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Showing 1211 - 1220 of 20076 results for "Asset"

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... avoid growth companies, a discussion paper says. Following its initial discussion paper and petition on Division 296, Wilson Asset Management (WAM) has released a second discussion paper, highlighting some of the potential implications from the tax. ...

Legalsuper celebrates double digit returns

JAMIE WILLIAMSON  |  FRIDAY, 27 JUN 2025
Legalsuper expects to close out the financial year with a return of more than 11% for its MySuper product. The super fund predicts FY25 will see a return of at least 11% for its MySuper Balanced option, while the High Growth option should return about ...

Brite Advisors auditor admits failures, surrenders registration

ANDREW MCKEAN  |  FRIDAY, 27 JUN 2025
ASIC has accepted a court enforceable undertaking from DM Advisory Services principal David Makowa, the auditor of Brite Advisors. Makowa, a veteran of more than 20 years in practice - including stints at Ernst & Young and KPMG - has surrendered his ...

Brookfield to divest retirement living platform for $3.85bn

MATTHEW WAI  |  FRIDAY, 27 JUN 2025
Brookfield Asset Management is selling its local retirement home operator Aveo to The Living Company for $3.85 billion. Brookfield acquired Aveo in 2019 for about $1.3 billion. Aveo owns more than 10,000 units in metropolitan suburbs across the eastern ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
... managed on behalf of 123,830 members. Colonial First State's FirstChoice Wholesale Pension is the second largest in asset size with $40.7 billion and 154,850 members. The Aware Super Retirement Income product with 114,420 members has $38.8 billion ...

Talent exodus hits Zenith, Lonsec and Evidentia

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Investment Partners will see the departure of its lead consultant, highlighting the intensifying battle for experienced asset consultants. Zenith lead consultant Steve Tang is understood to have joined colleague Ben Davis at Ascalon Capital. Ascalon ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
Magellan Asset Management has strengthened both its distribution and investment teams with a string of senior hires, sharpening its adviser focus and deepening its equities and infrastructure bench. Andrew Dowling, who joins next month, will be based ...

Super moves: PE exec quits Future Fund for ART

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... started out a senior analyst nearly five years ago following a stint in First State Super. Before that, she held roles at asset consultants Frontier Advisors and Mercer, and also worked at Coller Capital in London, a major player in the global secondaries ...

Robeco names Singapore country head

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
The Dutch asset manager has appointed its head of fixed income for the region as country head. Thu Ha Chow, who will retain her current role in addition to taking up the leadership position, replaces Nayan Patel, who left the firm this month after 10 ...

Regal Partners adds to stable, plans hotels strategy

JAMIE WILLIAMSON  |  THURSDAY, 26 JUN 2025
... Adelaide hotel to seed a new strategy. Regal Partners now owns 50% of Ark Capital Partners, a specialist hotel investment and asset management firm, paying $3 million. Ark Capital Partners was founded in 2021 by Rahul Parrab and Mark Bullock, and they ...