Jon is a Principal at Pitcher Partners’ Adelaide firm, specialising in providing management and taxation advice to a variety of private clients and small to medium size businesses. A multi-talented professional, his expertise lies in family and business advisory, managing compliance requirements, structural and entity reviews, as well as taxation matters. A client focused relationship […]
There are many reasons why you might be interested in an acquisition. Perhaps you want to scale quickly and combining with a competitor might be the approach?
The ATO has published its final tax determination regarding the application of Division 7A to trust entitlements arising on or after 1 July 2022. This revised view, which replaces the now withdrawn TR 2010/3 and PS LA 2010/4, brings all UPEs to corporate beneficiaries within Division 7A and no longer accepts interest-only sub-trust arrangements for new UPEs.
Adam is part of the Business Advisory and Assurance division and a key member of the outsource finance team. With an initial focus on providing outsource finance services to infrastructure clients, he now advises clients in a wide range of industries. Adam is passionate about continuing to develop the outsource finance service offering, working with […]
Karen has 26 years of industry experience and specialises in working with private enterprises and their high-net-worth family owners. A well-rounded professional, she takes a hands-on approach with the owners, CFOs, and family members by providing them with financial and tax advice and practical solutions with a commercial focus. Advising clients in property development, professional […]
The ATO has released a package of guidance materials (“Guidance”) targeting trust distributions under section 100A. The ATO outline that they could seek to apply section 100A where tax benefits are being obtained from arrangements in connection with such distributions.
The ATO has revised its view regarding unpaid present entitlements (“UPEs”) for Division 7A purposes that has been in effect since 16 December 2009. For UPEs arising on or after 1 July 2022, TR 2010/3 and PS LA 2010/4 will be withdrawn with the consequence that interest-only complying sub-trust arrangements will no longer be accepted.
Four years after suspending their guidelines relating to the allocation of profits of professional firms, the Australian Taxation Office (“ATO”) released PCG 2021/4 (“Guidelines”) setting out its revised compliance approach.
Shaun specialises in audit and other assurance services for large public and private companies including buy-side and sell-side due diligence, deal advice and a range of business advisory roles including ASX listing for public companies and large turnover private businesses. He works with businesses with turnover between $5 to $100 million providing his clients with […]
A highly regarded taxation strategist and business adviser, Renae applies her expertise built over almost 25 years to business owners and leaders in the hospitality and SME markets. Focusing on providing clients with peace of mind, Renae’s proactive approach is in developing taxation strategies that meet a business’s unique needs now and into the future. […]
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