News & Insights

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.

For over a year, we’ve been talking to clients about what to expect from their investment portfolios during the latter stages of the business cycle. We ask Kyle Lidbury, Head of Investments Research at Perpetual Private, to shed light on what is a ‘late-stage cycle’ and what this means for investors.

Looking for something to add to your summer reading list? We’ve reviewed more than 60 years of Miles Franklin award winners to recommend some great Australian novels to enliven and enhance your summer.

We interview Neil Murchie, Chief Investment Officer of Athena Home Loans about how they use Perpetual Business Intelligence platform to inform their digital mortgage lending operations.