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Showing 21 - 30 of 1575 results for "Offset"

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... record year, growing funds under administration (FUA) to $135.7 billion as strong adviser inflows and improving markets offset elevated withdrawals from a handful of ultra-high-net-worth clients. The wealth platform reported quarterly custodial inflows ...

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI  |  MONDAY, 13 JUL 2026
... outflows for the half year ended June 30 to $21.7 billion (US$15.1bn), GQG data showed. GQG said although the outflows were offset by positive investment performance of $10.4 billion (US$7.2bn), its investment strategies underperformed their respective ...

Super balances rise but gender retirement gap remains stubborn

VINNY VUCAGO  |  FRIDAY, 19 JUN 2026
... including Payday Super, the introduction of superannuation on paid parental leave and increases to the Low-Income Super Tax Offset. "Crucial recent reforms like payday super laws, paying super on paid parental leave and boosting support for low-income ...

Budget changes could drive SMSF adoption: FAAA

VINNY VUCAGO  |  MONDAY, 15 JUN 2026
... and not involve such high level of complexity," Abood said. While broadly supporting the proposed Working Australians Tax Offset and standard deduction for work related expenses, the FAAA urged the government to provide greater certainty around the operation ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... than corporate beneficiaries, will receive non-refundable credits for the tax payable by the trustee, which can be used to offset current year income tax liabilities. "The minimum tax will mean a fairer rate of tax is paid on income from discretionary ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... than corporate beneficiaries, will receive non-refundable credits for the tax payable by the trustee, which can be used to offset current year income tax liabilities. "The minimum tax will mean a fairer rate of tax is paid on income from discretionary ...

GQG reports nearly US$10 outflows, keeps FUM stable

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
GQG Partners has stemmed a substantial US$9.9 billion in outflows offset by stellar investment performance to end April with US$166.9 billion in total assets. Year-to-date figures show the fund manager offsetting nearly US$10 billion in client money ...

Perpetual to wind up fixed income fund

KARREN VERGARA  |  MONDAY, 11 MAY 2026
Perpetual's Dynamic Fixed Income Fund will shutter next month as it failed to reach the required scale to operate in a cost-efficient manner. The fund's investment manager Perpetual Investment Management told investors in a note that after careful ...

Macquarie Asset Management earnings soar to $2.6bn

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... The increase in AUM was the result of increased investments, net asset valuation changes and net flows. It was partially offset by unfavourable foreign exchange movements and divestments. Of the total $416.1 billion in private markets AUM, some $347 ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI  |  FRIDAY, 8 MAY 2026
... to increase the cost of financial advice, as firms move to pass on the impact of a potential $4000 per adviser bill. To offset the cost, 79% said they will be forced to increase client fees. Others are considering scaling back investment in people, with ...