ACSRF Employer Sponsored Plan1300 658 776 | www.catholicsuper.com.auAcumen Corporate Superannuation1300 305 779 | www.acumensuper.com.auAllied Union Superannuation Trust (Queensland)1800 637 698 | www.austq.com.auAMG Universal Corporate Super07 3210 6733 | www.amgsuper.com.auAMIST1800 808 614 | www.amist.com.auAMP CustomSuper1300 653 456 | www.amp.com.auAMP Flexible Super - Employer Plan131 267 | www.amp.com.auAMP SignatureSuper1300 366 019 | www.signaturesuper.amp.com.auAMP Simple Super133 056 | www.amp.com.auAMP Super Directions for Business133 056 | www.amp.com.auAMP SuperLeader1300 558 557 | www.amp.com.auAMP Tailored Super133 056 | www.amp.com.auANZ Australian Staff Superannuation Scheme1800 000 086 | www.anzstaffsuper.comANZ Super Advantage133 863 | www.anz.com.auAon Master Trust - Corporate1300 880 588 | www.aonmastertrust.com.auARC Master Trust Corporate1800 101 014 | www.arcmt.com.auAsgard Employee Superannuation Account1800 998 185 | www.asgard.com.auAUSCOAL Super1300 287 262 | www.auscoalsuper.com.auAustralia Post Superannuation Scheme1300 360 373 | www.apss.com.auAustralian Christian Superannuation1800 856 653 | www.acsuper.com.au |
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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.