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 For UPEs arising on or after 1 July 2022, TR 2010/3 and PS LA 2010/4 will be withdrawn with the consequence that interest-only complying sub-trust arrangements will no longer be accepted.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. […]
Jason specialises in working with building and construction businesses and those businesses that don’t fit the typical business structure. Whether it’s a hotel or accommodation provider looking to optimise their business structures or a hospitality company getting their tax structures in place to accommodate future growth, Jason has worked with a range of SMEs throughout […]
Derrick is a hotel industry expert and a trusted adviser to some of the best performing venues in metropolitan and regional New South Wales. His clients value his commitment to ensuring their hotel and hospitality businesses not only succeed against their competitors, but that the value of their establishment increases too. As a vital part […]
Lawrence is a Client Director for the Tax Advisory division and has provided tax specialist advisory for over 25 years. With a client base mainly consisting of business owners, he offers services including tax treatment and implications for commercial transactions, effective tax structuring, the preparation of businesses for sale, purchase and mergers or demerger matters. […]
Greg provides compliance, advisory and outsourced finance function services to not-for-profit organisations, privately owned businesses and family groups. His areas of expertise include corporate governance reviews, finance function transformation, buy-side and sell-side due diligence, management accounting, and taxation compliance. His client portfolio spans charities, professional associations, member-based organisations and commercial enterprises across a range of […]
Ting has over 20 years of experience providing advice to private business and family clients matters regarding taxation, compliance and family structure planning. Ting has strong experience in the superannuation field, with her extensive knowledge enabling her to find niche ways to achieve the needs of her superannuation clients. She works closely with financial advisors […]
Having worked in the advisory space on accounting and tax issues for private family groups, SMEs, business subsidiaries of multinationals, and trusts, Linda has a multi-faceted understanding of the middle market. Harnessing a personable and proactive approach to client service, Linda strongly values open and honest communication to build strong longstanding client relationships. She truly […]
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