News & Insights
Investment Management to MGD Private—Robbie Parkinson’s Return to Advice
Robbie Parkinson shares what drew him to MGD Private and how he brings a disciplined investment perspective to advising families with clarity, governance, and long-term alignment.
Market Update August 2025: Rally Meets Reality
Markets have rallied strongly since April, but rising valuations and policy uncertainty are prompting a strategic pause. In this August 2025 Market Update, Stephen Furness speaks with Morningstar’s Matt Wacher about inflation, interest rates, concentration risk, and the growing importance of valuation discipline.
Let it Flow: When Legacy Begins Before the Will
Division 296 can serve as a starting point for families to discuss intentional intergenerational wealth transfer. By opening these conversations early, parents and children can explore how wealth can support meaningful goals, reduce tax exposure, and shape a considered legacy while still alive.
The Executive Wealth Paradox
Peak earnings don’t guarantee peak wealth. For executives, uncoordinated tax, equity, and ownership decisions erode outcomes. Governance brings the discipline needed to convert income into enduring wealth.
State Street’s 2025 Retirement Report: Retirement Confidence vs Readiness
Amid rising retirement confidence among Australians, State Street Investment Management’s 2025 Global Retirement Reality Report reveals a gap between optimism and the detailed, personalised planning needed to achieve a truly sustainable retirement.
Tax Brief June 2025: From Bad Debts to Business Sales—What Matters Now
With increased ATO scrutiny and evolving tax rules, MGD’s June tax brief for businesses outlines key strategies—from maximising deductions to managing trusts and Division 7A loans—to help you stay compliant and optimise your year-end position.
Market Update June 2025: After the Shock
Markets have retraced their steps since April’s volatility, but the broader outlook remains unsettled. In this June 2025 Market Update, MGD Wealth and WTW examine the impact of softening tariff expectations, the start of Australia’s rate-cutting cycle, and the cautious sentiment shaping global portfolio positioning.
Tax Brief May 2025: Policy Relief and Heightened Oversight
New policy measures and ATO scrutiny define the tax landscape this quarter. MGD outlines the themes to be aware of ahead of year-end—and how we can help you plan with confidence.
Market Update April 2025: Liberation Day and Beyond
The market is once again recalibrating. In this April 2025 Market Update, MGD Wealth and WTW unpack the implications of US trade developments, a shifting inflation outlook, and potential rate cuts in Australia. As global growth diverges, we discuss what this means for portfolio positioning in the months ahead — and why maintaining flexibility and diversification remains key.
Getting Advisory Boards Right for Your Business
A well-structured advisory board enhances governance, fosters independent insight, and strengthens long-term business resilience.
Barron’s Top 150 Adviser Stephen Furness on Stewardship, Legacy, and Purpose
Stephen Furness, named one of Barron’s Top 150 Advisers, reflects on the defining moments of his career and how they inform the way he helps clients manage risk, opportunity, and long-term strategy.
Real Stories, Real Success: How MGD Helps Clients Navigate Life’s Financial Crossroads
From business owners making a great sale to pre-retirees facing unexpected challenges, discover how MGD’s expert guidance has helped clients turn financial complexity into opportunity. Read five real success stories that showcase strategic wealth management in action.
Market Update August 2024: Repricing the Cycle
In our August 2024 Market Update, MGD Wealth and WTW examine recent market volatility, with insights from investment experts on the latest economic data, interest rate expectations, and portfolio positioning. From shifts in US Treasury yields to Japan’s market turbulence, we break down what these movements mean for investors and why staying disciplined is key.
MGD Wealth’s $223,889 Boosts TRACTION’s $1 Million Fundraiser, Supporting Youth Empowerment
Through the 2024 BEYOND Cycling Challenge, MGD Wealth’s dedication helped drive TRACTION’s efforts to provide invaluable support to young Australians in need.