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Showing 271 - 280 of 1159 results for "Trusts"

Rush of advisers sign up before FASEA deadline

ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
... advisers than CBA. This is now down to less than 900. Elsewhere in the Rainmaker report, platform funds under advice in master trusts, wraps and selected managed accounts increased 1% during the 12 months before December 2018 to reach $691 billion. However ...

T. Rowe Price adds investment analyst

HARRISON WORLEY  |  WEDNESDAY, 24 APR 2019
... research Ryan Martin, and assume responsibility for identifying opportunities in healthcare and real estate investment trusts for the firm's Australian equity strategy, which is worth $2 billion. Before joining CFSGAM, Tracey enjoyed nine years as a ...

SG Hiscock, DMP Asset Management to merge

HARRISON WORLEY  |  WEDNESDAY, 27 MAR 2019
... using the brands of both businesses simultaneously. SGH will be responsible for institutional mandates and retail unit trusts, while DMPAM will take care of tailored portfolio services, focusing on providing funds management, asset allocation and portfolio ...

Perpetual raising $440m for credit trust

KANIKA SOOD  |  MONDAY, 25 MAR 2019
... to lower revenue, average FUM and performance fees earned. Perpetual Private recorded $2.5 billion in FUA for charitable trusts and endowment funds; before-tax profit was 2% lower at $22.6 million. Perpetual Corporate Trust was the only subsidiary to ...

UK to introduce new pension scheme

KANIKA SOOD  |  TUESDAY, 19 MAR 2019
... make the new type of scheme widely available, including through multi-employer pensions and those run by commercial Master Trusts - potentially reaching millions of retirement savers." Work and pensions secretary Amber Rudd said the UK will bring forward ...

Wills are an afterthought for the rich: Lawyer

KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
... a media briefing yesterday. The wealthy are typically organised in putting structures in place for their businesses and trusts, she says, but some fall short of taking the final steps in putting their will in order. The late Australian racing car driver ...

Super needs a clear objective: Cooper

HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... the wealth management board, including changes to negative gearing and capital gains tax discounts, and reforms to family trusts. SMSFA chair Deborah Ralston said it was strange that after the Financial System Inquiry in 2014 recommended a clear objective ...

Perpetual thinks outside value investing

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... course, we remain fully committed to active value investing." Perpetual Private recorded $2.5 billion in FUA for charitable trusts and endowment funds; before-tax profit was 2% lower at $22.6 million. Perpetual Corporate Trust was the only subsidiary ...

Investors rage coup against Aurora

KANIKA SOOD  |  THURSDAY, 17 JAN 2019
... with compliance, a rebuffed takeover, falling unit prices and investor retreat. A million dollars crept out of one of its trusts and was later traced to its then chief financial officer. Primary's attempt to topple Aurora Funds Management as its responsible ...

CCIV consultation opens

KARREN VERGARA  |  THURSDAY, 17 JAN 2019
... aiming to ensure the tax treatment of CCIVs broadly aligns with the existing treatment of attribution managed investment trusts, and provides investors with the benefits of flow-through taxation. Robert said the Government has consulted extensively with ...