News & Insights

As a medical specialist, YOU are your biggest asset. To protect you, your family and your practice here are five important considerations to safeguard against the unexpected.

Perpetual Private’s Luke McMillan discusses the long, slow post GFC bull market and what’s driven recent volatility.

The essence of a will is not about death – it is about protecting what you love most in life. In pharmacist Perri McCarthy’s case, this involved safeguarding the future of her children and her business interests. This is her story…

Perpetual Private’s Tom Threlfall takes the emotion out of residential property and analyses the fundamentals as he would a stock.

How will you access your super when you retire? We take you through the pros and cons of three different options.

How realistic are the assumptions you’ve made about your financial situation in retirement? Here are three common misconceptions you need to be aware of.

Don’t get lost in the complexity of the recent changes to super. Here are four important changes you need to be aware of – with some ideas on how to respond.

Perpetual Private’s Luke McMillan reviews the performance of the local and global economies in 2017 and what this meant for investment returns. Then he takes a look at the trends that will shape 2018.

Suggested reading for you this festive season. Through our role as Trustee for the Miles Franklin Literary Award, we bring you an inspirational shortlist of Australian literature.

We visit Bill Cook in the offices of Williams Batters, Melbourne, to talk about a business that’s almost a century old – and the challenge of managing a business and family and personal wealth at the same time.

Super is a tax effective way to save for your retirement – but the rules on how much you can contribute have changed. We take you through the changes, their implications and options to consider.

There’s a new set of superannuation rules for higher income Australians. These recent legislative changes affect salary sacrificing, taxation and estate planning.