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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 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 ... |
| | | | 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 ... |
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