Ethics & Governance  JAMES HALLIDAY | THURSDAY, 15 JUL 2021 A modern slavery statement (Statement) is necessary for all Australian entities or entities that carry on business in Australia with a minimum annual consolidated revenue of $100 million. Read more  ROBYN LANGSFORD | THURSDAY, 18 NOV 2021 This paper comprises an excerpt from the KPMG Australia and University of Adelaide Transition, diversity and entrepreneurship report of May 2021. This report highlighted some of the issues around family business succession and offered insights into ... Read more  SOPHIE RENTON | THURSDAY, 18 NOV 2021 This paper comprises an extract from McCrindle Research's Australian Communities Report: Understanding Australian givers to maximise the impact of NFPs. Read more  ADAM SIMMS | THURSDAY, 18 NOV 2021 The AS8001 standard was created to provide guidance on corporate governance around fraud and corruption issues due to some large global corporate collapses at the time. AS8001 was one of five standards released to guide boards and senior management ... Read more Family Office Management Investment  LISETTE AGUILAR | FRIDAY, 13 AUG 2021 NFTs are currently the talk of the art world, but what exactly are they? 'NFT' stands for 'non-fungible token', but this still leaves many of us none the wiser. In short, however, an NFT is a unique (non-fungible) code which is linked to a digital asset ... Read more  JORDAN ELISEO | THURSDAY, 18 NOV 2021 The difficulty in working out a fair value given the absence of a cash flow is only one of the challenges that can make it difficult for institutional investors to allocate to gold. Read more Philanthropy  GRANT MUNDELL | FRIDAY, 13 AUG 2021 In today's low-interest-rate environment, finding ways for not-for-profits (NFPs) and charitable trusts to meet the needs of their beneficiaries while managing risk requires a specialist approach. Read more  SHAMAL DASS | FRIDAY, 17 SEP 2021 When you choose to contribute your wealth to society, you want to make sure it has the greatest possible impact. Deciding when and how to pass it on is a huge part of that. Read more Taxation & Estate Planning  BRETT DAVIES | FRIDAY, 17 SEP 2021 Sometimes people make the mistake of putting specific gifts in their Will. For example, 'I leave my wedding ring to my daughter'. The result of such a gift is that capital gains tax (CGT) death duty will be payable on that wedding ring. At death, your ... Read more |
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Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
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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As financial advisers, we spend years working closely with clients to help them build a portfolio of wealth.
