Key points Over $3.5 trillion in assets will be transferred across generations in Australia between now and 2050. Inheritances make up 90% of wealth transfers, with values expected to quadruple to $500 billion annually. Strategic estate planning ensures wealth is passed on effectively, aligning with personal values and family needs. Australia is on the cusp […]
A strategic advisor with a diverse range of experience, Anna assists private clients within the Pitcher Partners network with their estate planning strategies and goals. Anna has been practising law for almost two decades and is an accredited specialist in the area of Wills and Estates. While her career started in private legal practice in […]
A highly regarded professional, Lisa has an impressive career spanning more than 20 years. During her tenure with Pitcher Partners’ Adelaide firm, she has gained significant experience providing accounting and compliance services and advice, including business structuring, tax planning, finance applications, business structuring and general taxation advice and strategies to a diverse range of clients. […]
Recent court cases and ATO guidance products present additional challenges for trustees when considering how to distribute trust income.
The ATO has finalised draft guidance on the application of section 100A to trust entitlements, staying close to the original released earlier this year. The finalisation comes despite two cases (both for and against the Commissioner) currently on appeal to the Full Federal Court. The guidance provides a very stringent view by the ATO on what may fall within the scope of section 100A. This may create significant risks with respect to trust distributions that will need to be managed very carefully.
With an admirable career in wealth advisory spanning 18 years, Danny was drawn to Pitcher Partners Brisbane due to the independent and client centric nature of the firm and the work he is able to deliver. His expertise lies in advising high net worth individuals and family groups, able to provide a holistic wealth management […]
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 […]
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 […]
A well-rounded professional, Marion has been with Pitcher Partners for nearly 20 years. She specialises in accounting and business advisory, working with privately owned businesses and high net worth individuals and their families. Marion’s expertise is centred around outsourced financial controller services, working with business owners and management from a strategic perspective, as well as […]
Earlier this year, the ATO released long-awaited guidance on the application of section 100A. Find out more.
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