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Showing 11 - 20 of 93 results for "Imputation"

UBS, Insight IM win Future Fund mandates

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... from $8.5 billion to a loss of $2.8 billion year on year. The Future Fund also lost about $3.5 billion in dividend and imputation credits, down from $6.1 billion to $2.6 billion. The Future Fund posted its second year of negative returns during its 15-year ...

Low rates put retirees at risk: Vanguard

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... the more substantial the amount of concentration risk the portfolio holds. "Previously proposed changes to dividend imputation rules highlighted the potential risks that a high yield, concentrated portfolio may be exposed to. The current high volatility ...

Franking changes feared by shareholders

HARRISON WORLEY  |  TUESDAY, 19 MAR 2019
... Foundation Investment Company said a survey of its shareholders reveals they expect to be heavily affected by the changes to imputation credits, with 85% indicating their reliance on the scheme. AFIC said 85% of respondents believe the changes will result ...

Super needs a clear objective: Cooper

HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... stable, and they're not going to be reversed out on you at some later point," he said. "That's the big issue around the imputation credit refunds. "It's hard to see how these changes are improving that outcome. Again, they're frustratingly either ideology ...

SMSFA turns up the heat on franking debate

HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... day of the conference yesterday, with several distinguished speakers going hard on the proposed changes to dividend imputation credits. Appearing on a panel, Rice Warner chief executive Michael Rice said Labor's proposals amounted to "a pretty bad ...

Ausbil launches dividend income fund

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
... will generate dividend income through cyclical opportunities, earning upgrades, sentiment-driven mispricing, dividend imputation and franking credits and tactical allocations. It aims for a distribution yield that is 25% higher than the market yield ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... Shuttering dividend cash loophole to hit SMSFs In March the ALP proposed to eliminate cash refunds from excess dividend imputation credits, and throughout the year the wealth management industry largely moved to oppose the policy. With the likelihood ...

Advice firm runs rule over Labor policy

DARREN SNYDER  |  FRIDAY, 7 DEC 2018
A prominent financial advice group suggests Labor's proposals on negative gearing, capital gains tax and dividend imputation all need a closer look heading into an election year. HLB Mann Judd Sydney wealth partner Jonathan Philpot said these issues ...

Stop undermining franking credit refunds: Wilson

KARREN VERGARA  |  FRIDAY, 30 NOV 2018
... fund balances than men," he said. The fund manager launched an online petition in a bid to keep the current dividend imputation system. It has received more than 26,000 signatures. In a poll of 3027 signatories conducted over July and August 2018, WAM ...

Chief investment officer retires

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... recession in Australia for 27 years. "We have been fighting against Labor's policy to scrap the current dividend imputation system and tax the Australian shareholders twice. The "savings" to be collected under Labor's proposal will come from ...