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Showing 11 - 20 of 621 results for "Discretionary"

Structural reforms necessary despite global shocks: Chalmers

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
... inflation. These objectives put focus on an overhaul of the capital gains tax (CGT) discount and negative gearing, tax on discretionary trusts to address intergenerational inequity, pushing for investment risk taking and increased savings from programs ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... Properties held as of 12 May 2026, meanwhile, will be exempt and arrangements will not change for existing investors. Discretionary trusts, meanwhile, are set for a shakeup after being slapped with a 30% minimum tax. From 1 July 2028, Chalmers proposes ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
Discretionary trusts have been slapped with a 30% minimum tax amid a slew of "fairer tax arrangements" reforms in the 2026-27 Budget to address intergenerational inequity. From 1 July 2028, Treasurer Jim Chalmers proposes to introduce the new tax that ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
... and foundations, UBS GWM offers advice and investment solutions for clients, across strategic asset allocation, discretionary portfolio management, portfolio risk management, investment governance, custody and reporting.

Smart beta ETF inflows on track to hit $10bn

ELIZA BAVIN  |  FRIDAY, 17 APR 2026
... reliable outcomes on fees, return consistency and long-term results," Wickenden said. "Rather than depending on discretionary stock picking, these strategies use transparent rules to target characteristics such as earnings quality, valuation discipline ...

CFS awards $370m mandate

KARREN VERGARA  |  TUESDAY, 14 APR 2026
... private markets strategy. CFS has already made commitments to Morrison's value-add strategy across fund and discretionary co-investments. These investments included Polaris, Morrison's Asia Pacific cold storage platform it acquired in February ...

US, Iran agree to cease fire, outlook remains 'uncertain'

MATTHEW WAI  |  WEDNESDAY, 8 APR 2026
... global oil supply. Remove even part of that threat and capital flows back into equities at speed," he said. "Consumer discretionary will also benefit. Lower oil feeds through to gasoline prices, which supports spending. "Airlines, travel, and retail ...

Morningstar names most compelling funds

ELIZA BAVIN  |  MONDAY, 30 MAR 2026
... compelling options with the potential to outperform over the long term," the report said. "These strategies span both discretionary and systematic approaches. They are either run by experienced portfolio managers with deep research support or built on ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... individually managed accounts (IMA) offering but will provide non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) solutions and continue to manage certain client portfolios directly where this structure is appropriate. ...

Financial services' gender pay gap improves at 21.4%

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... Australia has achieved equality in the workplace," WGEA chief executive Mary Wooldridge said. Large differences in discretionary payments, like performances bonuses and overtime hours, remain a key driver of many employer gender pay gaps. "Employers ...