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Showing 1 - 10 of 7514 results for "Managed"

Macquarie Asset Management launches low-cost active ETFs

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... performance fee of 20% of outperformance of the benchmark. MAM ETF investment strategist Blair Hannon said the actively managed ETFs can work well as long term core portfolio allocations, as they aim to deliver consistent excess returns. "There's still ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... since 2002 and have not kept up with the times. Last August, Treasury conducted a review of the regulatory framework for managed investment schemes (MIS). This included reviewing thresholds for the high-net-worths and product-value classification of ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... deductible to consumers. Such a concession could be effectively targeted to those with the most need, and budget costs managed, in a number of ways - such as by introducing the deduction with a capped amount (such as $3,000) that could be claimed in ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... are getting much more personal. From a product perspective, technology has unlocked tax-efficient personalisation for managed accounts at scale, including things like direct indexing, and these products are growing at a faster pace than ETFs," she said. ...

Federal Court rejects two CBA class actions

KARREN VERGARA  |  MONDAY, 13 MAY 2024
... said. To fund the class action, Omni Bridgeway at the time entered into two arrangements: Fund 2 comprising $90 million managed by Partners Capital and $22.5 million invested by IMF, while Fund 3 had $30 million managed by Amitell Capital and $7.5 million ...

Rahmani takes up post at Magellan

KARREN VERGARA  |  MONDAY, 13 MAY 2024
... manager will soon launch the Magellan Unconstrained Fund to retail investors, a global equities strategy that will be managed by Alan Pullen and has been running for about two years.

Brisbane financial adviser has assets frozen

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... corporate regulator is investigating Prakash and his "related companies" - Principal Financial Services Pty Ltd, Self-Managed Super Pty Ltd, Provest Enterprises, and Super Funds Australia Pty Ltd ITF Principal Superannuation Fund - over concerns related ...

AMP launches alternative debt fund

ELIZA BAVIN  |  WEDNESDAY, 8 MAY 2024
... valuable exposure to private markets, AMP said. AMP will commit $300 million initially into the fund with the assets to be managed through two external managers. The fund will provide exposure to credit risk transfer by purchasing credit risk notes from ...

ATO introduces trust taxation changes

ELIZA BAVIN  |  WEDNESDAY, 8 MAY 2024
... of the trust statement of distribution." The ATO said beneficiaries who receive a distribution of trust income from a managed fund should also include that in the new trust income schedule. "The trust income schedule instructions will show you how the ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... high-risk property schemes, it found. These are either via platform super products offered by APRA-regulated funds or a self-managed superannuation funds (SMSF). The cold calling business receives payments in return. "Many of these models fail to consider ...
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