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Family Office

ATO considering tax haven reprieve

MARK SMITH  |  MONDAY, 20 JAN 2014
Wealthy Australians could be granted an amnesty from prosecution in return for coming clean about the existence of overseas assets and paying the appropriate tax.

Start structured giving with just $20,000

MARK SMITH  |  THURSDAY, 12 DEC 2013
Wealthy individuals interested in structured giving can set up a perpetual charitable trust with much less than they might think.

New index offers chance to invest like a billionaire

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
The launch of a new index opens the door for anybody to invest like the world's most successful wealth builders - billionaires.

ANZ partners with Swiss private bank

LAURA MILLAN  |  THURSDAY, 14 NOV 2013
ANZ has signed a five-year cooperation agreement with Vontobel, Swiss private bank that will allow ANZ to offer its private clients exposure to the Swiss private bank's investment solutions.

Transaction-based fees hurt private banking clients

MARK SMITH  |  WEDNESDAY, 13 NOV 2013
Credit Suisse's Asia Pacific head of private banking Francesco de Ferrari has criticised the industry's commonplace transaction-based fee structures for not being in clients' best interests.

UBS Australia to launch family office service

MARK SMITH  |  FRIDAY, 8 NOV 2013
UBS Australia is launching a new Global Family Office (GFO) business to service the nation's wealthiest and most influential families.

Speakers confirmed for Family Office Forum

STAFF REPORTER  |  FRIDAY, 1 NOV 2013
Leading economists and private banking specialists will be among the keynote speakers at this month's Family Office Forum in Melbourne.

EWM Group launches new philanthropy division

MARK SMITH  |  THURSDAY, 31 OCT 2013
Queensland-based multi-family office EWM Group has established a new philanthropic division to cater for the ever-increasing giving needs of Australian high net worth clients.

Australian giving grows by $248 million

MARK SMITH  |  FRIDAY, 27 SEP 2013
Tax-deductible gifts claimed by Australians in the 2010-11 tax year show a $248 million lift in philanthropy, according to an August report published by The Australian Centre for Philanthropy and Nonprofit Studies at Queensland University of Technology ...

Asia-Pacific HNWI wealth growth triple global average

MARK SMITH  |  THURSDAY, 26 SEP 2013
Growth in the high net worth individuals (HNWIs) market has dramatically outpaced the global average over the last five years, according to the latest annual Asia-Pacific Wealth Report.