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Use it or lose it as historic super cap prepares to expire

Australians could be sitting on a golden opportunity to spur their super savings this year — but if they don’t act fast, they will miss out.  That’s because in July they will lose the entitlement to claim any unused superannuation tax concessions from 2019-20, known as the concessional cap. The concessional cap is the total annual […]

Sydney Wealth Management Update Summer 2025

Welcome to our latest Wealth Update – Summer 2025, brought to you by Pitcher Partners Sydney Wealth Management. This edition covers the following topics: Demystifying private credit Curious about investing in private credit but not sure where to start? We break down the basics, explaining how this investment option has emerged and the returns on […]

Hurricane Helene’s unexpected impact on Australian investments

When a hurricane heads towards Florida, it isn’t automatically expected to make waves in Australian investments, but that’s one of the implications of Helene, which ripped through southern US states over the weekend, devastating a large swathe of North Carolina, writes Jordan Kennedy from Pitcher Partners Sydney Wealth Management. Smack in the path of the […]

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 […]

Pitcher Perspective: Automotive industry meets the market

Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting the business sector. Even though we’re accountants and advisors, we’re endlessly curious about finding better opportunities and creating better outcomes for your business. We recognise that an important piece of the puzzle is providing you with the information […]

Pitcher Perspective: Spotlight on the economy

Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting the business sector. Even though we’re accountants and advisors, we’re endlessly curious about finding better opportunities and creating better outcomes for your business. We recognise that an important piece of the puzzle is providing you with the information […]

Pitcher Perspective: Spotlight on the automotive industry – challenges and opportunities.

Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting the business sector. Even though we’re accountants and advisors, we’re endlessly curious about finding better opportunities and creating better outcomes for your business. We recognise that an important piece of the puzzle is providing you with the information […]

Pitcher Perspective

Even though we’re accountants and advisors, it’s important to us that you see beyond the numbers. We’re endlessly curious about finding better opportunities and creating better outcomes for your business or private wealth and we recognise that an important piece of the puzzle is providing you with the information to help you make the right […]

Is real estate the right asset to fund retirement?

Investment strategies evolve with changing financial needs. While real estate has been a reliable choice, especially for Australians, exploring alternative options becomes crucial in times of low debt requirements and the need for high liquidity, particularly in retirement. While property has delivered impressive returns over the years, it’s essential to keep an open mind and consider diversifying your investments to secure your financial future.

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