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Eleanor Moffat

Eleanor has worked with high wealth and ultra-high wealth family groups for more than 20 years. With a strong focus on family offices both domestically and internationally, Eleanor specialises in providing advice around estate planning, family governance and family administration. She also provides accounting and tax advice for family groups and trusts.  Starting her career … Continued

ATO to treat new unpaid present entitlements as loans from 1 July 2022

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 For UPEs arising on or after 1 July 2022, TR 2010/3 and PS LA 2010/4 will be withdrawn with the consequence that interest-only complying sub-trust arrangements will no longer be accepted.

Michael Rollinson

Michael specialises in providing Personal and Business Wealth Protection (Life and Disability Insurance) advice for professionals, entrepreneurs, and business owners. His committed single point of contact approach allows him to intimately understand and advise clients with expertise. A true subject matter expert, Michael is adept at securing the most beneficial outcomes for his clients during … Continued

Guy Savage

Guy has been in the financial services industry for over 15 years. He has worked a in variety of roles across large institutions including Westpac, HBOS and AIA Australia, and managed his own business. This experience provides Guy with a diverse breadth of knowledge within the financial services sector, including an acute awareness of the … Continued

Simon Montgomery

Simon prides himself on delivering advice covering a range of often complex financial matters in a simple way. This is important as his professional clients are time poor while others lack the experience to make the day to day decisions on their portfolio. As such they choose to delegate their portfolio operation to a trusted … Continued

Robert Prince

Robert Prince started his career in 1994 in finance in Hong Kong, before returning to Perth and becoming a Senior Wealth Adviser. His experience through multiple market cycles is combined with thoroughly researched investments and a client centric approach. This makes Rob a highly trusted adviser looking after multiple generations of his client’s financial affairs. … Continued

Chris MacKenzie

Chris leads the Pitcher Partners Sydney Insurance Services (PPSIS), a joint venture between Pitcher Partners Sydney and MBS Insurance, of which Chris is a Partner and Director. This joint venture gives PPSIS access to one of the largest distributors of life insurance policies in the Australian IFA market. Chris and the team are driven to … Continued

David Thomson

Private business and individuals working closely with David trust in his expert commercial and business acumen to achieve wealth creation and protection. He helps to ensure the financial security of his clients, their businesses and the individuals who work behind those businesses. Accessing the services of a fully qualified and trusted professional like David provides … Continued

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