When defence makes sense: Is it time to buy bonds?
Bond yields have increased sharply in the last 12 months and anticipated investment returns are at levels not seen for more than a decade writes Pitcher Partners principal Andrew Wilson
What’s looming post-Christmas for retailers?
The bigger they are, the harder they fall. We are told that there is record-breaking pre-Christmas spending, and the retail sector appears bigger than ever, outperforming all expectations to the surprise of many. However for many retailers this defies their current lived experience, particularly in southern states with ongoing weather events. This month, the Australian […]
ATO finalises guidance on the anti-avoidance provision dealing with trust distributions (section 100A)
The ATO has finalised draft guidance on the application of section 100A to trust entitlements, staying close to the original released earlier this year.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.
Jon Bode
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 […]
ATO finalises view on post-1 July 2022 unpaid present entitlements (“UPEs”) and Division 7A
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 This revised view, which replaces the now withdrawn TR 2010/3 and PS LA 2010/4, brings all UPEs to corporate beneficiaries within Division 7A and no longer accepts interest-only sub-trust arrangements for new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 Blizzard
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 Levine
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 […]
Michael Liprino
As a chartered accountant with over 12 years of professional practice experience, Michael provides his clients with extensive expertise across a full range of business advisory services. Throughout his career, Michael has overseen the assurance engagements for a number of iron ore, gold, nickel and copper mining operations across Australia. Michael is also a trusted […]
Ben Macpherson
As a chartered accountant with over 10 years of experience in public practice, Ben is a well-rounded professional with diverse industry experience with particular expertise advising on taxation issues affecting corporate and multinational clients with an emphasis on the resources industry. With an impressive breadth of international experience under his belt, Ben has advised outbound […]
Federal Budget 2022-23 | March: Sydney Webinar
Join Pitcher Partners as we discuss this year’s Federal Budget and its impact on Australian businesses. Our comprehensive analysis will examine the tax, industry and economic implications of what is expected to be a ‘pre-election’ Budget, allowing you to make informed decisions and plan for the next financial year. Our expert speakers will discuss the […]