 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 |
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Family office investment lead joins TCorp
One of Australia's oldest family offices is farewelling its head of investment who plans to join TCorp in the new year.
Perpetual reveals decade of philanthropy insights
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Mutual Trust merges with CMS Private Advisory
Multi-family office Mutual Trust merged with CMS Private Advisory to meet an uptick in demand from South Australian clients.
Asena Family Office adds chief investment officer
The local arm of the US-based Asena Family Office has snared the high-profile John Likos as its investment chief.
Further Reading
Cover Story
Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.
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 ...
