Welcome to the July edition of Wealth News
This quarterly newsletter brings you the latest insights on the strategies and opportunities we are exploring.
Structural changes
From July 1, several superannuation thresholds have been indexed. This may allow investors to make further contributions and/or transfer larger amounts into tax free pensions. Moreover, the standard employer contributions to super have increased from 11.5% to 12%, which may necessitate adjustments to salary sacrifice arrangements. Additionally, Labor’s emphatic election win grants them control over parliament, likely resulting in the passage of Division 296, an additional tax on member accounts with over $3 million.
Investments
Below the Melbourne team discusses the evolving fundamentals of the Commercial Real Estate market, the recent scrutiny faced by Private Credit and its potential responses, and the challenging environment faced by Venture Capital since the 2021 boom and with how the market is adapting.
We hope you find this newsletter informative and useful. As our business continues to grow, we appreciate our ongoing referral network, so if you require or know of anyone who needs financial or investment advice, we are here to help
This newsletter (below) is provided by Pitcher Partner Investment Services Pty Ltd (PPIS) a separate business based out of Melbourne.
Why it’s time to consider your property allocation
With the economic cycle turning, heightened geo-political risks playing out and equity market valuations approaching all-time highs, it’s an appropriate time for investors to consider adding attractively priced quality real estate opportunities to their portfolio, in both the listed and unlisted space.
Private debt in the media crosshairs
The Australian private debt sector is under scrutiny from ASIC and the media for valuation practices and transparency. Regulatory and media attention ensures capital flows to higher-quality credit providers, boosting investor confidence.
Beyond the boom – The next chapter for Venture Capital investors in Australia
Rapid advancements in Artificial Intelligence (AI) are now leading to somewhat of a revival across the global Venture Capital (VC) industry. In this report we outline some of our key observations on the broader global and local VC markets, beginning with an overview of global dynamics.
