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Sydney Wealth Update Winter 2025

Sydney Wealth Update Winter 2025

The information in these articles is current as of 2 July 2025.

Welcome to our latest Wealth Update – Winter 2025

This edition, brought to you by Pitcher Partners Sydney Private Wealth (‘PPSPW’), covers the following topics:

The latest changes across superannuation and Age Pension rules from 1 July 2025

Stay informed with the latest updates in superannuation and Age Pension rules effective from 1 July 2025. We take stock of how upcoming new rates and test thresholds will be implemented and what it might mean for your financial planning and retirement benefits. Discover more on the link below.

Stick or Twist – what to do when rates drop?

As economists anticipate a further lowering of Australian interest rates in the near term, how should investors react when cash and term deposits are increasingly yielding less? What are the right options to be considering going forward? The good news is that there’s now more choice than ever before, but a thoughtful approach is critical. To explore more click on the below link.

Equities spotlight – CrowdStrike Holdings

Understand how CrowdStrike, a cybersecurity solutions company has positioned itself as a leader in the global cybersecurity market, a space of increasing importance as more and more data is created and shifted online. In this article, we provide an overview of the business, its key growth drivers and its potential as a long-term investment.

Any advice included in this newsletter is general only and has been prepared without taking into account your objectives, financial situations or needs. Before acting on the advice you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. You should also obtain a copy of and consider the Product Disclosure Statement for any financial product mentioned before making any decisions. Past performance is not a reliable indicator of future performance. Advisers at Pitcher Partners Sydney Private Wealth (‘PPSPW’) are authorised representatives of Pitcher Partners Sydney Private Wealth Pty Limited, ABN 25 678 662 925, AFS Licence No. 563803. PPSPW is part of the Pitcher Partners Sydney Firm and is a privately owned and run company associated with the Pitcher Partners network of separate accounting firms, and is a network member of Baker Tilly International Limited.

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