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Showing 311 - 320 of 1159 results for "Trusts"

SSGA appoints head of Asia-Pacific

ALEX BURKE  |  FRIDAY, 2 MAR 2018
... grew the business to a team of nine people and total assets under management of over $880 million across wholesale unit trusts and intermediary managed accounts. "Our Australian business today has a strong retail active investment profile and this is ...

EQT names manager for major philanthropy client

ALEX BURKE  |  THURSDAY, 1 MAR 2018
Equity Trustees appointed a grants program manager to oversee one of Australia's largest philanthropic trusts. Ferdi Hepworth takes on the key role for the William Buckland Foundation, which was established in 1964 and has distributed more than $105 ...

Perpetual investments drives profit boost despite market conditions

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... the third listed role we have been involved in this calendar year, and while we have worked on numerous listed investment trusts in the past, this will be the first time we act as RE for an exchanged traded managed fund." Commenting on Perpetual's overall ...

Topdocs enhances platform with extended partnership

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... 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 CAS 360 users ...

Traditional advice strategies pose retirement risk

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... property. It can also cause problems when both have retired, if all the income is in one person's name," Philpot said. Family trusts represent a better strategy, as income distributions can change over time and the wealth can be accessed before retirement ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
... blended investment rating assessment systems but complement them. Rainmaker's investment analysis is channel agnostic. Unit trusts - that mainstay of the financial advice industry - are today competing on an equal footing against the increasing number ...

Perpetual wins new active ETF mandate

ALEX BURKE  |  WEDNESDAY, 20 DEC 2017
... the third listed role we have been involved in this calendar year, and while we have worked on numerous listed investment trusts in the past, this will be the first time we act as RE for an exchanged traded managed fund. "We are seeing a growing trend ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
... growth or a retirement that minimises financial stress. He added that the investment analysis is "channel agnostic." "Unit trusts - that mainstay of the financial advice industry - are today competing on an equal footing against the increasing number ...

SMSFs continue rise

EMMA RAPAPORT  |  WEDNESDAY, 6 DEC 2017
... types held by SMSFs by value are: listed shares 29%, cash and term deposits 23%, non-residential real property and unlisted trusts 11%. Total administration and operating expenses for SMSFs reached $3.86 billion, while total investment expenses jumped ...

Advisers can benefit from the spirit of giving

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... through the establishment of a charitable trust, she said. "Unlike ad hoc donations or even recurring donations, charitable trusts are designed to grow capital over time, whilst generating sustainable income for granting," Sakellaris said. Such structures ...