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Tax Planning Part 2 – Considerations for complex tax aspects

Tax Planning Part 2 – Considerations for complex tax aspects

by Alex Thompson | Jun 14, 2023 | Tax and Accounting

Welcome to part 2 of our blog series on tax planning.  In Part 1 of we outlined some of the simple yet effective and practical tax planning measures that can make a difference to your tax position this financial year. Today however, we’ll delve into the...
Tax Planning Part 1 – Simple yet effective practical tax planning measures

Tax Planning Part 1 – Simple yet effective practical tax planning measures

by Alex Thompson | Jun 6, 2023 | Tax and Accounting

As we near the end of the financial year, it’s timely to consider the decisions which can be made that influence your tax position. At New Leaf Advisory, we continuously assess our clients’ tax positions and explore ways to minimise their tax liabilities...
CFO in focus part 3- Forecasting and budgeting – strategic thinking

CFO in focus part 3- Forecasting and budgeting – strategic thinking

by Patrick McStay | May 15, 2023 | CFO, Tax and Accounting

For effective management reporting as a CFO, we believe in 3 main ingredients: Setting up for success – attention to transactions Refining performance – benchmarking and analytics Strategic thinking – forecasting and budgeting This is the 3rd and...
CFO in focus part 2- Benchmarking and analytics – refining performance

CFO in focus part 2- Benchmarking and analytics – refining performance

by Patrick McStay | May 8, 2023 | CFO, Tax and Accounting, Virtual CFO

CFO in focus – Refining performance – benchmarking and analytics  For effective management reporting as a CFO, we believe in 3 main ingredients: Setting up for success – attention to transactions Refining performance – benchmarking and...
CFO in focus part 1- Attention to transactions – setting up for success

CFO in focus part 1- Attention to transactions – setting up for success

by Patrick McStay | Apr 3, 2023 | CFO, Tax and Accounting

CFO series – the foundations of effective management reporting For effective management reporting from a CFO’s perspective, we believe there are 3 foundational ingredients: Attention to transactions – setting up for success Benchmarking and analytics –...
Small Business CGT Concessions – A Practical Guide

Small Business CGT Concessions – A Practical Guide

by Patrick McStay | Nov 23, 2022 | Small Business, Tax and Accounting

This blog post seeks to outline some of the more typical circumstances where the small business Capital Gains Tax (CGT) concessions apply. So, if you are a small business entity (‘SBE’) and you’re not sure what these concessions mean, and where you can or can’t use...
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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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