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Brisbane’s Sustainability Report FY2025 marks the beginning

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Key points  Pitcher Partners Brisbane has released its inaugural 2025 Sustainability Report, establishing a baseline for the firm’s ESG performance  The report highlights progress across environmental, social and governance pillars, including wellbeing initiatives, community partnerships, emissions measurement and strengthened governance practices  The report acknowledges the Australian Sustainability Reporting Standards published by the AASB and reflects […]

The unprepared controller: when smooth wealth transfer depends on one person

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Key points Too often wealth transfer plans depend on one person, making them fragile when life changes Stress testing plans against real-life scenarios reveals gaps before they cause problems Closing knowledge gaps and strengthening governance are critical Families that plan realistically protect both their wealth and their relationships Wealth transfer plans often look complete, with […]

Teaching kids about money: building financial smarts at every age

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Key points: Start early: Teaching kids about money through age-appropriate concepts like earning, saving, and goal-setting builds lifelong financial habits. Empower teens: Introducing budgeting, compound interest, and the risks of debt equips teenagers to make smarter financial decisions. Support young adults: Encouraging financial goals, emergency funds, insurance, and estate planning helps young adults navigate independence […]

Keeping more of what you earn: smart tax strategies for high-income earners

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Key points: Paying tax is inevitable, but paying more than you need to isn’t. Approach your finances like you would any other investment: with a clear plan, smart structures, and the flexibility to adjust as laws and circumstances change. Tax optimisation isn’t about loopholes or quick fixes, it’s about being deliberate, proactive, and strategic. For […]

Update on the proposed $3m super balance tax

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Key points The Federal Government have recently announced plans to redesign the proposed tax on earnings for people with more than $3 million in super. In a nutshell, the main changes are: a move to creating two tiers (earnings on balances greater than $3m and $10m); indexation of each of the tiers; an additional tax […]

Division 296 Tax: Major changes announced

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Treasurer Jim Chalmers announced a significant overhaul of the government’s proposed Division 296 tax, the measure designed to reduce superannuation tax concessions for individuals with very large super balances. The changes mark a clear shift in policy direction – softening some of the most controversial features of the original proposal and introducing a more graduated, […]

Charitable Committee report 2024–25: Pitcher Partners Melbourne

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We’re proud to present Pitcher Partners Melbourne’s latest Charitable Committee report, celebrating another year of meaningful community impact.   Guided by our “making business personal” philosophy, our people, clients, and partners have come together to support causes that matter most – especially as economic pressures continue to affect communities across Victoria.  Making a difference together This […]

Revamping the P&L under AASB 18: Impact for asset investors

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Key points AASB 18 introduces new presentation and disclosure requirements for for-profit entities from 1 January 2027. Entities investing in assets must classify certain income and expenses in the operating category. Classification of income and expenses depends on the entity’s main business activity AASB 18 Presentation and Disclosure in Financial Statements first applies to for-profit […]

Diagnose, repair, and then prepare: the essential health check before audit

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Key points: Prevention is better (and cheaper) than crisis management Make sure your internal controls are not informal – an audit red flag Build confidence in your numbers beyond compliance Too many businesses only uncover problems during the audit process, such as non-compliance with accounting standards, missing documentation or systems that cannot produce reliable data. […]

Deal-killers: What buyers are really looking for with due diligence

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Key points Governance failures, such as weak financial controls and outdated systems, are among the top deal-breakers uncovered during due diligence. Buyers are increasingly wary of hidden risks like inconsistent revenue recognition, legacy tech debt, and problematic contract clauses. In today’s M&A landscape, sellers who proactively address governance and transparency are far more likely to […]

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Responses to queries submitted via this form (“Response”) are produced by Pitcher Partners Advisors Proprietary Limited and are prepared for the exclusive use and benefit of those who are invited, and agree, to participate in the CRITICAL POINT NETWORK service. Responses provided, or any part thereof, must not be distributed, copied, used, or relied on by any other person, without our prior written consent. Any information provided is intended to be of a general nature and prepared without taking into account your objectives, circumstances, financial situation or particular needs. Any information provided does not constitute personal advice. If you act on anything contained in a Response without seeking personal advice you do so at your own risk. In providing this information, we are not purporting to act as solicitors or provide legal advice. Any information provided by us is prepared in the ordinary course of our profession and is based on the relevant law and its interpretations by relevant authorities as it stands at the time the information is provided. Any changes or modifications to the law and/or its interpretation after this time could affect the information we provide. It is not possible to guarantee that the tax authorities will not challenge a transaction or to guarantee the outcome of such a challenge if one is raised on the basis of the information we provide. To the maximum extent permitted by law, Pitcher Partners will not be liable for any loss, damage, liability or claim whatsoever suffered or incurred by any person arising directly or indirectly out of the use or reliance on the information contained within a Response. We recommend you seek a formal engagement of our professional services to consider the appropriateness of the information in a Response having regard to your objectives, circumstances, financial situation or needs before proceeding with any financial decisions. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
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