News & Articles

ANZ Private’s Chief Investment Office (CIO) recently released their 2025 Global Market Outlook - previewing 2025 and how the CIO is positioning investment portfolios for the period ahead. View a summary of this year’s publication.

Following an extensive review, the Law Association of New Zealand (TLANZ – formerly ADLS) released the revised Deed of Lease – Seventh Edition 2024 (Deed) and Agreement to Lease – Sixth Edition 2024 on 25 November 2024. This is the first time the form of deed of lease has undergone such an extensive review since 2012, and the revised Deed includes a number of amendments which reflect the changes in law and practice over the past 12 years.

Family businesses are unique. They’re built on a foundation of legacy, relationships & shared purpose. But despite these strengths, many family businesses struggle when it comes time to hand over the reins to the next generation.

Stewardship Asia Centre conducted a research study of 200 successful and enduring family businesses. From their survey responses they distilled the following traits of successful family businesses – Purpose, Community Awareness, Long-Term View, Trustworthiness, Adaptability, Social Responsibility and Care for Employees.

In this Ask the Advisor, Renee Condylis answers a FAQ on making financial decisions that are aligned with both values and long-term goals, especially when there are differing opinions among family members.

Founded in 1999, TPT Group was established by Mike Marr with his wife Terese after he left his comfortable corporate desk job to pursue a business he passionately believed in. TPT Group focuses on the growth and development of a portfolio of entities in key business sectors such as electronic security, information technology, finance & leasing, and commercial-industrial property by providing governance, strategy, systems, and capital to allow the businesses to fulfill their market potential. 25 years on, TPT Group has founded 10 new start-up businesses, acquired 15 others, and founded 2 charities.

Explore the full program for the Family Business Conference 2025: Asia-Pacific and join us at the Western Sydney Conference Centre, 20 - 23 May!

FBA Partners, Sparke Helmore explores strategies and resources that can help family businesses assess their use of AI, ensuring it enhances their operations while minimising unnecessary risks.

In Ask the Advisor, we put your questions to the experts. Our FBA Family Business Accredited Advisors answer frequently asked questions from family business clients for your benefit. Responses are from trusted professionals who understand the ins and outs of family business. In this Ask the Advisor, Michael Watts answers a FAQ on ESG in family business.

We are deeply saddened to share the loss of Kim Bailey, a truly valued member of our family business community, both here in WA and nationally. A dear friend to so many, mentor, and cherished member of the family business community, Kim’s presence, wisdom, and warmth will be greatly missed by all who knew him.