Volume 4 Number 1

Volume 4 Issue 1

Philanthropy

Investing for non-profits - 10 essential questions

DAVID KNOWLES | Comments | WEDNESDAY, 10 JUN 2015

"What counts, in the long run, is not what you read; it is what you sift through your own mind; it is the ideas and impressions that are aroused in you by your reading" ? Eleanor Roosevelt ... Read more

A perpetual gift to Australia's future generation

GEOFF WILSON | Comments | WEDNESDAY, 10 JUN 2015

A significant number of family offices have a wealth creation arm and a philanthropic arm. While most of the times both divisions are run separately, new investment vehicles allow private investors to ... ... Read more

Trends and innovations in PAFs

JOHN MCLEOD | Comments | WEDNESDAY, 10 JUN 2015

Private ancillary funds, or PAFs, started life as part of a Howard government response to improve philanthropy in Australia. Since the first funds were established in June 2001, the number of PAFs has ... ... Read more

A perpetual gift to Australia's future generation

GEOFF WILSON | Comments | WEDNESDAY, 10 JUN 2015

In an Australian first, Future Generation Global Investment Company Limited (FGG) will provide investors with access to Australia's best global fund managers, who have agreed to work pro bono, alongside ... ... Read more

When charitable giving makes "tax-effective sense"

IOOF TECHNICAL SERVICES | Comments | WEDNESDAY, 10 JUN 2015

For some, charitable giving is part of a lifelong mission to help others and goes far beyond donating clothes or making small, one-off donations to support a favourite cause. For these people, charitable ... ... Read more

Family Office Management

Selling the family business

WIEBE VAN DER LAAN | Comments | WEDNESDAY, 10 JUN 2015

A family business is a journey - challenging, rewarding and often unpredictable. Should you decide to sell the business - often a daunting decision - careful planning and skilled execution are required ... ... Read more

How to market a family business

JESSICA TASMAN-JONES | Comments | WEDNESDAY, 10 JUN 2015

Visit Shibuya Crossing in Japan, or Times Square in New York and it's overbearing: bright billboards fighting for attention. But for all the ubiquity of brands, many people would be hard pressed to give ... ... Read more

The business of family

LAURA MILLAN | Comments | WEDNESDAY, 10 JUN 2015

From working alongside yachtsman Iain Murray to senior executive and advisory board memberof the Oatley Family Office, Melissa James has become an expert in the business of family. Now she has been challenged ... ... Read more

The 10 most common mistakes of family office investors

BRAD SIMMONS | Comments | WEDNESDAY, 10 JUN 2015

I am often struck by how overwhelmed families are by the complexity and sense of burden that comes with managing wealth across generations. Whether they have taken on the responsibility for self-managing ... ... Read more

Investment

The value of women

STEPHEN MACDONALD | Comments | WEDNESDAY, 10 JUN 2015

The term 'Glass Ceiling' is one with wide currency. A Google search of the term delivers over 50 million results. Yet oddly, amongst these, the Oxford Dictionary defines the Glass Ceiling as ... Read more

Concentrating in risk and the equity investor

NICHOLAS CREGAN | Comments | WEDNESDAY, 10 JUN 2015

Investors often wish to distill the idea of risk into a checklist of financial equations and Greek alphabetical letters, with a view of quantifying the unquantifiable. Risk is popularly defined using ... ... Read more

The importance of macro investing

GORDON BROWN | Comments | WEDNESDAY, 10 JUN 2015

Harnessing the power of alternative beta in a modern portfolio

MARK SMITH | Comments | WEDNESDAY, 10 JUN 2015

With higher fees, lower liquidity and ever-transforming risk profiles, traditional hedge fund strategies are attractive to only a handful of institutional investors. But with fixed income markets serving ... ... Read more

Taxation & Estate Planning

Seven deadly sins of estate planning

ANNA HACKER | Comments | WEDNESDAY, 10 JUN 2015

Developing a comprehensive and well-thoughtout estate plan is the only way of ensuring someone's wishes are carried out after their death but too many people are still getting it wrong. It may seem an ... ... Read more

Handing over to the next generation

TONY FITTLER , ELAINE JACKSON | Comments | WEDNESDAY, 10 JUN 2015

Typing "succession planning" into Google will generate approximately 8.1 million search results. Obviously, there is a high level of interest in the topic, both from the baby boomer generation ... ... Read more

Latest News


Family offices back Regal resources fund ELIZABETH MCARTHUR A small group of family offices have backed a new long/short resources fund from Regal Funds Management to the tune of $90 million.	What family offices want: Report ELIZABETH MCARTHUR KPMG Australia and The Table Club have produced a new report revealing how much growth family offices expect from investments and what they want from investment managers.

Cannon-Brookes takes stake in fund manager JAMIE WILLIAMSON The Atlassian co-founder has taken an equity stake in a local impact investment firm.	Family office makes crypto play ELIZABETH MCARTHUR The Smorgon family office has taken a stake in a cryptocurrency investment platform.

Videos

Brought to you by

The value of a community when you're going solo

Advisers Big Day Out 2021 | Highlights

Integrity Life: For advisers, by advisers

FS Aspire CPD - discover your professional potential

When confidence really matters

Investing for income and growth

MORE VIDEOS ►

Get it Monthly

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

Cover Story

MORE STORIES ►

Art and money

TIM OLSEN

Tim Olsen opens up on his sense for business and his investments, something he is at times reticent to discuss given the complex relationship between art and money. Elizabeth McArthur writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Jonathan Webster Director Jameson Capital	Brett Davies Partner Legal Consolidated Barristers & Solicitors	Jack Nelson Portfolio Manager Stewart Investors	Anthony Doyle Director, Cross Asset Investment Specialist Fidelity International
What UHNWs want in a fund manager	Can family trusts override the Family Court?	Emerging markets, ESG and family offices	What $14 trillion looks like
For a small number of Australian-based family offices and an increasing list of ultra-high-net-worth individuals (UHNWIs), it's a great time to be in ...	Let's consider the omnipotent, omniscient and omnipresent Family Court. For indeed no Court in Australia has more power. It is free to do what it wishes ...	The rise of environmental, social and governance (ESG) investing has pushed awareness of these issues in front of institutional family offices across ...	One of the most important channels that lower interest rates works through is via higher asset prices, leading to increased levels of household wealth.
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

NOV

Sustainable Impact Investing Webinar

►

NOV

Best Practice Series: Retirement Income Forum

►

NOV

Best Practice Series: Managed Accounts Forum

►

DEC

Best of the Best Awards

►

FEB

Chief Economists Forum

►

Your Opinion

MORE POLLS ►

Will you go back to face to face meetings before the end of 2021?

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.

ACCESS MORE CONTENT

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

ACCESS MORE CONTENT

FS Super

The Journal of Superannuation Management.

MORE INFO ►

ACCESS MORE CONTENT

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

ACCESS MORE CONTENT

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Download the app

Premium subscribers can access even more content from Financial Standard.

► AFSL Support Services	► 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

► Research Houses

Volume 4 Issue 1

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

What UHNWs want in a fund manager

Can family trusts override the Family Court?

Emerging markets, ESG and family offices

What $14 trillion looks like

Industry Events

Your Opinion

Will you go back to face to face meetings before the end of 2021?