Volume 9 Number 2

Volume 9 Issue 2

Philanthropy

The outlook for philanthropy during COVID-19

JOHN MCLEOD | Comments | FRIDAY, 17 JUL 2020

This report attempts to estimate the outlook for philanthropy and volunteering in Australia during the unprecedented combination of a major economic downturn and a significant global health crisis. We ... This ... Read more

Taxation & Estate Planning

Executive share schemes: Structuring, taxation and investment strategies

SABIL CHOWDHURY | Comments | FRIDAY, 17 JUL 2020

An employee share scheme is often the single most important source of wealth generation for an executive over their working life. Employee share schemes come in different forms with different potential ... An ... Read more

Directors' personal liability extended to include companies' GST liabilities

LETTY CHEN , ROBYN JACOBSON | Comments | FRIDAY, 14 AUG 2020

Recently enacted legislation has extended the director penalty rules to include goods and services tax (GST), luxury car tax and wine equalisation tax. For tax quarters commencing from 1 April 2020 ... Read more

Family Office Management

Working for a single family office

PETER PONTIKIS | Comments | FRIDAY, 12 JUN 2020

Single family offices (SFOs) are designed to centralise the management of significant family fortunes in excess of $30-50 million, though overseas experience tends to suggest that for the office to be ... Single ... Read more

Latest News


Citi expands fixed income offering for wholesale KANIKA SOOD Citi Australia is offering wholesale clients access to high-yield bonds, hybrids and capital notes, as it expands its fixed income services.	Crestone revenue up 12% to $120.5m KANIKA SOOD Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year.

Magellan chief backs health startup KANIKA SOOD When it comes to investing his own money, Magellan's chief executive Brett Cairns likes to go back to his roots in science.	Sydney boutique sharpens focus on HNWs KANIKA SOOD A Sydney real estate fund manager has established a private wealth division, as it sees opportunities to snap up new assets for syndicates of wealthy investors.

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Paddock to Pitt Street

ROBERT MILLNER
CHAIRMAN
CONTACT ASSET MANAGEMENT PTY LIMITED

Robert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's next for the business and how his family invests.

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Jamal Bakalian Solicitor Streeterlaw	Kanika Sood Senior Journalist Rainmaker Information	Catherine Chivers Senior manager, Strategic Advice Perpetual Limited	Paul Barrett Co-Founder Absolute Wealth Advisors
When friends become family	Lessons for endowments from COVID-19	Three tax tips for inheriting property	Are you ready for a high net wealth divorce?
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 ...	Inheriting property has the potential to significantly change your life - so make it count! In this article Perpetual Private senior manager of strategic ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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