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.
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.
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.
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.
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.