In our recent webinar on UK Tax reforms, Sydney Partner, Alison Wood and MHA London’s Will Johnstone explored the biggest UK tax changes in decades, and what they will mean for Australians with UK connections The session also highlighted the common traps for individuals moving between Australia and the UK, particularly where pensions, trusts and […]
In this edition of the Pitcher Partners Motor Industry Services – Australian Listed Dealer Comparison, we examine how major trends, the macroeconomic environment and increased competition affected the three listed dealer groups in the 12 months ended 30 June 2026. This report covers: Results snapshot Listed results summary The industry at a glance Market share […]
Welcome to Pitcher Perspective, where we take you beyond the headlines and explore the issues shaping financial decisions for Australians today. The Federal Budget’s proposed changes to capital gains tax (CGT) have sparked significant debate, leaving business owners, investors and families questioning how the reforms could affect their long-term wealth strategies. While many of the […]
Key points SMSFs can no longer establish new borrowing arrangements to acquire residential property, marking a significant change to property investment strategies. Existing residential property borrowing arrangements are generally protected under grandfathering provisions, providing certainty for affected trustees. Despite the changes, SMSFs can still access property investments through alternative structures, including outright ownership and diversified […]
Welcome to Pitcher Perspective, where we take you beyond the headlines and go in-depth on the current issues affecting the market. Reporting season may be over, but the market story is only getting started. In this latest episode of Pitcher Perspective, Wealth Partner Jordan Kennedy and CIO Cameron Curko unpack the key reporting season takeaways […]
Could your business qualify? Many businesses are undertaking activities that may qualify for Australia’s R&D tax incentive without realising it. Whether you’re developing new products, improving processes, creating software, or solving complex technical challenges, you may be eligible for significant tax benefits that can help offset the cost of innovation. More than 12,000 Australian companies […]
The next stage of the Government’s proposed 30% minimum tax on discretionary trust has arrived, with Treasury releasing exposure draft legislation and associated materials. This release continues the Government’s rapid implementation of the 2026 Federal Budget measures following the release of a consultation paper in July. The exposure draft addresses a number of stakeholder concerns […]
Zac Nealon provides strategic financial advice to individuals and families seeking to build, manage and protect their wealth at every stage of life. He works closely with clients to develop tailored financial strategies that align with their personal and financial goals. For ambitious professionals and growing families, Zac provides guidance on converting their success into […]
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 […]
Key points Dealers need to look beyond new vehicle volume for sustainable profit. Fixed operations and customer retention will be key profit drivers in FY27. Daily KPI discipline will be critical to protecting margins. With the new financial year underway, Australian dealers have a timely opportunity to reset their operating model for profitability. The industry has moved beyond the […]
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