Volume 1 Number 2

Volume 1 Issue 2

Philanthropy

Structured Philanthropy Gives Certainty to Medical Research

ANDREW THOMAS | Comments | MONDAY, 15 OCT 2012

In this article Perpetual Private Wealth's Andrew Thomas champions the role of philanthropy in fostering medical research. In this article Perpetual Private Wealth's Andrew Thomas champions ... Read more

Technology

Steps to Success: Technology Implementation and the Family Office

SEAMUS O'CONCHEANAINN | Comments | MONDAY, 15 OCT 2012

Managing director of Foxrock Consulting Seamus O Concheanainn looks at the steps needed to move towards the appropriate level of back office sophistication to meet functional needs. Managing ... Read more

Taxation & Estate Planning

Legacy Planning: It's Not About The Money

LINDA BEERMAN | Comments | MONDAY, 15 OCT 2012

Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means identifying the core values that make the family who it ... Family ... Read more

Generation Wise

PAUL LUCAS | Comments | MONDAY, 15 OCT 2012

All too often the skills and values that created wealth in the first place don't make it through generations. Paul Lucas looks at how to assist the next generation in becoming stewards of the family ... All ... Read more

Investment

The Family Office's Guide to Fund Manager Selection

RICHARD WILSON | Comments | MONDAY, 15 OCT 2012

This white paper emphasises the importance of putting fund managers through a rigorous selection process. Choosing the wrong fund manager could result in principal loss, unnecessary lock up of capital ... This ... Read more

Understanding the Entrepreneur

SHANE GALLIGAN | Comments | MONDAY, 15 OCT 2012

Entrepreneurs have the extraordinary effect of shaping the industry they occupy, and as a result, have the contingent effect of generating wealth, creating employment opportunities and inspiring the ... Entrepreneurs ... Read more

The psyche of high stakes investing

JANE WATTS | Comments | MONDAY, 15 OCT 2012

BT Financial Group's Jane Watts answer questions on the psyche of high stakes investing. B ... Read more

Why China, why now?

ANDREW DALRYMPLE | Comments | MONDAY, 15 OCT 2012

With Europe immersed in an ongoing crisis and the US economy barely keeping in positive territory, investors are continuing to look for attractive investments in international markets. After a recent ... With ... Read more

Alternative investments: Chasing the puck

MARK SOWERBY | Comments | MONDAY, 15 OCT 2012

Mark Sowerby, managing director of Blue Sky Alternative Investments, takes a closer look at the Harvard Endowment Fund and compares the US experience on alternative investment with the Australian scenario ... Mark ... Read more

Family Office Management

Return of the Homme d'Affaires

ANDREW NOLAN | Comments | MONDAY, 15 OCT 2012

Head of Stonehage Family Office division Andrew Nolan exaplins why he thinks the trend towards specialisation among the advisory community has gone far enough. Head of Stonehage Family Office division ... 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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