Christian has worked in private client advisory and senior management roles over the last 20 years. Having also consulted to the industry he developed a multi-faceted understanding of the profession and its evolution. At his core, Christian is highly motivated to help people and families live better lives and help support those critical charitable organisations […]
Serving the needs of high net wealth individuals and families, Martin provides wealth services that protects and builds wealth. Specialising in superannuation, self-managed super funds, retirement planning and investment management, clients receive professional and specialist advice that is appropriate to their individual circumstances. Martin’s trusted advice has been acknowledged by the Guardianship Division of the […]
Louise provides strategic advice, structuring solutions, tax compliance and family office services to high net wealth individuals and families, senior executives and private business owners. With a pragmatic and commercial approach, Louise applies technical knowledge and experience to develop strategies and to solve problems for clients. She takes the time to understand her client’s financial […]
Charlie provides financial advisory and wealth services to high net worth and ultra-high net worth individuals. Protecting and growing his client’s wealth, he specialises in ongoing investment management and administrative services. Charlie’s expertise and investment philosophy sees him personally responsible for over $1.5 billion of funds under management. In 2003 Charlie spearheaded the implementation of […]
Adam has extensive experience in accounting, tax, superannuation, financial planning and investments. He is the partner in charge of the Investment Advisory practice of Pitcher Partners Melbourne, which advises on over $4 billion of funds under management. Adam works with a broad cross section of clients, including large family groups and institutional clients. His professional […]
Amendments have been made to the non-arm’s length income (NALI) rules for complying superannuation funds, which may now also apply if a fund incurs non-arm’s length expenses, or does not incur any expense, in generating income or profits from investments.
This article originally appeared on Advisor Voice on 29 April 2020 Economic pain has been on the horizon for some time now, but no one wins in a race to the bottom. There’s no doubt that the remainder of 2020 is going to be particularly tough for Australian businesses and their employees. Until earlier this year, […]
The Australian Taxation Office (ATO) has announced it is monitoring self-managed super funds (SMSFs) that undertake property development for investment purposes, focusing on activities involving related parties of the SMSF, whether as co-investors or service providers to the development.
The ATO is using Single Touch Payroll information from employers and Member Account Transaction Service data from superannuation funds to identify employers that are late in paying superannuation contributions.
If you have ever contemplated a review of your superannuation guarantee obligations and processes, the ideal opportunity to act is over the next six months.
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