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Showing 1071 - 1080 of 2383 results for "Rule"

Blue Sky founder departs, new MD appointed

ALEX BURKE  |  FRIDAY, 19 AUG 2016
Blue Sky Alternative Investments managing director Mark Sowerby has announced his retirement and a successor has been appointed. From September 30, current Blue Sky chief operating officer Rob Shand will become managing director. Shand has been with ...

Pension changes will impact retirement adequacy

KERRIE SYDEE  |  FRIDAY, 12 AUG 2016
Impending changes to the aged pension asset test thresholds will have a significant impact on the number of couples able to achieve a comfortable retirement, according to new research from Willis Towers Watson (WTW). The joint research from WTW and ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
SMSF trustees are trending upwards in their use of financial planners for the first time since 2007 according to new research jointly released by Vanguard and Investment Trends. The firms' annual self-managed superannuation fund report, which collated ...

Transparency key for sophisticated investment

KERRIE SYDEE  |  TUESDAY, 9 AUG 2016
The evolution of the sophisticated investor certificate from paper to online is an important step in de-risking the sophisticated investment process, according to Sophisticated Access managing director, Peta Tilse. Sophisticated Access is the home of ...

Vast majority of advisers turning to smart beta: VanEck

ALEX BURKE  |  TUESDAY, 9 AUG 2016
Over 90% of financial advisers and brokers are considering investing in smart beta strategies in the future, according to VanEck research. The research was based on a survey of 120 financial professionals and brokers working in an advisory capacity ...

Half of SMSFs set for super change slug

MARK SMITH  |  FRIDAY, 29 JUL 2016
... already have balances in excess of $500,000 meaning that they cannot take advantage of the proposed five-year 'look back' rule. Over 48% of the SMSF trustees in the study would have been affected by one or more of the proposed superannuation changes ...

WAM finds returns in growth companies

DARREN SNYDER  |  MONDAY, 25 JUL 2016
... consultation process regarding proposed changes to its admission requirements for listed entities. Amendments include a proposed rule whereby only shareholders with at least $5000 of shares would be counted towards the 'spread test' admission requirement. ...

Court dismisses AMP appeal for China fund EGM

ALEX BURKE  |  MONDAY, 25 JUL 2016
The Court of Appeal has dismissed AMP Life's appeal in relation to its voting rights at the AMP Capital China Growth Fund (AGF) extraordinary general meeting this Thursday. The Supreme Court had previously decided that AMP Life, which holds roughly ...

ANZ ETFS readies Eurozone ETF

MARK SMITH  |  THURSDAY, 7 JUL 2016
ANZ ETFS will later this month launch an exchange traded fund which provides unhedged exposure to leading companies in the Eurozone. The ANZ ETFS Euro Stoxx 50 ETF, which will have the ASX ticker code ESTX, will track the Eurozone's largest and most ...

Investment bonds back in favour: IOOF

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
... argues isn't always top of mind when discussing the strategy. "These investments have been commonly known as having a 10 year rule on them, which is literally where you'll never have any further personal tax liability on withdrawals. So there's always ...