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


Citi expands fixed income offering for wholesale KANIKA SOOD Citi Australia is offering wholesale clients access to high-yield bonds, hybrids and capital notes, as it expands its fixed income services.	Crestone revenue up 12% to $120.5m KANIKA SOOD Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year.

Magellan chief backs health startup KANIKA SOOD When it comes to investing his own money, Magellan's chief executive Brett Cairns likes to go back to his roots in science.	Sydney boutique sharpens focus on HNWs KANIKA SOOD A Sydney real estate fund manager has established a private wealth division, as it sees opportunities to snap up new assets for syndicates of wealthy investors.

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Paddock to Pitt Street

ROBERT MILLNER
CHAIRMAN
CONTACT ASSET MANAGEMENT PTY LIMITED

Robert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's next for the business and how his family invests.

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Jamal Bakalian Solicitor Streeterlaw	Kanika Sood Senior Journalist Rainmaker Information	Catherine Chivers Senior manager, Strategic Advice Perpetual Limited	Paul Barrett Co-Founder Absolute Wealth Advisors
When friends become family	Lessons for endowments from COVID-19	Three tax tips for inheriting property	Are you ready for a high net wealth divorce?
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 ...	Inheriting property has the potential to significantly change your life - so make it count! In this article Perpetual Private senior manager of strategic ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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