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Showing 531 - 540 of 1159 results for "Trusts"

Former FTSE director moves to Vanguard

MARK SMITH  |  WEDNESDAY, 20 FEB 2013
... large financial institutions including superannuation funds, investment managers, asset consultants and corporate master trusts as well as other non-super entities such as insurers, endowments and charities. "Our institutional business partnerships form ...

Super funds post stellar returns - AREITs on top

MARK SMITH  |  FRIDAY, 1 FEB 2013
... OneAnswer with 16.6%, HostPlus and REST both with 16.2%, IOOF Portfolio Service with 16.1% and Statewide with 16.0%. Master trusts made up three of the top 10 Workplace and Personal funds, and six of the top 10 public offer Retirement funds for the 12 ...

Online tool for evaluating super

STAFF JOURNALIST  |  WEDNESDAY, 30 JAN 2013
... investment options, the tool spans the full range of superannuation funds and allocated pension products, including master trusts, industry funds, corporate funds, and government funds. Holding a comprehensive range of fund publications in one place ...

A-REITs come out on top in 2012

MARK SMITH  |  FRIDAY, 18 JAN 2013
Australian real estate investment trusts (A-REITs) have bounced back from losses suffered in recent years, particularly in the aftermath of the financial crisis, returning 32.8% in 2012, according to data from Russell Investments. The sector outperformed ...

FSC to seek inquiry extension

BEN COLLINS  |  WEDNESDAY, 16 JAN 2013
To ensure fair fees are paid for the management of all charitable trusts in Australia, the Financial Services Council yesterday said it would seek an extension to a Federal Government inquiry. Financial Services Council (FSC) senior policy manager Eve ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... combine financial planning with technical expertise in tax, accounting and compliance for self-managed super funds, family trusts and individuals. "Many financial planners are not qualified accountants or registered tax agents, and are unable to provide ...

Not all ETFs are made equal: Lonsec

MARK STORY  |  WEDNESDAY, 12 DEC 2012
... the same category. While the Russell, SPDR and Vanguard funds all had over 40% exposure to the financials (ex-Property Trusts sector), Elsworth observed that none of the ETFs had meaningful exposure to the mining sector given its traditional volatility ...

Bell Asset Management grows team

MARK STORY  |  MONDAY, 10 DEC 2012
... addition to its Investment Management business, the company is also the Responsible Entity for the Australian domiciled unit trusts managed by US based Bridgewater Associates, LP, and Global Mining Investments Limited.

Super fund returns dip back below double-digits

ALEX DUNNIN  |  WEDNESDAY, 5 DEC 2012
... territory. Recovering share markets have also enabled the segment gap between not-for-profit funds and corporate master trusts to close to just 0.3 percentage points, said Rainmaker. QSuper was the top Workplace super fund, measured by its default option ...

Early engagement key to next-gen wealth transfer

MARK SMITH  |  FRIDAY, 30 NOV 2012
Philanthropic foundations or trusts offer affluent families an ideal way to engage their children in wealth management and investment from an early age to promote the smooth transfer of wealth between generations, according to Opportunity Australia's ...