Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 561 - 570 of 5737 results for "Small"

Discover the best performing asset class of 2023: Mercer

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... returns were slightly lower due to the Federal Reserve raising rates higher than the Reserve Bank of Australia in 2023. Global small caps (unhedged) achieved a 15.62%, followed by Australian equities at 12.13%, and emerging market debt 12.01%, rounding ...

AFCA and CSLR sign MoU

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
... not-for-profit ombudsman service for the financial services sector. Its external dispute resolution service helps consumers and small businesses resolve complaints with financial firms in banking and finance, investments and advice, insurance, and su ...

ATO introduces trust taxation changes

ELIZA BAVIN  |  WEDNESDAY, 8 MAY 2024
... statement provided by the managed fund is reported on the trust income schedule," the ATO said. In addition to beneficiaries, small business owners who are trustees will also see changes when submitting their tax return. The ATO will add four capital ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... arrangements made with cold-calling businesses using such tactics. ASIC confirmed to Financial Standard that it identified a small subset of advisers and licensees who have referral arrangements with cold-callers who use high-pressure sales tactics ...

Mercer rolls out new corporate super plan

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... they merged, the composition of their clients was markedly different - BT Super had about 16,000 corporate clients, mostly small and medium-sized enterprises, while Mercer Super Trust had only 300 larger, corporate clients. "We built this [Mercer Business ...

Global X launches new gold ETF

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... out returns outside its underperforming equity and property markets," Tuckwell said. "Although the gold price has seen a small correction in recent weeks, looking into the second half Global X believes gold prices are well supported. Statistically, the ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... issue; with total member assets of $419 million and just under 12,000 members, the fund was operating from a relatively small base and had not achieved a desired size. "With this in mind, we believe that the fund is sub-scale...," Equity Trustees said. ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... investments, family offices are diversifying their portfolios as nearly 80% work with external investment advisers. About 40% of small and midsize family offices with AUS between US$50 million and US$999 million outsource investment management to some ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ...

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
Mercer's investment performance charts have revealed which Australian funds are giving investors the biggest returns, with some delivering over 30%. ECP Asset Management's All Cap fund was the top performer, delivering a massive 32% annual return, before ...