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Balancing offence and defence in a 'higher for longer' environment

BY   |  THURSDAY, 16 NOV 2023    12:08PM

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Considerations when nominating a charity for your super upon death

HLB MANN JUDD WEALTH MANAGEMENT (NSW)
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

Eleven questions to consider when investing in an open-ended private assets fund

HAMILTON LANE
When considering an investment in an open ended or semi-liquid private assets fund, it is critical to ask certain key questions of the potential manager ...

Advocating slow and steady wealth building

BMF WEALTH
In a world that glorifies quick gains and instant gratification, BMF Wealth advocates for a slow and steady approach to building wealth.

Should Aussie global equity investors hedge their foreign currency exposure?

PENGANA CAPITAL
Australian dollar weakness has been supporting Aussie investors' returns from global equities.

Why the sun rises again on Japanese equities

TALARIA CAPITAL
Equity investors are used to false dawns in the land of the rising sun. But at long last, things are changing for the better for Japanese equities and ...

Unlocking customised portfolio services for Australian family offices

RUSSELL INVESTMENT GROUP
In today's complex financial landscape, family offices face a multitude of challenges in managing their wealth effectively and efficiently.

Why philanthropy is a growing part of financial advice

EQUITY TRUSTEES LIMITED
Financial advisers, accountants and estate planning lawyers are starting to encourage clients to consider structured giving as practising philanthropy ...

Giving more thoughtfully

JBWERE
Australia's wealthiest families are favouring a new approach to philanthropy - one that requires deep, strategic thinking - to create much-needed change ...

Happy families: The unifying force of philanthropy

IMD BUSINESS SCHOOL
Philanthropy can have a powerful galvanising effect on the broader family business ecosystem - but extracting the greatest benefit requires making trade-offs.

Building your future-ready family office in four steps

PRICEWATERHOUSECOOPERS
Creating a successful family office requires strategic planning and design. This four step guide to build your family office will provide you with a ...
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