Last month, Daniel Minihan 闵德南, SW Accountants & Advisors' Head of Private Clients, Wealth, and Family Office, was invited to be a guest speaker at a Mid-Autumn Festival luncheon organised by Wingate. He shares his insights on the strategic role of private credit and alternative investments in portfolios, highlighting the tax advantages and the effective use of Superannuation to enhance portfolio outcomes. "It was a fantastic afternoon filled with meaningful conversations. I enjoyed hearing the highly engaging presentation by Andrew Foster, Wingate's Portfolio Manager, as well as connecting with other guests in the room," Daniel says. "I thank Wingate for the invitation and look forward to our next collaboration." Daniel and the SW team have extensive experience in providing bespoke family office and wealth management services for ultra-high-net-worth families and in helping his clients align their financial strategies with their unique needs. Visit https://lnkd.in/dsqtDp3g for more information. #wealthmanagement #generationalwealth Natasha Wood Andy Ridings Joel Rosen Laura Chen Li Aidan Kelleher Michael Sack Joshua Biggs Kane Scriha Sandra Hii Jenni Craig Josie Caia Vicki Lam Michael Qin David Chu Gabriella Velissaris
Last week, the Wingate team celebrated the mid-autumn festival with 30 guests over lunch in Sydney. Our speakers, Andrew Foster, Wingate’s Portfolio Manager, and Daniel Minihan 闵德南, Head of Private Clients at SW Accountants & Advisors, led engaging presentations and conversations. Andrew provided a deep dive into our flagship fund products, WIP and WPSD, showcasing how Wingate continues to deliver value to investors. Daniel led a thought-provoking session on the strategic role of private credit and alternative investments in portfolios, highlighting the tax advantages and the effective use of Superannuation to enhance portfolio outcomes. Thank you to everyone who contributed to the success of this event. We look forward to future gatherings. Natasha Wood, Joel Rosen, Laura Chen Li, Aidan Kelleher, Michael Sack, Kane Scriha & Joshua Biggs