Pitcher Partners

SILVER TSUNAMI INCOMING I As baby boomers' business leaders approach retirement, we're seeing a surge in business sales. In our latest Pitcher Perspective episode, Wealth Management Partner Jordan Kennedy and Corporate Finance Partner Andy Hough break down the steps to prepare a succession plan and what to consider when selling a business: https://lnkd.in/gpEhgr4p #PitcherPartners #MakingBusinessPersonal #Succession

SUPERANNUATION UPDATE I A new 15% tax on super earnings above $3 million is set to start on 1 July 2025, pending Senate approval. This tax will apply to unrealised gains without indexation above the $3million threshold. Pitcher Partners Melbourne Client Director, Brad Twentyman explains more: https://lnkd.in/gMZQqxBc #PitcherPartners #MakingBusinessPesronal #Superannuation

TAKE THE PLUNGE I Your business may already be collecting data but without a central resource its full potential is untapped. So, what are your options? Will Wright, a senior consultant within the Digital and Data Solutions team at Pitcher Partners Melbourne, suggest it's time to invest in a data "lake": https://lnkd.in/gHgMSWuy #PitcherPartners #MakingBusinessPersonal #DataLake

SKY'S THE LIMIT I One minute you’re in the office snacking on some gozleme, and the next you’re in a helicopter flying over the Great Barrier Reef! Such is the life of a secondee at Pitcher Partners Melbourne. Watch as Charlotte gives us a little snippet into her experience with our Business Advisory and Assurance group. #PitcherPartners #MakingBusinessPersonal #Secondement

FINANCIAL ROAD TEST I Investing in private credit? Make sure to "check under the bonnet". Private credit funds offer attractive returns but may come with hidden risks. Due diligence is crucial if you’re planning to invest in these funds: https://lnkd.in/d4m9AP3x #PitcherPartners #MakingBusinessPersonal #PrivateCredit

CONGRATULATIONS I We are pleased to announce that Melbourne Partner Nick Bull has been appointed the Global Head of Audit at Baker Tilly International.      Nick will continue to work with Pitcher Partners Melbourne whilst concurrently taking on this new global role. In this network-wide role he will collaborate with fellow member audit teams to execute the global audit strategy and lead efforts in audit-related business development and knowledge sharing.      As a member of Baker Tilly International, our global network, we are proud to see one of our own taking on such a prestigious position.    #PitcherPartners #MakingBusinessPersonal #BakerTilly  

AIRBNB TAX I From 1 January 2025, a new levy will be applicable to short stay accommodation in Victoria. Melbourne Tax Partner, Irina Tan explains what constitutes a "short stay", who is liable for the levy and the rate of the levy: https://lnkd.in/gAkfd4cP #PitcherPartners #MakingBusinessPersonal #Victoria #Tax

LUNCH AND LEARN | Sometimes the planets align, and that's exactly what happened at our Sydney firm recently! They had the incredible opportunity to host six Managing Partners, the National Chairman, our Operations Director, and key members from our international network, Baker Tilly over lunch. It was a chance to learn more about our national and international connections and the amazing work being done across the board. Because we like to make business personal, the panellists also shared their career journeys, achievements they are proud of and fun facts about their firms. It was a full house because, let’s face it, who doesn’t love a burrito while learning new things!

BIG NEWS | Eight of our advisers have been recognised in The Australian and Barron's Top 150 Financial Advisers 2024, with three earning spots in the top 25. What an incredible achievement! This recognition reflects the dedication of our Pitcher Partners Investment Services Melbourne and Sydney Wealth Management teams in building strong client relationships and delivering expert advice. To our clients and colleagues—thank you for your continued trust and support. Read more: https://lnkd.in/gFGv5Biu #PitcherPartners #ClientFirst #Top150Advisers

STRONG START I A small proof of concept project that focused on customer service was the catalyst for a five-year long relationship between the food distribution business, PFD Food Services Pty Ltd and Pitcher Partners Melbourne.       Swipe through to see what it was! And learn more about what the future holds here:  https://lnkd.in/gScEpkYT      #PitcherPartners #MakingBusinessPersonal #PFDFoods