Peter left university with a Bachelor of Business and joined Green Taylor Partners in 1979, becoming a Principal of the firm in 1983.
Peter is a Fellow of the Institute of Chartered Accountants and a member of the Society of CPA. He is also an accredited SMSF Specialist Advisor™ with SPAA and a licensed Financial Planner.
Peter's duties include…
Peter specialises in helping his clients achieve great results!
He is passionate about Self Managed Superannuation and the endless possibilities in tax minimisation, planning for the future and working to solve Estate Planning issues.
He loves to work with multiple generations of his client's families and his motto is: “Don't advise a client on anything that I haven't done or wouldn't do myself”.
Peter regularly presents at Superannuation, Retirement Planning and Estate Planning Seminars.
Peter enjoys watching his clients grow and their planning progress.
Privately, Peter enjoys a lot of golf!!! He enjoys spending time with family, friends and his grandchildren.
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Blog Posts by Peter
The Long Service Leave Act 2018 (Victoria) came into effect on 1 November 2018. It brings some important changes that employers need to be aware of: 1. Entitlement to LSL Previously employees were entitled to LSL after 10 years of continuous service with one employer. Entitlement to take LSL is now down to 7 years. If […] Read More
Watch out if you own a house and plan to leave Australia and become a Non Resident! There are proposed new laws before Parliament that make a Non Resident who sells their previous main residence in Australia fully subject to Capital Gains Tax, even if they lived in it for many years. Example: You bought […] Read More
I read an interesting article referencing Bernie Bolger – a Family counselling expert – that I thought was worth sharing. (A fairly long article – but worth the read!) Family counselling expert, Bernie Bolger, has drawn on her clinical experience, together with cutting edge psychological research, to compile a list of the 8 mistakes parents […] Read More
Dual cab utes have become very popular over recent years – and sales are booming. One reason is that due to the general improvement of dual-cab utes, including the size and comfort of the vehicles, many business owners are purchasing these vehicles for use as a family vehicle to go to the beach, tow caravans […] Read More
Don’t put shares into your children’s names! Over the years (and there have been quite a few!!) I have often been asked by clients about investing money into shares for young children – so as to build up investment balances “over the next 20 years or so”. Whilst the intention is great, there are potential […] Read More
The following draws upon an article from Worrells, (a firm devoted to dealing with insolvencies both before and after the event) and personal experience. Are economic conditions to blame? The September quarter of Australian Financial Security Authority (AFSA) personal insolvency statistics are out, and the trends of 2017 continue. Total personal insolvencies are up by […] Read More
I have been asked many times – “How much money do I need to retire on?” My answer is always the same – “it depends on what your living style will be when you retire”. If you are going to take an overseas holiday every year and lavish those around you with gifts – then […] Read More
5 weeks to go! Here are a few helpful tips for businesses and individuals to complete prior to the End of Financial Year (EOFY). For Businesses Update tax planning so you are aware of your tax position – so in turn you can take action to minimise tax if required. See your GTP accountant. Great […] Read More
At a recent conference I listened to a presentation by Rachael Robertson – an adventurous young lady who applied for and got the role of leading the 58th expedition to the Antartica for a 12 months period and where they knew they were ‘stuck’ for many months as it was impossible due to ice and […] Read More
Changes to the Assets Test for Centrelink Aged Pensions from 1 January 2017 For many, entitlement to the Age Pension is not on the agenda. However as rules change, it is good to revisit the “tests” that determine one’s entitlement. It may be relevant for you, your parents or someone whom you may know. As we […] Read More
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