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Showing 31 - 40 of 1122 results for "Values"

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
BT has forecast that the unexpected surge in Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... financial foundation and security for a comfortable retirement," AMP director retirement Ben Hillier said. "While home values and super balances are increasing, research shows that more and more Australians will be retiring with increasing levels of ...

Local housing market to reach inflection point: Research

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... CoreLogic suggests the Australian housing market is heading towards an inflection point, with the rate of growth in home values becoming more diverse but generally weakening. According to the research, commissioned by NAB for its December Australian ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... higher client satisfaction (73%) than those that didn't (62%). "It's about adding in responsible investing, and values-based conversation, and having a conversation around what are the expectations and values, weaving that into the next generation ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... smooth succession will require founders and their families to do things differently, more than ever discovering common values and purpose to navigate a way forward that appeases all generations and allows them to continue building their legacies." Meanwhile ...

SMSF Association, CA ANZ rally against super tax changes

ANDREW MCKEAN  |  FRIDAY, 1 DEC 2023
... consequences and erratic outcomes." "Taxing unrealised capital gains is a tax on market movements and changes in asset values, not income - an alarming precedent as it represents a fundamental change in how tax policy is implemented in Australia," Burgess ...

Commercial property likely to recover in 2024: Insights

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2023
... a year that is better for acquiring assets. "The sustained pressure of higher rates has naturally put pressure on asset values, and this is still playing out to varying degrees," Knight Frank chief economist Ben Burston said. "Part of the uncertainty ...

Conscious Investment Management fund receives $50m

RACHEL ALEMBAKIS  |  MONDAY, 27 NOV 2023
... been so supportive of our fund," Tominc said. "They've cornerstoned a few funds for us. It's so powerful to have values-aligned capital investing in what we're doing. You need to walk the worlds between investment and having an impact, and ...

First Sentier, AlbaCore complete partnership

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... access new client markets and channels," Allen said. "This strategic partnership is rooted in the deep alignment of people, values and culture at First Sentier Investors and AlbaCore, and we are excited to formally start working together."

GQG's PAC acquisition attempt hits snag

KARREN VERGARA  |  MONDAY, 13 NOV 2023
... letter dated November 7, PAC's board of directors said, adding that it was a move GQG was not aware of. GQG's proposal values PAC at $567.3 million, in which the target flagged as an "attractive value outcome for all PAC shareholders". River Capital ...