What is the wealth for?BY MICHAEL KARBOURIS | MONDAY, 10 AUG 2026 4:39PM An estimated $83 trillion will pass between generations over the next two decades.
 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 ...  Giant of funds management laid to rest but legacy lives onThere aren't many people that can be considered giants of funds management. Jack Bogle, who died in January at the age of 89, was one of them.  Debunking myths of socially responsible investingSocially responsible investing (SRI), or sustainable investing, has emerged as a pragmatic and profitable investment framework in Australia. Perpetual ...  Ten investment lessons for non-profits (Part two)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). 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).  Challenging retirement incomeA concept I have heard around the traps this year involves the removal of retirement income from our vocabularies and mindsets. There are industry notables ...  Dynamic dynastiesThe 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 ...  Smaller investors expected to increase allocations to unlisted infrastructureAustralia's larger industry superannuation funds have invested in unlisted infrastructure since the mid-1990s, accessing the benefits and diversification ...  Charitable giving stalls despite increases in wealthAustralians are donating less and less each year to the 56,428 Australian charities, according to the Australian Charities and Not-for-profits Commission. |
Latest News
Family businesses turn to external chief executives: Deloitte
While family members will largely remain at the helm of family businesses post-succession, a Deloitte Private report anticipates a meaningful shift globally, with more businesses preferring outside professionals to step into the chief executive roles.
MST Financial broadens services to Alder & Partners
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research.
Australia welcomes 25k to millionaires' club: UBS
Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the latest UBS Global Wealth Report.
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.
Further Reading
Cover Story
Generation next
JAMES GOWING
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
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At present, three major megatrends are converging to potentially initiate a prolonged supercycle in commodities over the next 25 years.
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Philanthropic giving often comes up in client conversations about estate planning - a time when clients are thinking about the legacy they will leave.
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Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
