Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 341 - 350 of 1159 results for "Trusts"

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... Forum on Retirement Income, Tsovolos explained how the estate laws around self-managed super funds and discretionary family trusts is still evolving - largely because challenges only occur once the client dies and once a claim is made against the estate ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
A former National Australia Bank executive has joined Equity Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement ...

Government shows commitment to funds management

EMMA RAPAPORT  |  WEDNESDAY, 19 JUL 2017
... concerns raised by the industry around the Investment Manager Regime (IMR) and the new tax system for managed investment trusts (MITs), both of which have created concerns about the taxation of foreign investors. "The Government is clarifying that when ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... (ETFs); exchange-traded commodities; hybrid securities and bonds; listed investment companies (LICs); real estate investment trusts (REITs); managed funds registered by ASIC (including hedge funds and cash management trusts); and deposits with an Australian ...

Zagga pitches alternative asset class

EMMA RAPAPORT  |  FRIDAY, 30 JUN 2017
... said. Zagga stressed they are not going after the banks as they will seek to fund loans for individuals, companies, and trusts who are unable to secure a bank loan for a variety of reasons including borrowers who are asset rich but cash poor, and unusual ...

New cash fund targets retirees

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
... of 4.25% per annum net of fees and costs. Barry said the Trilogy Monthly Income Trust was one of the few pooled mortgage trusts in Australia to keep paying investors a monthly income throughout the global financial crisis, with average returns of 7.85% ...

Human Super appoints inaugural chief executive

EMMA RAPAPORT  |  MONDAY, 26 JUN 2017
A former head of investment trusts marketing at J.P. Morgan Asset Management has been appointed the inaugural chief executive of Human Super. Pascale Helyar-Moray will take leadership of the newly launched product effective immediately and hopes to ...

Equip confirms merger, names CEO and directors

EMMA RAPAPORT  |  MONDAY, 19 JUN 2017
... corporate superannuation marketplace, which bridges the gap between profit-for-member industry funds and retail master trusts," Fairley said. "This is a strong signal to other major corporate funds that we are a superannuation provider with which they ...

Centuria consolidates funds

KARREN VERGARA  |  THURSDAY, 15 JUN 2017
Two of Centuria's listed property trusts will merge to create a $600 million fund aiming to be "the largest metropolitan office-focused REIT on the ASX." Centuria Metropolitan REIT (ASX: CMA) invests in office and industrial real estate at valued at ...

DomaCom chasing Federal Court exemption

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
... DomaCom is supporting a Federal Court action appealing for its sub-funds to not be considered in-house assets or related trusts under the SIS (Superannuation Industry Supervision) Act. If successful, SMSF investors with the ASX-listed fractional investment ...