How do you make your philanthropy (your structured giving) work best?​

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Australia ranks third in the world for giving, with 73% of Australians making a charitable donation. Todd Stanford assists his private clients at Profile Financial Services with advice and strategies surrounding their philanthropic endeavours. Todd outlines the options for structured charitable giving in Australia. Charitable Foundations available Private Ancillary Funds (PAFs) Public Ancillary Fund or […]

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Funds industry gets behind cancer research campaign

Paul Costello, the founding chief executive of the $160 billion Future Fund, has celebrated his survival from lung, brain and liver cancer with a fund-raising effort for the Peter MacCallum Cancer Centre in Melbourne. So far, in just two weeks of the campaign, he has raised nearly $100,000 to aid the research being done by […]

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TAL announces new partnership with Orygen: The National Centre of Excellence in Youth Mental Health

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TAL, a leading Australian life insurance specialist, has announced a new partnership with Orygen, the world’s leading research and knowledge translation organisation focusing on mental ill-health in young people. The partnership with TAL’s Community Foundation will see TAL support Orygen’s objectives of raising awareness of mental health within the Australian community. TAL Group CEO and […]

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Perpetual Corporate Trust bolsters presence in agricultural sector

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Perpetual Corporate Trust has been appointed as the Responsible Entity (RE) of the Vitalharvest Freehold Trust (ASX:VTL) managed by goFARM Asset Management. Perpetual Corporate Trust General Manager – Managed Fund Services, Vicki Riggio said: “We are delighted to be expanding into the listed agricultural sector. It is an area we feel is underrepresented in the […]

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Perpetual reveals NFP sector exposed to critical digital data risks

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NFPs underprepared for data management challenges 1 in 3 surveyed agree mismanagement of data major concern More than half of NFP board members unaware of the status of organisation’s data governance plan 43% of NFP board members agree protecting data is more important than using it; only 7% of employees agree Data is a currency […]

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Literary awards celebrate Australian female authors 

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A collection of stories that focus on life’s pivotal moments when fortunes can change, and a biography described as one of the strangest and most fascinating reads were announced as winners at the 2018 Kibble and Dobbie Literary Awards (the Kibble Awards). Fiona McFarlane’s The High Places, a collection of 14 stories, was announced as […]

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Perpetual three-year philanthropic partnership shifts focus to NFP data management

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For three years Perpetual and Stanford PACS have been on a mission tackle one of the biggest social issues that we’re faced with today; the management, protection and ownership of data and the implications for civil society. Data management came into scope long before we’d heard about Cambridge Analytica, social media manipulation or fake news; long before there was a general awareness about how […]

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FPA announces latest winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) is delighted to announce Erica Cummins of Graham Wealth in Swan Hill, Victoria, as the latest winner of the Gwen Fletcher Memorial Award. Named after the late ‘First lady of Financial Planning’, the award recognises the highest performing student in the final unit of the CFP® Certification Program […]

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Women’s Index shows economic progress in FY18 despite H1 setback

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Women’s economic measure finds that Australian women are progressing but it’s a one step forward, two step back march. The latest Financy Women’s Index powered by Data Digger has revealed that the economic progression of Australian women has suffered a disappointing setback and is yet to fully recover from a drop in workforce participation and […]

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ANZ gives advisers access to mental health portal

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ANZ has commissioned a mental health and wellness portal for advisers to help them develop a greater awareness about their own mental health and to facilitate more meaningful conversations with their clients about their wellbeing. Mental health and wellbeing company Mindstar has developed the portal for ANZ giving advisers access to tools, information and education […]

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