News & Insights

As an investor weighing up your many investment options, there is merit in giving thought to how you would like your money managed and the expertise and exposure you can access.

The 2019 Australian Infrastructure Investment Report highlights how a low interest rate environment has intensified the hunt for yield with investors now adapting their risk appetite to seek new opportunities. Read more on why the Australian infrastructure market, remains highly competitive and why 90% participant investors remain ‘highly likely’ to invest in Australia.

Meet Mark Skurnik, Global Equities Analyst at Perpetual Investments. In this in-depth Q&A, Mark shares what initially drew him to investment management, the biggest influences on his career and more.

Lessons for philanthropy in 2019 and leading non-profit CEOs share insights on how philanthropists can best achieve the greatest impact and benefit to the community.

We speak to one of our philanthropy experts, Emily Wellard-Baring, about some of the themes and trends in the philanthropy sector, why she finds her role so rewarding and how she sees the sector developing over the coming years.

With competition intensifying for funding and publicity in Australia’s not-for-profit community, one organisation has found a novel way to simultaneously boost its profile and diversify and increase funding.

Not-for-profits are turning to digital technology to help streamline operations and enhance customer experience and service.

If you’ve just received (or about to receive) an inheritance, this article considers the capital gains tax implications when it comes to selling the assets of the estate.

If you plan on leaving an inheritance, you should have an open conversation with your family so they know your intentions and can prepare themselves. Here are some tips when it comes to breaking the ice on this difficult subject.

Administering an estate can be overwhelming. This guide is designed to provide beneficiaries of an estate with a summary of the estate administration process and the legal requirements.

More than half of Australians expect to inherit, but only slightly more than a third have actually discussed it with their parents. We look into the family dynamics and behaviours around wills and legacy and examine the benefits of breaking the taboo.

In this low-rate world, many income-sensitive investors may be feeling the pressure to invest in riskier assets. We believe that alternative income opportunities can be found without concentrating risk.