Insights


Getting the conversation started

by Peter Whitehead Family Governance & Succession, Families

Focusing on the purpose of family wealth and what matters most about being a successful family is an extremely valuable exercise. It facilitates many catalysts for clear roadmaps for the enjoyment of life, risk-appropriate investment and tax efficient and fit …

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Investment Review & Outlook: Time to Buckle Up

by Graeme Bibby Investment

Been on a long haul flight, fallen asleep and then woken up by some sudden turbulence? Then things settle down and you are about to drift off to sleep again. But wait – did you remember to buckle up your …

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A tale of two patriarchs

by Brad Simmons Families

In the 1960s, two young entrepreneurs started what would become thriving family businesses. They were very much alike; both had spent their youth loyally plying their trades and working for the man, yet both had a niggling sense that there …

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What Matters Most to You?

by Tracy Conlan Families

There is no doubt that wealth matters. It is a measure of business and financial success, resulting from insightful people exercising commercial acumen. Yet commercial acumen is not enough to preserve wealth within a family for generations. We find that …

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Join the march for corporate philanthropy

by Simon Lewis Philanthropy

In an age of rapid transformation adapting to an online economy, it would seem we have hit an existential wall. As a result, initiatives to rewire business models, spark up corporate culture, reframe identity and establish corporate philanthropy programs to …

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Our Tax System on the world stage

by Paul Hockridge Tax

The media coverage of the US income tax rate reductions is a timely reminder of how massively we are out of step, not just with the US but with 7 roughly comparable OECD (Organisation for Economic Co-operation and Development) countries. …

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2018/19 Federal Budget analysis

by Leanne Spiteri Tax, Superannuation, Business & Enterprise

Watch Mutual Trust’s short analysis of the 2018/19 Federal Budget. On Tuesday, 8 May 2018, The Federal Treasurer, Mr Scott Morrison, handed down his third budget (the Turnbull Government’s second of its three-year term), focussing on restraining expenditure, improving the …

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To be frank

by Maria Lui Superannuation

On 12 March 2018, the Opposition Leader, The Hon Bill Shorten MP announced that a Labor government would abolish cash refunds for excess dividend imputation (franking) credits. Mr Shorten said the policy, with a financial impact of $5.6 billion in …

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Three key challenges facing wealthy Australian families

by Jeff Steiner Families

Market research tells us that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. These are compelling statistics which have become top of mind concerns for many families as they plan their …

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