Investment STEPHEN MACDONALD | WEDNESDAY, 10 JUN 2015 The term 'Glass Ceiling' is one with wide currency. A Google search of the term delivers over 50 million results. Yet oddly, amongst these, the Oxford Dictionary defines the Glass Ceiling as "an unacknowledged barrier to advancement in ... Read more NICK CREGAN | WEDNESDAY, 10 JUN 2015 Investors often wish to distill the idea of risk into a checklist of financial equations and Greek alphabetical letters, with a view of quantifying the unquantifiable. Risk is popularly defined using financial jargon such as value at risk, volatility ... Read more GORDON BROWN | WEDNESDAY, 10 JUN 2015 Investors often wish to distill the idea of risk into a checklist of financial equations and Greek alphabetical letters, with a view of quantifying the unquantifiable. Risk is popularly defined using financial jargon such as value at risk, volatility ... Read more MARK SMITH | WEDNESDAY, 10 JUN 2015 With higher fees, lower liquidity and ever-transforming risk profiles, traditional hedge fund strategies are attractive to only a handful of institutional investors. But with fixed income markets serving up negative real returns, the retail market is ... Read more Philanthropy DAVID KNOWLES | WEDNESDAY, 10 JUN 2015 "What counts, in the long run, is not what you read; it is what you sift through your own mind; it is the ideas and impressions that are aroused in you by your reading" ? Eleanor Roosevelt Read more JOHN MCLEOD | WEDNESDAY, 10 JUN 2015 Private ancillary funds, or PAFs, started life as part of a Howard government response to improve philanthropy in Australia. Since the first funds were established in June 2001, the number of PAFs has now grown to over 1,200 as of the end of 2014, with ... Read more GEOFF WILSON | WEDNESDAY, 10 JUN 2015 In an Australian first, Future Generation Global Investment Company Limited (FGG) will provide investors with access to Australia's best global fund managers, who have agreed to work pro bono, alongside the board of directors, and leading service pr ... Read more IOOF TECHNICAL SERVICES | WEDNESDAY, 10 JUN 2015 For some, charitable giving is part of a lifelong mission to help others and goes far beyond donating clothes or making small, one-off donations to support a favourite cause. For these people, charitable giving can form an integral part of their investments ... Read more Taxation & Estate Planning ANNA HACKER | WEDNESDAY, 10 JUN 2015 Developing a comprehensive and well-thoughtout estate plan is the only way of ensuring someone's wishes are carried out after their death but too many people are still getting it wrong. Read more TONY FITTLER , ELAINE JACKSON | WEDNESDAY, 10 JUN 2015 Typing "succession planning" into Google will generate approximately 8.1 million search results. Obviously, there is a high level of interest in the topic, both from the baby boomer generation looking to transfer wealth to the next generation ... Read more Family Office Management WIEBE VAN DER LAAN | WEDNESDAY, 10 JUN 2015 A family business is a journey - challenging, rewarding and often unpredictable. Should you decide to sell the business - often a daunting decision - careful planning and skilled execution are required to ensure a successful outcome. Read more JESSICA TASMAN-JONES | WEDNESDAY, 10 JUN 2015 Visit Shibuya Crossing in Japan, or Times Square in New York and it's overbearing: bright billboards fighting for attention. But for all the ubiquity of brands, many people would be hard pressed to give a concise definition of what exactly branding ... Read more LAURA MILLAN | WEDNESDAY, 10 JUN 2015 From working alongside yachtsman Iain Murray to senior executive and advisory board memberof the Oatley Family Office, Melissa James has become an expert in the business of family. Now she has been challenged with the task to lead the Australian expansion ... Read more BRAD SIMMONS | WEDNESDAY, 10 JUN 2015 I am often struck by how overwhelmed families are by the complexity and sense of burden that comes with managing wealth across generations. Whether they have taken on the responsibility for self-managing all of their affairs directly, or coordinating ... Read more |
Latest News
Succession planning troubles family offices: J.P. Morgan
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.
Wholesale investor tests up for parliamentary review
The federal government wants to shake up the wholesale investor tests further in launching a parliamentary inquiry into the entire framework, worrying many fund managers operating in the high-net-worth space.
ACNC tightens screws on NFPs with complex corporate structures
The Australian Charities and Not-for-profits Commission (ACNC) announced it will focus on the misuse of complex corporate structures this year.
Luxury fashion house sued over Birkin bag sales
Hermes is facing an antitrust class action which alleges it only allows customers with "sufficient purchase history" to buy the infamous Birkin handbags.
Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.