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, tax considerations, work ethic in beneficiaries, and inheritances being contested – it’s a great read – https://www.afr.com/wealth/personal-finance/estate-planning-inheritance-will-mistakes-to-avoid-20250707-p5md0i Also good to be featured alongside significant peers; – Casimir Skillecorn – Wilsons […]
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 were about to receive a significant sum of money, several million dollars in total, following a successful business transaction. Disclaimer: This article is for informational purposes only and does not […]
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 care? It turns out growing strong businesses, having positive family relationships, empowering younger generations to lead and successfully transferring wealth doesn’t happen by accident.. ..who knew? I did, that’s why […]
“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 and investment funds; The fundamentals of the Australian economy are set. The laws, national institutions and funding mechanisms cannot be unwound without control of the Senate and the Lower House, […]
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, and we’re thinking of moving on” – a 41-year-old running one of WA’s most significant private businesses. I nodded whilst eating lunch with him at All Energy Australia three weeks […]
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 Nature Positive Summit 2024 as a delegate, which has kept me busy. How have you been? And this isn’t a rhetorical question, I’d be happy to hear so feel free […]
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 Ethinvest, Managing Editor at Climate & Capital Media and Founder of the Climate Capital Forum. If you didn’t catch the videos, they are here; Part 1 – Part 2 – […]
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 than we do of traditional, profit-motivated companies. Within that is the central idea that if you or I donate to a charity, we expect that our money is spent directly […]
We’re building what, where? The Future of Australia’s Offshore Wind Industry
I had the opportunity to join the Global Wind Energy Council (GWEC)‘s APAC Offshore Wind & Green Hydrogen Summit. I’m going to share with you some industry context, a 101 on offshore for beginners, a deep dive into the Financing Offshore Wind Session, and mix it in with a bit of creative love for the […]
Responsible Investing Australia 2023
I’m attending Responsible Investment Association Australasia (RIAA) #RIAustralia23 and both day’s were packed with a mix of challenge, insight and the occasional moment of raised eyebrows. It’s also worth noting if we haven’t met before, my job isn’t actually running an interview podcast or doing event reviews, who knew, right?! My actual work is done […]
