Showing 1 to 10 of 22 articles: RAY MCHALE | FRIDAY, 12 APR 2024 A plethora of company trust issues have been exposed in the last year. As a result, major brands have been subjected to searing scrutiny and suffered catastrophic reputational damage based on poor governance practices. This should be sufficient evidence ... Read more LEE TONITTO | FRIDAY, 15 DEC 2023 Family offices are private companies that manage investments and wealth for ultra-high-net-worth (UHNW) individuals and families. Read more LARISA KAPUR | WEDNESDAY, 13 SEP 2023 A Will should be structured in a way that reflects your personal wishes, not the expectations of those around you. Read more OMER SOKER | FRIDAY, 12 MAY 2023 Efficient systems and processes provide the foundation to build a culture of empowered and accountable staff. Read more TONY YOUNG | FRIDAY, 14 OCT 2022 When we think of governance, it is often large corporations and their boards- rather than small-to-medium enterprise (SMEs) - that spring to mind. Read more KOSMAS PAPADOPOULOS | THURSDAY, 11 AUG 2022 In the 2019 proxy season, 'overboarding' became a centre-stage issue for many companies and investors. Read more LUCIE BIELCZYKOVA , STEVE SUTINEN | MONDAY, 18 JUL 2022 The interest in responsible investing within the private debt asset class is mounting as investors seek to understand environmental, social and governance (ESG) objectives and within private assets. Read more ADAM SIMMS | THURSDAY, 18 NOV 2021 The AS8001 standard was created to provide guidance on corporate governance around fraud and corruption issues due to some large global corporate collapses at the time. AS8001 was one of five standards released to guide boards and senior management ... Read more SOPHIE RENTON | THURSDAY, 18 NOV 2021 This paper comprises an extract from McCrindle Research's Australian Communities Report: Understanding Australian givers to maximise the impact of NFPs. Read more ROBYN LANGSFORD | THURSDAY, 18 NOV 2021 This paper comprises an excerpt from the KPMG Australia and University of Adelaide Transition, diversity and entrepreneurship report of May 2021. This report highlighted some of the issues around family business succession and offered insights into ... Read more |
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.