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Showing 411 - 420 of 3533 results for "Reporting"

ASIC suspends AFSL for six managed investment schemes

ELIZA BAVIN  |  THURSDAY, 30 MAY 2024
... Absolute Return Fund and Aurora Dividend Income Trust. ASIC found Aurora failed to meet statutory audit and financial reporting lodgement obligations for itself for the financial years ending 2022 and 2023, and the six managed investment schemes for ...

DWS names APAC chief investment officer, real estate

JAMIE WILLIAMSON  |  TUESDAY, 28 MAY 2024
... the role, marking the first time DWS has had an 'on the ground' real estate chief investment officer in the region. Reporting to DWS Australia chief executive Lidia Tomova and APAC head of real estate Christoher Kimm, Naumann will be responsible for ...

Value versus growth: Market expectations in 2024

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... of infrastructure investments begins to show, albeit with long and variable lags. He added that the upcoming August reporting season is expected to be relatively benign, with no dramatic changes anticipated. If the economy continues to hold up well ...

ATO introduces trust taxation changes

ELIZA BAVIN  |  WEDNESDAY, 8 MAY 2024
The Australian Taxation Office (ATO) has announced income tax reporting changes under the Modernisation of Trust Administration Systems (MTAS) that will come into effect on July 1. For beneficiaries of a trust, there will be a new trust income schedule ...

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
... director and head of APAC private wealth, effective immediately. Santer will be based in the company's Hong Kong office reporting to Sean Connor, president and chief executive of global private wealth. Santer previously served as Fidelity International ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... leveraging a platform partner equipped with the capabilities to facilitate seamless trade execution and deliver transparent reporting on complex assets," he said.

Australian Retirement Trust applies new investment exclusion

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... International shares asset classes for companies that generate more than 10% gross revenue in the most recent year of financial reporting from the mining of thermal coal and its sale to third parties." The only exception to the change will be for the ...

Chief member officer leaves Insignia Financial

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAY 2024
... or legal roles and with experience working within retail superannuation and with or within a trustee support office. Reporting to the trustee board, Coyne played a key role in advocating for member outcomes, exercising fiduciary responsibilities on behalf ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... cost-of-living concerns were most notable for pre-retirees, unadvised Australians, and women, with almost 40% of these cohorts reporting cost-of-living as significantly impacting retirement happiness and their view of financial security. Minney said ...

New framework for investors to navigate AI released

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... framework is purposefully designed so a range of investors can practically implement it into existing ESG analysis and reporting, picking and choosing the tools that work for them," Zhu said. "With global AI adoption expected to accelerate significantly ...