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Showing 161 - 170 of 1159 results for "Trusts"

Plan to increase competitiveness of managed funds

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... had argued that the regime should provide equivalent tax treatment of CCIVs with that of attribution managed investment trusts; flexibility for CCIVs to use a custodian or a depositary; flexibility to list a retail CCIV with one sub-fund on a prescribed ...

Elston hires head of philanthropic services

JAMIE WILLIAMSON  |  WEDNESDAY, 25 AUG 2021
... NFP and philanthropic services Amanda Sartor joined Equity Trustees as a senior relationship manager in the charitable trusts and philanthropy team.

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... actors and actresses and so on, have gone off the path and caused problems for their family," he said. Leaving assets in trusts, rather than to children, goes a significant way in protecting against this risk. Through properly governed trust structures ...

Only one quarter of ETP growth from performance

ELIZABETH MCARTHUR  |  TUESDAY, 3 AUG 2021
... in the 2021 financial year, accounting for 70% of growth, came from net flows and products converting from unlisted unit trusts or forming a hybrid structure. This means capital market performance only accounted for one quarter of the growth. Quarterly ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
... adviser in the private client team and Amanda Sartor has been appointed as a senior relationship manager in the charitable trusts and philanthropy team. Schell was previously a financial adviser at TruWealth Advice and a senior dealer assistant/associate ...

New portfolio manager at Pengana

KARREN VERGARA  |  TUESDAY, 20 JUL 2021
... analyst at Colonial First State covering the small-caps market, large-cap telcos, utilities, infrastructure and property trusts. Pengana chief executive Russel Pillemer said since the fund's inception in 2014, it has significantly outperformed its benchmark ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... management over the year to March 2021, new research shows. Plan For Life's latest analysis of wraps, platforms and master trusts revealed the leading market players all saw a rise in FUM. BT took out the top spot in terms of total FUM, jumping 19.8% ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... Templates are available for life insurance; income protection insurance; trauma insurance; TPD insurance; superannuation master trusts (choice products); superannuation wraps; funds management (covering ETPs and LICs); and managed accounts. "Eighteen ...

ASIC looks to tighten crypto ETP oversight

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JUN 2021
... terms of pricing and risk management. Consultation Paper 343 also covers listed investment companies, listed investment trusts and unlisted registered managed investment schemes. "We consider that cryptoasset ETPs have unique features and risks which ...

AIA appoints head of strategic partnerships

KANIKA SOOD  |  WEDNESDAY, 30 JUN 2021
... the long-term sustainability of the industry," AIA Australia general manager for group distribution, corporate and master trusts Anthony Clough said. "We are incredibly fortunate to have Harumi join the team as we look to further evolve our market leading ...