WEALTH

INSIGHTS, TRENDS AND CASE STUDIES

Family governance isn’t about deeds and charters so much as good communication, a shared vision and clear decision-making. It takes practice.

Inspired to make a difference in these tough times? Impact investing may be the perfect vehicle.

Growth is key in a low-yield environment. But it’s also vital to protect the wealth you’ve spent years building.

Too many Australian business owners have less super than their employees. Watch this video to find out how you can better plan for your future.

Why it might be time for you to put your portfolio under the ESG microscope.

The bond market has long been opaque, with bonds traded in parcels far too large for the average investors, but what might a more accessible bond market look like?

It’s taken a while to gain momentum, but fixed income is starting to feature in high net worth portfolios in Australia, catching up with offshore peers.

How do you ensure a lifetime of investment and hard work are preserved for generations to come?

The latest Investment Trends research shows the number of high net worth individuals (HNWIs) in Australia rose to a record 460,000 people, reasserting Australia as one of the wealthiest countries in the world.

What are Australia’s wealthiest doing to prepare for tax-time?

Personal income tax cuts were the headline of the 2019 Federal Budget – along with a change to super contributions and a new work test age.

Small business won tax cuts, an increase to the instant asset write-off, increased infrastructure spending and investment in apprenticeships.

Listen to Alan Oster, NAB’s Group Chief Economist, Tom Elliott, 3AW Drive Host, Danny Armstrong, Managing Director at ShineWing Australia and Vicki Macdermid, Partner at Pitcher Partners, bringing you expert insights to what the budget means for you and your business.

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