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.

This week on UTH, Imogen is joined by business adviser Eddie Senatore to challenge the meaning and value provided by ‘trusted advisers’. Eddie conducted comprehensive research into the advisory space and shares his findings behind the UTH mic.

Tune in to hear more about:

• Eddie’s research and why he conducted it.
• The four key themes found within the research.
• What accountants do well and what they can do better.
• Case studies from Eddie’s 35+ years in business.
• What needs to be done to fix the ‘trusted adviser’ myth.

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

This week on UTH, John Ioannou, national head of tax at Macpherson Kelley, jumps on to talk about tax reform, why it’s needed, and what he expects the Economic Reform Roundtable to deliver.

Tune in to hear more about:

• John’s perspective on tax and tax reform as an expert within the legal field.
• His recent appointment to The Tax Institute’s National Council.
• What he believes needs to happen to deliver the best outcome for the tax community.
• The main challenges Australia faces with tax reform.
• His suggestions for the policymakers on the Economic Reform Roundtable.

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

This week on UTH, Sonia Gibson, founder of Accounting Heart, joins Imogen to chat about the importance of business succession, exit strategies, and why more business owners need to take the concept seriously.

Tune in to hear more about:

• What business succession means and why it’s important.
• Why such a big gap in business succession knowledge exists.
• Succession and exit strategy advice.
• How accountants can facilitate smoother transitions between business owners.
• Pros and cons of selling to a third party v. family members or employees.

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

This week on Under the Hood, we hear from our friends Heather Smith and Tyler Caskey, co-hosts of the Accounting Apps podcast. Heather and Tyler share all the insider information you need to know about the technology space over the course of Q2 2025.

Tune in to hear more about:

• The latest in the accounting tech space over April, May and June 2025.
• Upcoming ‘must go to’ tech events.
• Airwallex x Wheel x NetSuite integration.
• Employment Hero v. Seek.
• Discussion on MYOB’s recent development, Solo Money.

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

As businesses expand, their accounting needs evolve. In this episode we explore QuickBooks Online Advanced, the new and improved solution built for growth.

Is your client’s business outgrowing their current accounting solution? This podcast dives into QuickBooks Online Advanced, the robust solution designed specifically for growing businesses with increasingly complex needs. We’ll explore how Advanced offers unparalleled automation, customisation, and control, differentiating it from other QuickBooks Online versions.

Tune in to discover the ideal client profile for Advanced and equip yourself with the knowledge and resources to help your clients maximise their growth potential.