Blog
A lack of CGT discount isn’t the problem. You are.
A successful businessman on my Facebook feed smiles and extends a finger to the camera. He’s sitting in a first-class seat, outbound on an international
I lost a $58M deal and my client still won
“We’re in. Let’s do the term sheet.” Friday morning. Happy days. After more than two months of near-daily contact, I called Mark. No answer. I
I’m now an Accredited Family Enterprise Advisor
Assumption is not consent – it will bring your family enterprise unstuck, I’ve seen it time and again, and after a lifetime in family business
5 inheritance blunders that worry wealthy families most
Thank you to Lucy Dean and The Australian Financial Review for seeking my contributions to this piece on estate planning and inheritance; fairness, money management,
Architecting Wealth with Intention: Designing a Private Structure for Impact and Longevity
This past week I found myself in a deep and thoughtful conversation with a client facing what many would see as a high-class problem: they
It’s A Family Affair
If you didn’t make it to last week’s National Conference of the Family Business Association (AU), no worries, I’ve got you. And why should you
“Mugged by Reality”
Yesterday was the 3rd year of the Climate Investor Forum, another insightful event where I joined my colleagues and leaders of our nation’s businesses, institutions
A Business the Kids want
“My brother and I don’t know if we want to take it over; dad’s not onboard with how we see the world; he won’t leave,
The Shift is Happening – and you’re invited
It’s been a few weeks since the last Smarter Impact, I’ve been finishing client projects, a little overwhelmed by world events and attending the Global
Blair Palese | Climate & Capital
Welcome to this Special Edition of Smarter Impact, where you can read through the detailed conversation I had with Blair Palese, Director of Philanthropy at
I like my Charities poor
Last night, I attended Andrew Hollo‘s screening of UnCharitableMovie.com. The film’s central proposition was that we have vastly different expectations of the NFP (Not-for-Profit) space
Are you happy with an investment portfolio aligned to a four degree+ increase in temperature?
During one of the closing sessions of this week’s Responsible Investment Association Australasia (RIAA) Annual Conference, Peter Chun, CEO of UniSuper, who manages $125 billion
