In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth cover a range of topics including the need to keep reviewing your investment philosophy, how to avoid the mistakes in 2025, and why James said ‘No’ to an ideal client.
If you like this Australian Retirement Podcast episode, you’ll love the series. Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
- Golf Investment philosophies
- Lodging NOITC forms
- Managing salary sacrifice payments
- Utilising carry-forward concessional caps
- Taking the right pension payments
- Having correct valuations for unlisted assets
- When to have your ITR completed