Latest News
KANIKA SOOD
A new tribe of art collectors is emerging across the globe as younger high-net-worth individuals loosen their purse strings to buy more readily than the old guard, says a new UBS report.
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A prominent high-net-worth financial adviser is aiming to have 7-10% of his clients' portfolios in alternatives as the markets mature but he's eschewing hedge funds and picking private assets instead.
KANIKA SOOD
Perpetual has announced the winner of 2019 Fulbright professional scholarship in non-profit leadership.
KANIKA SOOD
An angel investing group that invests in private companies led by LGBT founders has made its first Australian investment, ahead of the Sydney Mardi Gras this weekend.
Latest White Papers
JONATHAN STEFFANONI   In a 1970 article in the New York Times magazine, Nobel Laureate and late University of Chicago professor Milton Friedman pronounced that the social responsibility of business ...
IAN WOODS   AMP Capital's Ian Woods asks whether it's okay to exclude companies purely on ethical grounds.
LIAM DONOHUE   The small companies sector is the birthplace of many of Australia's largest companies including names such as Realestate.com, Flight Centre and TPG Telecom. However, small cap ...
JEREMY GRANTHAM   At GMO these days we argue over three different pathways to a similar dismal 20-year outlook for pension fund returns. James Montier thinks it is likely that we will have a very ...
ERIKA JONSSON   We all hope that when we've finished our working life, we can retire in comfort. However, the reality for many people, especially women, is very different. While women's participation ...
MARK WIGHTMAN   Family offices, including both single family offices, as well as multi-family offices, offer a broad range of services to high net-worth individuals and families, ranging from ...
PHILIP DE HAAN   Discretionary trusts are often established with tax issues in mind. However, there is more to discretionary trusts than tax. This article discusses the family law issues associated ...
MODORAS ACCOUNTING   In this article, we investigate the pros and cons of passing your business on to your kids. The statistics are certainly interesting.
MICHELLE GORTAN   Traditionally, wealth advisers use a succession planning framework. This involves working with the founder (or founders) to look downstream to the next generation for an effective ...
BETH KANTER   Today's non-profit marketers must be experts in learning how to shift their organizational culture towards a culture of philanthropy.
STUART SHEARY   Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and sick leave. Retiring employees ...
YVONNE CHU   With the introduction of the new super reforms, it is time to revisit the key differences and considerations when deciding whether to have an automatically reversionary nomination ...
JEFF STEINER   Market research tells us that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. These are compelling statistics which ...
MARIA LUI   This paper details the Labor party's proposal on the taxation of discretionary trusts, including how it affects the current environment for trusts and the potential impact.
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