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Showing 551 - 560 of 1159 results for "Trusts"

Fund returns recover to 3.1%

ALEX DUNNIN  |  MONDAY, 10 SEP 2012
... remain depressed achieving only -0.1% pa. Not-for-profit funds achieved median 12 month returns of 3.4% and corporate master trusts 2.4%, resulting in a segment gap that at only 1.0 percentage points is the lowest it has been in two years. The segment ...

Shorten reins in employer involvement in default super

MELANIE TIMBRELL  |  THURSDAY, 23 AUG 2012
... corporate funds), achieved median 12 month returns of +0.9% last year, according to SelectingSuper while corporate master trusts (funds run by banking and insurance groups) achieved -0.1%. The move has sparked some backlash, primarily over concern the ...

Cash for investment not just liquidity

MELANIE TIMBRELL  |  MONDAY, 6 AUG 2012
... and liquidity attitude towards cash and term deposits to more of an investment attitude. "If you think about the way SMSF trusts are being viewed even from a regulatory point of view, they're being seen as investment vehicles, not just tax vehicles and ...

Super asset changes deliver positive return

MELANIE TIMBRELL  |  FRIDAY, 3 AUG 2012
... (industry funds, public sector funds and corporate funds), achieved median 12 month returns of +0.9% and corporate master trusts (funds run by banking and insurance groups) achieved -0.1%. The 1.0 percentage point gap was explained by master trusts having ...

Trust tax reform can be split

MELANIE TIMBRELL  |  TUESDAY, 31 JUL 2012
Assistant Treasurer David Bradbury's announcement yesterday of a further delay to tax reform for trusts has sparked debate over the relative merit of using the same timetable for a number of reform strands. Speaking at a CPA Australia lunch yesterday ...

AMP Capital, Macquarie internalise infra JV

BEN COLLINS  |  TUESDAY, 31 JUL 2012
... ASX-listed investor in regulated energy utility assets in Australia. DUET was established in June 2003 as wholesale unit trusts. In August 2004, DUET listed on the ASX and AMP Capital established a joint venture by selling Macquarie 50% of the entities ...

AUI stays with OneVue unit registry

ALEX DUNNIN  |  TUESDAY, 31 JUL 2012
... registry business since 2001. AUI has been a client of OneVue since 2006 and uses OneVue's unit registry to administer unit trusts, property syndicates, investment bonds and funeral bonds for institutional funds, retail clients and a network of investment ...

Cormann criticises trust reform delay

MELANIE TIMBRELL  |  MONDAY, 30 JUL 2012
... for Financial Services Mathias Cormann has criticised an additional delay on promised tax reform for managed investment trusts. In a statement issued this morning following news Assistant Treasurer David Bradbury would announce the delay today, Cormann ...

Family office tech suitability highlighted

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
... to appreciate the standard protocols that apply is in the issue of unlisted unit trust products - often cash management trusts. "While a cash management trust (CMT) may be marketed as an investment cash pool for clients, the reality is that the majority ...

Education charities get philanthropy boost

MELANIE TIMBRELL  |  WEDNESDAY, 11 JUL 2012
... triple this year as part of their 2012 NFP funding round. In total $12.5 million in funding was allocated from discretionary trusts to charitable not-for-profit organisations. The education sector received the biggest increase in distributions to $1.7 ...