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Ethics and income not incompatible: Martin Currie

ALEX BURKE  |  FRIDAY, 13 MAY 2016
Applying an ethical values screen to investment doesn't need to compromise income objectives, according to Martin Currie research. Commenting on the Ethical Income strategy, distributed by Legg Mason, the Martin Currie research found that the "investment ...

Oxford-Man Institute expands into machine learning

KERRIE SYDEE  |  THURSDAY, 12 MAY 2016
The University of Oxford and Man AHL have announced that the Oxford-Man Institute (OMI) will expand its focus on machine learning and data analytics, becoming part of the University's department of engineering and science from 1 August 2016. The expansion ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
... paradigms," AFA chief executive Brad Fox said. "The AFA Adviser of the Year Award and the AFA Practice of the Year Award apply the most rigorous judging process used by any financial services award in Australia so that we can identify absolute industry ...

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
... strategy advisers recommend to their clients, especially those looking to self-fund their retirement. As these measures do not apply until 2017-18, CFS FirstTech notes that advisers and clients should consider taking advantage of the current higher concessional ...

Reforms aimed at supporting women

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... accumulate or catch up their superannuation balances with those who do not take breaks from the workforce. The measure will also apply to members of defined benefit schemes and is estimated to have a cost to revenue of $350 million over the forward estimates ...

What the budget means for you

MARK SMITH  |  TUESDAY, 3 MAY 2016
... ATO taskforce to tackle the problem. Similar to measures introduced in the UK, a diverted profits penalty rate of 40% will apply. At the other end of the spectrum, the budget also has implications for the many service providers and advice firms throughout ...

Asia Funds Passport signed off

KERRIE SYDEE  |  FRIDAY, 29 APR 2016
... investors and the economy overall. "The changes mean managed funds are now exempt from the out-dated taxation provisions that apply to trusts. New rules now apply for the tax treatment of the trust and unit holders in that trust, which is a positive ...

Boomers surprisingly open to fair super tax changes

MARK SMITH  |  THURSDAY, 28 APR 2016
... issue, respondents were evenly split 41-41 (with 18% neutral) for and against Labor's plan to change negative gearing laws to apply only to new buildings.

Pillar enters blockchain

DARREN SNYDER  |  FRIDAY, 22 APR 2016
... true, but it's not going to be a five minute process for individuals and companies and technologists to figure out how to apply this technology. In three to five years from now Blockchain will be the standard way you can develop and architect new multi-party ...

HESTA reduces equities carbon footprint

DARREN SNYDER  |  TUESDAY, 19 APR 2016
... leading-edge investment strategy." "This new quantitative equity solution met HESTA's specific requirements, and we can apply the same expertise to provide similar customised solutions for a wide range of investment products." The partnership highlights ...