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Funding retirement: Small business owners

For many business owners, their business represents a large part of their individual wealth and is integral to funding a comfortable life in retirement. There are many options available to business owners whom are seeking to bolster their retirement savings when exiting their business.

Year-end contributions and concessions

This article originally appeared in The Australian 10 April 2021. With the financial year-end fast approaching, there is still time to take advantage of the various superannuation contribution strategies and concessions that are available. This paper comprises a brief summary of these strategies and concessions. 1. Personal tax-deductible contributions Concessional contributions cap is $25,000 for […]

Andrew Wilson

After a decade working in two senior roles at Australia’s largest and longest standing financial institutions, Andrew joined Pitcher Partners, working his way up to Principal in a short time. He provides his clients counsel and guidance on all financial matters as part of an ongoing relationship, focusing on helping clients build sufficient passive investment […]

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