Insights


Are you making these three mistakes with your children?

by Elizabeth Goldfinch Families

Imagine a situation where you have suddenly been handed significant wealth and control at a time when you’re grappling with grief from losing a cherished family member. You don’t know the first thing about managing assets or navigating complex financial …

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Part 2 – How salary packaging can save tax for your employees

by Paul Hockridge Business & Enterprise

In October we explained that salary packaging can help a company become and continue to be an employer of choice. Salary sacrificing cars is a key element of this strategy, both for wealthy families and for unrelated employees. Let’s assume …

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Top five things wealthy inheritors really want

by Elizabeth Goldfinch Families, Philanthropy

The world is beginning the largest wealth transfer in history. Every year for the next 30 years, $1 trillion will pass from the Baby Boomer generation (1946-1964) to the Millennials (1980-2000) in the US alone. A successful transition will require …

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Six tell-tale signs of inefficient and ineffective family office reporting

by Brad Simmons Private Clients, Families, Business & Enterprise

Family offices need to rethink their approach to financial administration and reporting, or risk missing the mark with their owners, writes Brad Simmons. First, a warning. For teams running a family office, the following figures don’t make pretty reading. Research …

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Beware the US tax system

by James Anthony Private Clients, Business & Enterprise

As we become more global in our approach to investment, so too does our exposure to international tax regimes. The United States (US) is one of the world’s most complex tax systems. It taxes its citizens on their worldwide income …

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The five step approach to property investment decision making

by Andrew Walsh Private Clients, Families

Mutual Trust provides advice across multiple asset classes including: cash; fixed interest; shares; alternative assets and property. Often clients will come to us with existing property assets which typically will include lifestyle orientated assets such as a family or holiday …

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The perils of mixing family office with family business

by Brad Simmons Families, Business & Enterprise

“Managing the family’s personal assets inside the operating company increases the exposure of both the family and the business to a host of significant legal and operational risks.” The Family Office Exchange (FOX) ‘Managing Family Wealth Separately From the Family …

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How salary packaging can save tax for your employees

by Paul Hockridge Business & Enterprise

Through a combination of salary and fringe benefits an employer can help save considerable amounts of tax for their employees. And, contrary to popular belief, the administration for employers can be made very simple. Traditional wisdom says that effective salary …

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The importance of planning ahead

by Craig Retallack Private Clients, Families

One of the most important things I value in my career is the ‘absolute trust’ placed with me to guide families through the financial aspects of life’s journey. Increasingly, we are witness to families who have lost a spouse or …

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