IOOF TECHNICAL SERVICES | WEDNESDAY, 10 JUN 2015 For some, charitable giving is part of a lifelong mission to help others and goes far beyond donating clothes or making small, one-off donations to support a favourite cause. For these people, charitable giving can form an integral part of their investments ... Read more  GEOFF WILSON | WEDNESDAY, 10 JUN 2015 In an Australian first, Future Generation Global Investment Company Limited (FGG) will provide investors with access to Australia's best global fund managers, who have agreed to work pro bono, alongside the board of directors, and leading service pr ... Read more  JOHN MCLEOD | WEDNESDAY, 10 JUN 2015 Private ancillary funds, or PAFs, started life as part of a Howard government response to improve philanthropy in Australia. Since the first funds were established in June 2001, the number of PAFs has now grown to over 1,200 as of the end of 2014, with ... Read more  DAVID KNOWLES | WEDNESDAY, 10 JUN 2015 "What counts, in the long run, is not what you read; it is what you sift through your own mind; it is the ideas and impressions that are aroused in you by your reading" ? Eleanor Roosevelt Read more DAVID KNOWLES | THURSDAY, 16 OCT 2014 It used to be so simple. Governments had a clear role, charities and non-profits had a clear role and philanthropy filled the gaps. For profits? They were there to make money, some of which they occasionally 'gave back' in the form of a cheq ... Read more ANDREW THOMAS | THURSDAY, 16 OCT 2014 Philanthropy is currently big news in Australia thanks to some record-breaking donations by philanthropists in the past 18 months. Andrew Thomas, General Manager Philanthropy, Perpetual Private looks at what is behind this surge, but importantly questions ... Read more ANTONIA RUFFELL | WEDNESDAY, 21 MAY 2014 A growing number of individuals and families are taking a more strategic approach to their philanthropy. Instead of making multiple, ad hoc donations, usually because they are asked, they want to take a more planned approach, one that gives them more ... Read more TABITHA LOVETT | WEDNESDAY, 21 MAY 2014 There is a saying in philanthropic circles that if you have met one philanthropist you have met one philanthropist. This idea recognises the unique nature and focus of each individual philanthropist's pursuit. Read more CLAUDIA SANGSTER | TUESDAY, 5 NOV 2013 For years, private family foundations have rewarded those who operate them in a variety of ways. They help families focus their giving on issues that matter to them, so they can turn affluence into influence. Read more ROBERT DUNN | TUESDAY, 4 JUN 2013 It may seem contradictory, but it's true: businesses stand to benefit significantly from trying to solve social problems. Put forward by Harvard university professor Michael Porter and business leader Mark Kramer, the Creating Shared Value theory ... Read more |
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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.
Expert Feed
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