Insights

Insights & Thought Leadership: Institutional Financial Research

At Executive Advisors, we believe that market intelligence and proactive legal analysis are essential to preserving wealth and executing successful corporate transactions. The regulatory and financial landscapes in Australia are constantly changing, and staying ahead of these shifts is a primary responsibility. Our Fortitude Valley, Brisbane-based team regularly publishes research papers, market briefs, and tactical guides to help corporate officers, founders, and family offices navigate these complexities.

Our research covers all four of our advisory pillars: Wealth Advisory, Corporate M&A, Compliance & Tax, and Business Landing. Below, you will find our latest insights, offering detailed analyses of executive salary packaging, regulatory frameworks (such as AFSL and ASIC requirements), and inbound business landing strategies for international corporations entering Australia.

"Information is abundant, but actionable insight is rare. We design our research to go beyond simple market summaries, providing the precise legal structures, tax calculations, and regulatory paths needed to make informed decisions."

Featured Insight Articles

Explore our recent publications addressing critical tax, corporate finance, and compliance topics for Australian and international business leaders.

1. Optimizing Executive Compensation & Share Schemes

This article analyzes the tax treatment of high-income salary packaging, novated leasing, and the complex rules surrounding Employee Share Schemes (ESS) and share option structures in Australia. It offers a tactical guide for corporate executives seeking to optimize their remuneration and manage Division 293 tax exposures.
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2. Navigating Australian Regulatory & AFSL Frameworks

Obtaining and maintaining an Australian Financial Services Licence (AFSL) is a major regulatory milestone. This article details the ASIC licensing process, qualifies the role of Responsible Managers (RMs), outlines core proof requirements, and provides a compliance checklist for ongoing AFSL and ASIC reporting duties.
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3. The Inbound Executive Business Landing Guide

For international corporations expanding into Australia, this guide evaluates the key decisions of market entry. It compares foreign branches (ARBN) against local subsidiaries (Pty Ltd), outlines the local resident director requirements under the Corporations Act, and maps out the corporate setup path.
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Our Publication Focus Areas

We structure our research schedules across four key dimensions to ensure comprehensive coverage of active market sectors.

01

Wealth & Financial Planning

Research addressing high-net-worth investment allocation, Australian superannuation, discretionary trust planning, and family wealth succession frameworks.

02

Corporate Finance & M&A

Valuation methodologies for SMEs, debt restructuring guides, project finance bankability studies, and sell-side transaction preparation checklists.

03

Taxation & Statutory Compliance

Analysis of ATO policy changes, corporate tax consolidation rules, payroll tax audits, Division 7A loan compliance, and ASIC governance requirements.

04

Inbound Corporate Landing

FIRB approval thresholds, branch vs. subsidiary selection guides, expat tax packaging, and local corporate officer residency compliance.

Research Publications Index

Our research library provides structured papers across key business categories, updated quarterly to reflect legislative changes.

Research Category Target Audience Publication Frequency Key Regulatory References Access Level
Executive Compensation Briefs CEOs, CFOs, Managing Directors, and corporate HR teams. Bi-Annually Income Tax Assessment Act (ITAA); Division 293; ESS rules. Publicly accessible online.
AFSL & ASIC Regulatory Updates Fund managers, wealth firms, and fintech compliance officers. Quarterly Corporations Act 2001; ASIC Regulatory Guides (RG 105, RG 146). Registered client access only.
Inbound Corporate Landing Guides Foreign corporations, multinational subsidiaries, and foreign investors. Annually FIRB Regulations; ARBN branch registrations; resident director rules. Publicly accessible online.
SME Divestiture Planning SME business owners, co-founders, and M&A sponsors. Bi-Annually Quality of Earnings (QofE) standards; EBITDA normalization. Private briefing requested.

Frequently Asked Questions

How often is your research library updated? +
Our research briefings and updates are published quarterly, with additional alerts issued immediately following major legislative changes, federal budgets, or significant ATO tax rulings. Registered clients receive these insights directly via email, along with personalized impact summaries from their dedicated advisory desk.
Can we request bespoke research on a specific market sector? +
Yes, our firm regularly prepares customized market briefings, feasibility studies, and regulatory assessments for clients executing major corporate transactions, site selections, or licensing applications. These bespoke reports are structured confidentially and presented to client boards or investment committees.
Do your articles constitute formal financial or legal advice? +
The articles and research papers published in our library are intended to provide general educational information and market insights. They do not constitute formal financial, tax, or legal advice. Because individual and corporate circumstances vary, readers should seek a private consultation with our professional advisors before executing any structures or transactions discussed.