Australians not yet prepared for largest intergenerational wealth transfer in history

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New research from Perpetual reveals over half of Australians (56%) do not currently have a will in place and more than half of parents (53%) have not discussed their will and legacy with their children, despite the nation gearing up to face the largest intergenerational wealth transfer in history. Perpetual recently surveyed 3,000 Australians to find

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Perpetual acquires Priority Life, strengthening its risk advisory capability for private clients

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Perpetual Limited (Perpetual) has announced the acquisition of Priority Life, a Melbourne-based specialist risk advisory business with a strong focus on medical practitioners, professionals and business owners. Commenting on the acquisition, Mark Smith, Group Executive for Perpetual Private, said: “This acquisition demonstrates our commitment to growing our private client business through strengthening our proposition to

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Perpetual Private wins Best Multi Strategy Fund second year in a row

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Perpetual Private Investment Research Team (PPIRT) has for the second year running, won the category for Best Multi Strategy Fund at last week’s Hedge Funds Rock Australian Alternative Investments Awards for the Perpetual Income Opportunities Fund. Perpetual Private Head of Investments Research, Kyle Lidbury, said “This is an outstanding achievement for the team to receive

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Equity bull run leaves many over exposed and under-diversified

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The bull run in Australia’s equity markets has been a magnet to investors with an appetite for simple, cheap and passive investment products, but this approach has led many to ignore the opportunities that alternative assets can deliver, including consistent income and growth. Kyle Lidbury, Head of Investments Research of Perpetual Private, said that lack of accessibility

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Colin Lewis joins Perpetual Private as Head of Strategic Advice

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High net worth advice firm Perpetual Private has announced the appointment of Colin Lewis as Head of Strategic Advice. Mr Lewis has a strong track record of delivering and implementing strategies for high net worth investors having had more than 20 years’ experience in the financial services industry. He will join Perpetual Private on Monday 17

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Perpetual Private makes two key hires in its Investment Research team

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High net worth advice firm Perpetual Private yesterday announced the appointment of two Investment Research Analysts to bolster its Investment Research team. David Blunt and Deana Leong have been appointed as Investment Research Analysts within the 11 person team, which supports Perpetual Private’s broad investment research process, including capital markets research, asset allocation, multi-manager portfolios, alternative

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New partnership program to empower independent accountants

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Perpetual Private has announced a new partnership program for independent accountants, building on its extensive history with the accounting profession. Perpetual has long partnered with accountants to support their needs and since 2010 has owned business consultancy and accounting provider Fordham. The new program will offer accountants the opportunity to partner with trusted organisations to

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Perpetual Private boosts Native Title team with new WA hire

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Perpetual Private yesterday announced the appointment of Pamela Kaye as Trust Manager Native Title for Western Australia. The new Perth-based role has been created to support Perpetual Private’s growing Native Title business, which in the past financial year has more than doubled its client numbers. Ms Kaye’s role manages the Native Title trust relationships to

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Perpetual Private appoints Kyle Lidbury as Head of Investment Research

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Perpetual Private announced yesterday the appointment of Kyle Lidbury as Head of Investment Research. In this role, Mr Lidbury will be responsible for managing Perpetual Private’s multi-manager product and the APL process for its model portfolio. This is a new role which combines Perpetual Private’s multi-manager and model portfolio research teams into a large research

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Guiding SMSF trustees through borrowing and residential property investing

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An increasing number of self-managed superannuation fund (SMSF) trustees and members looking at investing in residential property are seeking clear information on borrowing, and how residential property fits within their portfolio. Many of these, however, who do not obtain specialist advice, remain unaware of the potential tax implications and penalties that may be incurred. Analysis

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