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Showing 101 - 110 of 213 results for "Franking credit"

Investment bonds see seismic shift: Zenith

ALEX BURKE  |  TUESDAY, 5 DEC 2017
New Zenith research reveals what the ratings house calls a "seismic shift" in the way investment bonds are managed. Zenith showed that in the six years to May 2017, the share of investment bonds allocated to multi-asset strategies rose from 10 to 45% ...

Treasurer backs APRA's CBA probe

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
An interim report into APRA's inquiry into the Commonwealth Bank could be available in six months' time with appropriate action being taken, Treasurer Scott Morrison told this morning's Bloomberg Address. Morrison said he supported and is pleased with ...

Financial services ripe for mergers and acquisitions

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
... of the Australian Taxation Office in such activities, with the regulator increasingly looking at dividends and franking credit balances and often having a say in how they are distributed. As such, those involved in M&A must ensure they can extract the ...

Equity Trustees appointed RE for boutique

DARREN SNYDER  |  MONDAY, 24 JUL 2017
A staff-owned Brisbane investment manager appointed Equity Trustees as the Responsible Entity for an Australian equities fund. Boutique manager Pentalpha selected Equity Trustees as the RE for its Income For Life Fund - a high-yield, low volatility ...

Milton to acquire $18m unlisted manager

ALEX BURKE  |  FRIDAY, 21 JUL 2017
Listed Australian equities investment company Milton Corporation has entered into an agreement to acquire an unlisted investment manager for $18 million. Consideration will be the issue of new Milton shares, and Milton managing director Frank Gooch ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution ...

Plato launches income-focused LIC

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
... LIC's investment portfolio aims to produce yearly income, including franking credits, in excess of the S&P/ASX200 Franking Credit Adjusted Daily Total Return Index, and outperform, after fees, the benchmark in total return terms including franking credits ...

Arnhem SMA rating receives upgrade

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
Lonsec's rating of Arnhem Investment Management's global separately managed account was upgraded in its latest round of reviews. Arnhem's global SMA, the Australia+ SMA, is now 'Recommended' by the ratings house, with Lonsec highlighting its "highly ...

Look offshore for income: SSGA

ALEX BURKE  |  FRIDAY, 10 FEB 2017
Australia's yield appetite will no longer be sated by income-oriented portfolios that invest solely in domestic assets. A new paper from State Street Global Advisors' SPDR ETF business argues that because of low interest rates and the heavy sector concentration ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...