Latest News

UHNWs see net zero as business opportunity

ELIZABETH MCARTHUR
The super-rich are committed to addressing climate change, especially when there's a profit to be made in the process.

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR
The wealthiest families in the world have mastered the art of asset protection through generations, even in the face of unpredictable and unprecedented events like the current pandemic.

Fairfax family office awards mandate

ELIZABETH MCARTHUR
Marinya Capital, the John Fairfax family office, has selected an investment data provider.

Significant drop in charitable giving

ELIZABETH MCARTHUR
According to the inaugural JBWere NAB Charitable Giving Index, Australians are giving less - possibly due to the pandemic.

Latest White Papers

How good is your modern slavery statement?

JAMES HALLIDAY   A modern slavery statement (Statement) is necessary for all Australian entities or entities that carry on business in Australia with a minimum annual consolidated revenue of $100 ...

Risky board business

OMER SOKER   Differences in perspectives between boards and CEOs can undermine the quality of their relationships. Unaddressed, opposing viewpoints can escalate quickly. The title of an early ...

The ABCs of NFTs

LISETTE AGUILAR   NFTs are currently the talk of the art world, but what exactly are they? 'NFT' stands for 'non-fungible token', but this still leaves many of us none the wiser. In short, however ...

Intangible assets

SAVINA RIZOVA   While the value premium is established by valuation theory and research spanning multiple decades and countries as a robust long-term driver of expected stock returns, it is volatile ...

Cybersecurity risks family enterprises and offices face during COVID-19

HELENA ROBERTSSON   Cyberattacks are accelerating as criminals and other threat actors seek to exploit the disruption caused by the coronavirus (COVID-19) pandemic. Businesses have scrambled to implement ...

CRM systems and financial advice

DYLAN NAVRA   Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide sound advice, they must also show how and why they have provided it.

Family office: Substance and robust governance

LINDA BEIDLER-D'AGUILAR   Family offices are generally recognised as integral to the cohesive and coherent management of a family's diverse business interests in tandem with its domestic and personal ...

Discretionary trusts and family law

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 ...

When is the best time to share your wealth?

SHAMAL DASS   When you choose to contribute your wealth to society, you want to make sure it has the greatest possible impact. Deciding when and how to pass it on is a huge part of that. When ...

Meeting the unique investment needs of NFPs

GRANT MUNDELL   In today's low-interest-rate environment, finding ways for not-for-profits (NFPs) and charitable trusts to meet the needs of their beneficiaries while managing risk requires a ...

CGT on a deceased's assets

BRETT DAVIES   Sometimes people make the mistake of putting specific gifts in their Will. For example, 'I leave my wedding ring to my daughter'. The result of such a gift is that capital gains ...

Succession planning for private companies

PETER TOWNSEND   For those wanting to ensure that a particular family member or a person they have specifically chosen becomes the director of a family company when the current director passes ...

Resolving, preventing shareholder disputes

KAYLEIGH YAP   You and a friend have come up with a brilliant idea that you reckon will be a great business venture. So, you set up a company-you both own 50% of the company as shareholders ...

Good faith in franchising

ANA HAARSMA   The Franchising Code of Conduct (Franchising Code) is set out in schedule 1 to the Competition and Consumer (Industry Codes—Franchising) Regulation 2014. The Franchising Code ...

Trust and understanding in families

BARCLAYS *   With a huge transfer of wealth between generations fast approaching globally, Barclays Private Bank commissioned research to investigate the relationships between generations ...

Family office bonuses

PAUL WESTALL   This paper comprises excerpts from Agreus Group's 2021 global family office bonus benchmark report. It explores how family office professionals were awarded a bonus this season ...

Turning client switching into an opportunity

NALIKA NANAYAKKARA   Shifting client demographics and preferences, as well as a flood of new digital offerings, are driving clients around the world to reconsider their wealth management relationships.

Attracting high net worth clients: Women and wealth management

WEALTH-X *   The significance of women to the wealth management sector is exponential. Now more than ever, women create and control a massive amount of wealth globally, making them an essential ...