Abound Paraplanning Services1300 226 863 | https://aboundparaplanning.com.auAdvant Group1300 738 707 | www.advant.com.auAged Care Guru Pty Ltd1300 855 770 | https://agedcaregurus.com.auAged Care Steps Pty Limited1300 226 816 | www.agedcaresteps.com.auAmalgamated Australian Investment Group61 2 8356 9356 | https://aaigl.com.auAssured Support61 2 8330 6628 | www.assuredsupport.com.auAudere Coaching & Consulting61 2 8006 7590 | https://www.audere.com.auAustralian Super Fund Audits61 8 8212 8710 | www.asfaudits.com.auPAGE: 1 |
Latest News
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.
Family offices still love hedge funds: Preqin
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin.
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.