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Showing 331 - 340 of 1159 results for "Trusts"

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... family businesses legitimately use these structures to spread income among different members, she said, adding discretionary trusts receive a bad rap as being tax avoidance vehicles. Many clients use them to protect assets within the family more than ...

Adviser, SMSF demand driving LIC growth

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
... portfolio, according to a MinterEllison report. The Australian listed investment companies (LICs) or listed investment trusts sector rose by 12.3% in market capitalisation to $33.1 billion during FY17. The period saw 12 LICs launch, bringing the total ...

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
... from 12.9%), 19.3% property (up from 19.2%) and 0.4% in other vehicles such as hedge funds, agricultural funds and private trusts (down from 0.5%). The cash spike occurred as a direct result of the massive increase in cash contributions leading up to ...

Investors short on tax-effective structures: Centuria Life

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Changes to superannuation and news Bill Shorten has discretionary family trusts in his sights is making investors worried about their investment future. Centuria Life general manager Neil Rogan says if family trusts are taxed at 30%, as per Bill Shorten's ...

Former politician to chair Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
... positioning it to thrive in its markets. He has overseen major acquisitions including the ANZ Trustees and Sandhurst estates and trusts business and established a strong and stable leadership team." In addition to serving on the board of EQT, Kennett ...

Former investment bankers behind new platform

JAMIE WILLIAMSON  |  THURSDAY, 10 AUG 2017
... of dollars in investment funds seeking highly prospective projects that were previously only the precinct of large unit trusts and also banks through lending," Nankivell said. "As the trustee of the investments, iPartners applies a strict assessment ...

IOOF grows against the grain

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... as the new capability continues to direct administration funds from IDPA, native title, compensation and philanthropic trusts to IOOF platforms. "We have an exceptional track record of delivering value-accretive acquisitions and have the scale, experience ...

Discretionary trusts crackdown short-sighted

KARREN VERGARA  |  FRIDAY, 4 AUG 2017
The Labor government's proposed crackdown on discretionary trusts is "short-sighted" and "anti-family" given the broader tax system isn't operating on a level playing field, an industry expert says. In response to Opposition Leader Bill Shorten proposing ...

Family office merger sees new chief executive

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2017
... existing Mutual Trust shareholders will own 65% of the expanded Mutual Trust. Myer Family will own 35% and become Mutual Trusts' largest single shareholder. The enlarged group will trade under the name Mutual Trust. The existing Mutual Trust board of ...

Labor cracks down on discretionary trusts

KARREN VERGARA  |  MONDAY, 31 JUL 2017
... minimises tax bills. The Labor leader is pledging to impose a minimum 30% tax rate on the distributions of discretionary trusts to beneficiaries over 18-years-old, which he said is currently being used as an aggressive tax minimisation vehicle. Wealthy ...