 DHARAV GANDHI , PAUL BANISTER | FRIDAY, 12 DEC 2025 Trusts are widely used by private and family groups to protect and preserve wealth. Read more  ANTHONY KAZAMIAS , DERRICK PEREIRA , ELENA BOGOMOLOVA | WEDNESDAY, 15 OCT 2025 Recent decisions by the High Court of Australia confirm that written contracts are the starting point when deciding if someone is an employee or a contractor. While the substance of the work should align with the contract, the terms of the contract ... Read more  LEO GOUZENFITER , ALEXIS KOKKINOS | FRIDAY, 11 APR 2025 From 1 July 2024, the debt deduction creation rules (DDCR) permanently deny debt deductions (for instance, interest expenses) for payments arising in connection with certain related-party transactions. Read more  SANDIE BOSWELL | FRIDAY, 13 DEC 2024 A guide to claiming the R&D Tax Incentive in the agribusiness sector. Read more  MUHUNTHAN KANAGARATNAM | THURSDAY, 13 APR 2023 The Federal Government (Government) has introduced a Bill to change the tax treatment of off-market share buy-backs (where a company directly repurchases shares from its shareholders and cancels them) by listed public companies. Read more  DAMIEN OTTO | THURSDAY, 16 MAR 2023 Families come in all shapes and sizes, each with their own dynamics and challenges. Read more  WARREN BLACK | WEDNESDAY, 14 DEC 2022 Setting up a charitable foundation in Australia is great for giving back to the world while receiving benefits such as strong asset protection, tax minimisation and power to extend your financial blessings to others. Read more  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 |
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Family office succession takes back seat to investments
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
Lowy family takes stake in Magellan
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
Family offices hunt opportunities in AI: Report
A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.
ISS MI acquires Family Office Access
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
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Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
