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Showing 291 - 300 of 621 results for "Discretionary"

Shuttering dividend cash loophole to hit SMSFs

KARREN VERGARA  |  TUESDAY, 13 MAR 2018
... said. The policy, which is part of Labor's tax reforms targeting negative gearing and capital gains, and closing discretionary trusts loopholes, would apply from 1 July 2019 if Labor wins the election.

Chief economist update: Australia cruising at low altitude

BENJAMIN ONG  |  THURSDAY, 8 MAR 2018
... household consumption is a good thing. The ABS' explained that this is due to increases in health and more specifically discretionary spending - hotels, cafes and restaurants and recreation and culture. This could be interpreted two ways: households' ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
An IOOF-aligned dealer group is introducing a new managed discretionary account service to its adviser network. Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The ...

Topdocs enhances platform with extended partnership

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... BGL's CAS 360 compliance software. This can be done for SMSF corporate trustees as well as the establishment of discretionary or unit trusts. "CAS 360 is leading the way in corporate compliance efficiency, and Topdocs' new integration with BGL ensures ...

SMSFs shifting focus for diversification

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... sectors, accounting for 36% and 17% of the year's turnover. Telecommunication services, healthcare and consumer discretionary stocks also proved popular. The top 10 domestic equity investments for SMSFs comprised the big four banks, Telstra, BHP Billiton ...

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
... stubbornly growing 2% per year and the cost of fuel and electricity rising faster than inflation, parents have less discretionary money to spend and will find it hard to pay for education than those who save for it. About 13,500 parents took part in ...

Majority ready for MiFID II: Spot poll

KARREN VERGARA  |  MONDAY, 8 JAN 2018
... 'regulated markets' are basically the exchanges; while 'multi-lateral trading facilities' are the non-exchange, non-discretionary, rules-based execution platforms, Brick said. 'Pre-trade transparency' means prices and liquid securities have to be made ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
... account investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA). And while these newer channels may for now be getting most of the media attention this will stir renewed interest ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... SMSFs have lots of money is misguided. "Yes, in year's past they [SMSFs] have largely been for those with greater discretionary income but they are increasingly popular among people of varying financial situations," Hogan said. 5th Women in Banking and ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
... account investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA)," Dyall said. "And while these newer channels may for now be getting most of the media attention, this will ...