Eleanor has worked with high wealth and ultra-high wealth family groups for more than 20 years. With a strong focus on family offices both domestically and internationally, Eleanor specialises in providing advice around estate planning, family governance and family administration. She also provides accounting and tax advice for family groups and trusts. Starting her career … Continued
Australian Financial Services (AFS) licensees that are companies, registered schemes or disclosing entities can no longer prepare special purpose financial reports (SPFRs) to meet their AFSL reporting obligations from 1 July 2021. However, some licensees will be able to defer this requirement for 12 months. Deferral will be possible for those AFS licensees that prepared … Continued
With the end of the financial year looming fast, it is an opportune time to consider the tax and financial affairs of your business and ensure that your year-end tax planning is in order.
Michael is a qualified Chartered Accountant, Registered Company Auditor and holder of a Certificate of Public Practice with the Institute of Chartered Accountants Australia and provides audit and assurance services to a range of clients including ASX listed companies, Not-For-Profit organisations, charities and privately held entities. With his strong understanding of accounting best practice and … Continued
Chris has over 20 years of experience providing audit and assurance services to a range of clients across a number of sectors, including listed investment companies, medium to large private businesses and Not-for-Profit clients. His professional manner and client focus has seen him become a highly valued advisor to his clients. Chris recognises that each … Continued
As a chartered accountant with over 12 years of professional practice experience Michael provides his clients with extensive experience across a full range of business advisory services, bringing them a peace of mind that only synonymous with a fully qualified and experienced professional. Throughout his career Michael has overseen the assurance engagements for a number … Continued
As a chartered accountant with over 10 years of experience in public practice, Ben is a well-rounded professional with diverse industry experience with particular expertise advising on taxation issues affecting corporate and multinational clients. With an impressive breadth of international experience under his belt, Ben has advised outbound clients in a number of jurisdictions including … Continued
Chris is a senior member of the funds management services team at Pitcher Partners Melbourne. With his 13 years of professional experience assisting a diverse range of clients, Chris provides accounting, taxation and commercial advisory services to privately owned businesses, not-for-profit organisations, high net wealth families and financial service businesses, including managed funds. Chris’ specialises … Continued
Working in professional services? Find out how new ATO Guidelines might affect you and your firm.
Four years after suspending their guidelines, the ATO has finalised its compliance approach to the allocation of professional firm profits with the publication of Practical Compliance Guidelines PCG 2021/4, set to take effect from 1 July 2022.
ATO takes aim at family trusts with new guidance on Division 7A and Section 100A. After 43 years since introduction, the ATO has released its comprehensive guidance on section 100A as well a revised view as to the application of Division 7A to unpaid present entitlements (UPEs). The draft guidance is expected to have significant … Continued