Both the ATO and the Courts have confirmed that it is critically important that trustees properly consider which beneficiaries should receive distributions and how those distribution entitlements are satisfied. These developments highlight that trustees cannot be passive in their trust distribution decisions. It is therefore important that trustees take these developments into account when exercising […]
A well-rounded and independent advisor, Brendan has extensive experience in wealth management, financial planning, investment advisory, superannuation, investment management and portfolio administration services. He possesses a unique skillset as a qualified Certified Financial Planner CFP® and Certified Public Accountant which complements his investment expertise. Now an investment advisory specialist, he uses his diverse technical skills […]
Our transaction taxes experts, Craig Whatman and Irina Tan from Pitcher Partners Melbourne recently hosted an event to unpack the impact of this new tax on property owners. Watch the recording to understand: An overview of the CIPT and the proposed changes How it is intended to operate What this means for existing owners and […]
Pitcher Partners Melbourne brought together a panel of experts for an extensive budget briefing. The panel included ANZ Senior Economist Catherine Birch and Tax Advisory partners Stuart Dall, Daniel Burt and Irina Tan. Together they discuss the implications of the Federal and Victorian State budget on individuals and middle market businesses. A budget focused on […]
Our experts Gavin Debono and Nick Bull from Pitcher Partners Melbourne sat down to discuss the factors impacting productivity, why working smarter and not harder is the key, and the potential areas where productivity gains can be achieved. Results from our first Business Radar for 2024 are out now, learn more here. Watch the conversation […]
On May 7, 2024, the US Treasury and IRS release proposed regulations for the taxation and reporting of foreign trusts. These extensive regulations, spanning over 150 pages, are particularly relevant for the US citizens in Australia and Australians residing in the US. US foreign trust regime As a result of some taxpayers using foreign trusts […]
Middle market businesses were denied much needed tax relief in the State Budget handed down by Treasurer Tim Pallas on the afternoon of 7 May. Craig Whatman from Pitcher Partners Melbourne spoke to Ross and Russel on 3AW Breakfast about the budget’s winners and losers, as well as need for the government to re-incentivise private […]
With an impressive 17-year tenure at the firm, Benjamin has expertly advised clients across a broad range of industries. His speciality lies within the property and construction industry, and he has an impressive 15 year track record supporting large property development groups, in particular with respect to large scale broad acre developments and in the […]
Elena is a Client Director in the Tax Consulting division of Pitcher Partners Melbourne. She has been advising in relation to employment taxes in a broad range of compliance and advisory matters. Prior to joining Pitcher Partners in 2015, Elena worked at a Big Four accounting firm obtaining extensive experience in the Employment Taxes and […]
Ali Suleyman, Elena Bogomolova and Peejade Cheng from Pitcher Partners Melbourne, present the annual Fringe Benefits Tax (FBT) Update. This webinar is designed to assist you in preparing and lodging your FBT return for the year ended 31 March 2024. In this webinar, refresh your knowledge and learn more about: Fundamental principles of FBT Recent […]
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