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“Good advisers are hard to find”

A good investment adviser is a tricky set of skills to hire, and high-end financial advice firms are struggling to find the right talent at present.

Article by James Dunn, appeared in the AFR 23/10/2014

“Good investment advisers are hard to find,” says Edward Jewell-Tait, head of private banking at Credit Suisse in Australia. “So many of the people who may be good advisers may not have expertise across all asset classes.”

Early Engagement Strategies with the ATO

In recent times, we have seen the ATO take steps towards building more open and transparent working relationships with taxpayers. These steps are being taken in the context of the ATO moving away from a traditional enforcement based focus, towards a service based focus.

As part of this exercise, the ATO have introduced some early engagement strategies which are intended to help taxpayers achieve greater degrees of certainty in managing their tax affairs.
These early engagement strategies include:

Chapman Eastway’s CEO Sean Cortis speaking at the 2016 APAC Summit

The Private Wealth Management APAC Summit was held between 25th-27th April in Kuala Lumpur, Malaysia. The annual summit offers regional SFOs, MFOs, wealth advisors, and international fund managers and consultants an intimate environment for a focused discussion of key new drivers shaping wealth preservation and investment strategy.

STEP (society of Trust and Estate Practitioners)

Chapman Eastway is proud to announce that Michael Pisani, Daniel Baldovin and Luke Day have all become members of STEP recently, STEP is the worldwide professional association for practitioners dealing with family inheritance and succession planning.

STEP members help families plan for their futures, specialising in a wide range of activities, from drafting a relatively simple will to more complex issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving.

Xero – Online accounting software, hosted “in the cloud”

Whether you are at the office, home or on the Go, you have complete access to your data – allowing you to run your business from anywhere. Conveniently, this means that as your accountant we can also access your live, current and up to date data to make adjustments and make any necessary lodgements to the Australian Taxation Office (“ATO”).

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