Volume 4, Issue 1

Investment
STEPHEN MACDONALD  |  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 "an unacknowledged barrier to advancement in ... Read more
NICK CREGAN  |  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 financial jargon such as value at risk, volatility ... Read more
Gordon Brown
GORDON BROWN  |  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 financial jargon such as value at risk, volatility ... Read more
MARK SMITH  |  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 up negative real returns, the retail market is ... Read more
Philanthropy
David Knowles
DAVID KNOWLES  |  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
John McLeod
JOHN MCLEOD  |  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 now grown to over 1,200 as of the end of 2014, with ... Read more
Geoff Wilson
GEOFF WILSON  |  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 the board of directors, and leading service pr ... Read more
IOOF TECHNICAL SERVICES  |  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 giving can form an integral part of their investments ... Read more
Taxation & Estate Planning
ANNA HACKER  |  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. Read more
TONY FITTLER , ELAINE JACKSON  |  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 looking to transfer wealth to the next generation ... Read more
Family Office Management
WIEBE VAN DER LAAN  |  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 to ensure a successful outcome. Read more
JESSICA TASMAN-JONES  |  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 a concise definition of what exactly branding ... Read more
LAURA MILLAN  |  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 with the task to lead the Australian expansion ... Read more
BRAD SIMMONS  |  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 all of their affairs directly, or coordinating ... Read more