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Showing 1451 - 1460 of 3009 results for "Estate"

Blue Sky refunds $4.1m overcharge

KARREN VERGARA  |  FRIDAY, 28 SEP 2018
... is refunding more than $4.1 million to investors for incorrectly charging fees mainly across its wholesale private real estate and private equity fund. The fees, Blue Sky said, were charged in an "inconsistent" manner to what was stated in the funds' ...

Family office invests in absolute return fund

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... Singapore family office BMFA Group has committed to invest $34 million in this fund. BMFA Group offers wealth management, estate planning, insurance, and capital funding and commercial loans to high-net-worth (HNW) executives, professionals and entrepreneurs ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... of a next-generation HNW investor dumping them for a competitor. The most popular answer was to involve HNW heirs during estate planning. About one quarter of wealth managers surveyed voted this as the most important factor in retaining the next generation ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... requirements for example, McMullen said, and other critical areas must be considered. This includes cash flows, investments and estate planning issues. Advisers would have many clients who are in pre-retiree on retirement phase and will need assistance ...

AustralianSuper awards international property mandate

DARREN SNYDER  |  TUESDAY, 18 SEP 2018
AustralianSuper has committed to its first commercial real estate debt investment in the UK, marking the cornerstone transaction for a new mandate with a global real estate manager. Australia's largest superannuation fund and TH Real Estate have ...

Investa Office Fund's Canadian bidder ups the stakes

KANIKA SOOD  |  MONDAY, 17 SEP 2018
A Canadian real estate group has topped private equity juggernaut Blackstone's bid for the Investa Office Fund. Oxford Properties Group offered to pay $5.60 per share in cash to acquire 100% of IOF, according to company filings on Friday. This is 10 ...

Government establishes aged care Royal Commission

HARRISON WORLEY  |  MONDAY, 17 SEP 2018
A prominent law firm believes elder financial abuse should form one of the main issues to be examined at the newly established Royal Commission in to the aged care sector. Maurice Blackburn Lawyers welcomed the Federal Government's intention to establish ...

Centuria REIT sees $755m off-market takeover

KANIKA SOOD  |  FRIDAY, 14 SEP 2018
... 3.5 PLG shares. Following a 100% acquisition, PLG will become the largest A-REIT focused on Australian industrial real estate ownership. It will have a combined portfolio of $1.8 billion, an extended WALE, increased tenant and geographical diversification. ...

IOOF offloads corporate trust business

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... strategic fit with Sargon." The AET private trust business, which IOOF is retaining, provides private client trustee services, estate planning and compensation trusts. Sargon chief executive Phillip Kingston welcomed said there was a complementary fit ...

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... It works in partnership with Mesirow Financial to deliver passive and active currency solutions and US multi-family real estate opportunities to Australian investors. Devlin started in the role on Monday.