If you hold a Family Trust (or similar trust entity), you need to complete a Trust Distribution Resolution by the end of the financial year. Learn more about your responsibilities as a trustee.

Treasurer Jim Chalmers will announce the 2023-24 Australian Federal Budget on Tuesday, 09 May 2023.

This first full year Budget from the current Federal Government is keenly anticipated as it looks to address the current economic challenges our nation faces.

The Peak Partnership team will have a detailed analysis following the Federal Budget announcement, outlining our insights and the implications for various sectors and businesses. Our aim is to help you prepare for any Budget implications that may affect you and your business.

Keeping our finger on the Australian and global financial pulse is what we do.

Find out more about what your money is or could be up to with our latest quarterly Wealth Market Update for April – June 2023.

The Tax Practitioners Board (TPB) recommends that all Australian tax agents undertake proof of identity verifications for new clients. Stringent client verification helps protect our clients and The Peak Partnership from identity crime, which has increased with sophisticated technology.

In adopting the Proof of Identity (POI) recommendations and as part of our new client engagement process, we may need to verify your identity before we can start on your work. 

You can find out more, including the types of identification documents we may need to sight, by downloading our Proof of Identity fact sheet.