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| | | ... Australia Bank until landing at Morningstar. Asena is a relative newcomer to Australia joining forces with boutique investment and tax advisory firm Giles Wade in February. The family office raises capital for private market opportunities for its US ... |
| | | | ... proposal is to reduce taxes for Americans outside of the richest 1%, while Trump's plan is to extend or favourably modify his Tax Cuts and Jobs Act of 2017. And then, of course, is the long-term impact of expanding the national debt, which the projected ... |
| | | | The market regulator provided an update on its investigation into ANZ's role as joint lead manager and risk manager of the issuance of 10-year Australian government Treasury Bonds last year. The investigation, commenced April last year, is currently ... |
| | | | ... wage inflation. Additionally, retail sales growth has accelerated, and the full impact of the government's $1.7 billion July tax cuts has yet to be fully realised. These factors are likely to sustain upward pressure on inflation well into 2025. Based ... |
| | | | ... exclusions criteria, and lowered investment fees for members. The Cash option's objective is to achieve a return after tax and investment fees equal to the Bloomberg AusBond Bank Bill index (net of tax), over a rolling one-year period. This has changed ... |
| | | | Following the retirement of three board directors, the SMSF Association (SMSFA) has announced their successors. The SMSFA has welcomed Heffron managing director Meg Heffron, Vincent director of superannuation advisory Brett Griffiths and Matrix Norwest ... |
| | | | The controversial $370 billion pact between the US, Australia, and the UK, or 'AUKUS', is being sold as a boon for the economy and nation-building exercise that will amplify defence capabilities and strengthen regional security. But is it all ... |
| | | | ... inflows of $165 million. The strong level of gross inflows was assisted by a return to conventional lower seasonal outflows post tax year end. The acquisition of OneVue saw $4.1 billion added to FUA and grew to $4.2 billion as at September 30. "We are ... |
| | | | ... the desire for more financial advisers to consider investment bonds as alternative to other investment structures due to the tax arbitrage and vast estate planning benefits," Hackett added. Further, Hackett said the business will continue to look at ... |
| | | | ESSSuper is moving members in its default investment option to the newly launched Balanced Growth Managed option. Members currently in the Balanced option will move to the Balanced Growth Managed option for Accumulation Plan and beneficiary accounts ... |
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