Key Discussion Points
April 2024

The Kids Are OK: Effective Intergenerational Wealth Transfer
Intergenerational wealth transfer is more than just passing on assets; it's about securing the financial future of generations to come.


Corporate Actions & Updates
As part of keeping you up to date on the communications that we are discussing with clients, please click below for the most recent notes.
NextDC Limited (NXT) - Retail Entitlement Offer (Do Not Participate)
Recent Monthly Market Update
Click below to read our recent market update for March, released 15 April.


Empowering Women: Bridging the Superannuation Gap with SMSF
Australian women retire with nearly half the superannuation savings of men, a gap currently under scrutiny by the Federal Government.
R&D Tax Incentive – June 2023 tax year
R&D tax incentive applications for expenditures incurred during the tax year ended 30 June 2023 are due for lodgement with AusIndustry by 30 April 2024.

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