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How to build a lasting legacy with charitable giving

Key points Your family philanthropy strategy starts with getting all family members on the same page  Research and choose the right causes together, to ensure your goals are aligned  Deciding on the appropriate philanthropic structure is complex but crucial for effective giving.  Building a wealth management plan is complex – the cornerstone of any plan […]

Jackson Riley

Jackson Riley has been with Pitcher Partners since 2021 having commenced as a Strategic Wealth Adviser following the completion of his Bachelor of Commerce and Graduate Diploma in Financial Planning.  Jackson is committed to understanding his clients and prioritising their needs which fosters trusted relationships. Specialising in wealth accumulation, he helps them establish and safeguard […]

The value of security: Understanding special disability trusts

Key points What are Special Disability Trusts (SDTs) and how do they work. The financial benefits of SDTs ranging from tax benefits and exemptions from asset and income tests. The need for professional support in establishing a SDT. Caring for a loved one with a severe disability is deeply personal, requiring carers and families to […]

Are you making plans for 2025? Add estate planning to the list!

Key points What is estate planning? The importance of having an estate plan in place If you do have plans in place, you should review their effectiveness As you create your 2025 “to do list”, be sure to include estate planning.   But first, what is estate planning? Estate planning involves preparing your financial situation in […]

Webinar: UK Inheritance Tax (IHT) Exposure – New Government, new rules

Pitcher Partners Sydney hosted a live webinar that helped attendees understand the key proposed tax changes likely to affect individuals and families with ties to both the UK and Australia. This webinar addressed whether the new changes would require attendees to plan differently for possible inheritance tax exposure. More specifically, our speaker Private Business and […]

Levi Holdsworth

Levi Holdsworth takes immense pride in his role at Pitcher Partners, where he is dedicated to serving the middle market with a personal touch. With 15 years of industry experience, he specializes in high-net-worth individuals, family offices, small to medium-sized businesses, property development, construction, hospitality, and entrepreneurial start-ups. Bringing a unique perspective as the son […]

Benjamin Scannell

With an impressive 17-year tenure at the firm, Benjamin has expertly advised clients across a broad range of industries. His speciality lies within the property and construction industry, and he has an impressive 15 year track record supporting large property development groups, in particular with respect to large scale broad acre developments and in the […]

Cathi Norman

Cathi is the driving force behind the superannuation division at Pitcher Partners Adelaide. She specialises in assisting clients with their personal tax through self-managed superannuation funds (SMSFs). Her particular interest lies in the structure of SMSFs, where she works diligently to ensure the best possible tax outcomes for trustees and members. Cathi’s in-depth knowledge of […]

Anna Hacker

A strategic advisor with a diverse range of experience, Anna assists private clients within the Pitcher Partners network with their estate planning strategies and goals. Anna has been practising law for almost two decades and is an accredited specialist in the area of Wills and Estates. While her career started in private legal practice in […]

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Responses to queries submitted via this form (“Response”) are produced by Pitcher Partners Advisors Proprietary Limited and are prepared for the exclusive use and benefit of those who are invited, and agree, to participate in the CRITICAL POINT NETWORK service. Responses provided, or any part thereof, must not be distributed, copied, used, or relied on by any other person, without our prior written consent. Any information provided is intended to be of a general nature and prepared without taking into account your objectives, circumstances, financial situation or particular needs. Any information provided does not constitute personal advice. If you act on anything contained in a Response without seeking personal advice you do so at your own risk. In providing this information, we are not purporting to act as solicitors or provide legal advice. Any information provided by us is prepared in the ordinary course of our profession and is based on the relevant law and its interpretations by relevant authorities as it stands at the time the information is provided. Any changes or modifications to the law and/or its interpretation after this time could affect the information we provide. It is not possible to guarantee that the tax authorities will not challenge a transaction or to guarantee the outcome of such a challenge if one is raised on the basis of the information we provide. To the maximum extent permitted by law, Pitcher Partners will not be liable for any loss, damage, liability or claim whatsoever suffered or incurred by any person arising directly or indirectly out of the use or reliance on the information contained within a Response. We recommend you seek a formal engagement of our professional services to consider the appropriateness of the information in a Response having regard to your objectives, circumstances, financial situation or needs before proceeding with any financial decisions. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
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