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 ...

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 ...

A case for Indian equities

MUGUNTHAN SIVA   India is likely to be the fastest-growing economy among major economies during the 2020s according to International Monetary Fund (IMF), the World Bank and other independent agencies.

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 ...

Cybersecurity risks family enterprises and offices face during COVID-19

HELENA ROBERTSSON   Cyberattacks are accelerating as criminals and other threat actors seek to exploit the disruption caused by the coronavirus (COVID-19) pandemic. Businesses have scrambled to implement ...

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 ...

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 ...

CGT on a deceased's assets

BRETT DAVIES   Sometimes people make the mistake of putting specific gifts in their Will. For example, 'I leave my wedding ring to my daughter'. The result of such a gift is that capital gains ...

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 ...

Good faith in franchising

ANA HAARSMA   The Franchising Code of Conduct (Franchising Code) is set out in schedule 1 to the Competition and Consumer (Industry Codes-Franchising) Regulation 2014. The Franchising Code ...

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 ...

Family office bonuses

PAUL WESTALL   This paper comprises excerpts from Agreus Group's 2021 global family office bonus benchmark report. It explores how family office professionals were awarded a bonus this season ...

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 ...