ACSRF Allocated Pension Plan1300 658 776 | www.catholicsuper.com.auAMG Universal Super - Pensions07 3210 6733 | www.amgsuper.com.auAMIST Pension1800 808 614 | www.amist.com.auAMP Flexible Lifetime Allocated Pension131 267 | www.amp.com.auAMP Flexible Super - Retirement Account131 267 | www.amp.com.auAMP Retirement Directions Allocated Pension Plan133 056 | www.amp.com.auANZ OneAnswer Pension133 863 | www.anz.com.auANZ Smart Choice Pension131 287 | www.anz.com.auAon Master Trust - Pension1300 880 588 | www.aonmastertrust.com.auARC Master Trust Allocated Pension1800 226 364 | www.arcmt.com.auAsgard Elements Allocated Pension Account1800 998 185 | www.asgard.com.auAsgard eWrap Allocated Pension Account1800 998 185 | www.asgard.com.auAsgard Infinity eWrap Pension Account1800 731 812 | www.asgard.com.auAUSCOAL Super Account-based Pension1300 287 262 | www.auscoalsuper.com.auAustralian Ethical Retail Superannuation Fund - Pension1300 134 337 | www.austethical.com.auAustralianSuper Pension1300 789 932 | www.australiansuperpension.comAustSafe Super - Pension1300 131 293 | www.austsafe.com.auAvSuper - Retirement Income Stream1800 805 088 | www.avsuper.com.auPAGE: 1 |
Latest News
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.
HNWI collecting activity stoops: Knight Frank
Despite a slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII).
Global economy to grow at a slower positive rate
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023.
US family office launches Australian arm
The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade.
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.