Team & Personal Assistant
Future-focused firms: Setting the stage for succession
Many of the businesses we meet with talk in general terms about their future plans, but few have a written succession plan in place. One factor impacting business leaders’ succession planning relates to wariness about competitiveness for increased seniority distracting the tier of emerging leaders from revenue generation. But we also see reluctance when leaders […]
Snapshot of 2024-25 State & Territory Budget changes and other updates
With the exception of Tasmania, all Australian States and Territories have now delivered their Budgets for 2024-25. The first half of the 2024 calendar year has been a busy one in the world of State and Territory taxes, partly due to many measures associated with their budgets for 2024-25. The Budgets contain announcements regarding changes […]
Cutting the tail: Is it time to break up with a client?
It’s understandable that firms may feel tempted to take on client work that is outside their core offerings but that can be a false economy for many. Utilisation has continued to fall in the past year, even as demand has recovered, and that can be enough for firm principals to try and recover the sunk […]
Key tax considerations for this 30 June
As the financial year draws to a close, it is time to start thinking about whether your year-end tax planning is in order. Tax planning requires consideration of income and deductions for the year as well as whether compliance requirements have been met (e.g. appropriate elections have been made on a timely basis and other […]
Trust distributions – critical year-end considerations for trustees
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 […]
Brendan Peacock
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 and Certified Public Accountant which complements his investment expertise. Now an investment advisory specialist, he uses his diverse technical skills to […]
Commercial and Industrial Property Tax
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 […]
Federal and Victorian State budgets 2024-25: Melbourne livestream
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 […]