Robyn Jacobson

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Robyn Jacobson, CTA, is the Senior Advocate at The Tax Institute. She has 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 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 five times over four consecutive years as Winner of this category at the Women In Finance Awards in 2019, 2021 and 2022, 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.

SME

Session 4.1: Practical application & implications of Section 100A - Part 2

Speakers: Leanne Connor, CTA, WGC Business Advisors, Fiona Dillon, CTA, Australian Taxation Office Robyn Jacobson, CTA, The Tax Institute

The ATO’s final guidance on section 100A was released on 8 December 2022 and includes changes that incorporated feedback received during public consultation.

Using case studies, this practical session will cover:

Where we’ve landed on section 100A, more than two year-ends on from the release of the ATO’s initial draft guidance in early 2022
Falling between the zones — when your clients’ arrangements differ from the ATO examples
Loans, gifts and undrawn amounts by family members — what is needed to demonstrate the beneficiary’s entitlement has been extinguished for their own benefit?
What supporting documentation is required to explain the transactions that have happened and what is the risk of trustees recording too much?

Keynote

Session 8: Tax Policy and Advocacy panel session | 8:30am - 9:15am

Panel: Scott Treatt, CTA, The Tax Institute, Robyn Jacobson, CTA, The Tax Institute, Julie Abdalla, FTI, The Tax Institute

Join The Tax Institute’s Tax Policy and Advocacy team as they discuss and address the latest key issues facing the tax and superannuation systems and the tax community.

Increased focus on the activities of the Tax Practitioners Board corresponds with its investigations and compliance programs that target the highest risk tax practitioners and the legislative changes following the Government’s response to the review of the TPB.

More than ever, tax practitioners need to keep pace with developments in the tax ecosystem so they can minimise risks to their own practices and their clients’ tax affairs.