Taxation & Estate Planning  YVONNE CHU | FRIDAY, 13 APR 2018 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, or a binding/non-lapsing death benefit nomination for account-based ... Read more Philanthropy  BETH KANTER | FRIDAY, 13 APR 2018 Today's non-profit marketers must be experts in learning how to shift their organizational culture towards a culture of philanthropy. Read more Family Office Management Ethics & Governance  JONATHAN STEFFANONI , DESIREE LUCCHESE | FRIDAY, 22 JUN 2018 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 is to increase its profits. Read more Investment  JEREMY GRANTHAM | FRIDAY, 13 JUL 2018 At GMO these days we argue over three different pathways to a similar dismal 20-year outlook for pension fund returns. 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 ...
