Search Results | Showing 21 - 30 of 4836 results for %22Managed funds%22 |
| | ... organisations. The maximum compensation amount is $150,000. One major criticism of the CSLR is that it does not consider managed investment schemes (MIS). It also overlooks litigation funding schemes, time-sharing schemes, issues relating to tax treatment ... |
| | | ... Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex Sidoti ... |
| | | ... Caleb & Brown found Australia's crypto adoption was widespread, with individuals, and increasingly, sole traders, self-managed super funds (SMSF) and companies investing. Caleb & Brown said 80% of its customers belong to Gen-X or Baby Boomers, while ... |
| | | ... first global ESG bond fund. Before Omega, he was the head of fixed interest at Vanguard Investments Australia, where he managed over $20 billion in assets and launched several new funds and strategies. Additionally, he served as acting chief investment ... |
| | | ... London where he spent seven years with LGT Wealth Management's IT team, most recently as head of technology. Prior, Boyley managed the IT services function for NEST, the UK's National Employment Savings Trust for six years. Now, he is returning to Adelaide ... |
| | | An Islamic financial services provider has launched an Islamic self-managed super fund (SMSF) solution for members of the Australian Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan ... |
| | | ... Australian and New Zealand fund managers." Chan has been with Morningstar for just over ten years, having also worked in managed funds research and advisory in Australia for Macquarie and Lonsec. He said Michael Malseed and Simon Scott will provide day-to-day ... |
| | | ... 2023, while an authorised representative and responsible manager of Octillion Partner Pty Ltd, Rose recommended six self-managed superannuation fund (SMSF) clients to invest their superannuation in a financial product. ASIC found that Rose engaged in ... |
| | | ... instrument extends the relief to issuers of all types of exchange traded funds (ETFs) and not only those that are passively managed and track an index. The class order allows relief that include exemptions for the equal treatment relief for responsible ... |
| | | ... the benchmark by close to 1% per annum. "The fund's small size means that it has high running costs and cannot be managed in a cost-efficient way," Pendal said. "We also consider that the fund has little prospect of significant growth in funds under ... |
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