Family Office Management  JEFF STEINER | FRIDAY, 17 AUG 2018 Market research tells us that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. Read more Taxation & Estate Planning  STUART SHEARY | FRIDAY, 14 SEP 2018 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. Read more Technology  ERIKA JONSSON | SUNDAY, 21 OCT 2018 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. Read more |
Latest News
Aussie billionaires make $67k per hour: Oxfam
Australian billionaires earn $67,000 an hour, according to a new report from Oxfam, which is 1300 times more than what everyday workers make.
Ethical investment holdings double: CoreData
The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData.
Family offices turn to start-ups, M&As: PwC
Family offices have increasingly shunned real estate in favour of direct company investments over the last decade, a new report from PwC reveals.
Australia home to 43 billionaires: UBS
Australia has consistently produced billionaires over the last 10 years and is home to 43 of the richest people in the world, according to a new report from UBS.
Further Reading
Cover Story
Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
