 LYNDA DOWLING | FRIDAY, 16 AUG 2024 The Spam Act 2003 applies to most Australian businesses, including financial services, that send commercial messages for marketing or other purposes. Read more  ALICIA MATAERE | SUNDAY, 21 JUL 2024 To assist employers prepare for the proposed changes to the Fair Work Act 2009 (Fair Work Act), this paper highlights the key amendments (from a total of over 80 proposed changes), which will likely have the greatest impact. Read more  ANDREW ANDREYEV | TUESDAY, 13 FEB 2024 You have just established a charitable foundation or been appointed as a director of a newly registered private ancillary fund (PAF). Read more  RACHELLE HARE | FRIDAY, 15 DEC 2023 It is illegal to include an unfair contract term in a consumer or small business standard form contract, and the courts now have the power to impose serious financial penalties for businesses (and individuals) who breach these laws. Read more LYNDA DOWLING | TUESDAY, 14 NOV 2023 This paper provides an overview of what it entails to set up a brand-new financial services firm in Australia. Read more  NICK MALEY | THURSDAY, 16 FEB 2023 The Federal Court has recently delivered several decisions which must give corporations engaged in retail and financial services some pause for thought- especially in relation to their preparation of standard contract terms and conditions. Read more ANDREW ANDREYEV | TUESDAY, 17 JAN 2023 If you have recently set up a private ancillary fund (PAF) or have been operating one for a while, you need to know about the long-term rules, obligations, and requirements of having a PAF. Read more  SAPNA GOUNDAN | WEDNESDAY, 14 DEC 2022 The ™ symbol is the little mark with the T and M letters, usually sitting on the right hand side of a trade mark. It is usually very small, yet still visible. Read more  LOUISE MCCOACH | MONDAY, 21 FEB 2022 On 4 October 2021, the 2021 International Swaps and Derivatives Association (ISDA) Interest Rate Derivatives Definition (2021 Definitions) succeeded the 2006 ISDA Interest Rate Derivates Definitions (2006 Definitions) as the market standard definitional ... Read more |
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.
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What I told a room of financial advisers about divorce
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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.
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.
