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Showing 431 - 440 of 1159 results for "Trusts"

Australian funds turning to bourgeoning Asian REITs

MARK SMITH  |  WEDNESDAY, 15 JUL 2015
... according to one specialist in the asset class. Before 2000 it was all but impossible to invest in real estate investment trusts in Asia but after Japan passed legislation to pave the way for the product class in that year; Australia, Singapore, Hong ...

Magellan hires key account manager from Fidelity

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
... practitioners for the last three years. At Magellan he will be responsible for the distribution of the manager's Australian unit trusts in New South Wales, as well as liaising with the other national networks. Prior to this he was equities portfolio ...

A sobering lesson from a social move gone wrong

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... can you monitor it?", he asked, saying that the group does not have a specific social media policy for its advisers and trusts their judgement. "I'm very cautious with who I bring on board to make sure they have the same philosophy as me," he said. He ...

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
... a financial adviser," he added. Centuria Life general manager Neil Rogan said that investment structures such as family trusts that invest in an insurance bond can reduce a person's assessable income because of the changes to the rules for aged care ...

Insync with beer

DARREN SNYDER  |  FRIDAY, 19 JUN 2015
... BlackRock have expressed interest in the space recently. But Insync doesn't own banks, resources, utilities or property trusts because Australia already has high exposure to those sectors.

SMSF investors reducing cash and shares

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
... exacerbated by the housing bubble in Sydney and Melbourne," Wise said. "A noteworthy trend is the increase in investments in unit trusts which have increased from 12.2% to 23.1% (of investment allocation) in the 12 months to March 2015, showing managed ...

Small funds winning group risk race

ALEX BURKE  |  MONDAY, 15 JUN 2015
... Autumn 2015 Rainmaker Superannuation Benchmarking report analysed 15,408 risk options offered by 235 super funds and master trusts. The report suggests this has come about because insurers are "placing greater scrutiny on policies held by larger clients ...

Platform FUM up $660bn

STAFF WRITER  |  MONDAY, 15 JUN 2015
... 11.8% to reach $303.1 billion by the end of March. Inflows of $55.9billion were offset by outflows of $56.0 billion. Master Trusts increased by 16.4% to reach $95.3bn with annual inflows jumping 21.7% to $18 billion while corresponding outflows rose ...

Managed funds jump $115 billion

MARK SMITH  |  THURSDAY, 11 JUN 2015
... flat, down a marginal 0.4%, the retirement income market saw a 9.4% annual inflow increase. The other main market, unit trusts and investment funds experienced a 13.6% drop in inflows. In the institutional market, wholesale funds jumped $69.9 billion ...

PROFILE: PM Capital CIO Paul Moore

MARK SMITH  |  FRIDAY, 22 MAY 2015
... before he was presented with a career making opportunity helping to run the newly launched Select Markets International Trusts alongside the now legendary Kerr Neilson. "Kerr asked me if I would come and help him. It was just the two of us with responsibility ...