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| | | ... receives their own cost base from the day they invest and avoids inheriting embedded capital gains from other investors - a level of tax control not possible in a pooled managed fund. GDG's own dealmaking illustrates how quickly the sector is consolidating. ... |
| | | | ... overall retirement offering. Competitive fees, tax-effective income, easy access to tools and calculators, and advice at every level..." The implementation follows Colonial First State's launch of a similar offering this month. It was flagged when CFS ... |
| | | | Australia is in the grips of an unprecedented mental health crisis. It joins a league of other, what anthropologist Joseph Henrich coins as "Western, Educated, Industrialised, Rich and Democratic" or "WEIRD" countries, grappling with the perfect storm ... |
| | | | ... equity exposure is increasingly in demand, but the traditional model creates real implementation challenges at the portfolio level," Aura Group managing director Calvin Ng said. "Capital calls, extended lock-ups and the absence of income during the investment ... |
| | | | ... were either not very aware or not at all aware that superannuation funds may charge multiple fees. When asked about the level of risk in their superannuation investments, most respondents described their portfolios as carrying a moderate level of risk. ... |
| | | | ... manager's private markets activities, including the nature, scale, complexity, investor base, structure, risk profile, role, level of control and information rights of the private markets manager," the guidance said. However, it does not create additional ... |
| | | | ... while speaking at a Senate Estimates hearing, saying the turnover rate for the fund was at around 6%, and not at a "worrying level". "We tend to have people who join, stay for some period, develop their career and then go off, very often to other private ... |
| | | | ... mechanisms, each requiring capital gains to be recalculated to strip out indexation or discount benefits obtained at a different level of a trust or Attribution Managed Investment Trusts (AMIT) structure before being re-applied at the level of an underlying ... |
| | | | ... advice online, and you can customise your query in ChatGPT or Claude to be about your own circumstance, depending on your level of openness, providing personal information. But it's not going to be as personalised as you could get from an adviser ... |
| | | | ... of the listed company rationalisation. "The market value of AWAG's portfolio of investments continues to grow at a good level, given market developments," Iafrate continued. "The asset values are a pleasing outcome for our board and hopefully for shareholders ... |
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