Latest News

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN
The Capgemini Research Institute's World Wealth Report 2024, released today, shows high-net-worth individuals (HNWIs) and their wealth hit unprecedented levels in 2023, driven by a rebound in the global economic outlook.

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA
Geopolitical risks are dictating how family offices in the Asia Pacific invest as more intend to shift asset allocations to their home regions, according to UBS.

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN
Family offices are increasingly turning to active management or manager selection to diversify portfolios, according to the latest UBS Global Family Office Report.

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.

Latest White Papers

Developing effective stakeholder trust strategies

RAY MCHALE   A plethora of company trust issues have been exposed in the last year. As a result, major brands have been subjected to searing scrutiny and suffered catastrophic reputational damage based on poor governance practices. This should be sufficient evidence to reinforce how critical stakeholder trust is to reputation and financial performance.

Family offices and B Corps

LEE TONITTO   Family offices are private companies that manage investments and wealth for ultra-high-net-worth (UHNW) individuals and families.

Using options to 'repair' a stock position

LEWIS TAIE   What if there was a way to use exchange-traded options to potentially break even, without the stock price getting back to your average purchase price?

Big investors use ETFs to complete portfolios

TONY PATTISON   The widely recognised poster child for exchange-traded fund (ETF) adoption in Australia has been young self-directed investors who are starting their investment journey. But this hides the reality of the growing proliferation of ETFs across portfolios of all types of investors, from those getting started to large institutional investors and everything in between.

Technologies fighting climate change and biodiversity loss

TOM ATKINSON   The Earth's biodiversity is deteriorating at an alarming rate, causing damage not only to the natural world but to wider society and the global economy, which often relies upon it as a resource used directly by people and business.

Tokenisation: reducing costs and building alpha for tomorrow

ADAM BELDING   Asset managers had a difficult 2022.Calastone's Fund flows: Fighting the bear report found that 2022 saw record fund outflows across the globe, with funds seeing the biggest fall in assets under management (AUM) since the Global Financial Crisis.

Setting up a family trust in Australia

ANSHU LUKKA   Family trusts are a powerful legal tool to help protect assets, preserve private family wealth across generations, and provide tax advantages.

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 affairs, and this article examines here the opportunities afforded by the establishment of such offices, the substance and ...

Top 10 mistakes of the Australian non-profit investor

DAVID KNOWLES   This paper is intended to help people who have taken up the challenge and responsibility of investing money for the benefit of the others.

How NFPs can develop a strategy in a changing landscape

MARK HARRISON   In February 2022, Pitcher Partners surveyed senior professionals at not-for-profit (NFP) organisations to develop a deep understanding of the sector.

New franking credit and capital loss rules

MUHUNTHAN KANAGARATNAM   The Federal Government (Government) has introduced a Bill to change the tax treatment of off-market share buy-backs (where a company directly repurchases shares from its shareholders and cancels them) by listed public companies.

Managing wealth transfer in a blended family

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Charitable foundation and private ancillary fund management

ANDREW ANDREYEV   You have just established a charitable foundation or been appointed as a director of a newly registered private ancillary fund (PAF).

Unfair contract terms law changes

RACHELLE HARE   It is illegal to include an unfair contract term in a consumer or small business standard form contract, and the courts now have the power to impose serious financial penalties for businesses (and individuals) who breach these laws.

How to short-circuit family office disputes

ROBIN DODOKIN   Early preventative measures can save time, reduce costs and preserve much-needed family unity.

The largest family enterprises

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The startup funding landscape

RACHELLE HARE   This paper provides a comprehensive overview of the startup funding landscape, emphasising the critical role of early stage funding; the impact of adequate capital on business growth; the need to understand the dynamic startup funding landscape; the processes needed to secure startup funding; and common challenges faced by startups.

Growing your HNW client base

NETWEALTH INVESTMENTS   This paper is based on excerpts from Netwealth's The Advisable Australian 2022= The Established Affluent, building your high-net-worth vale proposition report. The report delves into the financial and broader attributes of the "Established Affluent" - those high-net-worth (HNW) Australians ...