For SMSF trustees and retirees in pension phase, now is the time to review balances, minimum drawdowns, and compliance issues to ensure the fund remains eligible for tax concessions and avoids any last-minute pitfalls. Below are the key pension-related considerations before financial year-end. 1. Minimum Pension Payments To retain tax exemption on earnings within retirement […]
With over 18 years’ experience in automotive, Diana is passionate about working with dealers, distributors and OEMs on crystalising untapped profit opportunities and business improvements to strengthen their respective businesses. Diana’s business advisory services include business strategy, training and one-on-one consulting tailored to each client’s individual needs. As a woman working in a mostly male […]
Year end is fast approaching and it’s time to focus on finalising financial results and preparing for what is ahead. We know that year-end is more than just closing the books—your financial snapshot will shape the next 12 months. Whether you’re planning for refinancing, a sale, an acquisition, or other significant capital investments, getting your […]
Aiden is a Chartered Accountant with 14 years of professional experience having worked at mid-tier accounting firms, including a 3-month secondment to the UK in 2017. His professional experience has given him exposure to a range of clients of various sizes and industries. From ASX 200 to not-for-profits at various stages of the business’ life […]
As June 30 approaches, it’s essential to review your superannuation contributions to ensure you’re making the most of the available caps and benefits. Here are some key considerations to ensure that your super is working for you. Contribution caps and strategies Contribution caps are generally “use it or lose it.” If you’re aiming to build […]
As we approach the end of the financial year, it’s an opportunity to reflect on the year that was and consider actions that need to be undertaken prior to 30 June to maximise year-end tax planning opportunities. Big picture year-end tax considerations Year-end tax planning is a crucial time for evaluating whether the current structure […]
Tanai is a qualified Chartered Accountant with over 11 years of external and internal audit experience at both Big 4 and mid-tier accounting firms in New Zealand and Australia. During this time, Tanai has worked on a range of clients of varying sizes across the manufacturing, retail, technology, and financial services sectors. These include publicly […]
Aidan is a Chartered Accountant in the Motor Industry Services group. He has over ten years of experience in a diverse range of industries, with expertise in mergers & acquisitions, consulting & strategy, technical advisory and audit. Aidan’s focus is working with clients in the motor industry, and his deep understanding of key business drivers […]
Inventory levels, interest rates, diminishing demand and inflation have all made Q1 2025 a tough quarter for dealers. There are few manufacturers or franchises who are not experiencing the impact of a supply push market. We are seeing the return to pre-pandemic levels of discounting, incentives and subverted finance. Pitcher Partners’ Australian Market Vehicle Facts […]
Trusts are a flexible and tax effective structure that are ideal for building passive wealth. With close to 1,000,000 registered trusts in Australia (per the ATO data) there are several key advantages, but these need to be balanced with the cost and additional administration of operating a trust structure. Key advantages Key principal advantages of […]
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