FS Private Wealth

Cultural humility: A leadership virtue

ANN SKEET   This paper provides direction for the development of the workplace virtue known as cultural humility. It defines employee experience, including employee community curation, and proposes committing resources to these efforts. It identifies competencies that can be used to cultivate skills in the workforce and suggests ways these can be woven into the intentional management and integration of corporate culture.

Developing effective stakeholder trust strategies

RAY MCHALE   A plethora of company trust issues have been exposed in the last year. As a result, major brands have been subjected to searing scrutiny and suffered catastrophic reputational damage based on poor governance practices. This should be sufficient evidence to reinforce how critical stakeholder trust is to reputation and financial performance.

Earnings surprise

RAM RASARATNAM   Exploring its critical role in equity markets and factor investing.

Using options to 'repair' a stock position

LEWIS TAIE   What if there was a way to use exchange-traded options to potentially break even, without the stock price getting back to your average purchase price?

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.

Understanding Spam Act obligations in financial services

LYNDA DOWLING   The Spam Act 2003 applies to most Australian businesses, including financial services, that send commercial messages for marketing or other purposes.

Closing loopholes legislation: Groundwork done, more to come

ALICIA MATAERE   To assist employers prepare for the proposed changes to the Fair Work Act 2009 (Fair Work Act), this paper highlights the key amendments (from a total of over 80 proposed changes), which will likely have the greatest impact.

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.

The startup funding landscape

RACHELLE HARE   This paper provides a comprehensive overview of the startup funding landscape, emphasising the critical role of early stage funding; the impact of adequate capital on business growth; the need to understand the dynamic startup funding landscape; the processes needed to secure startup funding; and common challenges faced by startups.

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 ...