ACSRF Allocated Pension Plan1300 658 776 | www.catholicsuper.com.auAMG Universal Super - Pensions07 3210 6733 | www.amgsuper.com.auAMIST Pension1800 808 614 | www.amist.com.auAMP Flexible Lifetime Allocated Pension131 267 | www.amp.com.auAMP Flexible Super - Retirement Account131 267 | www.amp.com.auAMP Retirement Directions Allocated Pension Plan133 056 | www.amp.com.auANZ OneAnswer Pension133 863 | www.anz.com.auANZ Smart Choice Pension131 287 | www.anz.com.auAon Master Trust - Pension1300 880 588 | www.aonmastertrust.com.auARC Master Trust Allocated Pension1800 226 364 | www.arcmt.com.auAsgard Elements Allocated Pension Account1800 998 185 | www.asgard.com.auAsgard eWrap Allocated Pension Account1800 998 185 | www.asgard.com.auAsgard Infinity eWrap Pension Account1800 731 812 | www.asgard.com.auAUSCOAL Super Account-based Pension1300 287 262 | www.auscoalsuper.com.auAustralian Ethical Retail Superannuation Fund - Pension1300 134 337 | www.austethical.com.auAustralianSuper Pension1300 789 932 | www.australiansuperpension.comAustSafe Super - Pension1300 131 293 | www.austsafe.com.auAvSuper - Retirement Income Stream1800 805 088 | www.avsuper.com.auPAGE: 1 |
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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.