Latest News
KARREN VERGARA
Australia's high-net-worth population slumped in the rankings of a global wealth study as millionaires shifted their portfolio to cash amid share market uncertainty.
KANIKA SOOD
Myer Foundation and the Australian Government's Clean Energy Finance Corporation are among the early investors in a global manager's new Aussie equities strategy.
KANIKA SOOD
Mining magnate Andrew Forrest and wife Nicola have donated $655 million to their philanthropic foundation.
KANIKA SOOD
The Sydney boutique has partnered with an advisory firm to launch a new fund that will invest in Asian credit.
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.
RANDAL JENNEKE   For the better part of the last two years, we have been positive about the broader economic outlook, confident that improving global growth and strong corporate earnings would ...
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 ...
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 ...
CRAIG ISKOWITZ   When it comes to multifamily offices, single family offices, and ultra-high net worth divisions of large wealth management organizations they tend to be torn between two questions ...
PETER WHITEHEAD   Focusing on the purpose of family wealth and what matters most about being a successful family is an extremely valuable exercise. It facilitates many catalysts for clear roadmaps ...
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 ...
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