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Showing 101 - 110 of 210 results for "Franking credit"

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 ...

Lonsec adds AB fund to portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
... has delivered total returns of 12.05% per year; an annualised outperformance of 7.46% against the S&P ASX 300 Franking Credit Adjusted Total Return Index (Tax Exempt) benchmark. The fund invests predominantly in ASX-listed shares and is designed for ...

Part-pensioners short-changed by asset test changes

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
Up to 300,000 part-pensioners will have to make significant changes to their retirement income strategy to avoid losing out to the 2017 asset test changes, according to Plato Investment Management research. Plato's research found that in order to maintain ...

LIC helped by high gold and cash exposure

DARREN SNYDER  |  THURSDAY, 25 AUG 2016
Listed investment company Hunter Hall Global Value delivered an investment portfolio return of 12.3% last financial year, outperforming MSCI World by 11.9%. The LIC also produced an after tax profit of $30.5 million. Hunter Hall Global Value chairman ...