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SME cases update paper
Published on 17 Oct 19 by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- individuals - residency
- personal services income
- capital gains tax
- deductions
- Division 7A
- foreign income tax offsets.
Author profile
Robyn Jacobson CTA
Robyn Jacobson, CTA, is the Senior Advocate at The Tax Institute. She is an avid advocate, social media commentator, columnist, blogger, webcaster, presenter and the host of The Tax Institute’s TaxVibe podcast. She is also frequently quoted in the media. In her role as Senior Advocate, Robyn champions improvements to our tax system, with a focus on SMEs and supporting practitioners. Robyn regularly consults with the Treasury, ATO and professional bodies on technical issues, including as Co-Chair of the ATO’s Tax Practitioner Stewardship Group and a member of various other working groups Robyn has more than three decades in the profession, including a public practice background and more than 20 years guiding the profession in her various roles as a professional tax trainer. Robyn is a Chartered Tax Adviser of The Tax Institute, and a Fellow of both CA ANZ and CPA Australia. - Current at 10 April 2025
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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