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.

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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

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a

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