Volume 9 Number 1

Volume 9 Issue 1

Ethics & Governance

Cognitive biases in ethical decision-making

PAUL SILLS | Comments | FRIDAY, 17 APR 2020

Most people consider themselves rational, openminded thinkers, making ethical decisions in an objective, non-biased fashion. Sadly, that is rarely true as we are all susceptible to a multitude of cognitive ... ... Read more

Investment

The rupee as a diversifier

MUGUNTHAN SIVA | Comments | FRIDAY, 14 FEB 2020

Australian investors generally have significant exposure to the AUD (locally based investments like Australian-based shares, property, infrastructure, fixed income and cash. The other currency to which ... ... Read more

Investors' increasing allocations to unlisted infrastructure

NICOLE CONNOLLY | Comments | FRIDAY, 13 MAR 2020

Record-low interest rates and the increasingly uncertain equity market outlook are prompting many investors to seek new ways to generate reliable income returns. One beneficiary of this interest is unlisted ... ... Read more

A boat of one's own

KANIKA SOOD | Comments | FRIDAY, 17 APR 2020

With close to 60,000 kilometres of coastline and spots such as the Whitsundays and Hamilton Island, it's hard to fault an Aussie who has made some money and now wants to buy a boat. Over two million ... Read more

Strength in relationships

DAVID ARCAUZ | Comments | FRIDAY, 17 APR 2020

Amid fierce competition in the private equity industry, forging solid relationships is pivotal in order to stay, according to Flexstone Partners managing partner David Arcauz. Over the last 20 years ... ... Read more

Technology

CRM systems and financial advice

DYLAN NAVRA | Comments | FRIDAY, 14 FEB 2020

Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide sound advice, they must also show how and why they have provided it. To do this manually for ... ... Read more

Philanthropy

Best practice principles in philanthropy

CAITRIONA FAY | Comments | FRIDAY, 15 MAY 2020

There is much to mull over in what has been another 12 months of scrutiny for 'big' philanthropy internationally. Much of that attention has focused on the decision-makers, their power and what they ... Read more

Taxation & Estate Planning

Wealth management after liquidity events

SEAN ABBOTT | Comments | FRIDAY, 13 MAR 2020

The total or partial sale of a privately held business - also known as a 'liquidity event' - is usually the culmination of years of hard work, considered risk taking, determination and tremendous ... ... Read more

Latest News


Significant drop in charitable giving ELIZABETH MCARTHUR According to the inaugural JBWere NAB Charitable Giving Index, Australians are giving less - possibly due to the pandemic.	Inheritance not expected: Research ELIZABETH MCARTHUR New research from the University of South Australia has revealed that the younger generation wants their parents to enjoy their retirement, and they don't feel owed an inheritance.

Sequoia launches family office ELIZABETH MCARTHUR In its latest move to expand its wealth business, Sequoia Financial Group has launched the Sequoia Family Office.	Fisher Investments launches local HNW offering ELIZABETH MCARTHUR Fisher Investments will start offering investment management services to high-net-worth private clients via its local subsidiary.

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Art and money

TIM OLSEN

Tim Olsen opens up on his sense for business and his investments, something he is at times reticent to discuss given the complex relationship between art and money. Elizabeth McArthur writes.

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Expert Feed

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Peter Townsend Principal Townsend Business and Corporate Lawyers	Elisha Edwin Associate Lawyer Conditsis Lawyers	Jamal Bakalian Solicitor Streeterlaw	Kanika Sood Senior Journalist Rainmaker Information
Mistreated parent and loss of inheritance	Neighbours inherit waterfront estate	When friends become family	Lessons for endowments from COVID-19
Can a child treat his/her parent badly and still expect a share of the parent's estate? This latest case highlights the answer. You don't need ...	In Moore v Aubusson [2020] the plaintiff couple sought a declaration that the defendant executor held the whole of the deceased's estate on trust for ...	When we think of family provisions claims that are made against a deceased person's estate, we often think of the sister who was left out of the will ...	The COVID-19 pandemic and accompanying volatility is forcing endowments to rethink how they invest, govern and grant. Kanika Sood reports on the latest ...
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Volume 9 Issue 1

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Mistreated parent and loss of inheritance

Neighbours inherit waterfront estate

When friends become family

Lessons for endowments from COVID-19

Industry Events

Your Opinion

Are you concerned about Australia's slow vaccine roll-out impacting property prices negatively?