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Showing 111 - 120 of 4563 results for "Trustee"

WAM offers global real assets exposure via new offering

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
Wilson Asset Management (WAM) has launched a real assets fund, providing investors with exposure to assets, including natural capital like water, agriculture and timber. The Wilson Asset Management Real Assets Fund (WRAF) will partner with specialist ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... returns. Beneficiaries, other than corporate beneficiaries, will receive non-refundable credits for the tax payable by the trustee, which can be used to offset current year income tax liabilities. "The minimum tax will mean a fairer rate of tax is paid ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... returns. Beneficiaries, other than corporate beneficiaries, will receive non-refundable credits for the tax payable by the trustee, which can be used to offset current year income tax liabilities. "The minimum tax will mean a fairer rate of tax is paid ...

Performance test reforms to curb benchmark hugging: Treasury

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... would assess total portfolio returns against a risk-adjusted benchmark. This places greater emphasis on the quality of trustee investment decisions, such as strategic asset allocation, diversification, and other value-adding activities. By contrast ...

TelstraSuper did fall foul of IDR obligations: Federal Court

JAMIE WILLIAMSON  |  FRIDAY, 8 MAY 2026
... its internal dispute resolution (IDR) procedures. The case was brought by ASIC in November 2023, the first time a super trustee was pinged for failures related to the IDR regime, which was introduced in 2021. However, it did not find in ASIC's favour ...

Digital asset adoption in SMSFs not a surprise: Burgess

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
New data shows more self-managed super funds (SMSFs) are rapidly adopting digital assets in their portfolios, but SMSF Association chief executive Peter Burgess said it isn't a worry to him if all entities remain compliant under their respective ...

Alter Domus to acquire MSC Group

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... over MSC Group as it expands its footprint in Asia Pacific. The acquisition of MSC Group will allow Alter Domus to add trustee, custody and debt capital markets services to its administration offering in Australia and select APAC areas. The agreement ...

Vision Super to close Diversified Bonds option

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... at December 2025, the option represented less than 0.08% of total funds under management, Vision Super said, adding the trustee regularly reviews investment options to ensure they remain cost-effective, promote member outcomes and are appropriate for ...

ASFA chair to step down after four years

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
The Association of Superannuation Funds of Australia (ASFA) is on the hunt for a new independent chair. Gary Dransfield is stepping down after four years as independent chair of ASFA. While there, he oversaw the appointment of Mary Delahunty as chief ...

Pinnacle, National Pension Service of Korea up stake in Metrics

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... Former Metrics managing partner Graham McNamara, who officially retired on March 31, sold his shares via HRM Holdings - the trustee of the McNamara Family Trust. Other Metrics executives retained their equity stakes. McNamara was also a founding shareholder ...