FS Private Wealth - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Myer Foundation backs new strategy KANIKA SOOD Myer Foundation and the Australian Government's Clean Energy Finance Corporation are among the early investors in a global manager's new Aussie equities strategy.	Forrests donate $655m to foundation KANIKA SOOD Mining magnate Andrew Forrest and wife Nicola have donated $655 million to their philanthropic foundation.

Tribeca partners for new fund, hires lead KANIKA SOOD The Sydney boutique has partnered with an advisory firm to launch a new fund that will invest in Asian credit.	Australia's wealth takes half trillion hit HARRISON WORLEY Latest research shows Australia lost close to half a trillion dollars in wealth at the end of 2018.

Videos

Brought to you by

Fidelity: Delivering alpha through the cycles

Colonial First State: The next chapter

Exchange Traded Funds Forum | 2019 Highlights

Into the next decade of ETFs

Xplore Wealth a world of platform solutions

Zurich: Delivering value right across the customer journey

FICAP Who wants to be a RockStar - 2019 Performances

MORE VIDEOS ►

Get it Monthly

Read the latest news and white papers. Get the FS Private Wealth Monthly Newsletter.

Cover Story

MORE STORIES ►

The long game

LISA GEORGE
GLOBAL HEAD
MACQUARIE GROUP FOUNDATION

The Macquarie Group Foundation is set to give out the largest philanthropic award in its history. Its global head Lisa George spoke to FS Private Wealth about how the company leverages its resources to affect long-lasting change.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►

Anna Hacker

National Manager

FS Private Wealth

How to safeguard your estate

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 ...

READ MORE ►

Justin Tyler

Director

FS Advice

Positioning portfolios for a late cycle environment

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." ...

READ MORE ►

Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

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 ...

READ MORE ►

Simon Duckett

Adviser

FS Private Wealth

Ten investment lessons for non-profits (Part two)

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).

READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

NOV

27-29

FPA Professional Congress returns to Melbourne

►

JUN

20-27

AIOFP 2019 Conference

►

JUL

Advisers Big Day Out Sunshine Coast

►

JUL

Advisers Big Day Out Gold Coast

►

JUL

Advisers Big Day Out Bendigo

►

Your Opinion

MORE POLLS ►

If you were limited to employing just one professional to help manage your wealth, who would you pick?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing