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Showing 411 - 420 of 10088 results for "Trust"

Removing CGT breaks could boost budget by $22.7bn: Report

ANGELIQUE MINAS  |  FRIDAY, 10 OCT 2025
A new report by anti-poverty organisation Oxfam Australia (Oxfam) revealed nearly 50% of the capital gains tax discount went to 24,000 people who earned over $1 million in 2022-2023. Findings indicate that on average, each of these individuals received ...

End of an era: Longtime Platinum exec exits

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
... roles before that, making her the company's link with clients from the very beginning. Starting her career at Bankers Trust, Norman worked on new product development before joining the retail funds management team, where she Platinum's former ...

ART private equity lead heads for Middle East

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
Australian Retirement Trust's private equity lead is leaving the superannuation fund to take on a role with an investment fund based in the Middle East. Adam Murphy, who has been with ART for nearly a decade, declined to name his new employer. The ...

Tim Unger to depart ART

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
Australian Retirement Trust is losing one of the country's most prominent sustainability specialists, with veteran ESG expert Tim Unger set to depart at the end of the month. Unger, senior portfolio manager of sustainable investments, is tasked ...

La Trobe appoints new liquidity chief

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... Iliakopoulos. Baker said: "La Trobe Financial's disciplined approach to liquidity management is a key reason it has earned the trust of over 120,000 investors. I'm thrilled to contribute to a business that's not only growing rapidly but doing so with ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... development Aydin Mustafa said: "Client meetings are often a once-a-year key opportunity for financial advisers to build trust and engagement, and with Engage, these reviews become more impactful by using innovative technology to present data clearly ...

MA Financial makes $525m acquisition

MATTHEW WAI  |  THURSDAY, 9 OCT 2025
... City Shopping Centre following the acquisition of the site in a joint venture with a Singaporean real estate investment trust for $525 million. Keppel REIT will provide a 75% co-investment with the remainder of the asset to be acquired by MA managed ...

ASIC raises alarm on auditor independence, conflicts of interest

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... officeholder duties may still constitute a prohibited relationship and threaten independence," ASIC said. Report 817 Building trust: Auditor compliance with independence and conflict of interest obligations names the firms under the spotlight, which ...

Platform trustees told to improve investment governance

JAMIE WILLIAMSON  |  TUESDAY, 7 OCT 2025
The regulator has written to platform trustees in the wake of the First Guardian and Shield Master Fund collapses, alerting them to the need to strengthen their investment governance processes. In its letter, it shared initial findings from the thematic ...

Eildon recommends Samuel Terry takeover

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
... Terry's offer of 93 cents per share. ASX-listed real estate investment and funds manager Eildon runs the Eildon Capital Trust (ECT), which has an investment portfolio worth $35.9 million. ECT's portfolio comprises five investments across debt ...