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Showing 471 - 480 of 1159 results for "Trusts"

AstuteWheel launch estate planning tool

LAURA MILLAN  |  MONDAY, 7 APR 2014
... the system. Then, the client and the adviser build a family try, they identify the client's related entities (companies, trusts, self-managed super funds...) and finally they introduce the assets and liabilities, including superannuation and insurance ...

AMP launches infrastructure and real estate UCITS platform

STAFF WRITER  |  MONDAY, 7 APR 2014
... management (as at 31 March 2014) Meanwhile, the real estate fund provides access to a global portfolio of real estate investment trusts and listed property securities and is focused on Europe, the Americas and Asia Pacific and has US$5.9 billion in funds ...

Industry fund claims experience worse than retail: PWC

LAURA MILLAN  |  FRIDAY, 4 APR 2014
... Insurance Conference, Rafe said that "in industry funds, the claims experience has deteriorated lately." He said that "master trusts have self-selected themselves a healthier client base" and added that "the employers of master trusts seem to be closer ...

William Blair opens three funds to Australian investors

MARK SMITH  |  FRIDAY, 4 APR 2014
US fund manager William Blair has launched its first unit trusts to Australian institutional and wholesale investors. The Global Leaders Equity Fund, Emerging Markets Leaders Equity Fund and Dynamic Diversified Allocation Fund were selected from William ...

Super returns up slightly to 12.8pct

ALEX DUNNIN  |  FRIDAY, 4 APR 2014
... performance history. Not-for-profit super funds achieved 12 month returns of 13.1% and retail funds (ie corporate master trusts) achieved 11.3% for a segment gap of 1.8 percentage points. The survivorship biases now inherent in the rebooted workplace ...

Blue Sky Water appoints investment director

MARK SMITH  |  TUESDAY, 1 APR 2014
... in Australian agricultural land and water assets. Previously, he was the managing director of the Warakirri Agricultural Trusts, an institutional investment in agriculture and one of Australia's larger corporate grain producers. "Michael understands ...

SMSFs still under-invested in global shares

MARK SMITH  |  MONDAY, 24 MAR 2014
... dominated by Australian listed shares, cash and term deposits, direct investment properties and Australian managed investment trusts. While the fully franked dividends on offer in local shares are attractive, Tuck said this advantage is diluted by concentration ...

MySuper authorisations reaches 117

ALEX DUNNIN  |  WEDNESDAY, 5 MAR 2014
... segment. The low number of MySuper authorisations continues to reinforce speculation that several major corporate master trusts are remaining in the employer super market as choice select rather than default funds as so require employees to actively ...

GPS Wealth launches a new MDA

HARRY PAGE  |  THURSDAY, 27 FEB 2014
... which it said would cut investment fees in half. GPS also said it would transition away from wrap platforms and master trusts. According to GPS Wealth managing director Grahame Evans, investment management fees now range between 0.6 and 0.8% as opposed ...

GenYs shy away from independent, professional advice

LAURA MILLAN  |  MONDAY, 24 FEB 2014
... not lack of knowledge of what financial planners can do, but the cost of their services. GenYs are the generation that trusts advisers the most, but 60% of them think using a planner would be expensive. "In light of Gen Y's perception that financial ...