Volume 4 Number 1

Volume 4 Issue 1

Philanthropy

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

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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... Read more

Latest News


Significant drop in charitable giving ELIZABETH MCARTHUR According to the inaugural JBWere NAB Charitable Giving Index, Australians are giving less - possibly due to the pandemic.	Inheritance not expected: Research ELIZABETH MCARTHUR New research from the University of South Australia has revealed that the younger generation wants their parents to enjoy their retirement, and they don't feel owed an inheritance.

Sequoia launches family office ELIZABETH MCARTHUR In its latest move to expand its wealth business, Sequoia Financial Group has launched the Sequoia Family Office.	Fisher Investments launches local HNW offering ELIZABETH MCARTHUR Fisher Investments will start offering investment management services to high-net-worth private clients via its local subsidiary.

Videos

Brought to you by

FS Aspire CPD - discover your professional potential

Fairview: Find the emerging opportunities

Along the Road to Recovery: Australia's economic rebound following the impacts of the Covid-19 economic hibernation

Advisers Big Day Out 2021 | Highlights

Global Recovery: Who's Leading the Way?

MORE VIDEOS ►

Get it Monthly

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

Cover Story

MORE STORIES ►

Art and money

TIM OLSEN

Tim Olsen opens up on his sense for business and his investments, something he is at times reticent to discuss given the complex relationship between art and money. Elizabeth McArthur writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


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 ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

AUG

23-27

Best of Breed - Global equities for institutional Investors

►

AUG

30-10

Best of Breed - Global research & investment program for research managers

►

SEP

Technical Services Forum

►

SEP

Best Practice Series: Managed Accounts Forum

►

OCT

4-8

Best of Breed - Fixed income for institutional Investors

►

Your Opinion

MORE POLLS ►

Are you concerned about Australia's slow vaccine roll-out impacting property prices negatively?

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.

ACCESS MORE CONTENT

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

ACCESS MORE CONTENT

FS Super

The Journal of Superannuation Management.

MORE INFO ►

ACCESS MORE CONTENT

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

ACCESS MORE CONTENT

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Download the app

Premium subscribers can access even more content from Financial Standard.

► AFSL Support Services	► 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

► Research Houses

Volume 4 Issue 1

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Mistreated parent and loss of inheritance

Neighbours inherit waterfront estate

When friends become family

Lessons for endowments from COVID-19

Industry Events

Your Opinion

Are you concerned about Australia's slow vaccine roll-out impacting property prices negatively?