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Showing 261 - 270 of 2997 results for "Estate"

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... anticipated," Waterhouse said. "Existing precedent suggests that Division 296 tax credits may not transfer to a member's estate, meaning tax already paid on unrealised gains could be lost upon death - while capital gains tax on those same assets may ...

Aware Real Estate names new chief

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
Aware Real Estate (ARE) has appointed Tracey Whitby as chief executive of the $2.5 billion property fund, effective June 1. Whitby had been serving as interim chief executive for the past six months. The property arm's chair Rod Fehring praised ...

Aware Super tops up direct equities team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... covering telecommunications and diversified financials. She arrives from Barrenjoey, where she was a research analyst for real estate investment trusts (REITs). Ryan earlier spent three years at CLSA and at Ord Minnett. They join Michael Newbold, who ...

European property draws interest from HESTA

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
HESTA is investing in European alternative property via a new mandate with global real estate investment manager Heitman. HESTA has provided an undisclosed sum to Heitman for investment in alternative property types, including self-storage, student ...

Nuveen reaches $650m in commitments for local RE debt strategy

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... manager has received $300 million from the Canadian Pension Plan Investment Board (CPP Investments) for its Australian real estate debt strategy. CPP Investments has contributed $300 million through CPPIB Credit Investments, joining Teachers Insurance ...

Perpetual mulls tie up with Partners Group

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... with Partners Group's significant local and global reach in private markets including private equity, infrastructure, real estate, royalties and credit, provides the opportunity to explore products that give investors access to asset classes across both ...

Private credit market has lenders sweating

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... Growing demand for fast and flexible finance has fuelled an explosion of private and non-bank lenders in the commercial real estate space. Australia's private lending market has grown substantially, with assets under management rising from $57.1 billion ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... 2015, Mercury offers a range of financial services from investment advice, asset protection, tax structuring, succession, estate planning and philanthropy to high-net-worth individuals. Ironbark head of private wealth Jason Harwood said the acquisition ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... administration, taxes, choosing what to invest in, and then personal considerations such as retirement income needs and estate planning," Smith said. The research found that advised SMSFs are more likely to report advice gaps around intergenerational ...

Centuria divests three industrial assets

ANDREW MCKEAN  |  TUESDAY, 27 MAY 2025
... Centuria Capital has divested three industrial assets in Southeast Queensland at an average sales premium of 25%. The real estate funds manager said it capitalised on strong investment demand for industrial assets, benefiting from tailwinds created by ...