Insights


What is the purpose of your family wealth? Six common examples.

by Brad Simmons Family Governance & Succession

What is the purpose of your family wealth? Few questions could be more important in the pursuit of successful intergenerational wealth transitions. However, in our experience, it is a question which draws a blank look from even the most sophisticated …

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Understanding your business valuation

by Ray Short Family Business Advisory

The family business is the largest single asset for many family business owners, but many owners are unfamiliar with the methods for calculating its value. Understanding what your business is worth is crucial for sound decision-making. Assets such as cash …

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Celebrating our staff

by Kathryn Tarr Tax, Internal

Mutual Trust is committed to supporting and encouraging our staff members to participate in ongoing self-development.We take pride in the fact that our teams regularly exceed the required training hours mandated by various professional bodies. By continuously participating in educational …

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How do you catch the attention of Chinese millennials?

by Elizabeth Goldfinch Family Governance & Succession

With American basketball and English soccer, of course! The next generation of family leaders learnt this and other innovative ways to build brand awareness at our Rising Generation Forum held in May. Each quarter, Mutual Trust hosts a small forum …

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Investment Outlook Executive Summary – Q2 2017

by Graeme Bibby Wealth Management

Most influential themes for 2017 continue: Fiscal (government budget) stimulus is anticipated to take over from monetary (central bank) stimulus in reflating economies; Interest rates rising in step with inflation expectations in the US, anticipating higher fiscal stimulus; Market volatility …

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The impact of new technologies on organisations

by Baptiste Burgert Family Governance & Succession

New technologies are redefining how businesses engage with employees, customers, and suppliers. Is it time your business embraced them? In some ways, managing a business has never been more challenging. The world is moving fast, competition is diverse and global, …

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As a Family Office executive, are you managing these 6 common pressure points?

by Simone Rouse Family Governance & Succession

The structure and complexity of each family office varies greatly, creating an assortment of challenges for family office executives. Each pressure point distracts executives from achieving their fundamental purpose: delivering on the family strategy and objectives. Identifying and resolving key …

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Federal Budget 2017

by Leanne Spiteri Business & Enterprise

Mutual Trust 2017 Federal Budget from Mutual Trust on Vimeo. View the full PDF report here: 2017 Federal Budget Update – 10 May 2017

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Q1 Investment Outlook

by Graeme Bibby Investment

Executive Summary Most influential themes for 2017: Fiscal (government budget) stimulus anticipated to take over from monetary (central bank) stimulus in reflating economies. Interest rates rising in step with inflation expectations in the US, anticipating higher fiscal stimulus. Market volatility …

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