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Showing 11 - 20 of 111 results for "Wilson Asset Management"

WAM eyes Platinum LIC

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
Wilson Asset Management (WAM) is making a play to be the investment manager of a Platinum Asset Management listed investment company, offering a non-binding, indicative proposal. WAM is proposing to take over the investment management function of ASX-listed ...

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... companies, a discussion paper says. Following its initial discussion paper and petition on Division 296, Wilson Asset Management (WAM) has released a second discussion paper, highlighting some of the potential implications from the tax. The core issue ...

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... eliminate taxing unrealised gains and implement indexation on the threshold to ensure "fairness". Similarly, Wilson Asset Management chair Geoff Wilson, who has been actively advocating against the bill, urged the industry to sign a petition opposing ...

MP says Coalition will 'fight to the death' over $3m super tax

MATTHEW WAI  |  WEDNESDAY, 4 JUN 2025
... farm for less than [$3 million] these days," Canavan argued before the segment was ended. It comes as Wilson Asset Management (WAM) chair Geoff Wilson is gaining signatures for a petition against Div 296, slamming it as a "stupid tax". WAM recently invited ...

Activist fund manager promotes three staffers

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
Wilson Asset Management has promoted three staffers following the launch of two new investment companies this year - an income style product and a fund that backs companies run by founders. William Liu, Anna Milne, and Shaun Weick have taken on new ...

AOF asset settlement delayed, on track for June delisting

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... including 2 Eden Park Drive, North Ryde and 5 Eden Park Drive and 64 Northbourne Avenue, Canberra. Last May, Wilson Asset Management bought 9.8 million shares in AOF, paying $1.20 per share for its ASX-listed LIC WAM Strategic Value. AOF traded at 88 ...

Analyst promotions: TCorp, Future Fund, CareSuper, Fidante, First Sentier

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... affiliate from Suncorp Group, where he held a similar role. He also had brief stints at SuperRatings and Wilson Asset Management. Additionally, Melissa (Haomiao) Liu has started a position as an assistant portfolio manager in short-term investments at ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... the consultant four years ago. Her promotion follows the departure of Nick Kelly, who recently joined Wilson Asset Management as the portfolio manager for the alternative assets fund. Although Kelly held several titles at the global consultant - including ...

WTW names head of real assets

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... the consultant four years ago. Her promotion follows the departure of Nick Kelly, who recently joined Wilson Asset Management as the portfolio manager for the alternative assets fund. Although Kelly held several titles at the global consultant - including ...

Wilson AM to launch first monthly LIC strategy

MATTHEW WAI  |  THURSDAY, 13 MAR 2025
... growth by investing in 40-70 equities and corporate debt instruments - the first Australian LIC to do so, Wilson Asset Management (WAM) said. The portfolio will consist of companies with the ability to grow and sustain distributions over time in the ...