Stay up to date with the latest industry news & insights from the Belay team
News & Insights
Insights
After-tax returns – The true indicator of investment success |
by Aleks Petkovic
The typical focus when analysing an investment is the net return after fees, & whilst this has served the investment advisory industry adequately, we believe it omits the key driver of investment success. That being the returns after fees & taxes. For UHNW families this after tax perspective is critical, as tax-drag has a meaningful impact on the preservation & growth of long-term family wealth.
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Managing Across Generations: Lessons from Australia’s Leading Families |
by Siddharth Soin
For ultra-high-net-worth families, the management of wealth is less about investment returns but the protection of one’s legacy, the building of resilience, and seamless transition between generations. The reorganization of the Hains family’s wealth in the wake of David Hains’s death presents a case study in how considered tax planning and structuring can shape the future of family wealth…
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New Year’s Resolutions: Setting Your Business Up for Success in 2025 |
by Sarah Bush
Just like your new gym membership, businesses can really thrive from thoughtful goal-setting and disciplined habits. Recent changes in economic policies and compliance requirements make it even more crucial for medium-sized businesses to adapt and thrive. Here are a few resolutions to consider for your business, from the lens of a CFO…
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The Evolving Landscape of Wealth Management for Ultra-High Net Worth Families |
by Richard Felice
In my experience, successful wealth management for UHNW families goes beyond numbers — it’s about creating meaningful relationships that last across generations, understanding each family’s unique vision, and providing strategic, values-based advice. For successful families, a holistic approach that integrates purpose, governance, and resilience is more important than ever.
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News
Tax updates following 2025 Federal Budget | APR 25
There have been two key updates from the 2025 Federal Budget where Treasury Laws Amendment (Tax Incentives and Integrity) Act 2025 has received Royal Assent on 27 March 2025 which means they have officially passed into law.
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Belay Partners with Mission Australia | DEC 24
The Belay Advisory team had the privilege of partnering with Mission Australia to deliver a special Christmas celebration for the residents and staff of Common Ground Sydney in Camperdown.
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Belay’s Inaugural Christmas Function | DEC 24
Last week, we had the pleasure of hosting our inaugural Christmas function at the new Gate 8 Office in Melbourne.
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Richard Felice makes Barron’s Top 150 Financial Advisers 2024 list | NOV 24
We are proud to share that our very own Richard Felice was named in Barron’s Top 150 Financial Advisers 2024 list, in association with The Australian yesterday. This recognition highlights Richard’s dedication and expertise in Wealth advisory.
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