A Senate inquiry into the operation of the capital gains tax discount concluded the concession does skew ownership away from owner-occupiers and impacts wealth and intergenerational inequality.
Wealthy families leverage complex strategies, including alternative investments, strategic tax planning, and robust estate planning, to ensure their financial legacies endure.
Australian home owners now have the protection of a "financial shield" in uncertain times, a report by property portal Domain has found, but record profits from property resales are widening the gap ...
The NYU professor's SXSW broadside explained the prediction market boom—and "financial nihilism"—better than any economist has.
The Fiduciary Liquidity Problem: Why Real Estate Creates Planning Risks for High-Net-Worth Estates ...
Wealth doesn’t grant immortality. But it meaningfully shapes the conditions that support a longer, healthier life. As a wealth manager, you already help clients build that advantage. The question is ...
If you’ve been thinking about your tax bill, here’s something else to stew about. Scores of people with enormous wealth are ...
For much of the last century, inheritance was something families discovered rather than discussed. Details emerged quietly, often after a funeral, when legal documents replaced conversation, and ...
In 2026, wealth planning has evolved into something far more dynamic than traditional portfolios and dusty ledgers. Families, investors, and savvy individuals are turning to approaches that feel both ...
Research from State Street and McKinsey underscored forthcoming demographic changes—and the effects on retirement finances.
In 1978, on the eve of China’s economic take-off, the average household’s assets were worth barely $1,500 in today’s money. Now, that figure has reached about $170,000, a hundred-fold real increase.
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