look back at an important insight in our Wealth Point section on "Division 293 Tax", and
showcase a brand new episode of our "Finding the Front" podcast with special guest, Chris Stott, Co-Founder, Chief Investment Officer & Portfolio Manager of 1851 Capital.
As always, we hope you enjoy our Monthly Insights.
MARKET UPDATE
As at end of December 2025
3 MINUTE TECH
Ep 49: “Downsizer Super Contributions”
Our goal with 3 Minute Tech is to provide quick and to the point videos to explain sometimes technically challenging topics in simple and easy to understand language.
High income earners will be familiar with the somewhat dreaded ‘Division 293 tax’. However, Division 293 tax does not only apply to those people who derive substantial income from employment or self-employment. The additional tax bill can crop up as a result of taxable income from other sources.
Ep. 54: Chris Stott, Co-Founder, Chief Investment Officer & Portfolio Manager of 1851 Capital
Our special guest for this episode is highly regarded, Sydney based fund manager Chris Stott.
Chris earnt his stripes working for some 12 years with funds management luminaries Geoff Wilson, Matthew Kidman and the team at Wilson Asset Management, the majority as Chief Investment Officer and Portfolio Manager responsible for managing the investment team and overseeing the investment portfolios.
He did well. So much so that in 2014, the Australian Financial Review named Chris as one of the Five Best Young Fund Managers in Australia.
In 2019 Chris co-founded 1851 Capital leveraging his 22 years’ experience in the Australian funds management industry, and kicked off his one and only fund at the start of February in 2020. With COVID, unbeknown to Chris, literally around the corner, timing was everything and provides for a fascinating insight into investment portfolio management in very challenging times.
Outside of investment management, Chris is also Deputy Chairman of the Foundation of his beloved Sydney AFL team the Sydney Swans.
This is a podcast series where we take the time out to get to know the story behind many of the impressive people who "front" some of WA’s leading companies. Our fantastic library of episodes is a showcase of stories that provide real depth and insight into leadership and the life journey to get there.
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.
Until next month,
All the best from the team at Euroz Hartleys
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.
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