TaxBanter Pty Ltd.

About TaxBanter Pty Ltd.

Training is better with banter

Publisher

TaxBanter

Language

en

Explicit

No

First episode

9 Mar 2023

Latest episode

20 Apr 2026

Latest episodes

11 episodes in the feed.

1. 

   20 Apr 2026

   Episode 73: The AML Tranche 2 Deadline Accountants Can’t Ignore

   In this episode of Tax Yak, your co-host George Housakos (Senior Tax Trainer – TaxBanter) yaks with Conrad Gilbert (Knowledge Shop) -in order to determine if your accounting firm is ready the new AML/CTF Tranche 2 Mandatory Reporting Obligations to the Australian government statutory regulatory agency. Conrad works with the profession to navigate the practical impact of change on professionals, their practices, and their clients. He has over 35 years’ experience in the Financial Services Industry. In addition to his work with Knowledge Shop, Conrad is currently completing a PhD at Griffith University. He holds an MBA and Post Graduate Diploma in Business Administration from the University of Qld, and a Graduate Diploma in Research Studies and a Bachelor of Commerce from Griffith University. Australia’s AML/CTF Tranche 2 reforms are approaching fast — and from 1 July 2026, accountants will officially step into a new regulatory era. In our upcoming episode, we break down what this shift really means for accounting firms. Join us as we unpack the biggest adjustments ahead, from identifying designated services to navigating redesigned customer due diligence requirements. We’ll explore where firms should begin with ML/TF risk assessments, how to balance confidentiality with reporting duties, and what a proportionate AML/CTF program looks like for smaller suburban practices. With AUSTRAC’s new sector‑specific guidance and starter kits now available, this episode is your essential roadmap to getting Tranche 2‑ready — confidently, efficiently, and without the overwhelm. Listen to Episode 73 : The post Episode 73: The AML Tranche 2 Deadline Accountants Can’t Ignore (https://www.taxbanter.com.au/episode-73-the-aml-tranche-2-deadline-accountants-cant-ignore/) appeared first on TaxBanter (https://www.taxbanter.com.au).

2. 

   26 Feb 2026

   Episode 72: Cyber Security for Accounting & Wealth Firms: 20 Practical Steps to Strengthen Your Firm

   Knowing your obligations is one thing but implementing effective cyber security strategies is where many firms struggle. In this episode of TaxYak, Senior Tax Trainer George Housakos is joined by Caillin Goss, Jen Pascarl and Jacques Louw from Priority Networking and Greg Gardiner from Count. That’s why in this session, we will walk through a practical framework built around 20 key questions designed to test your firm’s cyber security posture. These questions cover areas such as: Governance and accountability Staff awareness and training Access controls and identity management Backup and disaster recovery Incident response planning Vendor and third-party risk And ongoing monitoring and improvement When these strategies and controls are successfully implemented, they don’t just help protect your business, they also support your ability to meet increasingly onerous compliance requirements. Think of this as a health check for your firm’s cyber maturity: a way to identify gaps, prioritise actions, and build a more resilient and secure operating environment. And as mentioned earlier, if you’d like a copy of our Cyber Security Checklist to support this process, please feel free to contact Cailin Goss at PNET. Special Offer: (https://taxbanter.com.au/offer/) Priority Networking is offering all Tax Yak listeners a $2,400 comprehensive cyber security assessment (https://taxbanter.com.au/offer/). This covers the Essential 8 Framework and other key cyber security measures, including your policies and procedures, and will help assess whether your business has the capabilities to prevent, detect and respond to cybersecurity incidents, should they occur in your business. Find out more (https://taxbanter.com.au/offer/)

3. 

   5 Feb 2026

   Episode 71: Cyber Security for Accounting & Wealth Firms: Cyber Threats and Your Compliance Obligations

   Accounting and wealth advisory firms are increasingly prime targets for cyber criminals. You’re holding highly sensitive financial and personal information, and attackers know that even a small vulnerability can have serious consequences – not just financially, but reputationally as well. In recent years, we’ve seen a significant increase in phishing attacks, ransomware, data breaches and business email compromise impacting professional services firms. At the same time, regulatory expectations around data protection and cyber resilience continue to rise. In this episode of TaxYak, Senior Tax Trainer George Housakos is joined by Caillin Goss, Jen Pascarl and Jacques Louw from Priority Networking and Greg Gardiner from Count. This podcast is the first in a two part Cyber Security Series. This session focuses on the key statutory and regulatory requirements firms need to be aware of, including privacy obligations, data security expectations, and what “reasonable steps” actually means in practice. This session will also unpack some of the most common questions we hear from accounting and wealth advisory firms, such as: What are my legal obligations if there’s a data breach? How far does my responsibility extend when using cloud providers and third-party platforms? What does the regulator expect in terms of governance, documentation and controls? And how do I balance compliance with practical, day-to-day operations? Our aim is to give you clarity on your obligations, highlight where firms typically fall short, and help you understand why cyber security is no longer just an IT issue – it’s a core business risk. Special Offer: Priority Networking are offering all Tax Yak listeners a $2,400 comprehensive cybersecurity assessment (https://taxbanter.com.au/offer/). This covers the Essential 8 Framework and other key cybersecurity measures, including your policies and procedures, and will help assess whether your business has the capabilities to prevent, detect and respond to cybersecurity incidents, should they occur in your business. Find out more (https://taxbanter.com.au/offer/)

4. 

   17 Jul 2025

   Episode 70: Denying tax deductions for ATO interest charges

   In this episode of Tax Yak, Tiffany Douglas chats with colleague George Housakos, senior tax trainer at TaxBanter, about a significant issue facing the tax profession from 1 July 2025: taxpayers will no longer be able to claim an income tax deduction for ATO interest charges. George is a CPA and brings over 25 years of tax expertise, including 20 years at the Australian Taxation Office where he specialised in disputes and interpretative advice. He also has substantial experience in training and assessment within the TAFE sector. George is well known for his practical and pragmatic approach to providing taxation and superannuation advice. This podcast explores the challenges businesses must address when financing their activities. For further insights, consider signing up to TaxBanter’s special topic on “Financing business activities,” which will examine the various forms of debt and equity financing, as well as their tax implications. Topics covered include: The debt-equity rules Hire purchase versus lease finance Leases of luxury cars Commercial bills Working capital funding Non-recourse debt Loans between related parties Refinancing Listen to Episode 70:

5. 

   28 Mar 2025

   Episode 69: Beyond Bendel: When is a UPE not a loan?

   In this episode of TaxYak, our Senior Tax Trainers Phillip London and George Housakos yak with Arthur Athanasiou, Tax Partner at Thomson Geer. They take a deep dive into the burning issues resulting from the Full Federal Court's 3:0 decision in favour of the taxpayer in FCT v Bendel issued on 19 February 2025, where an Unpaid Present Entitlement (UPE) was found not to be a loan for the purposes of Division 7A Income Tax Assessment Act (ITAA) 1936. For example: Taxpayer strategies for UPEs for year ending 2024 Taxpayer strategies for UPEs for year ending 2025 What's next (Special Leave application to the High Court/Extension of time to file/Test Case funding) Taxpayers appeal and objection rights Tax Agent Services Act and Breach Reporting Regime risks Will the Commissioner now look more closely at other taxation risks: Section 100A Reimbursement Agreements Subdivision EA of Division 7A Part IVA Tax Evasion The Bendel decision is not a green light that Division 7A cannot be triggered for UPEs. We hope you enjoy this episode of TaxYak. Listen to Episode 69:

6. 

   16 Jan 2025

   Episode 68: Navigating Small Business Restructures

   Tax expert Nicholas Giasoumi of Dye & Co. shares actionable advice on navigating small business restructures in 2024, helping you maximize benefits and avoid common pitfalls.

7. 

   11 Dec 2024

   Episode 67: Bankruptcy Essentials & Small Business Restructures

   George Housakos interviews Nicholas Giasoumi, a seasoned chartered accountant, on bankruptcy essentials, small business restructures, and how to retain assets while navigating complex bankruptcy laws.

8. 

   15 Nov 2024

   Tax Yak Episode 66: Responding to ATO Enforcement Notices (Part 1)

   In this episode of Tax Yak, host George Housakos sits down with Nicholas Giasoumi, a highly respected Director at Dye & Co., chartered accountant, registered liquidator, and trustee in bankruptcy. This marks the start of a powerful three-part series where Nicholas brings decades of experience to help you understand crucial aspects of debt enforcement and insolvency. Host: George Housakos, Senior Tax Trainer, TaxBanter Guest: Nicholas Giasoumi, Director at Dye & Co Part 1: Responding to ATO Enforcement Notices: Tricks, Traps, and Time Bombs Dive into the best practices for handling ATO-issued Director Penalty Notices, Statutory Demands, Garnishee Notices, and Credit Report Bureau Notifications. Part 2: Bankruptcy Essentials & Small Business Restructures (coming soon) Wondering if bankruptcy could affect your assets? Or whether your business is eligible for restructuring in 2024? Nicholas breaks it down, tackling tough questions every business owner should consider. Part 3: Navigating Small Business Restructures in 2024 (coming soon) This final episode in the series covers the nuances of restructuring for small businesses, helping you determine if this path suits your financial needs. Nicholas, who began his career in insolvency in 1990, offers a wealth of knowledge from his experience across the building, manufacturing, retail, and service sectors. Known for his negotiation skills and strategic guidance, Nicholas is highly sought after for personal and corporate insolvency matters alike. As an added benefit to Tax Yak listeners, Nicholas is offering a free 1-hour consultation to any Tax or BAS Agent referring a case to Dye & Co. Tune in to gain practical insights for navigating ATO debt issues effectively, with special tips on handling Director Penalty Notices, Statutory Demands, Garnishee Notices, and Credit Report Bureau Notifications. Listen to Part 1 Responding to ATO Enforcement Notices: Tricks, Traps, and Time Bombs

9. 

   19 Aug 2024

   Tax Yak Episode 65: TPB matters (Part 2)

   In this 2 part episode series of Tax Yak, George Housakos yaks with Vincent Licciardi on two very hot issues for the new financial year of 2024/25: The new tax agent breach reporting regime and the new Code of professional conduct determination. Host: George Housakos | Senior Tax Trainer, TaxBanter Guest: Vincent Licciardi | Partner, HWL Ebsworth This episode, they focus on the new Legislative Instrument registered on 2 July 2024 titled Tax Agent Services (Code of Professional Conduct) Determination 2024 (for registered tax agents and BAS agents), which took effect from 1 August 2024 – although transitional rules have been announced which will give practitioners an extension until next year provided ‘genuine steps’ towards compliance have been made. Registered tax practitioners need to pay immediate attention to the Instrument, as it introduces new obligations under the Code administered by the TPB and action should be taken now to show that ‘genuine steps’ toward compliance have been made. New Code obligations include: Notifying current and prospective clients about any matter that could significantly influence their decision to engage you as their registered tax practitioner The requirement for you as the tax practitioner to take corrective action in relation to a false, incorrect or misleading statement to take all necessary corrective steps: where the tax practitioner made the statement – to correct the statement; or where the tax practitioner prepared the statement – to advise the maker of the statement that it should be corrected; where the tax practitioner prepared the statement and the maker of the statement does not correct the statement within a reasonable time – notify the TPB or ATO. Other additional obligations include: Keeping of proper client records Ensuring tax agent services provided on your behalf are provided competently Quality management systems -- Want to get maximum understanding of the recent reforms and planned changes? Join us on 30 August for our comprehensive webinar tax practitioner breach reporting and beyond!

10. 

    12 Aug 2024

    Tax Yak Episode 64: TPB matters (Part 1)

    In this 2 part episode series of Tax Yak, George Housakos yaks with Vincent Licciardi on two very hot issues for the new financial year of 2024/25: The new tax agent breach reporting regime and new Code of Conduct of professional conduct determination. Host: George Housakos | Senior Tax Trainer, TaxBanter Guest: Vincent Licciardi | Partner, HWL Ebsworth This episode, we will focus on the new tax agent breach reporting regime, whereby the TPB has provided guidance material pursuant to TPB (I) D53/2024 (which came into effect on 1 July 2024, whereby tax practitioners (which includes Tax and BAS agents) gain an understanding of the updated breach reporting obligations under section 30-35 and 30-40 of the Tax Agents Services Act (TASA) 2009. These obligations require registered tax practitioners to mandatorily report on two matters: ‘Significant breaches’ of the Code of Professional Conduct in the TASA relating to their own conduct to the Tax Practitioners Board (TPB); & ‘Significant breaches’ of the Code of Professional Conduct by other tax practitioners in the TASA to the TPB and the recognised professional association of that tax practitioner. Want to get maximum understanding of the recent reforms and planned changes? Join us on 30 August for our comprehensive webinar tax practitioner breach reporting and beyond!

11. 

    9 Mar 2023

    Tax Yak Episode 63: Section 100A – reimbursement agreements

    Our Senior Tax Trainers correct some of the misinformation around Work Related Expenses and the areas the ATO is focussing on for the year ended 30 June 2022.

Podcast Authority Score: 4 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

8

Social presence

0

YouTube

0

Engagement

0

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