Rebecca is a Director at Pitcher Partners Brisbane, where she delivers strategic and personalised superannuation advice with a strong focus on self-managed superannuation funds (SMSFs). With more than 15 years of experience, she helps professionals, business owners and retirees navigate complex superannuation regulations and make informed decisions about their financial future. Known for her practical, […]
Rachna is a Client Director in the Private Business and Family Advisory team with over two decades of professional experience. While she started her career in audit and taxation, she has been a specialist accredited Family Business Adviser for more than ten years and thrives on supporting family groups to manage and grow their wealth […]
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 […]
Trusts are a flexible and tax effective structure that are ideal for building passive wealth. With close to 1,000,000 registered trusts in Australia (per the ATO data) there are several key advantages, but these need to be balanced with the cost and additional administration of operating a trust structure. Key advantages Key principal advantages of […]
Last week’s unanimous Full Federal Court decision in Commissioner of Taxation v Bendel (“Bendel”) indicates that the Australian Tax Office’s (ATO) views since December 2009 about unpaid present entitlements (“UPEs”) should no longer be sustainable in the context of Division 7A. While we wait for further announcements from the ATO or the Federal Government (regarding […]
Key points What are Special Disability Trusts (SDTs) and how do they work. The financial benefits of SDTs ranging from tax benefits and exemptions from asset and income tests. The need for professional support in establishing a SDT. Caring for a loved one with a severe disability is deeply personal, requiring carers and families to […]
Pitcher Partners Sydney hosted a live webinar that helped attendees understand the key proposed tax changes likely to affect individuals and families with ties to both the UK and Australia. This webinar addressed whether the new changes would require attendees to plan differently for possible inheritance tax exposure. More specifically, our speaker Private Business and […]
Levi Holdsworth takes immense pride in his role at Pitcher Partners, where he is dedicated to serving the middle market with a personal touch. With 15 years of industry experience, he specializes in high-net-worth individuals, family offices, small to medium-sized businesses, property development, construction, hospitality, and entrepreneurial start-ups. Bringing a unique perspective as the son […]
Key points Act early to protect income, assets, and retirement plans during divorce. Business and company assets may be affected by divorce decisions. Ensure smooth financial transitions to the right people at the right time Getting a divorce has a big impact on household incomes and wealth in the short term and the long term, […]
The ATO has issued an interim decision impact statement following the AAT’s decision in Bendel v FCT, currently on appeal to the Federal Court.
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