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, new investment vehicles allow private investors to ... A ... 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 in you by your reading" ? Eleanor Roosevelt ... 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 ... Private ... 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 ... In ... 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 ... For ... 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 ... A ... 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 ... Visit ... 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 ... From ... 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 ... I ... 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 ... Investors ... 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 ... With ... 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 ... Developing ... 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 ... Typing ... Read more

Latest News


Farmland value grows in all states ELIZABETH MCARTHUR For the first time since 2005, every single state in Australia saw the price of farmland increase.	Bill and Melinda Gates to divorce ELIZABETH MCARTHUR Bill and Melinda Gates have filed for divorce and will now set about dividing their US$130 billion fortune.

Lowy-backed Assemby acquires childcare centres ELIZABETH MCARTHUR The Lowy Family Group backed Assembly Funds Management has acquired six early learning centres in North West Sydney.	Kin Group bids to takeover McPherson's ELIZABETH MCARTHUR Family office Kin Group has moved to acquire consumer products and wellness company McPherson's via its subsidiary Gallin.

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The wellness millionaire

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Radek Sali joined the ranks of Australia's wealthiest when his former company Swisse Wellness was acquired. The family office investor talks to Kanika Sood on how he invests and the opportunities he sees in 2021.

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Peter Townsend Principal Townsend Business and Corporate Lawyers	Elisha Edwin Associate Lawyer Conditsis Lawyers	Jamal Bakalian Solicitor Streeterlaw	Kanika Sood Senior Journalist Rainmaker Information
Mistreated parent and loss of inheritance	Neighbours inherit waterfront estate	When friends become family	Lessons for endowments from COVID-19
Can a child treat his/her parent badly and still expect a share of the parent's estate? This latest case highlights the answer. You don't need ...	In Moore v Aubusson [2020] the plaintiff couple sought a declaration that the defendant executor held the whole of the deceased's estate on trust for ...	When we think of family provisions claims that are made against a deceased person's estate, we often think of the sister who was left out of the will ...	The COVID-19 pandemic and accompanying volatility is forcing endowments to rethink how they invest, govern and grant. Kanika Sood reports on the latest ...
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