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Showing 21 - 30 of 152 results for "Managed investments"

Merging super funds guaranteed tax relief

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... However Loane warned that the bill's change to the definition of Significant Global Entities, which now include managed investments, will impose an "unnecessary tax compliance burden on Australia's managed funds". "A recent survey by Morningstar shows ...

Cash management account to shutter

KANIKA SOOD  |  FRIDAY, 27 MAR 2020
... longer-than-usual withdrawal periods, and to reset their automated transactions. The product was offered by BWA Managed Investments (BWAMI), which is a specialist cash management business. BWAMI's other product, the BWA cash management trust was ...

Bearish sentiment bites Aussie investors

ALLY SELBY  |  THURSDAY, 30 JAN 2020
... Choi said both listed and unlisted managed funds were of interest to Aussie investors. "Across the range of managed investments, Australian investors currently allocate the largest proportion of their total portfolio to unlisted managed funds (7%, on ...

Industry fund appoints interim investment chief

HARRISON WORLEY  |  FRIDAY, 18 OCT 2019
... with Sunsuper in 2018, and more than five years at ESSSuper in the 1990's. Between 2004 and 2007, Kessell managed investments at the London Pensions Fund Authority, before a short stint as a pension investment controller at the J Sainsbury Pension ...

Government reduces deeming rates

KARREN VERGARA  |  MONDAY, 15 JUL 2019
... to financial investments. These assets are defined as pensioners' savings accounts and term deposits, managed investments, loans and debentures, listed shares and securities, and some income streams. In June, the Reserve Bank of Australia made the ...

Colonial First State hires retail sales head

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... sales will lead the distribution of FirstChoice and FirstWrap." Colonial First State has two super/pension/managed investments platforms: FirstChoice ($90 billion) and FirstWrap ($30 billion in funds under advice). Quirk moves into the role after Laird ...

Royal Commission to disrupt product distribution: Roy Morgan

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... 39% of existing home loan balances attributable to this sector. The greatest use of intermediaries is for managed investments, largely through financial advisers, with about 56% of managed investments sold this way. Financial advisers and insurance brokers ...

Australia Day honours recognise industry stalwarts

JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
... Insurance Asset Management. Haddock also previously served as chair of Commonwealth Bank's Commonwealth Managed Investments from 2009 to 2014. An AO was also awarded to Dr Bronwyn King, the founder and chief executive of Tobacco Free Portfolios. ...

Tobacco-free portfolios divide investors: Poll

KARREN VERGARA  |  MONDAY, 29 OCT 2018
... BT Financial Group said it is extending its ESG exclusion framework to investment mandates for internally managed investments, saying customers demand sustainable investing that aligns with their values. Colonial First State also moved to offload all ...

BennBridge boutique launches small caps fund

KANIKA SOOD  |  THURSDAY, 18 OCT 2018
... Companies Fund, which will hold 40-60 stocks. It will be led by Paul Marriage and John Warren who have previously managed investments together at Cazenove Capital and Schroders. Tellworth co-founder Paul Marriage said: "Having managed a similar fund ...