Market Update - July 2026

3 Minute Tech 

3 Minute Tech is all about breaking down technically challenging wealth management topics into quick, easy-to-understand videos. In this edition we re-visit a recent episode which focuses on "What happens to your Super on death?".

Finding The Front: Andrew Mitchell

Founder and Senior Portfolio Manager of Ophir Asset Management

Our special guest for this Episode is Andrew Mitchell, in what is another absolute ripper of an episode and an opportunity to hear from a leader in their field.

Andrew unpacks growing up in Adelaide, his career including his first roles leading to the amazing opportunity to work with David Paradice and his team, the GFC impact on his views and investing outlook, starting Ophir and the principals of the company and his mindset behind building one of Australia’s most highly regarded small and mid-cap fund managers.

Andrew absolutely lives and breathes investing. The conversation includes views on the impact of recent tax changes, local Fund Managers he looks up to, the competitive funds management marketplace, starting out in the industry and the current market domestically and in the US, and looking forward across business, and life.

2026 Dowerin Machinery Field Days

Euroz Hartleys will be attending the 2026 Dowerin Machinery Field day on the 26th to the 27th of August. Come visit the team at site 42 to chat all things wealth management, investment strategy, and how we support WA’s farming and regional communities. We look forward to connecting with our clients, families, friends and the wider regional community. 

Please do not hesitate to forward this edition of "Monthly Insights" to those who you believe may benefit, or alternatively they are welcome to contact us to learn more about the services we provide.

Euroz Hartleys Limited
ABN 33 104 195 057
AFSL 230052
Address: QV1, Level 37, 250 St Georges Terrace, Perth WA 6000
Telephone: +61 8 9268 2888
Email: info@eurozhartleys.com

This publication has been compiled by Euroz Hartleys Limited ABN 33 104 195 057 AFSL 230052.

This publication is current as at time of preparation. Past performance is not a reliable indicator of future performance. Any outlooks in this publication are predictive in character. Whilst every effort has been taken to ensure that the assumptions on which the outlooks given in this publication are based are reasonable, the outlooks may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from our outlooks. Material contained in this publication is an overview or summary only and it should not be considered a comprehensive statement on any matter nor relied upon as such. The information and any advice in this publication do not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This publication may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. We are not responsible for such material. To the maximum extent permitted by law: (a) no guarantee, representation or warranty is given that any information or advice in this publication is complete, accurate, up-to-date or fit for any purpose; and (b) neither Euroz Hartleys Limited, or its representatives, is in any way liable to you (including for negligence) in respect of any reliance upon such information or advice. It is important that your personal circumstances are taken into account before making any financial decision and we recommend you seek detailed and specific advice from your adviser before acting on any information or advice in this publication. Any taxation position described in this publication is general and should only be used as a guide. It does not constitute tax advice and is based on current laws and our interpretation. You should consult a registered tax agent for specific tax advice on your circumstances.  For further information on any issue discussed in this publication, or on any financial matter, please contact your adviser.