Monthly Musings

In this “Monthly Musings” for the month of October we will provide a Market and Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “How much Super should you have?”,  present an overview in our Focal Point section on “Better Targeted Super Concessions (Div. 296 Tax) Update”, and showcase a flashback to a popular episode of our “Finding the Front” podcast with special guest, Dale Henderson, Managing Director & CEO of Pilbara Minerals.

Monthly Musings

In this “Monthly Musings” for the month of September we will provide a Market and Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “Franking Credits”,  present an overview in our Focal Point section on “Deeming Rate Changes“, and showcase two flashback episodes of our “Finding the Front” podcast.  The first featuring Elizabeth Gaines, Non-Executive Director and Global Ambassador of Fortescue Metals Group, and the second with Australia’s global shipbuilder, Austal CEO, Paddy Gregg.

Monthly Musings

In this “Monthly Musings” for the month of August we will provide a Market & Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled  “How can you save your children tax when inheriting your Super?“, look back at an important insight in our Focal Point section on “Advance Health Directive & Enduring Power of Guardianship“, and showcase a brand new episode of our “Finding the Front” podcast with special guest Tony Ottaviano, Managing Director & CEO of Liontown Resources.

Monthly Musings

In this “Monthly Musings” for the month of July we will provide a Market & Economic Conditions Update, re-visit the popular episode 36 of our short video series 3 Minute Tech titled  “Your Questions Answered“, present an overview in our Focal Point section on “Using Carry Forward Concessional Contributions“, and showcase a brand new episode of our “Finding the Front” podcast with special guest John Rothwell AO, the Founder, former Executive Chair and current Independent Non-Executive Director of Australian ship building success story Austal.

Monthly Musings

In this “Monthly Musings” for the month of June we will provide a Market & Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “What are the tax consequences when inheriting Super?”, look back at an important insight in our Focal Point section on “Binding Death Benefit Nominations”, and showcase a brand new episode of our “Finding the Front” podcast featuring special guest and one of Australia’s most influential mining leaders, Jake Klein, Executive Chair of Evolution Mining.

Monthly Musings

In this “Monthly Musings” for the month of May we will provide a Market & Economic Conditions Update, showcase our “Commission for a Cause” day happening today, release a brand new episode of our short video series 3 Minute Tech titled  “EOFY-What you need to know!“, provide an important insight in our Focal Point section on “Spouse Contributions“, and showcase two brand new episodes of our “Finding the Front” podcast:

 Dino Otranto, CEO of Fortescue Metals: This episode goes beyond mining. It explores innovation at the intersection of technology and sustainability, and Fortescue’s vision of producing Green Iron—a bold roadmap that’s redefining the future of iron ore.

John Hughes, Founder of the John Hughes Group: Few names carry weight in the WA Automotive sector like John Hughes. This conversation is a rare window into the mind of one of Australia’s most enduring entrepreneurs.

As always, we hope you enjoy our Monthly Musings.

Monthly Musings

In this “Monthly Musings” for the month of April we will provide a Market & Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled  “What happens to your super on death?“, with June 30 approaching, provide an important insight in our Focal Point section with an “End of Financial Year Checklist“, and showcase a brand new episode of our “Finding the Front” podcast: the Founder, MD & CEO of leading marine solutions provider Bhagwan Marine, Loui Kannikoski. After leaving school at age 14, Loui began his career working in the family crayfishing business in Geraldton, taking over the business in the mid-1980s. In the late 90s, Loui and his family decided to change tack and shift out of crayfishing and enter the oil and gas industry as a service provider. Well the rest as they say is history.

Monthly Musings

In this “Monthly Musings” for the month of March we will provide a Market & Economic Conditions Update, re-visit the popular Episode 27 of our short video series 3 Minute Tech titled  “Capital Gains Tax“, look back at our important overview in our Focal Point section on “Enduring Power of Attorney“, and showcase three brand new, exciting episodes of our “Finding the Front” podcast highlighting the individual journeys of three leaders in their respective industries: the Founder & Managing Director of award winning property developer Blackburne Group, Paul Blackburne, biotech and life sciences veteran and Founder of Botanix  Pharmaceuticals, Matt Callahan, Robert Millner AO, Chairman of Soul Patts who is the 4th generation of his family to lead this 120+ year old company. He has been Chair for the last quarter of a century and is widely regarded as one of Australia’s most experienced and respected investors.

Monthly Musings

In this “Monthly Musings” for the month of February we will provide a Market & Economic Conditions Update, re-visit the popular Episode 28 of our short video series 3 Minute Tech titled  “Small Business Capital Gains Tax Concessions“, present an overview in our Focal Point section on “General Transfer Balance Cap“, and showcase two flashback episodes of our “Finding the Front” podcast. The first with the Managing Director of gold company Spartan Resources, Simon Lawson, and the second with Australia’s global shipbuilder, Austal CEO, Paddy Gregg.

Monthly Musings

In this “Monthly Musings” for the month of December we will provide a brief Market Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled “Your Questions Answered”, present an overview in our Focal Point section on “Transition to Retirement Income Streams (TRIS)”, and release two fantastic new episodes of our “Finding the Front” podcast. The first with legendary Australian stock picker and fund manager David Paradice AO – founder of Paradice Investment Management, and the second with lithium powerhouse, Pilbara Minerals CEO, Dale Henderson who provides some compelling insights into the current lithium market and the opportunity set going forward.