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Showing 301 - 310 of 1159 results for "Trusts"

Australian Unity Trustees signs tech partnership

JAMIE WILLIAMSON  |  MONDAY, 4 JUN 2018
... manage a wide range of assets and complex tax structures will enhance customer service experience particularly for the trusts and estates market," he said. Implementation of the platform will commence later this year. Earlier this year, Bravura's ...

Perpetual appoints new GM

JAMIE WILLIAMSON  |  TUESDAY, 15 MAY 2018
... custody, wholesale trustee and responsible entity services. She will also oversee investment management for managed investment trusts and Perpetual's Singapore business. Riggio replaces Andrew Cannane who departed in March for a new role with the newly-listed ...

PIMCO partners with data and analytics platform

KARREN VERGARA  |  FRIDAY, 11 MAY 2018
... models. In mid-March, PIMCO said it is winding down its exposure to Australian banks and certain real estate investment trusts as risks increase in these investments PIMOC portfolio manager Aaditya Thakur and credit research analyst John Dwyer said that ...

Retail unit trusts leaking FUM

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
Retail unit trusts now hold only 47% of the managed funds segment in Australia, down from 75% at the time of GFC, according to new Rainmaker research. The $755 billion managed funds segment in Australia includes retail unit trusts, exchange traded funds ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Features such as the ability to get a client's total wealth view across a number of tax entities such as SMSFs, family trusts or business structures made it an easy sell to clients," he said. Kuda Wealth had previously been using a tailored direct equities ...

New law tightens unpaid SG penalties

KARREN VERGARA  |  THURSDAY, 29 MAR 2018
... years - not just a standard three or four-year period. They are unable to hide behind complex company structures or family trusts from backdated claims, he said. "You might think you understand your exposure to the ATO and that your company structure ...

PIMCO sells Aussie banks as correction looms

ALEX BURKE  |  THURSDAY, 15 MAR 2018
PIMCO is winding down its exposure to Australian banks and certain real estate investment trusts as risks increase in these investments. In an outlook report, PIMCO portfolio manager Aaditya Thakur and credit research analyst John Dwyer said that while ...

REITs the saving grace on SPIVA scorecard

KANIKA SOOD  |  WEDNESDAY, 14 MAR 2018
... international equity funds, and 786 Australian equity funds including large, mid and small-cap and real estate investment trusts. REITs were the only funds to beat their benchmark index, outperforming the S&P/ASX 200 A-REIT index by 1.1 percentage points. ...

Shuttering dividend cash loophole to hit SMSFs

KARREN VERGARA  |  TUESDAY, 13 MAR 2018
... 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.

Hunter Hall veteran launches new business

ALEX BURKE  |  MONDAY, 5 MAR 2018
... of 25 to 30%, similar to the compound annual returns generated during his tenure at Hunter Hall. Andaz will not use unit trusts or LICs; instead, the company will focus entirely on separately managed account solutions. Chan said this will give investors ...