Volume 9 Number 3

Volume 9 Issue 3

Investment

MICHAEL BLAKENEY , PATRICK HAYDEN | Comments | FRIDAY, 13 NOV 2020

Many economists, much better positioned than we are, have provided forecasts on the future prospects of the global economy. Our simplified analysis leads us to believe that it is very possible that the ... Many ... Read more

Value is a philosophy, not a factor

RICHARD PZENA | Comments | MONDAY, 21 DEC 2020

Value investing is dead. Or so, the authors of a recent academic paper titled 'Explaining the Recent Failure of Value Investing' would have us believe. They claim value investing has detracted from returns ... Value ... Read more

Technology

Cybersecurity risks family enterprises and offices face during COVID-19

HELENA ROBERTSSON | Comments | FRIDAY, 18 SEP 2020

Cyberattacks are accelerating as criminals and other threat actors seek to exploit the disruption caused by the coronavirus (COVID-19) pandemic. Businesses have scrambled to implement sweeping remote ... Cyberattacks ... Read more

Philanthropy

Choosing the right social enterprise structure

REGIE GARDOCE | Comments | FRIDAY, 13 NOV 2020

Traditionally, businesses are set up to make a profit. Not-for-profits are set up to do social good. But what if the objective is to do both? Social enterprises sit right in the middle of this spectrum—they ... Traditionally ... Read more

Purpose and profit

SOPHIE RENTON | Comments | MONDAY, 21 DEC 2020

This paper comprises an extract from McCrindle's The Australian Communities 2020 report, based on the results of respective online surveys of Australian charity workers and those who had given to a charity ... This ... Read more

Taxation & Estate Planning

Trusts at risk of incorrect distributions with significant tax consequences

ALEXIS KOKKINOS | Comments | FRIDAY, 18 SEP 2020

Understanding the definition of 'income' for trusts has always been important. However, for 30 June 2020, it has been more critical than ever due to the coronavirus (COVID-19) pandemic. The Australian ... Understanding ... Read more

Compliance

Good faith in franchising

ANA HAARSMA | Comments | FRIDAY, 9 OCT 2020

The Franchising Code of Conduct (Franchising Code) is set out in schedule 1 to the Competition and Consumer (Industry Codes—Franchising) Regulation 2014. The Franchising Code includes an obligation ... The ... Read more

Family Office Management

The entitlement trap

DANIEL BERICK | Comments | FRIDAY, 9 OCT 2020

Recognising and taking steps to address the 'entitlement trap' is a challenge that is as old as the family unit itself. The problems that can be caused within a family unit by the entitled child of privilege ... Recognising ... Read more

Latest News


Future Fund director puts WA property on the market KANIKA SOOD John Poynton has listed for sale his family's 15-bedroom property in Western Australia, with the price expected to be in the $7.5 million range.	Equity Trustees reports on 2020 giving KANIKA SOOD Equity Trustees' annual giving report says donors made 3241 grants in the year, with natural disaster being key areas of focus.

Woman allegedly left out of will because she was born by artificial insemination ELIZABETH MCARTHUR One of Australia's richest families is locked in a legal dispute over their father's will, which left out a child conceived by artificial insemination.	Reporting rules for charities relaxed KANIKA SOOD About 5000 charities will see easier financial reporting requirements from mid-2021, as the Federal Treasury amends the rules.

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Cover Story

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Legacy with a view

ANTHEA HAMMON

What can the next generation learn from a not-so-smooth succession? Anthea Hammon shares her the journey of her family, who owns Scenic World in the Blue Mountains.

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Expert Feed

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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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