As always, we hope you enjoy our Monthly Insights.
MARKET UPDATE
As at end of August 2025
Global risk assets were broadly higher in August as investors looked through mixed earnings and softening U.S. data to focus on a likely near-term Fed cut and easing trade frictions. Australian equities notched fresh record highs during reporting season, while a weaker USD supported hard-asset prices even as oil slipped.
Ep 45: How can you save your children tax when inheriting your Super?
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.
Advance Health Directive & Enduring Power of Guardianship
Alongside an Enduring Power of Attorney, Advance Health Directives and Enduring Powers of Guardianship are individual but complementary legal documents. These documents can protect you if you no longer have the capacity to make important decisions for yourself.
Ep. 52: Tony Ottaviano, Managing Director & CEO of Liontown Resources
Our special guest for this Episode of Finding the Front is Tony Ottaviano, the Managing Director & CEO of lithium producer Liontown Resources and what an insightful and educational story it is! Raised in a close Italian family, Tony started as a graduate with a mining job in the Pilbara. He rose to the senior level management of BHP and shares his deep insights into the iron ore sector including the introduction of Fortescue Metals, the proposed takeover of Rio Tinto by BHP, drilling, leading teams, mines and production. He made the move from big business to a small lithium company called Liontown Resources after getting a call from Chair Tim Goyder and what a journey this has been. Building a company, securing offtake agreements with Ford, LG and Tesla, construction, challenges of the lithium market, the impact of China: overcapacity, involution, CATL and the recent capital raising including the cornerstone investment of $50m by the National Reconstruction Fund investment. Tony is passionate and it shines through in what really is a fantastic insight with so many takeaways.
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 9488 1400 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.
EUROZ HARTLEYS LIMITED | AFSL 230052, QV1, Level 37, 250 St Georges Tce Perth WA 6000, GPO Box 2777, PERTH, WA 6000, Australia
