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Showing 11 - 20 of 1159 results for "Trusts"

Unit trusts FUM 'plateaued': Rainmaker

MATTHEW WAI  |  MONDAY, 25 MAY 2026
... latest data highlights that despite a 13% annual growth in funds under management (FUM) across all managed funds, unit trusts only made gains through positive market returns over the 12 months to March end. In the Managed Funds Net Flows Report, which ...

Structural reforms necessary despite global shocks: Chalmers

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
... 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 like the National ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... 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 to introduce ...

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 ...

Chalmers overhauls negative gearing, CGT discount

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... of an asset is adjusted for inflation. The new rules will apply from 1 July 2027. The 50% CGT discount for individuals, trusts and partnerships will be replaced with cost base indexation and a 30% minimum tax rate. "Cost base indexation will ensure that ...

Budget to overhaul negative gearing, CGT discount, family trusts

ELIZA BAVIN  |  TUESDAY, 5 MAY 2026
... government is planning to curb negative gearing, overhaul the capital gains tax discount and impose new tax rules on family trusts when Treasurer Jim Chalmers hands down the Federal Budget next week. While nothing has been confirmed, and Treasury has ...

Treasury to abolish CGT discount: Reports

KARREN VERGARA  |  TUESDAY, 28 APR 2026
... provisions were removed for assets acquired after 30 September 1999. Under the discount, individuals and the beneficiaries of trusts pay tax at normal rates on only half of any capital gain realised on an asset held for at least 12 months. Superannuation ...

Janus Henderson awards mandate to BNP Paribas

ELIZA BAVIN  |  FRIDAY, 17 APR 2026
... mandate, Securities Services at BNP Paribas offers fund accounting for Janus Henderson's open-ended funds and investment trusts in Europe and Asia-Pacific, alongside depositary, custody, cash and FX services. BNP Paribas said Janus Henderson will also ...

Australia is 'laissez-faire' on eligibility for semi-liquid investments: Morningstar

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... listed investment vehicles (LIVs). Typically, open to all investors and mainly exclusive to Australia, listed investment trusts (LITs) or companies (LICs) are the closed-ended cousins of ETFs. "... while ETFs are open-ended and can use market makers ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... not just their Will, superannuation or other assets - the whole picture. He adds that for wealthy families with family trusts and/or companies, it's important to understand how these all work together. "Then we want them to think about, 'what ...