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| | | ... environment. While reforms still require Parliamentary approval, those who are across them now are best placed to help deliver better after-tax outcomes for their clients and reduce tax bills down the track. "There's a lot of uncertainty and policy ... |
| | | | ... CGT discount for investments falls unevenly across vehicle types. Unlike direct portfolios and managed funds, ETFs can better manage turnover through in-specie creation and redemption, avoiding internal capital gains crystallisation under the revised ... |
| | | | ... noted asset management is a knowledge-intensive industry where reliable AI can help teams work faster and serve clients better. "Janus Henderson is putting Claude directly into the hands of the teams managing investments and client relationships: from ... |
| | | | ... portfolios generate performance," he said. "We're seeing a growing preference for income-oriented strategies that may be better positioned under a higher capital gains tax regime," Jocum said. The shift comes as Australian high dividend ETFs have outperformed ... |
| | | | ... more broadly representing one of the top five services issues complained about," Report 831 said. Where super funds can do better significantly is in improving timeframes for processing claims and effectively measure claims-handling performance. While ... |
| | | | ... super system, believing that by enabling employers to obtain and present stapled fund information earlier, employees are better placed to retain existing accounts when starting new roles. Also under the new laws, employers will be able to request stapled ... |
| | | | ... into high-demand areas while also amplifying our existing strengths, including our institutional client relationships, to better support our clients' evolving needs." Meanwhile, Janus Henderson head of fixed income Alex Veroude said the deal builds on ... |
| | | | ... aged 65 and older. "It's a growing demographic. We also think they have some novel diagnostic testings that provide better value-based outcomes, so it's not particularly expensive, and if it can detect cancer earlier, it can lead to less costs ... |
| | | | ... opportunity is lost. But the carry-forward rule means those missed contributions can potentially be used later, when people are better placed financially," Smith said. Under current rules, individuals with a total superannuation balance below $500,000 ... |
| | | | ... product strategy which will be critical as we strengthen how we support advisers and quality financial advice to thrive, with better outcomes for clients," she said. Among the changes at Allianz Retire+ last year, David Kane, who was chief operating ... |
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