Investing for impact loses some appeal, more education neededBY SARAH BRATTON HUGHES | FRIDAY, 12 APR 2024 3:59PM While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing, most impact investors still believe they can ...
 How can NFPs maintain financial resilience?Following two years of economic volatility and uncertainty, Australian not-for-profits (NFPs) may be poised to use this period of relative calm to increase ...  Phase two of the bear marketThe way I see this bear market playing out is in 3 phases. The good news is we've already been through the first phase.  Private equity: An opportunity for investorsThe strong returns delivered by private equity provides an excellent opportunity for investors. There are a number of factors that can explain why private ...  The rise of alternative assetsSquare pegs in round holes? The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher ...  Investment bonds lining up with valuesAs countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they ... 10 themes for 2022For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already ...  When do we pay tax in a family trust?The question is, "I want to create a discretionary trust for myself, fiancé and our future children, but do we pay tax when the income is ...  Death, taxes and net-zeroThe battlelines have been drawn for the upcoming Australian Federal election, and like the ones before it in recent history, it's going to be fought over ...  Disruption will favour medtech companies over longer-termMedical technology companies exhibit plenty of favourable characteristics similar to those of emerging small industrial companies, including scalability ...  Cryptocurrency market outlook 20222021 has been a breakout year for cryptocurrencies, with its dramatic rise through the ranks of popular culture seeing the asset class move from the fringes ... |
Latest News
Wholesale investor tests up for parliamentary review
The federal government wants to shake up the wholesale investor tests further in launching a parliamentary inquiry into the entire framework, worrying many fund managers operating in the high-net-worth space.
ACNC tightens screws on NFPs with complex corporate structures
The Australian Charities and Not-for-profits Commission (ACNC) announced it will focus on the misuse of complex corporate structures this year.
Luxury fashion house sued over Birkin bag sales
Hermes is facing an antitrust class action which alleges it only allows customers with "sufficient purchase history" to buy the infamous Birkin handbags.
Family offices still love hedge funds: Preqin
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin.
Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
