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Showing 91 - 100 of 1159 results for "Trusts"

REITs primed for investor cash amid uncertainty

CHLOE WALKER  |  FRIDAY, 2 FEB 2024
After lagging equities the past two years, real estate investment trusts (REITs) are an attractive investment opportunity in 2024, according to Principal Asset Management. In a recent outlook report for listed REITs, Principal Asset Management chief ...

Treasury details winners from tax concessions on super contributions

ANDREW MCKEAN  |  THURSDAY, 1 FEB 2024
... superannuation earnings stood at $1140 for men and $760 for women. Regarding capital gains tax (CGT) discount for individuals and trusts, Treasury insights yet again indicate a trend favouring higher-income individuals. Under the existing framework ...

Macro environment trumps inflation for asset owners: Research

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... alternatives and lower proportion of fixed income compared to the top 20 assets owners (which includes pension funds and master trusts). Thinking Ahead Institute director Jessica Gao said asset owners from sovereign wealth funds to pension funds have ...

Buffett outlines plans for Berkshire Hathaway

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... last," he said. Buffett said that after his death, the disposition of his assets will be an open book. "No "imaginative" trusts or foreign entities to avoid public scrutiny but rather a simple will available for inspection at the Douglas County Courthouse," ...

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
... investing in ASX-listed securities including hybrid securities, bonds, fixed interest securities, bank shares, property trusts, high-yielding industrial shares, and buy and write option strategies. As at October end, the fund had just $9.36 million in ...

Alternative assets are the way forward: Forum

CASSANDRA BALDINI  |  THURSDAY, 26 OCT 2023
... listed alternatives space, Choudhury explained there is a variety of alternatives. "So, we're investing in shares and trusts and funds that are listed on different exchanges," he said. "Music royalties, for example, companies that buy music from ...

CrowdProperty opens to retail investors

CHLOE WALKER  |  MONDAY, 23 OCT 2023
... Australia chief executive David Ingram said the benefit of the platform is that investors - ranging from individuals, SMSFs, trusts, and companies - can invest comparatively modest sums in multiple project loans with first mortgage security. "Traditionally ...

Dimensional launches Aussie fund to NZ market

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2023
... management Bhanu Singh said. "While some Kiwi clients are happy to continue investing through our Australian resident unit trusts, others have said the PIEs make more sense from an administration and tax perspective. "Ultimately, we want to give intermediaries ...

Ring-fencing super for aged care adds complexity, cost: ASFA

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... capital arrangements could also be developed for aged care premises, such as the establishment of real estate investment trusts, it said. Provided the return and risk profile was appropriate, superannuation funds potentially would be investors in assets ...

Treasury kicks off managed investment scheme reforms

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... in is protecting investors from unnecessary financial risk. Managed investment schemes are typically structured as unit trusts that either focus on a single asset class or are multi-asset schemes. They do not include listed investment companies, debentures ...