While capital gains tax gets attention, we have a housing movement problemBY ROGER PERRETT | FRIDAY, 15 MAY 2026 4:10AM Australia's housing crisis is real. Demand is exceeding supply.
 Australian equities face major headwinds in 2020Australian equities exceeded market expectations in 2019, buoyed by renewed investor enthusiasm following a de-escalation of global risks and ongoing ...  Holiday home checklist for the holiday seasonThe fast-approaching Christmas holiday season is a good time for property investors to reassess their capital gains tax (CGT) obligations and associated ...  How to invest in a 'Lowe' rate environmentAs punters congregated and clinked glasses at Flemington Racecourse last week, another gathering took place, in the Reserve Bank of Australia's boardroom.  How I talk to my HNW clients and their children about moneyMost high net-worth clients I work with have a legacy to preserve.  Six mistakes for blended families to avoidBlended families should take a holistic approach to estate planning and how they pass on their wealth because getting it wrong can cause irreparable damage ...  Will Australia avoid another global recession?A recession is coming! Worries over a global recession are everywhere! The back-to-back rate cuts Australia had to haveI have a confession to make, I was a closet "no RBA rate cut in July" speculator, going against the 'big four' banks and financial market ...  Charity begins at EOFYWhile philanthropy shouldn't be viewed as an ad-hoc afterthought, the end of the financial year is an opportune time for individuals to really focus ...  Shifting sands for HNW investorsIt wasn't all that long ago that high net worth investors focused their investment efforts towards hedge funds, stocks and private equity but now ...  How to safeguard your estateIf you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ... |
Latest News
Family office succession takes back seat to investments
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
Lowy family takes stake in Magellan
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
Family offices hunt opportunities in AI: Report
A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.
ISS MI acquires Family Office Access
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
Expert Feed
What I told a room of financial advisers about divorce
A little while ago, I was invited to present a continuing professional development seminar to nearly 500 qualified financial advisers. The topic? Ethical ...
It's a commodities supercycle, but not as you know it
At present, three major megatrends are converging to potentially initiate a prolonged supercycle in commodities over the next 25 years.
How your clients can start leaving a legacy now
Philanthropic giving often comes up in client conversations about estate planning - a time when clients are thinking about the legacy they will leave.
The complexities executives face before retirement
Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
