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Showing 501 - 510 of 518 results for "High-Net-Worth"

New poll reveals choice will not impact on SMSF growth

... continue to be supported. Approximately 2,500 SMSFs were established every month. Harrison says SMSFs are suited to high net worth individuals and those who are active in their investment decisions however managing a fund could be problematic. "One third ...

Tyndall launches new income fund

... three or more years with expected low to moderate volatility making it an attractive fund for investors such as high net worth retirees." The Quality Income Fund will be available on platforms and through advisors and will have a minimum investment of ...

More enter the million dollar club

... wealthier in 2004 according to the latest Merrill Lynch Capgemini World Wealth Report, which found the number of high net worth individuals (HNWI) in Australia grew by almost 15 per cent to 134,000. A HNWI is someone with financial assets of at least ...

Industry funds strike back at FPA

... the RiceWalker survey are not typically available to retail customers. "If financial planners are advising their 'high net worth' clients in the terms used by their Association, then they are clearly misleading their clients, as well as taking a slice ...

James Fielding awarded two industry super fund mandates

... native forestry. A feeder fund, The James Fielding Sustainable Equity Fund, also allows superannuation funds and high net worth investors access to investing in ASIF on a discretionary based.

Macquarie plans for end of financial year

... at 8.95 per cent. Concessions on the tax treatment of capital gains also apply and the investment is suited to high net worth investors. The reFleXion Trusts is a registered investment scheme teamed up with Merrill Lynch to provide retail investors exposure ...

Wealthy defy weakening property trend

High net worth investors are defying concerns about increasing interest rates and stagnant property prices by continuing the momentum of buying and selling properties and upgrading their homes. "There is a radical change in how the wealthy view the ...

MIR expands offering into retail space

... Australian equities fund. The Lincoln Indicators Australian Share Fund will be pitched mainly to the IDPS platform, high net worth and institutional markets and will be invest in stocks within the S&P/ASX 300 Accumulation Index.

Equity Trustees RE for Lloyd George Management

... achieve high income and/or capital growth for its stakeholders. The Investor Directed Portfolio Service platform, high net worth and institutional markets are where the majority of the LGM funds will be channelled. LGM chairman and chief executive Robert ...

Moores Legal beefs up estate planning business

... includes Allan Swan and Jennifer Dixon. It client base includes owner-controlled businesses, professionals and high net worth individuals.