Showing 1 to 10 of 10 articles: 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 KAYLEIGH YAP | FRIDAY, 18 JUN 2021 You and a friend have come up with a brilliant idea that you reckon will be a great business venture. So, you set up a company-you both own 50% of the company as shareholders and are appointed as directors. You know each other well and you want to get ... Read more ANA HAARSMA | FRIDAY, 9 OCT 2020 The Franchising Code of Conduct (Franchising Code) is set out in schedule 1 to the Competition and Consumer (Industry Codes-Franchising) Regulation 2014. The Franchising Code includes an obligation that the franchisor and the franchisee act in good ... Read more PAGE: 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.