 VICTORIA LINDORES | THURSDAY, 16 DEC 2021 When death or divorce come unexpectedly, and your focus is on preserving your own physical and mental health and that of loved ones, it is normal for financials to become deprioritised. Read more  BRETT DAVIES | FRIDAY, 17 SEP 2021 Sometimes people make the mistake of putting specific gifts in their Will. For example, 'I leave my wedding ring to my daughter'. The result of such a gift is that capital gains tax (CGT) death duty will be payable on that wedding ring. At death, your ... Read more  PETER TOWNSEND | FRIDAY, 15 JAN 2021 For those wanting to ensure that a particular family member or a person they have specifically chosen becomes the director of a family company when the current director passes away, it can be a minefield. Read more  ALEXIS KOKKINOS | FRIDAY, 18 SEP 2020 Understanding the definition of 'income' for trusts has always been important. However, for 30 June 2020, it has been more critical than ever due to the coronavirus (COVID-19) pandemic. Read more  LETTY CHEN , ROBYN JACOBSON | FRIDAY, 14 AUG 2020 Recently enacted legislation has extended the director penalty rules to include goods and services tax (GST), luxury car tax and wine equalisation tax. For tax quarters commencing from 1 April 2020, a company director becomes personally liable for these ... Read more  SABIL CHOWDHURY | FRIDAY, 17 JUL 2020 An employee share scheme is often the single most important source of wealth generation for an executive over their working life. Employee share schemes come in different forms with different potential outcomes. It is critical for executives to maximise ... Read more  SEAN ABBOTT | FRIDAY, 13 MAR 2020 The total or partial sale of a privately held business - also known as a 'liquidity event' - is usually the culmination of years of hard work, considered risk taking, determination and tremendous energy. In many circumstances, the proceeds of ... Read more  STUART SHEARY | FRIDAY, 14 SEP 2018 Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and sick leave. Read more  YVONNE CHU | FRIDAY, 13 APR 2018 With the introduction of the new super reforms, it is time to revisit the key differences and considerations when deciding whether to have an automatically reversionary nomination, or a binding/non-lapsing death benefit nomination for account-based ... Read more |
Latest News
More UHNWIs than ever: Report
The number of ultra-high-net-worth individuals worldwide climbed by almost 10% last year despite the ongoing pandemic, new Knight Frank research shows.
Coterie invests in wealth platform
Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration.
KPMG family business consultants launch advisory firm
KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched Lineage Group, a new Australian advisory firm specialising in working with successful business families.
Family offices embrace crypto: BNY Mellon
BNY Mellon's inaugural Global Family Office Survey shows 77% of family offices are engaging with cryptocurrencies while those already invested plan to up their exposures.
Cover Story
Out with the old
MARK CARNEGIE
FOUNDING PARTNER
M.H. CARNEGIE & CO. PTY LTD
FOUNDING PARTNER
M.H. CARNEGIE & CO. PTY LTD
Venture capitalist Mark Carnegie was born into a wealthy and successful family and is attune to his exceptional privilege. Here he shares with Elizabeth McArthur his investing philosophy, philanthropic work and why he thinks the smart money is in cryptocurrency.
Expert Feed
The rise of alternative assets
Square pegs in round holes? The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher ...
Investment bonds lining up with values
As countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they ...
10 themes for 2022
For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already ...
When do we pay tax in a family trust?
The question is, "I want to create a discretionary trust for myself, fiancé and our future children, but do we pay tax when the income is ...
