FS Private Wealth - Volume 4 Number 1

Volume 4 Issue 1

Philanthropy

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 ... Read more

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 ... 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 ... 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 ... 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 ... 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 - ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

The importance of macro investing

GORDON BROWN | 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 ... Read more

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 ... 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 ... 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 ... Read more

Latest News


Aussie millionaires are cashed up: Report KARREN VERGARA A new report finds the majority of Australian millionaires are cautious investors and prefer to leave their wealth in cash rather than risk capital erosion.	Aussie HNWIs slip down global rankings KARREN VERGARA Australia's high-net-worth population slumped in the rankings of a global wealth study as millionaires shifted their portfolio to cash amid share market uncertainty.

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.

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Cover Story

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Like a Boss

DAVID ORFORD
MANAGING DIRECTOR
OPTIMUM PENSIONS PTY LTD

David Orford made his fortune with his financial software company Financial Synergy which reaped him $73 million when it sold about three years ago. He spoke to Kanika Sood about how he approaches investing in his personal life, philanthropy and his next adventure.

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Expert Feed

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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 ...

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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." ...

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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 ...

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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).

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Industry Events

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25-26

ORM 2019: Investment Operations Risk Management Forum

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OCT

Best Practice Series: Retirement Income Forum

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