Perpetual
Market insights and commentary from Perpetual.
Australia3 articlesLast published 17 Jun 2026
Multi-AssetEquities
Research
PerpetualMulti-Asset
The art of conversation
Perpetual Private outlines the importance of ongoing, personalised adviser–client conversations as the foundation of effective retirement financial planning, drawing on insights from its advisers and client case studies. The piece emphasises that understanding a client's life goals, family dynamics, and evolving needs—rather than products or strategies alone—drives long-term financial outcomes.
17 Jun 2026
PerpetualPrivate Markets
Private credit: Where it fits – and what to watch
Perpetual Asset Management's Greg Stock and Michael Murphy outline their approach to private credit, emphasising capital preservation over return maximisation, avoidance of property developer lending, and the importance of transparent fee structures and third-party credit ratings. The piece highlights current attractive risk-adjusted returns in Australian private credit while cautioning investors about valuation opacity, AI disruption risks in software lending, and the need for rigorous borrower-level due diligence.
17 Jun 2026
PerpetualPrivate Markets
Building something that lasts – a family office case study
Perpetual Private presents a case study of a multi-generational Australian family business (Williams Batters) and how its owner, Bill Cook, uses Fordham's Family Office service to integrate business accounting, tax, superannuation, estate planning, and wealth management. The piece illustrates how a trusted adviser-led family office structure addresses the complexity of inter-generational wealth transfer, sibling asset dynamics, and recent superannuation legislative changes.
17 Jun 2026