For SMSF trustees and retirees in pension phase, now is the time to review balances, minimum drawdowns, and compliance issues to ensure the fund remains eligible for tax concessions and avoids any last-minute pitfalls. Below are the key pension-related considerations before financial year-end. 1. Minimum Pension Payments To retain tax exemption on earnings within retirement […]
In this episode of Pitcher Perspective, Jordan Kennedy and Andrew Wilson explore private credit, covering what it is, how it compares to other investment styles, key risks, and recent superannuation changes. They also share insights on smart investing strategies, including what to do if you come into a sudden windfall. Visit our Pitcher Perspective podcast […]
With over 18 years’ experience in automotive, Diana is passionate about working with dealers, distributors and OEMs on crystalising untapped profit opportunities and business improvements to strengthen their respective businesses. Diana’s business advisory services include business strategy, training and one-on-one consulting tailored to each client’s individual needs. As a woman working in a mostly male […]
Year end is fast approaching and it’s time to focus on finalising financial results and preparing for what is ahead. We know that year-end is more than just closing the books—your financial snapshot will shape the next 12 months. Whether you’re planning for refinancing, a sale, an acquisition, or other significant capital investments, getting your […]
This is the first edition of the Pitcher Partners Motor Industry Services – US Listed Dealer Comparison, where we provide insight into the performance of the six largest publicly traded dealership groups in the US and explore how key industry trends, shifting economic conditions, and recent geopolitical events have influenced their results in the 12 […]
As a Chartered Accountant, Aiden has a strong track record delivering audit and assurance services. His experience spans a diverse portfolio of clients, from ASX 200 companies to large charitable organisations, giving him a broad perspective and deep insight into complex financial environments. With an international secondment to the UK in 2017, Aiden combines global […]
As June 30 approaches, it’s essential to review your superannuation contributions to ensure you’re making the most of the available caps and benefits. Here are some key considerations to ensure that your super is working for you. Contribution caps and strategies Contribution caps are generally “use it or lose it.” If you’re aiming to build […]
As we approach the end of the financial year, it’s an opportunity to reflect on the year that was and consider actions that need to be undertaken prior to 30 June to maximise year-end tax planning opportunities. Big picture year-end tax considerations Year-end tax planning is a crucial time for evaluating whether the current structure […]
As the financial year draws to a close, it’s a smart opportunity to maximise your super contributions. Private Wealth Partner Jordan Kennedy sits down with Family Advisory Partner Louise Meijer to discuss how to leverage superannuation caps to your benefit while going in-depth into the constraints to consider. If you never understood the particulars of superannuation, this is […]
Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting Australian businesses, families and individuals. It’s that time of the year again, where we begin to focus on year-end tax planning. To take us through the numerous tax strategies available, Private Wealth Partner Jordan Kennedy sits […]
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