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Showing 261 - 270 of 1159 results for "Trusts"

ASIC moves against SMSF auditor misconduct

HARRISON WORLEY  |  TUESDAY, 23 JUL 2019
... was disqualified for not gathering enough evidence during the audit of an SMSF where property and investments in unlisted trusts were reported at market value. Wright also failed to comply with his CPD requirements according to ASIC. Finally, Geoffrey ...

SG Hiscock hires from Macquarie

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
... Potter was a business development manager across listed equities, unlisted infrastructure, agriculture and private equity trusts. Prior to joining Macquarie, Potter held business development positions at Platypus Asset Management. Meanwhile, Aristi Kitsakis ...

Charter Hall industrial fund scores top Lonsec rating

HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
... expenditure. "Charter Hall's high-quality management team has a track record of delivering solid returns on direct property trusts" and the fund "has a conservative gearing target of 30% to 45% with a current LVR of 33%." The fund is open for investment ...

OnePath awards $210m in mandates

KANIKA SOOD  |  WEDNESDAY, 26 JUN 2019
... Barrack's Sydney boutique Renaissance Property Securities to manage $90 million in Australian real estate investment trusts. "[Renaissance] provided consistent outperformance since inception through seeking to identify mispriced stocks and to add ...

Fee discounts harder for active ETFs

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
... worth financial advisers may be reluctant to allocate to active ETFs because of the cost benefits on offer with unlisted trusts. Active ETFs account for just $3 billion of Australia's total $47 billion invested through exchange-traded products. They ...

Fund manager hires new institutional head

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 JUN 2019
... business development and consultant relations. According to her LinkedIn, Skalberg was head of business development unit trusts, super and pensions at AXA from 1997 to 1999. Ausbil head of distribution Mark Knight said: "Camilla brings significant institutional ...

J.P. Morgan wins custody mandate

KANIKA SOOD  |  TUESDAY, 11 JUN 2019
... J.P. Morgan to provide custodian and fund administration services to its $2 billion of Australian assets in its unlisted trusts. Neuberger Berman head of intermediary distribution Matt Thompson said: "Our recent announcement to offer new units in the ...

Wills and BDBN raise adviser interest

KARREN VERGARA  |  FRIDAY, 7 JUN 2019
... highlighted the advantages and disadvantages of distributing assets directly to beneficiaries as opposed to using testamentary trusts. Distributing directly to beneficiaries is less complex, inexpensive, incurs no ongoing administration costs, she said. ...

Zenith acquires New Zealand firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 MAY 2019
... market. The research company monitors about 700 funds totalling over $100 billion in NZ household savings held in unit trusts, KiwiSaver schemes, personal schemes and insurance bonds. The suite of services available to users through FundSource will be ...

Colonial First State awards $170m mandate

KANIKA SOOD  |  TUESDAY, 7 MAY 2019
... $170 million mandate to invest in Australian real estate securities. DWS will invest in Australian real estate investment trusts (AREITs) on behalf of CFS under the mandate awarded in the first quarter of this year. DWS's Australian real estate securities ...