Insights


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 six 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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Using philanthropy to start the conversation on family wealth

by Rachel English Next Gen, Philanthropy

Knowing how to engage, encourage and educate your child can be a challenge, regardless of specific family wealth and responsibilities. However, with the Boston College Center on Wealth and Philanthropy predicting a generational wealth transfer of $59 trillion by 2061 …

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The Five Common Mistakes of Next Gen Education Programs

by Elizabeth Goldfinch Next Gen

Would you hand your children the keys to the car before they have learnt how to drive? This is the unfortunate position many of the rising generation face when they are thrust, often suddenly, into the driver’s seat of their …

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Should you be paying superannuation contributions for contractors?

by Brendan Henderson Superannuation

Many employers are surprised to discover that in some circumstances, they are required to pay superannuation contributions behalf of their contractors. For some, they only become aware of the problem years after they engaged the services of the contractor, leading …

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Capital Gains Tax relief for superannuation funds

by Helen McPhee Tax, Superannuation

The Australian Taxation Office has released guidelines on the Transitional Capital Gains Tax (CGT) relief available to superannuation funds needing to comply with the new $1.6 million pension cap and recent changes to the transition to retirement rules. What do …

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