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


Family office backs new boutique KANIKA SOOD Three founding members of Macquarie's Asian listed equities division are set to launch a boutique with the backing of a prominent family office.	Charities and trust: Glass half empty or half full? KANIKA SOOD A recent survey says Australia's trust in non-profits strengthened last year, yet complaints received by the charity regulator are rising.

Donations now accepted via Instagram KANIKA SOOD Instagram is set to add a feature that will allow its users to raise money for non-profits they are passionate about.	HNWs to embrace alternatives in 2019: Fund manager JAMIE WILLIAMSON A boutique investment firm plans to allocate much of the $175 million it raised in 2018 to alternatives, anticipating family offices and private wealth advisers will increasingly do the same.

Videos

Brought to you by

Allianz Retire+ | Retirement Matters

Managed account strategies for self-managed super funds (SMSFs)

Darren Beesley | Tackling retirement income risks

Retirement Income Forum | 2018 Highlights

MORE VIDEOS ►

Get it Monthly

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

Cover Story

MORE STORIES ►

Campaign of coalitions

TOM SNOW
FOUNDING SHAREHOLDER AND EXECUTIVE DIRECTOR
WHITEHELM CAPITAL PTY LTD

The philanthropic efforts of Tom Snow and Brooke Horne helped the LGBTI community and the marriage equality campaign mobilise one of the biggest social reforms in Australia. Darren Snyder writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►

Simon Duckett

Adviser

FS Private Wealth

Ten investment lessons for non-profits (Part one)

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 ►

Christopher Page

Managing Director

FS Private Wealth

Dynamic dynasties

The most financially sound family office can rapidly unravel if not enough attention is paid to a core principle, i.e. to build and preserve socio-emotional ...

READ MORE ►

Darren Snyder

Editor

FS Private Wealth

Challenging retirement income

A concept I have heard around the traps this year involves the removal of retirement income from our vocabularies and mindsets. There are industry notables ...

READ MORE ►

Nicole Connolly

Executive Director, Investments

FS Private Wealth

Smaller investors expected to increase allocations to unlisted infrastructure

Australia's larger industry superannuation funds have invested in unlisted infrastructure since the mid-1990s, accessing the benefits and diversification ...

READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

FEB

Allianz Retire+ Inside Retirement Roadshow

►

FEB

Allianz Retire+ Inside Retirement Roadshow

►

MAR

Allianz Retire+ Inside Retirement Roadshow

►

MAR

Allianz Retire+ Inside Retirement Roadshow

►

MAR

Allianz Retire+ Inside Retirement Roadshow

►

Your Opinion

MORE POLLS ►

How often do you engage with your high-net-worth clients?

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