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.
Key points SMSFs offer tax advantages but are more regulated than family trusts. Family trusts allow flexible asset use and better intergenerational wealth transfer. Using both structures together can optimise tax and asset management strategies. Family trusts and SMSFs each carry their own benefits and disadvantages in providing a way to transfer and manage your […]
Key points Personal insurances protect cashflow, lifestyle, and family in case of injury or death. Key types include life, TPD, trauma, and income protection insurance. They support estate planning, philanthropy, and financial security for business owners and executives. Many people see the benefits of car insurance or health insurance but don’t always have personal insurances. […]
Key points Define your retirement lifestyle early to guide financial planning effectively. Retirement isn’t just about money—purpose and fulfilment matter. Gradual work reduction can support income and personal wellbeing Even if you have built a valuable business, a sizeable superannuation balance, or other assets, transitioning to retirement is a big step. We are living longer, […]
Key points Over $3.5 trillion in assets will be transferred across generations in Australia between now and 2050. Inheritances make up 90% of wealth transfers, with values expected to quadruple to $500 billion annually. Strategic estate planning ensures wealth is passed on effectively, aligning with personal values and family needs. Australia is on the cusp […]
70% of all Australian businesses are family-owned and a Binding Financial Agreement helps plan for worst case scenarios. Seeking independent financial and legal advice may be the best course of action.
Bond yields have increased sharply in the last 12 months and anticipated investment returns are at levels not seen for more than a decade writes Pitcher Partners principal Andrew Wilson
With an admirable career in wealth advisory spanning 18 years, Danny was drawn to Pitcher Partners Brisbane due to the independent and client centric nature of the firm and the work he is able to deliver. His expertise lies in advising high net worth individuals and family groups, able to provide a holistic wealth management […]
Recent media articles speculating on possible superannuation changes in the upcoming Federal Budget on 25 October 2022 have many questioning what they should be doing with their super before Budget night.
As a Financial Advisor Alex has extensive experience in the formulation and implementation of both strategic and investment focused financial advice across a range of clients, including private clients, family groups and not for profit organisations. Her specialist skills lie in managing intergenerational wealth, asset allocation and portfolio management. Her extensive knowledge means that she […]
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