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Pitcher Perspective: Reporting season highlights August 2025

Welcome to Pitcher Perspective, where we take you beyond the headlines and go in-depth on the current issues affecting the market. This past reporting season came with a lot of surprises across the ASX. In this episode, Private Wealth Partner Jordan Kennedy and Chief Investment Officer Cameron Curko unpack the latest company results, spotlight sector […]

Karlson Tan

Karlson provides tailored strategic financial advice to high net wealth individuals and family groups. Clients often range from c-suite executives, high-income earning professionals and self-funded retirees. Karlson assists clients in accumulating and protecting personal wealth through financial advisory services including retirement planning, investment management, superannuation strategies and tax minimisation. With a strong focus on building […]

Pitcher Perspective: Spotlight on the economy – July

In this episode, Private Wealth Partner, Jordan Kennedy and Chief Investment Officer, Cameron Curko go beyond the numbers to deliver in-depth insights on the economy. Together they discuss the US tariffs and Middle East tensions dominating the headlines and their effects on the Australian and global markets. Visit our Pitcher Perspective podcast library

Pitcher Perspective: Private credit

In this episode of Pitcher Perspective, Jordan Kennedy and Andrew Wilson explore private credit, covering what it is, how it compares to other investment styles, key risks, and recent superannuation changes. They also share insights on smart investing strategies, including what to do if you come into a sudden windfall. Visit our Pitcher Perspective podcast […]

Pitcher Perspective: US focus and its global impact

In this episode, Pitcher Partners Sydney Private Wealth Partners, Jordan Kennedy and Martin Fowler unpack the complexities of American politics and economics, from the Trump administration to the impacts of US tariffs on the global market. Visit our Pitcher Perspective podcast library

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: Spotlight on the economy – September

Pitcher Partners Sydney Private Wealth Partner, Jordan Kennedy and Chief Investment Officer, Cameron Curko go beyond the numbers to deliver in-depth insights on the economy at home and abroad. Together they discuss the international markets’ reactions to a possible recession, the dominance of tech stocks and the continued effects of inflation on the Australian economy […]

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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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