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..
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 game of golf – especially trying out new courses. He very much loves spending time with the family, friends and grandchildren. Peter is also enjoying the opportunity to travel to new places.
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Blog Posts by Peter
Let me share an experience of recent times that has reinforced the importance of showing genuine interest and concern for your potential customers. Many businesses struggle and cannot differentiate themselves from the next business selling the same product. (Well, they could, but they cannot work out how to!) I was after a product that is […] Read More
Why haven’t you got a Will yet??!! Well I know the ‘answer’ – (or is it the excuses?) – There is plenty of time – Don’t know where to start – Costs too much – Too busy just now – I’ll do it for sure…. – I don’t have enough assets to worry about it…do […] Read More
Concessions and assistance for First Home Buyers – and the New Home Loan Deposit Scheme is now in place with starting date 1/1/2020! In Victoria – there are concessions both in Stamp Duty costs plus a Grant for First Home Buyers – (tax free) – A $20,000 First Home Owner Grant is available to applicants […] Read More
I thought it might be useful to let families know of the possible use of the expanded pension loan scheme (The Scheme) that is effective as of 1/7/19. It is a ‘reverse mortgage’ arrangement provided by the Government. It is available for people of age pension age who have property assets and who wish or […] Read More
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