Our advocacy work: 30% tax on earnings of superannuation balances over $3 million
In February 2023, the Government announced an intention to pursue an increase in the tax rate applying to superannuation earnings on member balances over $3m.
Michael Hart
Michael is a financial adviser who has worked with a range of private clients throughout his career, providing personalised financial advice and investment strategies tailored to each client’s unique needs and goals. Clients benefit from a truly holistic advice process, with Michael’s expertise in wealth management, retirement planning, tax minimisation, estate planning, and asset protection, […]
Federal Budget promises: Parental leave policy to entice employees
To entice more parents into the workforce, address labour market concerns and reflect modern family and work requirements, the Federal Government confirmed plans to scale up the paid parental leave scheme in the October Budget.
Leanne Martinez
Leanne has built and developed an exemplary career spanning 15 years in financial services. Her clients value her holistic advice that informs her strategic wealth creation solutions across all dimensions of family wealth including retirement planning, wealth creation and protection, self-managed superannuation and estate planning. Leanne is passionate about working alongside women, supporting them with […]
Superannuation and the upcoming Federal Budget
Recent media articles speculating on possible superannuation changes in the upcoming Federal Budget on 25 October 2022 have many questioning what they should be doing with their super before Budget night.
Valuation requirements – unlisted assets including property
As a SMSF trustee, it is your responsibility to ensure that the assets are valued correctly.
New downsizer age threshold coming
During the 2022 Federal election, the government announced that it would support a further reduction to the downsizer contribution eligibility age from 60 to 55 years.
TBAR lodgement rule changes coming
From 1 July 2023, changes to the transfer balance account report (TBAR) lodgement rules will come into effect.
Superannuation contribution changes from 1 July 2022
Several key super changes are set to apply for employers and superannuation members from 1 July 2022.
Christopher Spanos
Chris is a senior member of the funds management services team at Pitcher Partners Melbourne. With his 13 years of professional experience assisting a diverse range of clients, Chris provides accounting, taxation and commercial advisory services to privately owned businesses, not-for-profit organisations, high net wealth families and financial service businesses, including managed funds. Chris’ specialises […]