Investments & Wealth

Sydney Wealth Management Update Summer 2025

18 December 2024

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 offer. Whether you’re new to these opportunities or looking to deepen your understanding, this is a great starting point. Read on to learn more.

Hybrids, where to from here?

Discover the implications of the upcoming phase-out of bank-issued hybrid securities and how it could impact your investment strategy. Stay ahead of the curve and understand how to keep your portfolio updated by clicking the link below.

Technical update: Super reform on the bench

Stay informed on the latest developments on the Federal government’s faltering proposal on super reform. Uncover the implications of the Federal government’s proposal to raise taxes on superannuation accounts over $3 million and why it has been postponed. Discover more on the link below.

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Any advice included in this newsletter has been prepared without taking into account your objectives, financial situations or needs. Before acting on the advice you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. You should also obtain a copy of and consider the Product Disclosure Statement for any financial product mentioned before making any decisions. Past performance is not a reliable indicator of future performance. Advisors at Pitcher Partner Sydney Wealth Management are authorised representatives of Pitcher Partners Sydney Wealth Management Pty Ltd, ABN 85 135 817 766, AFSL number 336950.