FS Private Wealth

AS8001: Fraud and Corruption Control

ADAM SIMMS   The AS8001 standard was created to provide guidance on corporate governance around fraud and corruption issues due to some large global corporate collapses at the time. AS8001 ...

Lead the conversation to lead change

SOPHIE RENTON   This paper comprises an extract from McCrindle Research's Australian Communities Report: Understanding Australian givers to maximise the impact of NFPs. The report summarises ...

To hedge or not to hedge?

NIGEL RAYMENT   To start with the basics, every international investment can be broken down into two parts. The first is probably the most obvious-the asset itself. Whether equity or debt, it ...

Gold: Defensive or growth asset?

JORDAN ELISEO   The difficulty in working out a fair value given the absence of a cash flow is only one of the challenges that can make it difficult for institutional investors to allocate to ...

Digital asset regulation in Australia

JEFF YEW   The unprecedented influx of demand for digital asset investments has exposed limitations in Australia's existing regulatory framework. As the Australian Securities and Investments ...

Decentralised finance: New financial revolution

GIORGIO MOTTA   Blockchain technology, born in 2008 in the wake of the global economic crisis triggered by sub-prime mortgages, enabled a revolutionary new form of peer-to-peer exchange of monetary ...

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 ...

Staying future focused

VICTORIA LINDORES   When death or divorce come unexpectedly, and your focus is on preserving your own physical and mental health and that of loved ones, it is normal for financials to become deprioritised.

When you've seen one blended family-you've seen one blended family

BRIAN HOR   Many lawyers talk about 'blended families' as if they are all pretty much the same. Like, if you have seen one, you have seen them all. But that is not the case. There is the ...

What is a binding financial agreement?

JOHN BUI   Due to the influence of American television, most people have heard of a pre-nuptial agreement or 'prenup', but surprisingly many have not heard of a 'binding financial ...

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 ...

COVID-19 and Australian middle-market businesses: Impacts and opportunities

GAVIN DEBONO   This paper comprises extracts from Pitcher Partners' second Business radar: understanding the businesses that drive Australia's economy report. The report presented findings from ...

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 ...

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 ...