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
MST Financial broadens services to Alder & Partners
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research.
Australia welcomes 25k to millionaires' club: UBS
Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the lasts UBS Global Wealth Report.
Family office succession takes back seat to investments
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
Lowy family takes stake in Magellan
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
Further Reading
Cover Story
Generation next
JAMES GOWING
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
Expert Feed
What I told a room of financial advisers about divorce
A little while ago, I was invited to present a continuing professional development seminar to nearly 500 qualified financial advisers. The topic? Ethical ...
It's a commodities supercycle, but not as you know it
At present, three major megatrends are converging to potentially initiate a prolonged supercycle in commodities over the next 25 years.
How your clients can start leaving a legacy now
Philanthropic giving often comes up in client conversations about estate planning - a time when clients are thinking about the legacy they will leave.
The complexities executives face before retirement
Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
