In this episode, Private Wealth Partner, Jordan Kennedy and Chief Investment Officer, Cameron Curko go beyond the numbers to deliver in-depth insights on the economy. Together they discuss the US tariffs and Middle East tensions dominating the headlines and their effects on the Australian and global markets. Visit our Pitcher Perspective podcast library
Noelle is an Australian Chartered Accountant and US Enrolled Agent with over 11 years of experience working with high net worth individuals and senior executives to manage and advise on their Australian and US tax affairs. She has worked in both Australia and the US, assisting family groups and internationally mobile employees who are relocating […]
Minny is a Chartered Accountant and SMSF specialist. She has over 15 years’ experience in the Private Business and Family advisory team specialising in Self-Managed Superannuation. Minny predominately works with high-net worth families and enjoys getting to know them and their next generation to tailor her service based on their needs. Striving to achieve the […]
Update July 14, 2025 The US “One Big Beautiful Bill”, which proposed sweeping international tax reforms including retaliatory tax increases on foreign income, has now passed through Congress. Initially flagged as a concern for Australian taxpayers with US-sourced income, the final version has removed Section 899 following negotiations with the G7, meaning most of the […]
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 […]
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