OTG Capital - Blog #IFPAOTG Capital - Blog #IFPAhttps://www.otgcapital.com.au/blogs/tag/ifpaWed, 13 May 2026 09:32:00 +1000http://zoho.com/sites/<![CDATA[Super Changes Part 1 - Dollars & Making Sense 7 Apr 2026]]>https://www.otgcapital.com.au/blogs/post/super-changes-part-1-dollars-making-sense-7-apr-2026Super changes, div 296, payday super and more, tune in!]]>
choosing an adviser
Natasha Panagis, superannuation expert for IFPA (www.ifpa.com.au) joins me this week to work through an expansive show in 2 parts covering the major changes happening in our superannuation system.  Part 1 will cover changes in Div 296 (I told you they wouldn't tax unrealised gains!) for super balances at $3m and $10m with some excellent examples of what the Div 296 will actually impact.  Its nowhere near as bad as the pundits and scaremongers would have you think. 
Natasha's slides can be downloaded from this link. 

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 07 Apr 2026 09:00:00 +1000<![CDATA[Utes & FBT - Dollars & Making Sense 28 Nov 2023]]>https://www.otgcapital.com.au/blogs/post/utes-fbt-dollars-making-sense-28-nov-2023Utes and FBT find out what's what.]]>
choosing an adviser
Utes are the biggest selling class of vehicles in Australia presently, and we've all seen the advertising showing the great outdoors towing caravans or boats.  Many of these utes are used for work purposes as well, and today we welcome back Frank Drenth from the Institute of Financial Professionals of Australia (www.ifpa.com.au) to discuss the tax implications on both tradies and their employers who provide and use these vehicles for work purposes.  The ATOs guidelines are clear and yet, we see in this chat, there are different understandings

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 28 Nov 2023 09:00:00 +1100<![CDATA[IFPA Conference - Dollars & Making Sense 4 Jul 2023]]>https://www.otgcapital.com.au/blogs/post/ifpa-conference-dollars-making-sense-4-jul-2023Topics include succession planning, Crypto currency, mental health, compliance & regulatory as well as a number of legislative and tax updates. Sounds dry? Not if you're keen to save time and money!]]>
we grab some excerpts and post presentation interviews with some of the presenters on the day of the IFPA (www.ifpa.com.au) conference held in Melbourne in 2023. Topics include succession planning, Crypto currency, mental health, compliance & regulatory as well as a number of legislative and tax updates. Sounds dry? Not if you're keen to save time and money!

When a large membership of tax agents and accountants gather, we're sure to have some great content to discuss and ponder for thought. This episode we grab some excerpts and post presentation interviews with some of the presenters on the day of the IFPA (www.ifpa.com.au) conference held in Melbourne in 2023. Topics include succession planning, Crypto currency, mental health, compliance & regulatory as well as a number of legislative and tax updates. Sounds dry? Not if you're keen to save time and money!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 04 Jul 2023 09:00:00 +1000<![CDATA[Div7A Company Expenses - Dollars & Making Sense 25 Apr 2023]]>https://www.otgcapital.com.au/blogs/post/Div7A-Company-ExpensesCompany expenses getting mixed up with your personal expenses, sound familiar? The traps of doing so and the penalties for not correctly accounting is one of the long standing matters the Tax Office has issue with company directors, in particular Mum & Dad operators and tradies.]]>
Company expenses getting mixed up with your personal expenses, sound familiar? The traps of doing so and the penalties for not correctly accounting is one of the long standing matters the Tax Office has issue with company directors, in particular Mum & Dad operators and tradies. Let's do a deep dive with tax expert David Jonavicious from IFPA.

Company expenses getting mixed up with your personal expenses, sound familiar? The traps of doing so and the penalties for not correctly accounting is one of the long standing matters the Tax Office has issue with company directors, in particular Mum & Dad operators and tradies. Let's do a deep dive with tax expert David Jonavicious from IFPA.

Dollars & Making Sense, a weekly show about money, finance & investing, with your host Ray Trevisan from OTG Capital and special guests. Broadcast weekly on community Radio Northern Beaches (www.rng.org.au), and nationally throughout Australia on the Community Radio Network (www.cbaa.org.au). Check out our blog and details at www.otgcapital.com.au.

@FMRNB

@Radio Northern Beaches                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

]]>Tue, 25 Apr 2023 09:00:00 +1000<![CDATA[IFPA & TSA - Dollars & Making Sense 13 Dec 2022]]>https://www.otgcapital.com.au/blogs/post/IFPAPippa McKee, CEO of IFPA discusses the new look, feel and direction of Tax & Super Australia, and what's in store in 2023. Dollars & Making Sense, a weekly show about finance, money & investing on Radio Northern Beaches]]>
2022 the year that was

Pippa McKee, CEO of Tax & Superannuation Australia joins me this week at Dollars & Making Sense to discuss what's happening at TSA now there is a new look, new logo, new website - the Institute of Financial Professionals Australia.  The implications for the advocacy group are big and auger well for 2023 and the prospects for the year ahead.  Delve in to find out about what services are expanding, what's staying the same, and what's to come next year.


Dollars & Making Sense a weekly program about money, finance and investing.

@FMRNB

@Radio Northern Beaches


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