Volume 3 Number 1

Volume 3 Issue 1

Philanthropy

Leaving a lasting legacy is easier than you think

TABITHA LOVETT | Comments | WEDNESDAY, 21 MAY 2014

There is a saying in philanthropic circles that if you have met one philanthropist you have met one philanthropist. This idea recognises the unique nature and focus of each individual philanthropist's ... There ... Read more

Rewards and benefits of private ancillary funds

ANTONIA RUFFELL | Comments | WEDNESDAY, 21 MAY 2014

A growing number of individuals and families are taking a more strategic approach to their philanthropy. Instead of making multiple, ad hoc donations, usually because they are asked, they want to take ... A ... Read more

Family Office Management

Building a family office with outcomes in mind

JEFF STEINER | Comments | WEDNESDAY, 21 MAY 2014

We are often asked "how much money do you need before you establish your own Single Family Office?" The short answer, as with many questions in life, is "it depends." The question is a perfectly ... We ... Read more

Sustaining family weatlh across generations: The rise and fall of family wealth

IAN GILLIES | Comments | WEDNESDAY, 21 MAY 2014

Single and multi-family offices both have the same goal - ensuring the family maximise and protect their wealth. Most successful family owned businesses are directed, operated and managed as any other ... Single ... Read more

Determining Servicing Priorities: The Make-or-Buy Dilemma

PETER ENGLISCH | Comments | WEDNESDAY, 21 MAY 2014

Even the largest family office in terms of assets under management will need to assess whether or not to outsource services. Outsourcing certain services can be beneficial from a cost efficiency and ... Read more

Technology

Automating The Family Office: Solutions for Enhanced Reporting

MARK WIGHTMAN | Comments | WEDNESDAY, 21 MAY 2014

Family offices, including both single family offices, as well as multi-family offices, offer a broad range of services to high net-worth individuals and families, ranging from financial and insurance ... Family ... Read more

Taxation & Estate Planning

Capital idea: Consider using economic exposure to map portfolios instead of country domicile

PAUL HENNESSY | Comments | WEDNESDAY, 21 MAY 2014

In an integrated world economy, traditional investment approaches that define geographic mandates based on a company's country of domicile are becoming less relevant. Most large- and mid-sized companies ... In ... Read more

Harmony and a Fair Share of Assets are Key to Family Business Succession

RICHARD SHRAPNEL | Comments | WEDNESDAY, 21 MAY 2014

Business succession is not about retirement or getting the best price for your business, it's about passing on a viable business, keeping people in jobs and, for families, harmony and a fair share ... Business ... Read more

Investment

Absolute Return: A Diversifier to Traditional Fixed Income Portfolios

BEN STEINER | Comments | WEDNESDAY, 21 MAY 2014

Why absolute return makes sense now The current interest rate environment presents an inflection point for investors: anticipating that interest rates will move higher but at the same time cognisant ... Read more

Against the grain

MARK SMITH | Comments | WEDNESDAY, 21 MAY 2014

Mark Smith speaks to Kerr Neilson on his views about managing wealth, philanthropy, Chinese art and his contrarian approach to investing. The Neilson family certainly isn't afraid to go against conventional ... Mark ... Read more

Latest News


Liberman firm backs non-bank lender KANIKA SOOD A Liberman family investment company has topped up its investment in a small bank lender.	Heine family sells Netwealth shares KANIKA SOOD The Heine family took advantage of Netwealth's strong results and buoyant share price yesterday to sell down about $76 million worth of shares in the company -- a tiny sliver of their expansive holding.

Morgan Stanley duo establishes advice boutique KANIKA SOOD Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.	Mixed results at Bjelke-Peterson estate sale ELIZABETH MCARTHUR A Lloyds auction of the estate of controversial former Queensland premier Joh Bjelke-Peterson produced mixed results.

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Paddock to Pitt Street

ROBERT MILLNER
CHAIRMAN
CONTACT ASSET MANAGEMENT PTY LIMITED.

Robert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's next for the business and how his family invests.

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Anna Hacker National Manager Australian Unity Personal Financial Services	Justin Tyler Director Daintree Capital	Mervin Reed Director Tasmanian Private Wealth Advisers	Simon Duckett Adviser Koda Capital
How to safeguard your estate	Positioning portfolios for a late cycle environment	The life insurance industry in Australia is in trouble	Ten investment lessons for non-profits (Part two)
If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...	As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...	The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...	September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).
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