about the ATO’s approach to taxpayers’ lodgment and payment obligations, and the s...
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Episode 33
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30:31

Improving the administration and integrity of the tax system for all taxpayers
If you’ve ever wondered who conducts independent tax dispute investigations for taxpayers and is committed to ensuring the tax system is administered fairly, equitably and transparently, you’ll want to hear this! In this special epi...
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Episode 32
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27:18

The Superannuation landscape: an ATO perspective
In this episode of TaxVibe, Robyn chats with Emma Rosenzweig, Deputy Commissioner, Superannuation & Employer Obligations, ATO, about the current Superannuation and FBT environment.They cover the top issues currently facing employers,...
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Episode 31
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39:02

Uncertainty vs. certainty in death and taxes
In this episode of TaxVibe, Robyn chats with Ian Raspin, estate taxation specialist and Managing Director, BNR Partners, about his broad experience in advising on the myriad of tax issues associated with deceased estates.They cover:<...
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Episode 30
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47:37

Getting tax returns right the first time
It’s that time of the year again – tax time! In this episode, Robyn Jacobson chats with Tim Loh, Assistant Commissioner and Tax Time Spokesperson at the Australian Taxation Office about helping people get their tax returns right the first time ...
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Episode 29
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52:09

Why your favourite colour matters for your data security
From the archives — recorded at The Tax Summit in October 2022, this is an in-depth discussion between our own Senior Advocate, Robyn Jacobson, CTA, and a couple of experts in data security: Debra Anderson, ATI, Board Member at the TPB, ...
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Episode 28
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33:13
