News & Insights

Losing a loved one is never easy. The shock and grief that follow news of a death, whether it’s expected or comes out of the blue, can propel us into an emotional tailspin.

You don’t need to be a cast member of Succession – squabbling for an empire and more than a little crazy – to find inheritance stressful. But with some clear communication, a plan and some expert advice, an inheritance, whether you’re leaving one or receiving one - can be less of a family drama.

Summer holiday reading with the six stories who made the Miles Franklin Literary Award shortlist for 2020.

We interview 5 of Perpetual Private’s investment experts to uncover what they learnt from investing in 2020.

In our latest ‘What do you care about?’ research on ‘Planning ahead’ we find that many Australians are indeed making plans for a better financial future by saving and investing more.

Perpetual Private joined Bernard Salt for an exclusive webinar to discuss the intergenerational wealth gap and what steps can families take to successfully transfer wealth to future generations

In our latest market update, we discuss the key drivers behind an acute fall in income distributions across investment markets and explore various challenges that markets will face through until the end of the year.

The September quarter in financial markets stands out as being unremarkable; in a year of the remarkable. We explore the “what’s” and the “where’s” of the past three months and share some investment principles to help you navigate through to the end of the year.

Against a backdrop of a COVID-induced recession, the 2020 Federal Budget is an attempt to lift the Australian economy out of its darkest days since the Great Depression. Find out what the key measures mean for you and your family.

We interview Kyle Lidbury, Head of Investment Research for Perpetual Private, to understand the effect COVID-19 has had on the economy and markets – and what investment trends are now emerging.

In our latest ‘What do you care about?’ research study we look at ‘Worries & Comforts’ – what we’re worried about most this year and how we’re finding comfort during these difficult times. We also look at simple steps people can take to boost their happiness.

We explore the different types of superannuation structures available and the 5 key factors to consider when choosing the right super structure to build your retirement nest egg.