Category: Submissions

Minimum tax on discretionary trusts

Trusts are an important and legitimate investment vehicle that allows everyday Australians to protect assets, structure their affairs to run businesses and provide for extended family. The proposed changes do […]

Personalisation at scale: Rethinking client engagement for HNW growth

By Mark Hannan, New Business Manager, Praemium In today’s competitive private wealth sector, expanding the client book is essential for growth. Traditional methods such as referrals, acquisitions and marketing are […]