Insights
Three key challenges facing wealthy Australian 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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How a governance framework assists in managing market volatility
How did you feel during the equity market sell off in February? Do you have an appropriate investment strategy in place that is specific to your family’s needs and wants? Do you have a robust investment governance framework in place …
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Go slow to go far
The most successful enterprises, whether they’re companies or families, make a concerted effort to capture and articulate what is at their core. Taking the time to discover what drives you and your family is an investment worth making. Late last …
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Farm hand: help those helping you with five fringe benefits
The Fringe Benefits Tax (FBT) year concludes on 31 March, which serves a reminder (or an opportunity) to review employee remuneration strategies. The agriculture industry in particular has some of the most generous concessions available. Many Mutual Trust clients have …
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Global equities – Keep calm and carry on
During the first quarter of 2018, U.S Equity markets have posted both record highs and sudden troughs, including a headline-capturing bout of volatility in February, which saw major global indices post their largest monthly declines in more than 2 years. …
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Wealth & well-being: How can you help your family find happiness?
There is an age-old saying that money can’t buy happiness which is often heard, but just as often scoffed at. But in the book “What Happy People Know” by Dan Baker, Dan affirms that “The fact is that wealthy people …
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Interview: The benefits of a family constitution
Brad Simmons discusses how family constitutions can enable family communication and provide decision making structures to facilitate stronger family dynamics.
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Interview: How to educate the next generation
Elizabeth Goldfinch shares her expertise on the best methods to implement when educating the next generation of wealth inheritors.
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Interview: Establishing a Family Office
Jeff Steiner shares insights into what a ‘Family Office’ is and how it can benefit a family.
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