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


Heine family sells Netwealth shares KANIKA SOOD The Heine family took advantage of Netwealth's strong results and buoyant share price yesterday to sell down about $76 million worth of shares in the company -- a tiny sliver of their expansive holding.	Morgan Stanley duo establishes advice boutique KANIKA SOOD Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.

Mixed results at Bjelke-Peterson estate sale ELIZABETH MCARTHUR A Lloyds auction of the estate of controversial former Queensland premier Joh Bjelke-Peterson produced mixed results.	US surpasses Asia Pacific for HNWI growth ELIZABETH MCARTHUR For the first time in eight years, more high net worth individuals (HNWI) emerged in North America than in the Asia Pacific region.

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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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Anna Hacker National Manager Australian Unity Personal Financial Services	Justin Tyler Director Daintree Capital	Mervin Reed Director Tasmanian Private Wealth Advisers	Simon Duckett Adviser Koda Capital
How to safeguard your estate	Positioning portfolios for a late cycle environment	The life insurance industry in Australia is in trouble	Ten investment lessons for non-profits (Part two)
If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...	As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...	The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...	September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).
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Long-term Implications of COVID-19: Women in Wealth Perspectives

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