Investment  MUGUNTHAN SIVA | 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 they have substantial exposure is likely to be ... Read more  NICOLE CONNOLLY | 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. Read more  KANIKA SOOD | 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. Read more  DAVID ARCAUZ | 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. Read more Technology  DYLAN NAVRA | 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 every individual client is an administrative headache ... Read more Taxation & Estate Planning  SEAN ABBOTT | 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 energy. In many circumstances, the proceeds of ... Read more Ethics & Governance  PAUL SILLS | 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 biases. Our decisions are shaped by emotional ... Read more Philanthropy  CAITRIONA FAY | 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 choose to (or choose not to) support. This is amplified ... Read more |
Latest News
More UHNWIs than ever: Report
The number of ultra-high-net-worth individuals worldwide climbed by almost 10% last year despite the ongoing pandemic, new Knight Frank research shows.
Coterie invests in wealth platform
Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration.
KPMG family business consultants launch advisory firm
KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched Lineage Group, a new Australian advisory firm specialising in working with successful business families.
Family offices embrace crypto: BNY Mellon
BNY Mellon's inaugural Global Family Office Survey shows 77% of family offices are engaging with cryptocurrencies while those already invested plan to up their exposures.
Cover Story
Out with the old
MARK CARNEGIE
FOUNDING PARTNER
M.H. CARNEGIE & CO. PTY LTD
FOUNDING PARTNER
M.H. CARNEGIE & CO. PTY LTD
Venture capitalist Mark Carnegie was born into a wealthy and successful family and is attune to his exceptional privilege. Here he shares with Elizabeth McArthur his investing philosophy, philanthropic work and why he thinks the smart money is in cryptocurrency.
Expert Feed
The rise of alternative assets
Square pegs in round holes? The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher ...
Investment bonds lining up with values
As countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they ...
10 themes for 2022
For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already ...
When do we pay tax in a family trust?
The question is, "I want to create a discretionary trust for myself, fiancé and our future children, but do we pay tax when the income is ...
