Key points: A seemingly equal asset split can lead to very different tax outcomes The biggest cost of divorce isn’t always visible at settlement Future tax liabilities can significantly reduce the value of retained assets Tax planning should be part of every property settlement discussion Divorce is often viewed through a legal and emotional lens. […]
Welcome to Pitcher Perspective, where we take you beyond the headlines and explore the issues shaping financial decisions for Australians today. The Federal Budget’s proposed changes to capital gains tax (CGT) have sparked significant debate, leaving business owners, investors and families questioning how the reforms could affect their long-term wealth strategies. While many of the […]
Key points SMSFs can no longer establish new borrowing arrangements to acquire residential property, marking a significant change to property investment strategies. Existing residential property borrowing arrangements are generally protected under grandfathering provisions, providing certainty for affected trustees. Despite the changes, SMSFs can still access property investments through alternative structures, including outright ownership and diversified […]
Zac Nealon provides strategic financial advice to individuals and families seeking to build, manage and protect their wealth at every stage of life. He works closely with clients to develop tailored financial strategies that align with their personal and financial goals. For ambitious professionals and growing families, Zac provides guidance on converting their success into […]
Welcome to Pitcher Perspective, where we take you beyond the headlines and go in-depth on the current issues affecting the Australian businesses. ATO reviews are becoming more common, and for many growing businesses and wealthy families, they’re no longer a question of if but when. In this episode, Private Wealth Partner Jordan Kennedy is joined […]
As a Director in the Tax team at Pitcher Partners’ Perth, Joshua brings over 20 years of experience advising private businesses and family groups on practical, commercially grounded tax outcomes. Clients value his ability to cut through complexity, simplifying technical tax issues, identifying risk early, and translating intricate rules into clear options they can act […]
With over a decade of financial advisory experience, Praveena has worked with a wide range of clients with a specific focus on young professionals, corporate executives and retirees. She takes pride in providing holistic wealth advice tailored to her clients’ unique personal circumstances and goals. Praveena assists clients with wealth building strategies including investment selection […]
Key points Australia has no death tax, but proposed ATO rule changes could expose the family home to capital gains tax when held in a testamentary trust without a specified right of occupancy. Estate planning documents may need to explicitly name who has the right to live in the family home, or beneficiaries risk losing […]
Key points Australia does not have a formal estate tax regime, but superannuation death benefits can result in tax payable for certain beneficiaries. Be smart and plan ahead to help maximise family wealth. When it comes to estate planning, many Australians are surprised to learn, unlike the USA and UK, Australia does not have a […]
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