Taking on the role of Partner in a professional practice or as a newly appointed barrister, is both exciting and challenging. The leap from employee to non-employee comes with a lot of opportunity and demands, but one element that is often overlooked is understanding the financial implications involved. Here are some essential practical and tax […]
Noelle is an Australian Chartered Accountant and US Enrolled Agent with over 11 years of experience working with high net worth individuals and senior executives to manage and advise on their Australian and US tax affairs. She has worked in both Australia and the US, assisting family groups and internationally mobile employees who are relocating […]
Minny is a Chartered Accountant and SMSF specialist. She has over 15 years’ experience in the Private Business and Family advisory team specialising in Self-Managed Superannuation. Minny predominately works with high-net worth families and enjoys getting to know them and their next generation to tailor her service based on their needs. Striving to achieve the […]
Anthony joined Pitcher Partners in 2020, after beginning his career in a Big 4 firm in Australia and spending time in an industry role. Anthony is a Partner at Pitcher Partners Brisbane and has over a decade of experience working closely with clients across a broad range of industries and organisation sizes, spanning the not-for-profit, […]
Key points Explains the tax design under previous legislation and how the new tax may operate Discusses the current status and timing of legislation for the new tax Outlines the controversial design features of the new tax What was the proposed $3m super balance tax? The proposal was for a 15% tax on earnings for superannuation account […]
As we approach the end of the financial year, and it’s time to get your year-end tax planning sorted. We’re here to help you get everything in order. Watch our Pitcher Partners’ year-end tax planning webinar, where Tax Advisory Partner Daniel Burt, will guide you through all the essential aspects of income tax planning. During […]
Key points While still subject to legislative passage it is looking increasingly likely that the Government still intends to introduce the new tax. It will mean that income, such as interest, derived on super balances above $3m will be taxed at broadly 30% (15% fund tax rate and 15% new tax rate) Individuals with large […]
This article was updated on 20 May, 2025. As we await the outcome of the ATO’s application for special leave to appeal to the High Court in Bendel, some taxpayers may have taken the position of putting their unpaid present entitlements (“UPEs”) on complying loan terms without explicitly converting them to a loan. An article […]
Key points Review your business structure and tax planning strategies before 30 June to maximise deductions and minimise liabilities. Consider bringing forward expenses and deferring income to manage taxable income effectively. Ensure superannuation contributions and trust resolutions are completed on time to meet compliance requirements. As the end of the 2025 financial year approaches, it’s […]
Legislation making the General Interest Charge (“GIC”) and Shortfall Interest Charge (“SIC”) non-deductible from 1 July 2025 has now passed both houses of Parliament and is set to impact taxpayers with tax liabilities that are overdue or arise due to tax shortfalls. Taxpayers should carefully consider the effects of the new measure. In particular, taxpayers […]
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