This week on UTH, Imogen learns the ins and outs of family trust elections and family trust distributions tax with Robyn Jacobson, senior advocate at The Tax Institute.

Tune in to hear more about:

• Why there is increased interest in family trusts and family trust elections.
• The key features of family trust elections.
• FTE, FTDT, IEE, and what they all mean.
• Why Robyn describes FTDT as “unforgiving”.
• Cases where FTDT liabilities are arising unexpectedly and/or impacting the ability to make distributions.

You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

On this episode of the Accountants Daily Insider, Angus Sedgwick, chief executive of OptiPay, unveils the transformative potential of alternative financing, not just as a solution to cash flow challenges, but as a strategic tool for growth. As businesses and accountants navigate an increasingly complex economic landscape, the insights shared in this conversation serve as a valuable guide for leveraging financial innovation to drive success.

Tune in to hear more about:

• What OptiPay does and how it supports businesses.
• OptiPay’s ‘ideal client’.
• Misconceptions and stigma surrounding alternative financing.
• How accountants play a role within the business and alternative financing space.

This week, Kathi Tait, founder of Tradie Books and winner of Bookkeeper of the Year at the Australian Accounting Awards 2025, joins Imogen on UTH to share her views on how accountants and bookkeepers can strengthen their working relationship.

Tune in to hear more about:

• Kathi’s career journey and business story.
• Her win at the Australian Accounting Awards 2025.
• A step-by-step guide on how bookkeepers and accountants can work more collaboratively.
• Kathi’s plan to evolve and grow her business.
• How this small business is tackling and leveraging AI.

You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.