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Private Matters

Issue 23, February 2012


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Welcome to the 23rd edition of Private Matters.

In this first issue for 2012, the best advice from Deloitte experts continues with the Switzer Market Review setting the tone by asking after the market volatility of 2011, will 2012 be a replay?

We talk to Deloitte Partner Spyros Kotsopoulos for some excellent advice on how best to approach family ‘matters’ with a view to avoiding unintended outcomes. David Tyrrell writes on the impact of current market dynamics on M&A transactions and suggest that uncertain times may indeed be advantageous to proactive business owners.

How fit is your child? Financially fit, that is. Deloitte Private Partner Jacqui Clarke sets out some fundamental financial tips for kids and young adults while Jason White discusses the Future of Financial Advice Reforms (FoFA) and says the winners will be those with a strong customer and adviser focus.

In the latest of our Lucky Country reports, Deloitte Director and workforce expert Michael Hyatt discusses how to get workers more engaged and more productive.

Deloitte Private has strong local knowledge as well as access to global networks to help us best advise and service Australian private business. We hope you find these exclusive articles useful to your business this year and next.

Email Gillian Dodgin To join our complimentary monthly mailing list, please contact Elizabeth Towler

Private Matters, Issue 23

The Switzer Market Review
A mantra for 2012? Think outside the box. Read more
Impact of Current Market Dynamics on M&A Transactions What is the Impact of current Market Dynamics on M&A Transactions?
Uncertain times may well be advantageous to proactive business owners. Read more
Planning is the key How best to approach family ‘matters’ to avoid unfortunate outcomes
For those involved in family businesses or companies, the taxation consequences — especially regarding capital gains tax (CGT)  — of poor or inadequate documentation of family arrangements can be annoying at best, and at worst, ultimately distressing. Read more
Future of Financial Advice Reforms (FoFA) to make cost of advice more transparent Future of Financial Advice Reforms (FoFA) will make cost of advice more transparent
At a time when regulatory change is driving business strategy, the winners from the FoFA reforms will be those with a strong customer and adviser focus. Read more
How financially fit is your child? Are your children financially ‘fit’?
A recent presentation from Deloitte Private for kids and young adults sets out some fundamental financial tips. Read more
From cruise control to top gear From cruise control to top gear
In a recent issue of Private Matters Deloitte Private Account Director Michael Hyatt spoke of some game-changing trends in the human capital landscape. Now he discusses how to get your workers more engaged and more productive. Read more

 

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