Small Firm, Big Impact

In this episode of Small Firm, Big Impact, we unpack the key updates from the recent Australian Federal Budget 2026-27 and what they mean for accounting firms and their clients.
Treasurer Jim Chalmers has handed down one of the most significant budgets in recent times, with fundamental changes to taxation of capital and trusts.
Our host, Zoe Delamare, Public Affairs Lead, is joined by Susan Franks CA, Australian Tax and Superannuation Leader and Tony Negline CA, Superannuation and Financial Advice Leader, to dive into the changes and what CA ANZ members need to know.
In this episode, we discuss:
Changes to the minimum tax on discretionary trust distributions
How to advise super fund clients
The impact of capital gains tax changes and valuation
Practical ways to support clients
How we can advocate for members
Resources mentioned:
CA ANZ Budget coverage
Federal Budget webinar recording
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In this episode of Small Firm, Big Impact, we unpack how the ATO manages remission of the General Interest Charge (GIC) and what it means for accounting firms and their clients.
With rising cost pressures and increased scrutiny, GIC is becoming a bigger issue in practice. But how remission decisions are made, and why outcomes can vary, is not always clear.
Our host, Lisa Lintern, is joined by Ruth Owen, Inspector-General of Taxation and Taxation Ombudsman, who shares insights from a recent review into GIC remission, and the key issues raised by CA ANZ members.
In this episode, we discuss:
How the ATO approaches GIC remission decisions
Why inconsistency occurs, and what’s changing
When practitioners should consider applying for remission
Practical ways to support clients facing growing GIC
What informal review options are available if decisions are declined
Resources mentioned:
CA ANZ submission on GIC remission
Tax Ombudsman review into GIC remission
ATO changes to GIC remission (January 2026)
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Join Tax Management New Zealand (TMNZ) Strategic Advisor Chris Cunniffe FCA, as he reveals the findings of the 2025 Inland Revenue Satisfaction Survey, a joint initiative between TMNZ and Chartered Accountants Australia and New Zealand.
Chris provides insights into New Zealand’s rising tax debt, what agents think about IR’s increasing tax audit engagements, the rollout of the Government’s Investment Boost policy, and the experiences of tax agents dealing with Inland Revenue.
Resources referred to in this episode:
IR Satisfaction Survey Results slides
Smaller Practices Centre
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Note: this episode was recorded in December 2025.
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Join Lisa Lintern, Chartered Accountants ANZ (CA ANZ) Group Executive External Affairs as she interviews Naomi Walsh FCA, the new CA ANZ President, about her goals for the year ahead.
Naomi shares her passion for supporting regional members, celebrates the diverse career paths Chartered Accountants can pursue, and highlights the importance of core skills and ethics in emerging fields like AI and sustainability.
Tune in for practical insights and inspiration for smaller firm leaders and ambitious CAs.
Resources referred to in this episode:
Naomi’s President’s Letter in Acuity (link to come)
The latest CA ANZ Remuneration Survey (link to come)
The CA ANZ Commitment
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Kristen Wydell, General Manager – Professional Standards, returns to Small Firm, Big Impact to demystify Certificates of Public Practice (CPP) for members based in Australia.
Listen along for a clear, practical walkthrough of CPP’s for CA ANZ members. We unpack what a CPP is, who must hold one, key eligibility checklists, and application guidance.
We also explain the benefits of holding a CPP, your ongoing obligations, the consequences of providing services without a CPP, and how to cancel or re-apply when your circumstances change.
Resources referred to in this episode:
Regulation CR2 Certificate of Public Practice
Regulation CR3 Public Practice Regulation
For support contact the Professional Standards Team
PODCAST: CA ANZ’s Professional Standards Scheme – your questions
Smaller Practices Centre
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