A well-rounded advisor, Dan has built an impressive career over the last 15 years, spending almost a decade of that time honing his skills in wealth management in a number of countries. He has always held an interest in global markets and economics, which assists him in providing bigger-picture advice to his clients. He has […]
A well-rounded and independent advisor, Brendan has extensive experience in wealth management, financial planning, investment advisory, superannuation, investment management and portfolio administration services. He possesses a unique skillset as a qualified Certified Financial Planner CFP® and Certified Public Accountant which complements his investment expertise. Now an investment advisory specialist, he uses his diverse technical skills […]
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 […]
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 […]
Many of us don’t like to think about ourselves or loved ones getting older and more frail and as a result we quite often don’t plan for it. What if you (or a loved one) start to quickly lose your health or mental capacity? Without a plan, you may find yourself rushing into decisions such […]
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 […]
Key points SMSFs can be cost-effective starting from $100,000, not just for large balances. Pooling funds from up to six members boosts cost efficiency. SMSFs offer flexibility but require time, expertise, and trustee responsibility. There is still a misconception among owners of small to medium businesses (SME) that self managed superannuation funds (SMSF) are only […]
In response to the cost-of-living crisis, next financial year (FY2024-25), all 13.6 million Australian individual taxpayers will receive a tax cut under Treasury Laws Amendment (Cost of Living Tax Cuts) Bill 2024. Workers employed under the pay as you go (PAYG) payroll scheme will see an increase in their take-home pay (after withholding tax) from […]
Key points Choose a strategy based on goals, risk appetite, and business stage. Use superannuation and family trusts for tax-effective wealth building. Protect wealth with estate planning and key insurances like income and business protection. If you are a business owner looking to create wealth you need to have the appropriate strategy before deciding on […]
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