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

Search Results

Showing 31 - 40 of 116 results for "Next Financial"

Perpetual AUM rises

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... $0.3 billion in net flows and $0.7 billion from market movements. "We expect that positive flow effect to continue next financial year as new clients continue to migrate to Perpetual. When combined with positive flows from our existing adviser base ...

EOFY tips for advisers

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
... necessarily want to create losses can consider deferring income. Any invoices that need to be sent out can be done next financial year and that income is accounted for in FY22, he said. Expenses can also be deferred, which in effect reduces profit. Advisers ...

Longstanding Mason Stevens MD exits

ELIZA BAVIN  |  FRIDAY, 22 JAN 2021
... the success of Mason Stevens." Prior to Mason Stevens, Bignill held several roles at BT Financial, Merrill Lynch, Next Financial and Personal Choice Portfolios. Bignill had been with Mason Stevens since its launch back in February 2011.

ASX200 advance climate targets

ANNABELLE DICKSON  |  MONDAY, 19 OCT 2020
... scenario being a 1.5 degree pathway. A further 28 are completing the scenario analysis or have it planned for the next financial year. The research benchmarks all corporate disclosures filed up to 31 March 2020 and has been released as companies start ...

Perpetual profits plummet

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... which the investment giant says will have a "material impact" on the group's revenue and expense profile over the next financial year. Trillium now represents 20% of Perpetual Investment's FUM. Perpetual chief executive and managing director Rob Adams ...

Netwealth hits fund managers with new fee

KANIKA SOOD  |  FRIDAY, 31 JUL 2020
... therefore will charge $1000 plus GST for FY21, after which it will go to $2000 plus GST per rebate agreement from next financial year. As an example, a fund manager offering fee rebates on one fund to 10 advisers, licensees or managed accounts providers ...

Superannuation fund appoints co-founder

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... former leader of GetUp. The fund was planning to raise money earlier this year but postponed the raise into the next financial year.

How Cbus is servicing early release requests

KANIKA SOOD  |  FRIDAY, 1 MAY 2020
... APRA in March. And Cbus initially estimated $3.3 billion worth of requests this financial year and $2 billion for next financial year. Fok said the fund's initial estimate was based on COVID shutdowns as they stood then. "The way it panned out is ...

Should unused services on AFSLs be subject to ASIC levy?

KANIKA SOOD  |  FRIDAY, 17 APR 2020
... did not pan out and for FY18 and FY19, the AFSL reported no activities or revenue and a small balance sheet. The next financial year, the revenues recommenced. Last January, the AFSL received an invoice from ASIC to pay industry funding levy of $7275 ...

Taxman simplifies work from home deductions

KANIKA SOOD  |  WEDNESDAY, 8 APR 2020
... undertaken to review these arrangements in line with COVID-19 developments to see if they are required for the next financial year. "These new arrangements do not prohibit Australians from making a standard working from home claim using the two standard ...