Pitcher Partners Sydney Private Wealth Partner, Jordan Kennedy and Chief Investment Officer, Cameron Curko go beyond the numbers to deliver in-depth insights on the economy at home and abroad. Together they discuss the international markets’ reactions to a possible recession, the dominance of tech stocks and the continued effects of inflation on the Australian economy […]
“Is Your Business Using Special Purpose Financial Statements? Here’s Why You Might Be Throwing Away Thousands!” While the above sounds like a clickbait scam, it’s an uncomfortable truth that holding on to your old accounting practices does not inspire confidence or open financial doors. Special purpose financial statements (SPFS) are those prepared for a specific […]
The ATO has announced that assurance reviews starting from 1 July 2024 will rate entities within the investment industry on their third-party data tax control frameworks. Large super funds, managed funds and insurance companies need to have adequate policies, procedures and controls in place to meet their tax risk management obligations. Background Investment entities, including […]
Middle market businesses make project investment decisions every week. It might be to acquire a competitor, expand to a new geography, launch a new product or purchase equipment to increase capacity. Capital budgeting theory provides clear guidance on the methods and financial metrics that business leaders should use to inform these investment decisions. So why […]
The Australian automotive industry is considered a mature market. The industry is well versed when it comes to financial and operational KPIs with dealers able to rattle off their parts and service absorption, finance income per new vehicle contract, parts gross profit as a percentage of sales, the front and back end contributions at the […]
Pitcher Partners Melbourne’s Stephen Craig joins CPA for their podcast, INTHEBLACK. Dive into why Dealmakers are feeling confident despite a slowdown in overall activity for 2023. Unpack the reasons behind this cautious optimism and explore what’s driving M&A trends across different deal sizes – small cap, mid-market and large cap. You’ll also discover how the […]
Wage underpayments continue to be in the spotlight, following accusations of ‘wage theft’ against some of Australia’s biggest employers like Wesfarmers, Coles and Woolworths. Not-for-profit (NFP) organisations have been under the microscope too, with allegations levelled at the Australian Broadcasting Corporation, The National Library of Australia, and even government departments. Whilst underpayments may not be […]
Key points Develop a clear business strategy and regularly review performance to stay aligned with your goals. Choose the right business structure based on your objectives and personal circumstances. Manage cashflow carefully and protect your business with appropriate legal, insurance, and estate planning measures. Thinking of starting a business? Congratulations. It is an exciting time […]
Key points If an SMSF member loses mental capacity, the fund risks becoming non-compliant unless swift action is taken to remove them as trustee or director. Establishing an Enduring Power of Attorney (EPOA) for each SMSF member ensures continuity by allowing a trusted person to act on their behalf. Appointing a corporate trustee instead of […]
Favourable conditions have a way of making investors overconfident, like jogging with a tailwind, it can make you feel more capable than you are. Overconfidence can see a runner take on more than they can handle and before they know it, they’re looking for an Uber to get home. Similarly with investing, overconfident investors can […]
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