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Australia’s quiet wealth revolution: how family offices are changing the game
Family offices are now some of the most influential investors in Australia. Here’s what they are,…
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Division 296: the tax reform that could reshape retirement in Australia
Our original May 2025 analysis of the Division 296 proposal, with an update on how the…
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Strategic investment structures for high-net-worth individuals in light of tax changes
Investment companies, family trusts and super each have a place. Here’s how they compare for high-net-worth…
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The advantages and disadvantages of sophisticated investor status
Many Australians now meet the criteria to be certified as sophisticated investors. Here are the benefits…
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Federal Election 2022: Coalition loses government
Labor wins the 2022 federal election. What the result meant for markets, policy and investors at…
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How decarbonisation is powering a new world of investment opportunity
Clean energy, electric transport and precision fermentation: three areas where the net zero transition was creating…
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2022-23 Federal Budget
The 2022-23 federal budget: the economic view, what it meant for portfolios, and the extension of…
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Russian invasion: investment market commentary
Our February 2022 notes on the invasion of Ukraine: sanctions, energy, food prices and the flight…
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Russia attacks Ukraine: the effect on share markets
How share markets reacted to Russia’s attack on Ukraine in February 2022, and why we urged…
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Agenda 2022: our views in brief
Our February 2022 outlook: growth, inflation, policy and our views on bonds, credit, shares, currency and…
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