Key points Too often wealth transfer plans depend on one person, making them fragile when life changes Stress testing plans against real-life scenarios reveals gaps before they cause problems Closing knowledge gaps and strengthening governance are critical Families that plan realistically protect both their wealth and their relationships Wealth transfer plans often look complete, with […]
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, […]
Minny is a Chartered Accountant and SMSF specialist. She has over 15 years’ experience in the Private Business and Family advisory team specialising in Self-Managed Superannuation. Minny predominately works with high-net worth families and enjoys getting to know them and their next generation to tailor her service based on their needs. Striving to achieve the […]
Rachna is a Client Director in the Private Business and Family Advisory team with over two decades of professional experience. While she started her career in audit and taxation, she has been a specialist accredited Family Business Adviser for more than ten years and thrives on supporting family groups to manage and grow their wealth […]
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 […]
The long-awaited transfer of business ownership from retiring boomers could kick up a gear in 2025, with 85% of dealmakers believing this will be the top deal driver in 2025, up from just 37% in 2024. But only half of dealmakers believe Australian mid-markets are well-prepared for a change in leadership, and one in four […]
Key points What is estate planning? The importance of having an estate plan in place If you do have plans in place, you should review their effectiveness As you create your 2025 “to do list”, be sure to include estate planning. But first, what is estate planning? Estate planning involves preparing your financial situation in […]
Key points Baby Boomers own 40% of SMEs, with 1 million seeking exit strategies over the next decade 1. Succession planning requires clear goals, suitable successors, and structured leadership development 1. A realistic, multi-year timeline ensures smooth leadership transition and business continuity With over a million Baby Boomer business owners preparing to retire, succession planning […]
Key points: Having a reliable Number Two allows you to focus on strategic goals and explore new opportunities Empower your Number Two by giving them decision-making power and recognising their contributions Supporting your second in command can help maintain company culture in times of transition As a middle market business owner, you have a lot […]
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 […]
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