Taxation & Estate Planning ALEXIS KOKKINOS | 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. Read more Technology HELENA ROBERTSSON | 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 work practices and online-only interactions with ... Read more Family Office Management DANIEL BERICK | 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. Read more Compliance ANA HAARSMA | 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 that the franchisor and the franchisee act in good ... Read more Investment MICHAEL BLAKENEY , PATRICK HAYDEN | 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 economy will set new records over the coming months ... Read more RICHARD PZENA | 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 for the past 30 years (with the obvious exception ... Read more Philanthropy REGIE GARDOCE | 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? Read more SOPHIE RENTON | 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 in the past 12 months. It also draws upon in-depth ... Read more |
Latest News
Family offices still love hedge funds: Preqin
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin.
HNWI collecting activity stoops: Knight Frank
Despite a slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII).
Global economy to grow at a slower positive rate
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023.
US family office launches Australian arm
The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade.
Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.