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 […]
In this podcast episode, Melbourne barrister Lachlan Wraith shares his insights on how family law can affect family businesses and the long-term preservation of family wealth. Lachlan discusses trusts, succession planning and family loans, and outlines practical considerations for business owners looking to protect assets and reduce future risk. Podcast transcript Lachlan Wraith is a […]
Key points: The rules have changed. Australia’s landmark CGT reforms are now law and will reshape how capital gains are taxed from 1 July 2027. The impact extends far beyond property. Business owners, family trusts and investors should all be assessing how the new regime could affect their long-term plans. The opportunity to act is […]
Welcome to Pitcher Perspective, where we cut through the noise and go in-depth on topics important to Australians. Want to be smarter about tax planning before year-end? In this episode, Wealth Partner Jordan Kennedy and Private Business Advisory Partner Ankit Sharma explore various beneficial tax planning options ranging from understanding superannuation contribution caps to business […]
Key points Legislation introducing a new tax on superannuation earnings for individuals with total super balances above $3 million has been enacted by Parliament. Only minor amendments were made to the draft legislation released in December 2025. Refer to our previous bulletin outlining key aspects of the draft legislation. The start date for Division 296 is 1 July 2026, with the first assessments […]
Key points Transfer Balance Cap is rising to $2.1m from 1 July 2026 (indexed to CPI). If you’re starting a pension, waiting until after 1 July could unlock an extra $100k in the tax-free phase. More limits are likely to lift too (Concessional Contributions to $32,500; bring-forward to $390,000) – worth reviewing your strategy now. […]
Welcome to Pitcher Perspective, where we go beyond the jargon and go in-depth on topics important to Australians. In this episode, we dive into Private Ancillary Funds (PAFs) and explore their role in effective charitable giving. Wealth Partner Jordan Kennedy and Private Business Advisory Partner Lauren Hosie explain what PAFs are, how they’re established, who […]
Key points The Federal Government has released draft legislation for their redesigned tax on earnings for people with more than $3 million in super. The draft legislation is currently undergoing a consultation process and may change and further detail is still to come on some elements. The start date for Division 296 tax is 1 […]
With over a decade of experience as a Chartered Accountant, Jeff has built a reputation for being more than just a technical advisor, he’s a trusted partner to the clients he works with. Specialising in business and income tax advisory, as well as employment tax services, Jeff supports privately held groups and large corporations by […]
Key points Australia does not have a formal estate tax regime, but superannuation death benefits can result in tax payable for certain beneficiaries. Be smart and plan ahead to help maximise family wealth. When it comes to estate planning, many Australians are surprised to learn, unlike the USA and UK, Australia does not have a […]
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