Key points Personal insurances protect cashflow, lifestyle, and family in case of injury or death. Key types include life, TPD, trauma, and income protection insurance. They support estate planning, philanthropy, and financial security for business owners and executives. Many people see the benefits of car insurance or health insurance but don’t always have personal insurances. […]
Recently, Pitcher Partners Sydney hosted a webinar addressing key tax considerations for individuals with UK and Australian ties.
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 […]
70% of all Australian businesses are family-owned and a Binding Financial Agreement helps plan for worst case scenarios. Seeking independent financial and legal advice may be the best course of action.
Paul specialises in providing personal and business wealth protection through life and disability insurance advice for professionals, entrepreneurs, and business owners. With over 12 years in the insurance industry, together with his previous experience across a range of industries, Paul has built a strong knowledge of the diverse insurance requirements and personalised solutions required for […]
Recent developments have confirmed the critical importance of trustees properly considering which beneficiaries should receive distributions and how those distribution entitlements are satisfied.
Recent court cases and ATO guidance products present additional challenges for trustees when considering how to distribute trust income.
The Full Federal Court has handed down its decision in FCT v Guardian AIT Pty Ltd [2023] FCAFC 3 (“Guardian”) which considered the application of anti-avoidance rules to trust distributions to a corporate beneficiary.
The ATO has finalised draft guidance on the application of section 100A to trust entitlements, staying close to the original released earlier this year.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.
Leanne has built and developed an exemplary career spanning 15 years in financial services. Her clients value her holistic advice that informs her strategic wealth creation solutions across all dimensions of family wealth including retirement planning, wealth creation and protection, self-managed superannuation and estate planning. Leanne is passionate about working alongside women, supporting them with […]
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