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Family Office

Packer launches $200 million philanthropic fund

MARK SMITH  |  WEDNESDAY, 23 JUL 2014
Gaming billionaire James Packer has launched a $200 million philanthropic fund to support the arts and Indigenous education for the next 10 years.

ATO closing in on undisclosed offshore income

MARK SMITH  |  MONDAY, 30 JUN 2014
The Australian Taxation Office (ATO) is mining data to track down people with undisclosed offshore income and assets.

Financial services stars named in rich list

MARK SMITH  |  FRIDAY, 27 JUN 2014
Some of Australia's best known investment talent has been named in BRW's latest rebalancing of its annual rich list.

Credit Suisse named best UHNW bank in Australia

MARK SMITH  |  THURSDAY, 26 JUN 2014
Credit Suisse has been named the most outstanding institution for its Ultra High Net Worth (UHNW) service offering ($50 million plus) at the Australian Private Banking Awards for the fourth consecutive year.

BT named 'Outstanding Institution' for HNW investors

JAMES FERNYHOUGH  |  FRIDAY, 20 JUN 2014
BT Financial Group has won a string of accolades for its private wealth business at the 2014 Australian Private Banking Awards held in Sydney last night.

Australia among the big guns in millionaire stakes

MARK SMITH  |  WEDNESDAY, 11 JUN 2014
Australia is home to around 195,000 millionaire households, putting the country 14th in the global league tables, just ahead of India.

Macquarie exec posed as family office to learn secrets

STAFF WRITER  |  FRIDAY, 30 MAY 2014
A senior executive at Macquarie Group posed as an employee of a fake family office to gather confidential financial information from a competitor.

Kerr Neilson: Against the grain

MARK SMITH  |  THURSDAY, 22 MAY 2014
Mark Smith speaks to Platinum Asset Management co-founder Kerr Neilson on his views about philanthropy, his contrarian approach to investing and opportunities in the SMSF sector.

Family office model attractive to feuding families

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
Balancing the diverse needs and desires of various family members can be made significantly more difficult when large amounts of wealth are involved, research from Deloitte shows.

Tens of thousands flock to Omaha

MARK SMITH  |  TUESDAY, 6 MAY 2014
More than 40,000 Berkshire Hathaway investors flocked to Omaha, Nebraska for the company's annual general meeting.