Key points The Federal Government has released draft legislation for their redesigned tax on earnings for people with more than $3 million in super. The draft legislation is currently undergoing a consultation process and may change and further detail is still to come on some elements. The start date for Division 296 tax is 1 […]
Key points: Start early: Teaching kids about money through age-appropriate concepts like earning, saving, and goal-setting builds lifelong financial habits. Empower teens: Introducing budgeting, compound interest, and the risks of debt equips teenagers to make smarter financial decisions. Support young adults: Encouraging financial goals, emergency funds, insurance, and estate planning helps young adults navigate independence […]
Key points: Paying tax is inevitable, but paying more than you need to isn’t. Approach your finances like you would any other investment: with a clear plan, smart structures, and the flexibility to adjust as laws and circumstances change. Tax optimisation isn’t about loopholes or quick fixes, it’s about being deliberate, proactive, and strategic. For […]
Rebecca is a Director at Pitcher Partners Brisbane, where she delivers strategic and personalised superannuation advice with a strong focus on self-managed superannuation funds (SMSFs). With more than 15 years of experience, she helps professionals, business owners and retirees navigate complex superannuation regulations and make informed decisions about their financial future. Known for her practical, […]
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 […]
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 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 […]
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 […]
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 […]
“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 […]
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