The acquisition establishes a US footprint for Perpetual and increases exposure to the fast growth ESG sector. Perpetual will leverage its existing distribution capabilities in Australia while building a US-based distribution team to accelerate the growth of Trillium’s specialist ESG and impact investment products.

Australia has a strong economy with 28 years of uninterrupted growth - and counting. It’s also a stable democracy with mature regulatory systems and a welcoming attitude towards foreign investment. When you combine this with a property market that has relatively high yields compared to other Asia-Pacific destinations as well as generous tax breaks for professional investors you can see why demand is strong for investment in Australian commercial real estate.

Receiving an inheritance – particularly a large one – can bring complexity. Balancing capital gains tax considerations with your debt reduction and investment decisions takes careful consideration, particularly if you’re nearing retirement age. That’s where the right financial advice can help.

Jan believes there is tremendous value in building a ‘power team’ to gain knowledge and financial confidence.