Thanks very much to all who attended the Euroz Hartleys 23rd Annual Rottnest Island Institutional Investor Conference, it was once again very insightful and overall a tremendous success and very well received. Over the 3 days, we welcomed over 65 institutional clients with more than 200 attendees each day to view the exceptional company presentations [more]

The Government recently announced proposed changes to superannuation tax concessions for those with superannuation balances of more than $3 million. The changes are proposed to come into effect from 1 July 2025. This proposal has received a lot of commentary as further details emerged on how this extra tax could be implemented. This includes calculating [more]

In this edition we will: look at the market movements for January, re-visit Episode 12 of our short video series “3 Minute Tech” that focuses on “Estate Planning – Enduring Powers of Attorney”, in Wealth Point, we have written a paper that expands  on Advance Health Directives and Enduring Powers of Guardianship, showcase three previous episodes of our popular “Finding the Front” [more]

Similar to making a will, undertaking a care planning process can allow you to communicate preferences for treatment and care. Advance Health Directives and Enduring Powers of Guardianship assist in planning for future personal, lifestyle and treatment decision-making. These documents can ensure that in the event of incapacity, all aspects of an individual’s life can [more]

In this edition we will: look at the market movements for December, re-visit, with the start of a new year, Episode 11 of our short video series “3 Minute Tech” that focuses on “Estate Planning – Wills and Testamentary Trusts“, in Wealth Point, explore “The Work Bonus” -an assistance measure for working age pensioners, and, showcase the recently released episode of our “Finding the Front” [more]

The Work Bonus is an assistance measure for working age pensioners. For those eligible, it ensures that a portion of any income received from gainful employment does not count towards Centrelink’s income test. We summarise how the Work Bonus works, and highlight a recent alteration to the rules.

With our next issue coming out in January, on behalf of the team at Euroz Hartleys, we would like to wish everyone a very Merry Christmas and thank you for your support throughout 2022! In this edition we will: look at the market movements for November, introduce a brand new episode of our short video series “3 Minute Tech” that [more]

The Commonwealth Seniors Health Card (CSHC) is a federal government concession for self-funded retirees, allowing access to cheaper health care and other discounts. Legislation changes to substantially extend eligibility have now passed – we highlight the opportunities within the below summary.

In this edition we will: provide our update on the markets for October, introduce a brand new episode of our short video series “3 Minute Tech” that focuses on “How to Reduce the Tax when your Adult Children Inherit your Super”, deliver a new paper in Wealth Point looking at “Off-Market Buybacks”,  showcase recently released Episode 20 of our podcast “Finding [more]

The recent Federal Budget delivered on the 25th of October 2022 saw limited new measures and implications for superannuation and taxation. However, there was one announcement that has gone a little under the radar that will impact super funds, retirees and low-taxed individuals.

In this edition we will: provide our update on the markets for September, re-visit an episode of our short video series “3 Minute Tech” that focuses on “Estate Planning – Wills and Testamentary Trusts“, deliver a new paper in Wealth Point looking at “Downsizer Contributions”, and as we approach our upcoming Episode 20 of our podcast “Finding the Front” we [more]

In 2018 the government introduced the ‘Downsizer Contribution’ which enables home owners aged 65 and above to contribute $300,000 to superannuation following the sale of their home. The purpose of this was to increase specific housing supply whilst providing those who meet the eligibility requirements the potential to increase their retirement savings within the superannuation [more]

Euroz Hartleys would like to thank New World Resources (NWC), for hosting Michael Scantlebury, Murray Jacob and Rhys Simpson to Antler Copper project in Arizona. We look forward to working with NWC as they progress the project towards production.

Euroz Hartleys had an opportunity to visit Emerald Resources NL (ASX: EMR) Bullseye North Laverton project in Western Australia; and Okvau gold mine and Memot exploration project in Cambodia. Great to see first hand the exciting exploration potential and quality gold production setting the benchmarks for ESG for positive impacts both environmentally and socially within [more]

In this edition we will: provide our update on the markets for August, present a brand new episode of our short video series “3 Minute Tech” covering “Contributing to Super & the Work Test”,  deliver a new paper in Wealth Point titled “Binding Nominations” and,  showcase the latest two episodes of our podcast “Finding the Front” where we have [more]

Euroz Hartleys has been associated with the Dowerin GWN7 Machinery Field Days for more than 10 years and was very proud to be a supporting Partner this year. A number of our Euroz Hartleys team have either grown up or spent a large part of their life in the rural community, where watching the weather report and [more]

Driven by contributions and fund earnings, the total value of the superannuation pool has grown significantly over recent decades. With this comes a typical question covered in financial planning circles; ‘How does my superannuation get paid in the event of death’. A common misconception is that a will automatically deals with an individual’s superannuation assets. [more]

There has been a lot of progress in the last year, with a small exploration camp built and a lot of drilling occurring near Widgie 3 to Gillet.This is likely to be the first operation, with a scoping study expected this quarter and production targeted 2HCY23.It also means agreement for offtake is also likely soon [more]

When reviewing insurance, most of the time the focus is on the primary income earner. However, have you thought of the unfortunate situation where the primary care giver is no longer able to run the household and/or look after the children?

As we’ve just started a new financial year, it is worth exploring some positive changes to the superannuation contribution rules that are set to create significant opportunities for those aged between 67 and 75. The legislative changes come with trips and traps so let’s look at them in further detail. 

We are pleased to be able to deliver the June edition of Euroz Hartleys “Monthly Insights”. In this edition we will: provide our update on the markets for June, re-visit an episode of our short video series “3 Minute Tech” focusing on the very relevant “Estate Planning – Wills and Testamentary Trusts”,  deliver a paper in Wealth Point [more]

Greater Duchess copper project – Site visit We attended a site visit to CNB’s Greater Duchess copper project, located 70km South East of Mt Isa. The Company is currently drilling with 2 rigs (diamond and an RC) which are both concurrently extending/infilling mineralisation at both Nil Desperandum and Lady Fanny and will soon test regional [more]

In this May edition we will provide: our update on the markets for May, a new Episode 20 of short video series “3 Minute Tech” focusing on the very relevant “End of Financial Year Planning”,  a paper in Wealth Point which provides some considerations with respect to a Superannuation to-do list heading into June 30, and,  a showcase [more]

The End of Financial Year (EOFY) is once again fast approaching. This means it is time to dust off the superannuation to-do list ahead of the 30th of June 2022. Given the inevitable June end rush, as well as processing and cut-off times, it is prudent to review actions in advance of deadlines. The following [more]

All departments of Euroz Hartleys were represented at the Musgrave Minerals (MGV) site visit yesterday. Rob Waugh and his team led investors around the Cue Gold Project to observe some of the high-grade gold prospects at Moyagee (100% MGV), along with some of new targets now being tested on the Lake Austin JV ground and [more]

Where: Ravensthorpe Gold Project and Kundip Mining Centre Kyle De Souza and James McClements visited the Ravensthorpe area to see the scale of Medallion Metal’s Kundip Mining Centre (KMC) project. Managing director Paul Bennett and Exploration manager, David Groombridge presented a compelling geological case highlighting the significance of recent structural works that are nicely coming [more]

We visited Evolution Energy Minerals (EV1), Chilalo coarse flake graphite project in southern Tanzania. The Company is progressing it’s updated DFS/FEED study, overseen by Executive Director Michael Bourguignon, who previously worked at SYR’s Balama graphite project during its re-optimisation phase (post original construction and ramp up). The key differentiator of the Chilalo project is proportion [more]

Thank you Matthew Yates and the Orecorp team for hosting us their Nyanzaga gold project in Tanzania. The Company is currently progressing it’s DFS which is due to be released in the SepQ. We recognise that recent cost inflation could put upwards pressure on both capex and AISC. Numerous work programs are underway include, relocation [more]

Euroz Hartleys Private Wealth and Entrust Wealth Management hosted a breakfast for Advisers and clients on Wednesday at the The University of Western Australia Club with the special guest speaker being the iconic Australian Fund Manager and Founder of Cooper Investors (who manage some $13bln), Mr Peter Cooper. The event was very well received by all the clients as Peter Cooper and Ryan [more]

Super Guarantee (SG) is a legislated obligation for employers to provide superannuation support to Australian workers. The required minimum super contribution is set by the Government and presently sits at 10% of ordinary times earnings. SG contributions are classified as employer contributions, and these amounts count towards the employee’s concessional contribution cap (i.e. $27,500 for [more]

What an impressive turn out at our Euroz Hartleys Gold Developers/Explorers Day with over 70 clients dialling in to hear these gold companies present. It was great to see how many companies are on time and budget in a difficult operating environment. Special thanks to the mining services companies who gave insight on this and [more]

Date: 6 April 2022 Shares on issue (current): 1,959mOption and rights: 56mCash: A$12mEV: A$119m We visited Ausgold’s (AUC) Katanning Gold Project, located 275km south-east Perth and 40km from the wheatbelt town of Katanning (WA). AUC is a gold explorer, having built a large ground position within the Katanning Greenstone, an under-explored but highly prospective gold [more]

Welcome to the March edition of our Monthly Insights. In this edition we will provide our market update for March, introduce a brand new episode of “3 Minute Tech” titled “Super’s Minimum Pension Requirement”, deliver a paper in Wealth Point on the Federal Budget 2022-2023, and showcase the latest episodes of our Podcast “Finding the Front” including Episode [more]

With a Federal Election looming, the Government has unveiled a budget to assist millions of Australians facing rising cost of living pressures. The measures announced include a cut to fuel excise, cash payments for pensioners and more generous tax concessions for low-and middle-income earners. Tied in with these temporary measures, the Government is also expecting [more]

Euroz Hartleys would like to thank all participants who attended our 22nd Annual Rottnest Island Institutional Investor Conference. It was another exciting and successful year held at Discovery Rottnest Island, with over 60 Institutional clients attending and 71 companies presenting over the three day conference, two and a half days in Rottnest Island and half [more]

Trent Barnett, CFA, Tim Bunney and John Featherby from Euroz Hartleys attended a site visit to Strandline Resources Limited. Coburn mineral sands project. Construction is going well, with commissioning of WCP on track for later this year and MSP early CY23. Mineral sands prices are up strongly this year, suggesting stronger than DFS economics if [more]

As part of the government’s response to COVID-19, legislation was passed to allow a 50% temporary reduction to theminimum pension drawdown requirements. This was designed to assist retirees navigating volatile markets who donot wish to sell their investment assets while the value of those assets is reduced. As we move closer to the end of [more]

Welcome to the February edition of our Monthly Insights. In this edition we will provide our market update for February, flashback to popular Episode 1 of 3 Minute Tech “Who gets my Super when I die?”, deliver a paper in Wealth Point on Minimum Pension Payments, showcase the latest episodes of our Podcast “Finding the Front” including Episode 7 – the Chief Financial [more]

Welcome to the January edition of our Monthly Insights. In this edition we will provide our market update for January, present the latest episode of 3 Minute Tech “Investing for Children – Part B”, deliver a paper in Wealth Point to highlight how individuals can boost their superannuation balance with the use of non-concessional contributions and, [more]

As we move through the second half of the financial year, attention often turns to reviewing the merits of additionalcontributions into superannuation. When it comes to building a superannuation fund, most people acknowledge that their regular employer contributions do a large portion of the work. Non-concessional contributions can also provide significant opportunities. The important rules [more]

Welcome to the December edition of our Monthly Insights. In this edition we will: provide our market update for December present the latest episode of 3 Minute Tech on “Investing for Children” deliver a paper on Estate Planning in Wealth Point. With Australians set to pass on record amounts of wealth over the coming decades, we highlight [more]

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]