Estate planning is the process of detailing who will receive your assets and handle your responsibilities upon death or incapacitation. Not having a proper plan can end in unwanted outcomes and disputes. With Australians set to pass on record amounts of wealth over the coming decades, we highlight what is typically involved in conducting an [more]
We hosted Magellan Financial Group Founder Hamish Douglass for breakfast recently which was extremely insightful and well received by all those who attended.
We visited NXM’s Wallbrook Project yesterday. Conveniently, we flew into Carosue Dam directly & had just ~30km to get to Crusader-Templar targets. It was a clear reminder of the high quality infrastructure nearby. Haul trucks could be seen (roughly 300m) from Crusader carrying dirt from Northern Stars Deep South and Porphyry mining centres to Carosue [more]
Welcome to the November edition of our Monthly Insights. In this edition we will: provide some observations on the market movements for November, release Episode 15 of our short video series 3 Minute Tech where we look at Part B of the topic of Succession Planning, use our Wealth Point section to highlight considerations around operating an SMSF with [more]
A new law recently passed that increased the maximum number of members allowed in SMSFs. This means than an SMSF can now range anywhere from one to six members. Although this may open up the operation of an SMSF to new possibilities, there are a lot of things to know and consider before making decisions [more]
We attended the Walyering-5 appraisal well operations (STX – 55% & Operator, TPD.ASX – 45%), which are currently undertaking wireline logging across three sand intervals within the Jurassic aged Cattamarra Coal Measures The well will be production tested early in the new CY. Read full research note here – https://www.eurozhartleys.com/research-internal/?_sft_category=resources&_sft_business_name=stx-strike-energy-ltd
We visited WOA headquarters and warehouse facility in Kewdale, WA. The company has successfully produced high protein oat milk (HPOM) product with the addition of the company’s modified lupin protein (MLP). We see this as a significant development given typical oat milk formulas cannot compete with a dairy milks on protein. Perhaps more importantly, the [more]
Euroz Hartleys had an opportunity to visit Caspin Resources Ltd’s (CPN) Yarawindah Brook Ni-Cu-PGE Project, located ~40km north of Chalice Mining Ltd (CHN) Julimar Ni-Cu-PGE deposit and ~100km north-northeast of Perth. Timely visit given the recent release of the large maiden Julimar resource (330Mt @ ~0.58% NiEq or ~1.6g/t PdEq). Yarawindah contains similar host rocks [more]
Welcome to the October edition of our Monthly Insights. In this edition we will provide some observations on the market movements for October, release Episode 14 of our short video series 3 Minute Tech where we look at the topic of Succession Planning, use our Wealth Point section to dig into The First Home Super Saver Scheme which is aimed at [more]
Euroz Hartleys hosted a virtual Energy Conference late last week. We had eight companies present throughout the day with significant interest shown by institutional clients throughout. The O&G macro remains topical and certainly the supply demand dynamics of some agencies paint an optimistic picture for O&G producers over the next 25+ years. We note the [more]
Euroz Hartleys was provided a behind the scenes tour of the amazing developments occurring at Elizabeth Quay, courtesy of the professionals at SRG Global. There is plenty going on at site, with SRG Global busy constructing 3 towers currently, with more on the way. Many highlights during the afternoon, although some missed out on the [more]
With housing affordability presenting challenges in many parts around the country, the First Home Super Saver (FHSS) scheme allows eligible individuals to utilise superannuation to save some of the money required for a home deposit. The premise of the Government initiative is to assist buyers to accelerate their savings within the concessional environment of super. [more]
In this edition we will: share some observations on the market movements for September, provide a great insight into our Institutional Sales team through a short interview with Head of Institutional Sales, Tim Bunney, release Episode 13 of our short video series 3 Minute Tech. This episode is the third part of a three part segment on Estate Planning, where we discuss “Enduring [more]
Euroz Hartleys hosted it’s “Breakfast with Andrew Hagger” on Wednesday the 20th of October at the University Club of WA to a packed house of very interested and attentive attendees. Andrew is the CEO of the Minderoo Foundation, one of Australasia’s largest philanthropic organisations with more than AU$2 billion committed to a range of global [more]
Euroz Hartleys had an opportunity to visit Cyprium Metals’ (CYM) Nifty and Maroochydore Copper Projects, located on the western edge of the Great Sandy Desert, Paterson Province, WA. Nifty is currently the subject of a restart study, due for release this quarter (Q4CY21), which could see first copper cathode production in CY23.
For people that don’t qualify for the Age Pension and are self-funded, it may appear that there is limited support forexpenses incurred during the retirement years. However, for those eligible, the Commonwealth Seniors Health Card(CSHC) allows access to cheaper health care and other discounts. In the below, we summarise the valuable assistance and include an [more]
With Perth holding the AFL Grand Final for the first time in the games history we grabbed the opportunity to be able to put together and host our valued clients across the West Australian Corporate landscape for lunch to be a part of, and celebrate, this amazing occasion for WA. The event was a ripper. [more]
Representatives from Euroz Hartleys attended Buru Energy’s drilling operations in Canning Basin on Tuesday 21st September. We viewed the drilling of the Rafael-1 wildcat exploration well, a 37mmbbls best estimate target. The Rafael-1 exploration well is located approximately 200km east of Broome.
Euroz Hartleys hosted a virtual Nickel conference yesterday. We had 14 companies present throughout the day. The nickel macro is well understood, however we have pulled together a number of graphics to help illustrate the market dynamic. We note the Nickel cash price remains well off its all time highs, some 64% lower than 2007 [more]
We hosted a Mining Services day yesterday. Below are some notes from each of the 17 names that presented. Broadly speaking, the themes we took away from the presentations are as follows: Increasing confidence of delivery in a Covid world – we are living with it, this is how we will get to X. Guiding [more]
In this edition we will: share some observations on the market movements for the month of August, provide a great insight into our Corporate Finance team through an interview with our Co-Heads of Corporate Finance, Brian Beresford and Dale Bryan, release Episode 12 of our short video series 3 Minute Tech. This episode is the second part of [more]
We would like to congratulate the entire West African Resources team on winning the Euroz Hartleys inaugural FY21 lowest CAIC award. Looking forward to increased cash generation in FY22. CAIC takes into account all costs, with the exception of capital expenditure on new production centres (processing mill), adjusting for equity raised and dividends paid. The CAIC metric [more]
On the back of a strong rebound in profits, some of Australia’s biggest companies are in the midst of large share buy-backs. With buy-backs, the company can purchase the shares on the market or from shareholders directly (‘off-market’). For investors, making the decision to participate in these buy-backs comes down to many factors, some of [more]
Euroz Hartleys was once again an Exhibitor in the Dowerin Field Days held on August 25th and 26th in Dowerin. The event started with long lines to enter and a huge number of exhibitors. The organisers of the event have since highlighted that they achieved record breaking attendances of some 25,000 people over the two [more]
In this edition we will: cover off on the market movements for July, provide a great insight into our Research Team through an interview with our Head of Research, Jon Bishop, introduce the latest short video episode of 3 Minute Tech, where we discuss “Estate Planning – Wills and Testamentary Trusts”, provide a fantastic insight into some of our Private Wealth [more]
Euroz Hartleys had an opportunity to visit Boab Metals’ (BML) Sorby Hills Base Metal Project located in the Kimberley, WA. Sorby Hills is currently the subject of development studies, with the Definitive Feasibility Study (DFS) scheduled for release in Q1CY22.
We want to say a huge thank you to all our clients and colleagues who attended our WA Investor Night last week. What a fabulous night and turn out for Ben Cole from Wide Open Agriculture, Marcel Brandenburg – Good Drinks Australia Ltd, Peter Gibbons – Openn Negotiation and Stephen Cornish from Pentanet to share their story to investors.
In 1978, Australia abolished “death duties”, being taxes upon the estates of decedents. However, this doesn’t mean that taxes are not payable when individuals inherit wealth. There are numerous taxes that apply to estates, such as those payable on superannuation proceeds and capital gains on disposal of certain assets. Within the below, we highlight some of [more]
Welcome to our first Euroz Hartleys Monthly Insights for this financial year. In this edition: we will look at the market movements for June, showcase our new Private Wealth video featuring some of our team, provide some insights into our recent, very successful, Commission for a Cause event, and, in our Wealth Point section, we summarise some important [more]
With 2020-21 done and dusted and the new financial year upon us, there are a number of important superannuation and tax changes that have come into effect. We summarise the legislative implications, some of which may prompt a review of ongoing planning. It is also critical to note that announcements made in the recent 2021 Federal Budget may not be included as the proposals firstly require approval.
Feel free to contact your adviser if you have any queries.
Euroz Hartleys would like to thank all participants who attended our 21st Annual Rottnest Island Institutional Investor Conference. It was another exciting and successful year held at Discovery Rottnest Island, 40 Institutional clients attending and 60 companies presenting over the two and a half days. Aeris Resources Limited, Alpha Hpa Limited, Austal Limited, Australian Finance [more]
Euroz Hartleys recently visited Ora Banda Mining Limited’s (OBM) Davyhurst Gold Mine, located ~120km north-west of Kalgoorlie in WA . First gold was poured in early February 2021, with the operations now ramping-up towards targeted production levels. The Davyhurst Plant is currently being fed from ores from the Riverina open pit and Golden Eagle underground [more]
A group from Euroz Hartleys were pleased to have the opportunity to visit Proteomics International Laboratories Ltd’s (ASX: PIQ) state-of-the art facilities at the Harry Perkins Institute of Medical Research earlier this week. Advisers were provided with a close up look of the Company’s highly specialised labs and equipment. We look forward to an exciting [more]
Great day on the water last week as a group of Euroz Hartleys advisers were given a front-row seat aboard the VEEM Ltd demonstration boat and its newly upgraded gyrostabiliser. An exciting year ahead for the company as they continue to commercialise its Gyro business.
What a great turn at our Gold Evening held at the Claremont Football Club. Thank you to everyone who came along and special thanks to Mark Williams (Red 5 Limited), Mark Zeptner (RAMELIUS RESOURCES LIMITED), Nicholas Earner (Alkane Resources Ltd) and Robert Waugh (Musgrave Minerals Limited) for taking the time to present to our clients.
Euroz Securities would like to thank all participants who attended our 20th Annual Rottnest Island Institutional Investor Conference. It was another exciting and successful year held at Discovery Rottnest Island, 45 Institutional clients attending and 45 companies presenting over the two and a half days. Austal, AFG Australian Finance Group, Australis Oil & Gas Ltd, [more]