• hello@vostroprivate.com.au
  • Phone. 03 9867 4345
Vostro Staff News: A Fond Farewell and Warm Welcome
actor

BY VOSTRO PRIVATE WEALTH

Welcomes and Farewells

This month, we said goodbye to Grace Stewart, a much-valued member of our team. Grace has been a dedicated and professional presence in the office, known for her calm approach, strong work ethic, and commitment to delivering excellent support.

As she takes a year off to travel and explore new places, we couldn't let her go without a proper send-off. The team gathered at a local wine bar to share drinks, stories, and well wishes. It was a fitting farewell for someone who has contributed so much to our team culture and client services. Grace will be greatly missed, and we wish her all the very best on her journey.

At the same time, we’re pleased to welcome our new team member, Xavier Smith, who has joined us as a Client Services Officer. He will be supporting our financial advisers and helping ensure a smooth and responsive experience for our clients. We’re excited to have him on board and look forward to the contributions he will bring to the team.

Please join us in sending Grace our heartfelt thanks and best wishes, and in extending a warm welcome to Xavier.

Share this article:
Related articles
  • Newsletter

    EOFY Pension Planning: Avoiding Common Superannuation Pitfalls

    For many retirees with a Self-Managed Super Fund (SMSF), pension payments are designed to operate smoothly throughout the year. Once regular drawings are established, it is easy to assume everything is running exactly as intended. However, EOFY is an important reminder that SMSF pension arrangements still require regular monitoring and review.

  • Newsletter

    The Biggest Morning Tea at Vostro

    On Thursday, the 15 May, the Vostro team gathered for our very own Biggest Morning Tea, the annual Cancer Council fundraiser that brings workplaces across Australia together over baked goods, good company, and a shared purpose.

  • Newsletter

    SMSF commercial property owners and Div 296 ‘misconceptions’

    There are three misconceptions among business owners with SMSF commercial property. Nadine Connell, co-founder of Smart Business Plans, told SMSF Adviser that most common by a wide margin is that clients believe their SMSF will be under the $3 million threshold and believe they are safe from any tax impact.

  • Newsletter

    Div 296 may mean your estate pays tax on assets your beneficiaries never receive

    Exploring the unintended consequences of Division 296 when the tax and the asset decouple.