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Showing 101 - 110 of 6964 results for "Tax"

Former chief financial officer at Rest returns in new role

VINNY VUCAGO  |  THURSDAY, 23 JUL 2026
... team, reporting to chief executive Vickie Doyle. The newly created role will see Singh-Pangly overseeing strategy, finance, tax, valuations and investment operations, legal and company secretariat, public policy and advocacy, and strategy procurement ...

HUB24 FUA soars over $164bn

MATTHEW WAI  |  TUESDAY, 21 JUL 2026
... from the $15.8 billion in FY25 excluding large migrations, HUB24 said. "In the context of market volatility and the recent tax changes proposed in the Federal Budget, the net inflows were stable on the previous corresponding period when excluding large ...

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
... shared obsession for delivering great client outcomes," Humphrey said. Count has also increased the expected annualised pre-tax synergy run rate to $1.25 million, up from the initial $1 million estimate, which are expected to be realised within the next ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... quarterly net inflows. Netwealth said investor caution following conflict in the Middle East, market volatility and proposed tax changes moderated inflows late in the quarter, while a small number of partial withdrawals by ultra-high-net-worth clients ...

Warakirri, LongView launch home equity strategy

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... strategy with a solid track record and long-term growth potential." LongView chair and co-founder James Hooke explained recent tax reforms do not eliminate opportunities in the domestic housing market. "Despite the impacts of the latest Federal Budget ...

Solaris wins mandate from Mercer Investments

KARREN VERGARA  |  THURSDAY, 16 JUL 2026
... Investments Australia, becoming one of the managers of an Australian shares strategy. Mercer's Australian Shares Fund for Tax Exempt Investors now has Ausbil Investment Management, Plato Investment Management, Macquarie Investment Management and ...

FEATURE | Retirement | A layer of confidence

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... Streams) Regulations 2017 in July 2017, enabling super funds to provide innovative retirement income streams (IRIS), including tax exemptions for longevity products, investment-linked pensions and deferred lifetime annuities. Arguing whether the government ...

First Mutual unregistered MIS wound up

KARREN VERGARA  |  WEDNESDAY, 15 JUL 2026
... funds were spent on general lifestyle expenditure, payment towards credit cards of $2.4 million, business expenditure and tax payments of $212,447. There was also a personal loan payment of $348,174. Currently, only $7 million of remaining assets can ...

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI  |  WEDNESDAY, 15 JUL 2026
... Global Opportunities Fund and other L1 Capital strategies." L1 Group expects to incur $33 million to $36 million in after-tax one-off costs during the second half of FY26, mostly related to the Platinum integration and to the IPO of the L1 Gold Fund. ...

LRBA ban requires immediate clarity: SMSFA

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
... align with the government's stated rationale for exempting new builds from the broader negative gearing and capital gains tax changes," Burgess said. "The government's own housing policy distinguishes between investor demand for existing homes and investment ...