Key points Businesses providing certain real estate, legal and accounting services will be required to comply with AML/CTF Tranche 2 requirements from 1 July 2026 where these services are deemed to be ‘designated services’ under the Act. The reforms will also impact clients of these firms, who may be required to provide additional information before […]
Welcome to Pitcher Perspective, where we go beyond the jargon and go in-depth on topics important to Australians. In this episode, we dive into Private Ancillary Funds (PAFs) and explore their role in effective charitable giving. Wealth Partner Jordan Kennedy and Private Business Advisory Partner Lauren Hosie explain what PAFs are, how they’re established, who […]
As a Client Director in the Digital and Data Solutions team, Martin advises middle market businesses and not-for-profit organisations on how to maximise the value of their technology investments. He specialises in technology strategy, process optimisation, software and vendor selection, and guiding organisations through complex system implementations and integrations. With more than 20 years’ experience in business technology, Martin combines deep technical […]
Key points Australia does not have a formal estate tax regime, but superannuation death benefits can result in tax payable for certain beneficiaries. Be smart and plan ahead to help maximise family wealth. When it comes to estate planning, many Australians are surprised to learn, unlike the USA and UK, Australia does not have a […]
Key points Cryptocurrency transactions are subject to taxation, it is important that you understand the rules to stay compliant. The Australian Tax Office (ATO) and global regulators are increasingly focusing on crypto, leveraging blockchain data and monitoring transactions. The article provides an overview of various taxation considerations around crypto, including capital gains tax, income tax, […]
Rupert is a corporate finance specialist with nearly eleven years of industry experience, specialising in mergers and acquisitions and financial analysis. Since joining Pitcher Partners in November 2022, he has demonstrated exceptional commercial acumen and strategic thinking, progressing to Client Director in February 2024. Driven by a genuine passion for delivering transformative outcomes, Rupert takes […]
Pitcher Partners’ latest Deal Pulse report on Queensland merger and acquisition (M&A) activity for the first half of 2025 reveals that the market remains “Resilient and Poised” despite early year challenges. Whilst Queensland deal volumes in the first half of 2025 pulled back slightly to 111 transactions, this represents only an 8% decline from the […]
Key points: Recent decisions by the High Court of Australia confirm that written contracts are the starting point when deciding if someone is an employee or a contractor. While the substance of the work should align with the contract, the terms of the contract take precedence over the conduct of the parties in determining this. […]
Taking on the role of Partner in a professional practice or as a newly appointed barrister, is both exciting and challenging. The leap from employee to non-employee comes with a lot of opportunity and demands, but one element that is often overlooked is understanding the financial implications involved. Here are some essential practical and tax […]
Noelle is an Australian Chartered Accountant and US Enrolled Agent with over 11 years of experience working with high net worth individuals and senior executives to manage and advise on their Australian and US tax affairs. She has worked in both Australia and the US, assisting family groups and internationally mobile employees who are relocating […]
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