 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 TONY FITTLER , ELAINE JACKSON | WEDNESDAY, 10 JUN 2015 Typing "succession planning" into Google will generate approximately 8.1 million search results. Obviously, there is a high level of interest in the topic, both from the baby boomer generation looking to transfer wealth to the next generation ... Read more ANNA HACKER | WEDNESDAY, 10 JUN 2015 Developing a comprehensive and well-thoughtout estate plan is the only way of ensuring someone's wishes are carried out after their death but too many people are still getting it wrong. Read more IAN CROSBY | THURSDAY, 16 OCT 2014 The role of properly structured succession planning in reducing the risks to family wealth is beyond dispute. Yet this most important of all risk management tools is too often overlooked, both by the families themselves and their advisers. Read more RICHARD SHRAPNEL | WEDNESDAY, 21 MAY 2014 Business succession is not about retirement or getting the best price for your business, it's about passing on a viable business, keeping people in jobs and, for families, harmony and a fair share of the assets. Read more PAUL HENNESSY | WEDNESDAY, 21 MAY 2014 In an integrated world economy, traditional investment approaches that define geographic mandates based on a company's country of domicile are becoming less relevant. Most large- and mid-sized companies have some combination of customers, suppliers ... Read more BERT BARDOEL | TUESDAY, 5 NOV 2013 What decisions need to be made to hand over an economically healthy company that is equipped for the future? How should the course be set so that the next generation will be able to continue running your company and maintain its competitiveness in the ... 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.
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 ...
