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SME cases update presentation
Published on 17 Oct 19 by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- Harding - resident under domicile test?
- Handsley - resident under domicile test?
- Fortunatow - PSI: unrelated clients test
- Mingos - main residence exemption?
- Howard - Division 7A.
Author profile
Robyn Jacobson CTA
Robyn is the Senior Advocate at The Tax Institute. She has nearly three decades in the profession, including a public practice background that preceded her various training roles over 23 years. Robyn continues to be a regular conference and webinar presenter and is an avid advocate, social media commentator, columnist, blogger and podcaster. She is also regularly quoted in the media. Robyn is a Chartered Tax Adviser of The Tax Institute, a Fellow of both CA ANZ and CPA Australia, and a Registered Tax Agent. She regularly consults with the Treasury, ATO and professional bodies on technical issues including as Interim Co-Chair of the ATO’s Tax Practitioner Stewardship Group and a member of various other working groups. Robyn has been recognised as a Thought Leader for four consecutive years as Winner of this category at the Women In Finance Awards in 2019 and 2021, and at the Australian Accounting Awards in 2020 and 2022. Robyn was the Winner of the Accountants Daily Excellence Award in 2020 and was named in the global Top 50 Women in Accounting 2019. - Current at 20 June 2022
This was presented at VIC 7th Annual Tax Forum .
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Individual sessions
SME cases update
Author(s): Robyn JacobsonMaterials from this session:
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Corporate cases update
Author(s): Claire NicholsonMaterials from this session:
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Professional firms - A history of the technical landscape
Author(s): Adam Dimac, Andrew O'BRYANMaterials from this session:
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M&A: Is it safe to go back in the water?
Author(s): Enzo COIA, Anna WilliamsMaterials from this session:
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SME M&A update
Author(s): Daniel Burt, Stuart DallMaterials from this session:
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Legal professional privilege
Author(s): Amber Agustin, Fiona KnightMaterials from this session:
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ATO and large corporates
Author(s): Chris FergusonMaterials from this session:
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ATO – Current issues for private groups
Author(s): Anna LongleyMaterials from this session:
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Unintended consequences: Think twice about family law
Author(s): Tracey Dunn, Helen SukeMaterials from this session:
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Foreign resident capital gains withholding – 3 years on – Where are we now?
Author(s): David Earl, Lynn KOH, Tim Lewis, Jake SelleckMaterials from this session:
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Australian residents, foreign trusts and foreign funds – The new black!
Author(s): Neil BrydgesMaterials from this session:
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Division 7A – A new frontier
Author(s): Michael PARKERMaterials from this session:
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State taxes update
Author(s): Nicholas CliftonMaterials from this session:
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Individual tax residency
Author(s): Julianne JAQUESMaterials from this session:
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Director’s liability
Author(s): Tamara CARDAN, James DonoghueMaterials from this session:
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Super death benefits and conflicts of interest – The latest battleground
Author(s): Philip BRODERICKMaterials from this session:
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Corporate tax residency: State of play
Author(s): Denise HONEYMaterials from this session:
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Research and development tax incentive (RDTI) update
Author(s): Chris VittasMaterials from this session:
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How taxpayers can discharge their burden of proof
Author(s): Gareth RedenbachMaterials from this session:
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Estate planning: Not an exercise just for the rich and famous
Author(s): Nathan YiiMaterials from this session:
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Transfer pricing update
Author(s): Michael JENKINS, Jessica UchidaMaterials from this session:
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