Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 4411 - 4420 of 9284 results for "wealth"

Shuttering dividend cash loophole to hit SMSFs

KARREN VERGARA  |  TUESDAY, 13 MAR 2018
The Labor Government is proposing to eliminate cash refunds received from excess dividend imputation credits - a "generous" tax loophole that's mostly benefiting self-managed super funds. Shadow treasurer Chris Bowen said this "unfair revenue leakage" ...

Skyring names new head of distribution

ALEX BURKE  |  TUESDAY, 13 MAR 2018
... individual projects over the past decade, the team at Skyring have decided to offer investors the ability to benefit from their wealth of experience," Skyring added. "The fund invests exclusively in first mortgages of Australian commercial developments ...

Australia ticks boxes for ultra-high-net-worth individuals

KARREN VERGARA  |  MONDAY, 12 MAR 2018
... foreign investment, Australia is still a destination of choice for ultra-wealthy investors, according to Knight Frank's wealth report. Australia is the third most-preferred global destination for the world's ultra-high-net-worth individuals (UHNWIs) ...

Former Macquarie head of research joins Fidelity

ALEX BURKE  |  MONDAY, 12 MAR 2018
The former head of research for Macquarie's wealth management business has taken on a new role at Fidelity International. Richard Dinham joins Fidelity as head of client solutions and retirement. In this role, he will liaise with Fidelity's investment ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... development manager Michael Fox to the role, charged with building support in the states for the group's life insurance and wealth management solutions. Fox joined ClearView in mid-2017 from BT Financial Group and replaces Kathryn Williamson who was ...

Women-led super funds outperform again

ALEX DUNNIN  |  THURSDAY, 8 MAR 2018
... retail trustee boards oversee multiple super funds and multiple PDS-ed products and executives are usually employed by the wealth management company that sponsor the fund rather than the fund itself. One-third of the funds in the study were found to ...

Time to move beyond "cheap and generic" retirement products: Milliman

ALEX BURKE  |  WEDNESDAY, 7 MAR 2018
Milliman practice leader Wade Matterson thinks the Australian wealth industry should be called to account for creating a raft of "very cheap, generic retirement income products based on a lot of averages." Matterson explained that Milliman analyses ...

Bravura rolls out DB super functionality

KANIKA SOOD  |  WEDNESDAY, 7 MAR 2018
... engaging employer and member experience," LGAsuper chief executive David Todd said. Bravura's Sonata platform integrates wealth management functions including superannuation, life insurance, and investments. A library of web services and a workflow engine ...

Beware downsizer downsides

JAMIE WILLIAMSON  |  WEDNESDAY, 7 MAR 2018
Certain superannuation reforms may seem straightforward yet financial advisers are at risk of coming unstuck if they don't adequately familiarise themselves with the rules. Commenting on the downsizer contribution allowable for over-65s from 1 July ...