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 office succession takes back seat to investments
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
Lowy family takes stake in Magellan
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
Family offices hunt opportunities in AI: Report
A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.
ISS MI acquires Family Office Access
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
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What I told a room of financial advisers about divorce
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It's a commodities supercycle, but not as you know it
At present, three major megatrends are converging to potentially initiate a prolonged supercycle in commodities over the next 25 years.
How your clients can start leaving a legacy now
Philanthropic giving often comes up in client conversations about estate planning - a time when clients are thinking about the legacy they will leave.
The complexities executives face before retirement
Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
