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Whitehawk Advisors

Capital Gain, Capital Gains, CGT, Contributions, Pensions, Super, Superannuation, Tax, Tax Law, Tax Rules, Taxation, Transiton to Retirement, Whitehawk Advisors

Super reform Bills passed by both houses

As you are no doubt aware, a week ago today two superannuation bills, which include the much talked about super reforms, passed through both houses of Parliament...
29 Nov 16
By : Whitehawk Advisors
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Business Assets, Capital Gain, Capital Gains, CGT, Early Stage Investors, ESIC, Incentives, Income, Investment, Offset for Investment, Offsets, Property Sales, Shares, Small Business Rollover Relief, Stamp Duty, Tax, Tax Law, Tax Offset, Tax Rules, Taxation, Taxpayer Alert, Turnover Test, Whitehawk Advisors

Taxation – Significant Changes from 1 July 2016

As the new financial year is upon us I thought that I would share some of the BIG changes, that have been recently legislated* that come into effect from 1 July 2016...
01 Jul 16
By : Whitehawk Advisors
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Capital Gain, CGT, ESIC, Income, Investment, Shares, Tax, Tax Law, Tax Offset, Taxation, Taxpayer Alert, Whitehawk Advisors

Tax Incentives for Early Stage Investors

The Tax Laws Amendment (Tax Incentives for Innovation) Bill 2016 was passed by both houses of Parliament and received Royal Assent on 5 May 2016. This bill is designed to promote investment in qualifying start-ups by providing the following tax concessions for investors: 20%...
08 Jun 16
By : Whitehawk Advisors
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ARPI, Capital Gains, CGT, Earnouts, Indirect Australian real property interests, pre-CGT, Purchases, Sales, Super, Superannuation, TARP, Tax Law, Taxable Australian Real Property, Taxation, Taxpayer Alert, Whitehawk Advisors

Buyers to Withhold tax when buying certain “Taxable Australian Property”

The Tax and Superannuation Laws Amendment (2015 Measures No 6) Bill 2015 recently received Royal Assent, becoming Act No 10 of 2016. The amendments contained in the Bill impose a 10% withholding obligation on the purchasers of the following assets acquired from certain foreign...
31 Mar 16
By : Whitehawk Advisors
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Capital Gains, CGT, Earnouts, pre-CGT, Purchases, Sales, Super, Superannuation, Tax Law, Taxation, Taxpayer Alert, TR 2007/D10, Whitehawk Advisors

Taxation of Earnouts – Legislation receives Royal Assent

The Tax and Superannuation Laws Amendment (2015 Measures No 6) Bill 2015 received Royal Assent on 29 February 2016, becoming Act No 10 of 2016. The Bill, amongst other measures, amends the ITAA 1997 to change the CGT treatment of the sale and purchase of businesses involving...
17 Mar 16
By : Whitehawk Advisors
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Assets, Business Owners, Business Structure, Capital Gains, CGT Assets, Depreciating Assets, Revenue Assets, Roll-over, Small Business, Small Business Restructure Roll-over, Trading Stock, Whitehawk Advisors

New Small Business Rollover Bill receives Royal Assent

On 8 March 2016 the Tax Laws Amendment (Small Business Restructure Roll-over) Bill 2016 received Royal Asset. This Bill provides small businesses with a new roll-over for gains and losses arising from the transfer of CGT assets, trading stock, revenue assets and depreciating...
17 Mar 16
By : Whitehawk Advisors
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Business Owners, Continuous improvement, Growth, Income, Profitability, Quality, Shareholders, Stakeholders, Strategic planning, Succession planning, Sustainably, Whitehawk Advisors

Questions Business Owners should be asking themselves

Maintaining relevance in a fast-paced landscape is a challenge that many Business Owners and their management team face. The most successful Business Owners, and leaders, are often those that constantly ask themselves the tough questions, which help them to accurately gauge their...
06 Nov 15
By : Whitehawk Advisors
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Business Owners, Continuous improvement, Growth, Income, Mergers, Profitability, Quality, Shareholders, Strategic planning, Sustainably, Whitehawk Advisors

The five pillars of sustainable growth

Many companies set high expectations for growth, but few manage to expand sustainably and profitably year after year. At Whitehawk Advisors we assist Business Owners build a sustainable business for the long term. The attached Bain & Co audio and slide presentation struck a...
22 Sep 15
By : Whitehawk Advisors
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Business Owners, Continuous improvement, Future exit, Growth, Identifiable brand, Income, Mergers, Profitability, Quality, Rules of engagement, Shareholders, Strategic planning, Succession planning, Sustainably, Whitehawk Advisors

Building a Sustainable Business

How would you say your Business is going? Are you attracting the right customers? Can you find good people to work for you? Is profitability in line with budget? Have you made enough this year? Is your Business sustainably profitable and valuable? A successful business, that is...
15 Jul 15
By : Whitehawk Advisors
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Business Owners, Continuous improvement, Future exit, Growth, Identifiable brand, Income, Mergers, Profitability, Quality, Rules of engagement, Shareholders, Strategic planning, Succession planning, Sustainably, Whitehawk Advisors

Retaining the Soul of a Small Business – reflections

We’ve had a great response to our insight below from a number of owners of mature businesses. One, who has now been in business for over 50 years, shared the following (with his permission): In 2014 we celebrated 50 years and as part of our reflection we considered “how has our...
21 Apr 15
By : Whitehawk Advisors
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12
  • About
    • Our Values
    • Why Whitehawk?
  • Services
    • Service Commitment
    • Business Owners
    • Private Clients
  • Experience
    • Meet the Founder
    • Testimonials
  • Resources
  • Contact


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WHITEHAWK TESTIMONIALS

On our reputation as a trusted, private and professional financial advisory and accounting practice.

The businesses certainly needed a fresh set of eyes, and someone that was strategic enough to help redirect the team on the path for growth. Being able to effectively advise on remuneration and equity issues also meant that we had someone who knew our business that could provide a complete solution. Read more...
- Pierre Langenhoven, Director, CTM Flooring & Italtile (Australia)
When we met Bill our business was in the early stages of its evolution. Bill made sure that the group was properly structured in preparation for our rapid growth in Australia and globally and that myself and my fellow shareholder were also properly structured to achieve our long term financial goals. Read more...
- Charles Green, Group CEO, RFi Group
Whitehawk Advisors has been instrumental in supporting the growth of our business. He has supported the business by providing ongoing strategic financial and taxation advice and project managing other professional service providers in complex transactions. Appropriately restructure our shareholding and other investments, in providing estate Planning advice, and being a sounding board. Read more...
- Ken Aitken, CEO, IFS Group of Companies
I have referred a number of my clients and several colleagues to Bill Shew at Whitehawk Advisors for tax advice. The advice requested included corporate structuring to maximise equity investment and growth, corporate tax matters, employee share option schemes and personal tax issues. Read more...
- Ben Cardillo, Director – Corporate Finance, Origin Securities
Under his and Whitehawk Advisors guidance we have restructured the businesses and its internal operations to help us achieve that growth. From the beginning he worked with us to understand our goals and is now a critical part of the implementation. So much so that he now sits on our Board in an advisory capacity. Read more...
- Chris Russell, Director, EMPR Group Holdings Pty Limited
Bill provided the tax advice that addressed the need of the owners and allowed my team to restructure the corporate group in preparation for equity investment and growth. Bill’s commercial experience was invaluable in contributing to the round table discussions with the businesses owners, corporate advisors and lawyers on matters of equity, remuneration, and third party dispute. Read more...
- Martin Ward, Chief Executive, Grandmarke Pty Limited
Whitehawk Advisors have been invaluable to us in making sure that our tax and financial affairs are in order and that we are properly structured to take full advantage of our wealth accumulation strategies... We learnt that our practice and investment structures were less than effective and that previous tax advice received was incorrect – but at least he gave us solutions! Read more...
- A/Prof. Michael J. Neil FRACS, Orthopaedic Surgeon
I have worked with Bill Shew for more than ten years. Bill has been an integral member of the owner managed business advisors network since its inception. If you or your colleagues need a good accountant, tax or strategic advisor who deeply understands the commercial imperatives with small and medium sized businesses and the aspirations of business owners, then I highly commend Whitehawk Advisors to you. Read more...
- Geoff Stein, Partner, Brown Wright Stein Lawyers
I have now been a personal chant of Bill and his team for over ten years. During that time he has assisted me in restructuring my financial affairs, provided complex advice on superannuation and taxation matters, and made sure that my compliance obligations are
always up to date. Bill also continues to be the chosen advisor to me and my business partners on complex commercial and taxation issues on an ongoing basis. Read more...
- Gerry Frittmann, Managing Director, TCF Services
Whitehawk Advisors, delivers the support that I need. Bill’s advice is strategic and commercial and he and his team provide quick turnaround on all of our compliance matters. I don’t like surprises when it comes to tax so Bill makes sure that we meet regularly so that I am kept informed and up to date. He is always on the front foot in this regard. Read more...
- Peter Harmer, Managing Director & CEO, IAG Limited

RSS WHITEHAWK MARKET WATCH

  • UK-US pact neither a free-trade agreement nor broad trade deal of Brexiteer dreams
  • Brave Bison strikes latest deal with £20m move on Centaur Media arm
  • Whitbread to name Severn Trent's Hodgson as new chair
  • Why many assume interest rates will fall further - but no one really has a clue
  • Bank of England cites trade war hit for interest rate cut to 4.25%
  • UK and US announce trade deal to save thousands of British jobs, Starmer says

CONTACT WHITEHAWK ADVISORS

Level 11, 65 York Street, SYDNEY NSW 2000
GPO Box 4579, Sydney NSW 2001
p. +61 2 9188 9693 or f. +61 2 8215 1600

Member ICAA and and Tax Institute Chartered Tax Advisor

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