Latest News
HARRISON WORLEY
Latest research shows Australia lost close to half a trillion dollars in wealth at the end of 2018.
KANIKA SOOD
L1 Capital's latest UK residential property fund is expecting to raise between $60 million and $70 million as financial planning groups and rich investors hunt opportunities for attractive yields.
KANIKA SOOD
The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team.
KANIKA SOOD
Pinnacle Investment Management has taken a stake in a new boutique set up by former Blue Sky executives, after it withdrew its bid to take over management of the Blue Sky Alternatives Access Fund last year.
Latest White Papers
DESIREE LUCCHESE   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.
DAVID KNOWLES   In a must read for philanthropists, Koda Capital marries existing research with its own insights to piece together a detailed picture of how Australians donate.
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 ...
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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