Tony is a Technology Audit and Advisory Director with over 17 years’ experience helping organisations navigate technology risk, assurance, and regulatory change. He is proud to work at Pitcher Partners, where he leads a high-performing team focused on delivering practical, high-impact outcomes for clients. Known for his calm, approachable and down-to-earth style, Tony is valued […]
Key points: Testamentary trusts have secured a major win, with genuine structures proposed to be exempt from the new 30% minimum tax. The exemption comes with guardrails, as injected assets may still be caught by the new rules. Now is the time to review trust structures before the proposed reforms take effect. Proposed rollover relief […]
Welcome to Pitcher Perspective, where we take you beyond the headlines and go in-depth on the current issues affecting the Australian businesses. ATO reviews are becoming more common, and for many growing businesses and wealthy families, they’re no longer a question of if but when. In this episode, Private Wealth Partner Jordan Kennedy is joined […]
As a Director in the Tax team at Pitcher Partners’ Perth, Joshua brings over 20 years of experience advising private businesses and family groups on practical, commercially grounded tax outcomes. Clients value his ability to cut through complexity, simplifying technical tax issues, identifying risk early, and translating intricate rules into clear options they can act […]
Key points Transfer Balance Cap is rising to $2.1m from 1 July 2026 (indexed to CPI). If you’re starting a pension, waiting until after 1 July could unlock an extra $100k in the tax-free phase. More limits are likely to lift too (Concessional Contributions to $32,500; bring-forward to $390,000) – worth reviewing your strategy now. […]
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, […]
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