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Showing 261 - 270 of 1892 results for "Determine"

US election outcome tops investor concerns: Natixis

MATTHEW WAI  |  WEDNESDAY, 31 JUL 2024
A new Natixis Investment Managers survey finds that the US election is the most significant risk to the market and could ultimately vary Australian superannuation funds' investment strategy. The 2024 Strategist Outlook, commissioned by Natixis ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
The owner and financial adviser at Build Your Wealth has been banned from the industry for five years after ASIC found evidence of conflicts of interest. Christopher Edward Luff failed as a financial adviser, according to ASIC's investigation, particularly ...

Government urged to overhaul gift tax system

ELIZA BAVIN  |  FRIDAY, 19 JUL 2024
The Australian government has tabled the final report of the Productivity Commission's (PC) inquiry into philanthropy in Australia: Future foundations for giving. The report makes several recommendations to strengthen the foundations of philanthropy ...

SSGA launches new gold fund

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
State Street Global Advisors (SSGA) has announced the launch of the State Street Gold Fund, a new unlisted managed fund in Australia. The State Street Gold Fund seeks to track the performance of the spot gold price (LBMA Gold Price PM in Australian ...

Robeco launches two new strategies

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... thus provides alpha opportunities." Robeco said it has developed effective forward-looking frameworks that can reliably determine if transition pathways of investee companies are credible, and doing so can distinguish transition leaders from laggards. ...

Adviser permanently banned for faking qualifications

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
A Western Australian financial adviser was permanently banned after he lied to his employer and clients about having passed the Financial Adviser Exam. Dashiel Benjo Vee, also known as Dash Vee, is banned from providing financial services, controlling ...

RBA minutes confirm potential August rate hike

ELIZA BAVIN  |  WEDNESDAY, 3 JUL 2024
... a reasonable time. Commonwealth Bank senior economist Belinda Allen said the RBA will be relying on upcoming data to determine whether a rate hike will be necessary in August. "The runway is shortening for our central scenario of a November easing, we ...

ATO seeks submissions on defining an 'employee'

ELIZA BAVIN  |  WEDNESDAY, 3 JUL 2024
The Australian Taxation Office (ATO) has issued a draft update to its tax ruling TR 2023/4 for consultation which determines when a person is considered an employee under the Superannuation Guarantee (Administration) Act 1992 (SGAA). The draft update ...

ASIC calls out sloppy adviser data

KARREN VERGARA  |  MONDAY, 1 JUL 2024
ASIC is reprimanding AFS licensees (AFSL) for submitting inaccurate information about their financial advisers and will ramp up its enforcement from August. AFSLs are making numerous errors when it comes to providing data on the Financial Advisers Register ...

JPMAM, iCapital launch new private market fund for wholesale investors

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... "When looking at the range of opportunities in the small to mid-market space, we deploy a strict set of criteria to determine if an investment is viable. For example, what is the opportunity set? Is there operational value-add? Are there attractive entry ...