Key points The new tax is still subject to legislative passage with a stated commencement of 1 July 2025. It will mean a tax of 15% on the proportion of a super fund member’s ‘earnings’ above $3m across a financial year Individuals with large super balances should be considering the best approach if the new […]
“I am passionate about working with clients to achieve their goals. I work to make sure my clients can live the lifestyle they want both now and in retirement.” Bruce Grieve is a seasoned Private Client Adviser at Pitcher Partners Private Wealth, with over 20 years of expertise in financial planning. He excels in providing […]
Todd is committed to providing personalised financial guidance to his clients. With nine years of experience in the financial planning profession, Todd brings a wealth of knowledge and expertise to help individuals and families navigate their financial journey. Todd’s approach to financial planning is rooted in empathy, understanding, and collaboration. He believes in taking the […]
Super contribution limits Due to indexation arrangements, superannuation contribution limits are set to increase from 1 July 2024. Please refer to the information below for further details. Concessional and non-concessional contribution limits The concessional contribution limit will increase from $27,500 to $30,000 from 1 July 2024. As the non-concessional contribution limit is set at four […]
The Government continuously make changes to superannuation rules which makes it necessary to review an individual’s superannuation setup each year. Below is an overview of some of the key areas that should be considered prior to 30 June 2024. Contributions What are the types of contributions? Superannuation contributions fall into two main categories: concessional and […]
January is best known for making (and breaking) resolutions, but it’s also when many couples start divorce proceedings —and that can deliver a financial shock, particularly for women. While some might welcome starting a new chapter in the new year, women can find themselves more susceptible to financial challenges following a divorce, faced with a sudden decline in household income and wealth.
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 […]
The new tax is still subject to legislative passage with a stated commencement of 1 July 2025. It will mean a tax of 15% to the proportion of ‘earnings’ above $3m at the end of a financial year. For individuals with large super balances it’s wise to start considering management strategies
With the new financial year underway, two major changes to superannuation are likely to impact many retirees to some extent
Middle market businesses continue to pull more than their share of economic weight in the Australian economy over the last 12 months as the economic landscape continued to shift and pivot in a fluid financial system.
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