FS Private Wealth

Wills and 'the guilt of giving'

LARISA KAPUR   A Will should be structured in a way that reflects your personal wishes, not the expectations of those around you.

Engaging staff

OMER SOKER   Efficient systems and processes provide the foundation to build a culture of empowered and accountable staff.

Is India the next China?

JAMES STEWART, LUKE SMITH   India is one of the world's largest countries by population, on par with China at 1.4 billion people, and on a similar growth path to China- but some 20 years behind.

What's next for private and public market investors?

ANDREW SCHARDT   Unprecedented. Uncharted territory. Like nothing we've seen before.

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

DAMIEN OTTO   Families come in all shapes and sizes, each with their own dynamics and challenges.

Setting up a new financial services firm in Australia

LYNDA DOWLING   This paper provides an overview of what it entails to set up a brand-new financial services firm in Australia.

ACCC prosecutions in relation to unfair contracts

NICK MALEY   The Federal Court has recently delivered several decisions which must give corporations engaged in retail and financial services some pause for thought- especially in relation to their preparation of standard contract terms and conditions.

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

HELENA ROBERTSSON   The 2023 EY and University of St.Gallen Family Business Index, based on a global ranking of 500 family-owned businesses according to their revenues, reveals the largest family enterprises are growing faster than the global economy.

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 ...

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.