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Estate Planning – Part 3 Superannuation

Estate Planning – Part 3 Superannuation

by Patrick McStay | Sep 25, 2023 | Estate Planning, Tax and Accounting

Welcome to the third instalment in our Estate Planning series which addresses the role that superannuation plays in an effective estate plan. Before we delve into these complexities, a quick recap of what we have covered. In our first blog of the series, we explored...
Estate Planning – Part 2 Testamentary Trusts

Estate Planning – Part 2 Testamentary Trusts

by Patrick McStay | Sep 19, 2023 | Estate Planning, Tax and Accounting

In the first instalment of Estate Planning series, we explored the critical roles that individuals and professionals play in the estate planning process. Understanding who is involved and their responsibilities is fundamental to crafting a solid estate plan that...
Estate Planning – Part 1 Key Roles

Estate Planning – Part 1 Key Roles

by Patrick McStay | Sep 12, 2023 | Estate Planning, Tax and Accounting

Welcome to our blog series on Estate Planning in Australia, tailored to the pivotal role accountants play in this intricate process. Our series aims to provide you with essential insights into estate planning, where the accountant’s holistic understanding of...
Small Business in focus part 3 – Unveiling the Small Business Rollover and Small Business Restructure Rollover

Small Business in focus part 3 – Unveiling the Small Business Rollover and Small Business Restructure Rollover

by Jack Arnold | Aug 21, 2023 | Small Business, Tax and Accounting

Welcome to the final part of our series on small business CGT concessions. As a recap, in the second part of this series, we took a closer look at three key concessions: the 15-year exemption, active asset reduction, and retirement exemption. In this instalment, we...
Small Business in focus part 2 – Active Asset Reduction and 15-Year & Retirement Exemption

Small Business in focus part 2 – Active Asset Reduction and 15-Year & Retirement Exemption

by Jack Arnold | Aug 1, 2023 | Small Business, Tax and Accounting

Welcome back to our series on small business CGT concessions. In the second part of this series, we’ll take a closer look at three key concessions: the 15-year exemption, active asset reduction, and retirement exemption. These concessions are specifically...
Small Business in focus part 1 – CGT Overview

Small Business in focus part 1 – CGT Overview

by Jack Arnold | Jun 27, 2023 | Small Business, Tax and Accounting

Hello everyone! Welcome to our series on small business CGT concessions. Over the next three parts, we’ll be diving into the practical details of these concessions, but for now, let’s start with a quick summary. The Australian Taxation Office (ATO) offers...
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Some of the most valuable tax planning happens yea Some of the most valuable tax planning happens years before a business is sold.⁠ ⁠ Structure, eligibility for CGT concessions, superannuation and even decisions around ownership can all matter.⁠ ⁠ The exit might be five years away. The planning shouldn’t be.⁠ ⁠ Thinking about your eventual exit? Start planning the tax strategy now. Talk to us.⁠ ⁠
Passing on wealth successfully involves more than Passing on wealth successfully involves more than tax and estate documents. Financial literacy, family expectations and preparing the next generation to manage wealth can be just as important. If succession and intergenerational wealth are on your horizon, start the conversation with us. #newleafadvisory #wealthsuccession
Is your family trust still working as hard as you Is your family trust still working as hard as you are? With significant changes on the horizon, now is the time to review your structure. Read more in our latest article. Link in Bio. #FamilyTrust #TaxPlanning #BusinessAdvisory
Many business owners spend years growing their bus Many business owners spend years growing their business, increasing revenue and building value — but their personal wealth remains tied up inside the business. A successful business is a great asset, but true wealth comes from having a strategy to: ✓ Unlock trapped equity ✓ Extract cash effectively ✓ Build assets outside the business ✓ Protect what you’ve created ✓ Plan for the future transition of your wealth The goal isn’t just to build a valuable business. It’s to create financial freedom beyond it. Is your business working for your wealth goals, or are your wealth goals relying entirely on your business? Let’s have the conversation. #BusinessOwners #BusinessStrategy #TaxPlanning #Advisory
How Patrick delivers value 🌏⁠ ⁠ Some financial dec How Patrick delivers value 🌏⁠ ⁠ Some financial decisions require more than technical knowledge, they require experience, foresight and a deep understanding of how different pieces fit together.⁠ ⁠ Patrick recently advised a high-net-worth family with an asset base of approximately $50 million through the migration of their tax residency from Australia to Singapore.⁠ ⁠ The engagement involved navigating:⁠ ⁠ ✔ Cross-border tax considerations⁠ ✔ Complex structuring decisions⁠ ✔ Succession planning⁠ ✔ Multi-jurisdictional wealth considerations⁠ ⁠ For Patrick, advisory is about looking beyond the immediate decision to understand the bigger picture, identify risks, and create structures designed to support long-term wealth outcomes.⁠ ⁠ Because when complexity increases, the value of experienced advice becomes even clearer.⁠ ⁠ #TaxAdvisory #WealthStrategy #FamilyOffice #NewLeafAdvisory
Your structure should evolve as your life does. T Your structure should evolve as your life does. The strategy that made sense five years ago may not be the best one today. If your wealth, family or business has changed, it's worth assessing whether your structure still aligns with your objectives. A simple review today could save costly changes tomorrow. 📩 Get in touch if you'd like to review your current structure.
Some of the most valuable tax planning happens yea Some of the most valuable tax planning happens years before a business is sold.⁠ ⁠ Structure, eligibility for CGT concessions, superannuation and even decisions around ownership can all matter.⁠ ⁠ The exit might be five years away. The planning shouldn’t be.⁠ ⁠ Thinking about your eventual exit? Start planning the tax strategy now. Talk to us.⁠ ⁠
Passing on wealth successfully involves more than Passing on wealth successfully involves more than tax and estate documents. Financial literacy, family expectations and preparing the next generation to manage wealth can be just as important. If succession and intergenerational wealth are on your horizon, start the conversation with us. #newleafadvisory #wealthsuccession
Is your family trust still working as hard as you Is your family trust still working as hard as you are? With significant changes on the horizon, now is the time to review your structure. Read more in our latest article. Link in Bio. #FamilyTrust #TaxPlanning #BusinessAdvisory
Many business owners spend years growing their bus Many business owners spend years growing their business, increasing revenue and building value — but their personal wealth remains tied up inside the business. A successful business is a great asset, but true wealth comes from having a strategy to: ✓ Unlock trapped equity ✓ Extract cash effectively ✓ Build assets outside the business ✓ Protect what you’ve created ✓ Plan for the future transition of your wealth The goal isn’t just to build a valuable business. It’s to create financial freedom beyond it. Is your business working for your wealth goals, or are your wealth goals relying entirely on your business? Let’s have the conversation. #BusinessOwners #BusinessStrategy #TaxPlanning #Advisory
How Patrick delivers value 🌏⁠ ⁠ Some financial dec How Patrick delivers value 🌏⁠ ⁠ Some financial decisions require more than technical knowledge, they require experience, foresight and a deep understanding of how different pieces fit together.⁠ ⁠ Patrick recently advised a high-net-worth family with an asset base of approximately $50 million through the migration of their tax residency from Australia to Singapore.⁠ ⁠ The engagement involved navigating:⁠ ⁠ ✔ Cross-border tax considerations⁠ ✔ Complex structuring decisions⁠ ✔ Succession planning⁠ ✔ Multi-jurisdictional wealth considerations⁠ ⁠ For Patrick, advisory is about looking beyond the immediate decision to understand the bigger picture, identify risks, and create structures designed to support long-term wealth outcomes.⁠ ⁠ Because when complexity increases, the value of experienced advice becomes even clearer.⁠ ⁠ #TaxAdvisory #WealthStrategy #FamilyOffice #NewLeafAdvisory
Your structure should evolve as your life does. T Your structure should evolve as your life does. The strategy that made sense five years ago may not be the best one today. If your wealth, family or business has changed, it's worth assessing whether your structure still aligns with your objectives. A simple review today could save costly changes tomorrow. 📩 Get in touch if you'd like to review your current structure.

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