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Showing 241 - 250 of 3694 results for "Though"

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... passive, keeping fees competitive. "The private and midrisk asset books have been elemental to the fund's returns, though liquidity, risk management, and valuation practices are solid. The total portfolio approach is a center of investing excellence ...

$3m super tax faces uncertain future

ELIZA BAVIN  |  TUESDAY, 26 NOV 2024
The SMSF Association (SMSFA) has welcomed reports the government's $3 million superannuation tax, which was expected to come into effect 1 July 2025, could be shelved until after the next federal election. SMSFA chief executive Peter Burgess said the ...

Size of super industry on ASIC's radar

ELIZA BAVIN  |  FRIDAY, 15 NOV 2024
ASIC commissioner Simone Constant has told the ASIC Annual Forum that the regulator is watching potential risks to financial stability as the superannuation sector grows. Questioned on her thoughts around the recent Reserve Bank of Australia (RBA) report ...

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN  |  TUESDAY, 12 NOV 2024
... examination of state-by-state data showed that Victoria has traditionally attracted the lion's share of philanthropic funding, though its share dipped from 36% to 27% since 2015. The report linked this funding concentration to historical factors such ...

Head of strategy exits Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 8 NOV 2024
Australian Retirement Trust (ART) has farewelled the author of its first corporate strategy upon the merger of Sunsuper and QSuper in 2022. As the head of strategy, Andrew Ko wrote ART's long-term strategic plan. For three years, Ko was responsible ...

Funds SA adds to leadership team

ELIZABETH FRY  |  MONDAY, 4 NOV 2024
Ahead of naming the new investment chief, Funds SA chief executive John Piteo has bolstered the leadership team by making a series of promotions. After a year in the top job, Piteo has elevated nine staffers in investment, finance and operations, analytics ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... wealth market," Crothers said. The private equity firm has worked with wealth advisors for almost 20 years. More recently though, the buyout firm's wealth business has focussed on designing private equity, private infrastructure and private real ...

APRA questioned on super performance test

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... enormous. I believe they are all trying to manage those assets in the best interests of their members. How they go about it though is subject to a range of considerations," Cole said. "Very large funds probably have a real issue in where they place the ...

Australian equities rise, but global markets preferred: Morningstar

ANDREW MCKEAN  |  MONDAY, 21 OCT 2024
... having exhibited weaker performance in previous months. Morningstar's conviction in US equities has, nevertheless, softened, though it stops short of considering them an "outright danger." "... our conviction for the US equity market has fallen to the ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... with increased public relations and marketing initiatives over the first half of the financial year," Hackett said. "Even though we continue to see all of our key performance indicators trend in the right direction, there is still a significant amount ...