In this episode, Dan will outline the critical, strategic, financial, and personal lessons that business leaders need to learn as they take their business to the next level. He’ll explain how to identify the right time to scale up, how to spot if you’re trying to grow too quickly, and the best ways to prepare yourself […]
Key points Australia has no death tax, but proposed ATO rule changes could expose the family home to capital gains tax when held in a testamentary trust without a specified right of occupancy. Estate planning documents may need to explicitly name who has the right to live in the family home, or beneficiaries risk losing […]
Key points Changing auditors can sharpen governance, not just shake things up The right questions to ask before you sign your auditor on for another year A well-run tender process finds the right partner, not just the lowest price A structured, transparent tender process improves outcomes by separating quality from price and assessing day‑to‑day audit […]
This is the seventh edition of the Pitcher Partners Motor Industry Services – Australian Listed Dealer Comparison, where we provide insight into the top three listed motor dealer groups and explore how the macroeconomic environment and inventory supply affected them in the 12 months ended 31 December 2025. This report covers: Results snapshot Listed results […]
Key points Everyday use of AI tools is a great starting point, but it isn’t the same as being ready to scale Real AI value comes from getting the foundations right: data, systems, governance and people A structured approach to readiness turns scattered experimentation into lasting competitive advantage Australia’s middle market is engaging with AI […]
Key points US dual citizenship can create unexpected and ongoing tax obligations, even for Australians who have never lived in the United States, due to the US’s unique system of citizenship‑based taxation on worldwide income. ‘Accidental Americans’ face compliance risks and potential penalties, with US tax returns required regardless of where they live, and failure […]
Key points NVES turns vehicle emissions into a tradeable credit, and it is triggered at import, not sale. That creates an incentive to over-import low and zero emissions vehicles to build a bank of credits. The next frontier is cross-market strategy, importing for compliance, then exporting surplus stock elsewhere. Australia’s New Vehicle Efficiency Standard (NVES) […]
Key points Ideal liquidity isn’t about fixed rules of thumb (e.g. 3–6 months of costs), but about how long an organisation can operate before decisions become forced rather than planned. Liquidity levels should reflect the organisation’s specific risks, revenue predictability, credible shock scenarios, and what is genuinely liquid and usable. A mature board can clearly […]
Ali Suleyman, Elena Bogomolova, Peejade Cheng and Gary Matthews from Pitcher Partners Melbourne, present the annual Fringe Benefits Tax (FBT) Update. This session is designed to support you in preparing and lodging your FBT return for the year ended 31 March 2026. Our experts will help you refresh your knowledge in relation to key principles […]
Key points The post-election environment may create more opportunities for South Australian businesses, but it won’t determine who can actually take advantage of them. The real constraint is “readiness” (clarity on financial position, structures, decision-making, and funding) so you can act quickly when a window opens. Being prepared means doing the thinking and setup early—often […]
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