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Showing 561 - 570 of 1159 results for "Trusts"

Super fund returns almost flat

ALEX DUNNIN  |  TUESDAY, 3 JUL 2012
... from near 9% in March to 6.4% in May. Not-for-profit funds achieved median 12 month returns of nil and corporate master trusts -1.7%, resulting in a segment gap of 2.1 percentage points. Over five years the segment gap is again 2.0 percentage points. ...

SMSF establishments continue down trend

MELANIE TIMBRELL  |  MONDAY, 18 JUN 2012
... popularity with $117 billion allocated at the close of the March quarter. Non-residential real property ($45 billion), unlisted trusts ($38 billion), other managed investments ($21 billion) and listed trusts ($20 billion) have also remained popular. ...

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
... director of Equity Trustees, explained the restructure has brought the business's superannuation, personal estates and trusts, wealth management and philanthropy areas into one business unit, with Rimmer to serve as head of private wealth services. "This ...

J.P Morgan launches automated fund platform

RACHEL DAVIS  |  THURSDAY, 7 JUN 2012
... and super funds for greater efficiency in placing and tracking transactions. Over 80% of transactions for unlisted unit trusts and hedge funds in Australia are carried out manually by fax, telephone or spreadsheet, processes which are labour-intensive ...

Industry questions RE concept after Trio collapse

MELANIE TIMBRELL  |  WEDNESDAY, 23 MAY 2012
... property trust sector. At that time approximately 60% of unit trust investments held by mums and dads were unlisted property trusts - so there were significant political ramifications from these collapses," said the source. "It was broadly concluded ...

Compliance hurdles too high on PAFs

MELANIE TIMBRELL  |  FRIDAY, 18 MAY 2012
... ancillary funds can still be a good tax-effective option, with disputes on death also relatively rare. "We look after over 400 trusts and I haven't seen a family dispute a charitable trust structure, although I have seen families dispute giving directly ...

Plan For Life predicts retail managed fund growth

LINDA HAUSKEN  |  FRIDAY, 18 MAY 2012
... $511.1bn in funds under management at 31 December 2011, are tipped to grow to $937bn by 2021, including cash management trusts and old style regular premium policies. The forecast also found products such as ADFs and deferred annuities are declining ...

Super funds urged to disclose director and exec pay

BEN COLLINS  |  WEDNESDAY, 16 MAY 2012
... providing meaningful disclosure to consumers, said Reynolds. Under the FSC guidelines, only remuneration paid from the trusts of many retail funds will be disclosed to members. Yet in many cases, this remuneration was "peanuts" compared to the remuneration ...

Budget increase may damage property business growth

RACHEL DAVIS  |  MONDAY, 14 MAY 2012
... 1 July 2012. The Federal Government had progressively reduced final withholding tax for investors in Managed Investment Trusts from 30% to a flat rate of 7.5%. "This level of tax improved competitiveness by increasing the attractiveness of investment ...

MIT Budget inconsistencies spark concern

MELANIE TIMBRELL  |  THURSDAY, 10 MAY 2012
The surprise doubling of withholding tax for foreign investment in managed investment trusts has been criticised as inconsistent with the IMR initiative. In a budget analysis, Russell Investments has called the move on MIT withholding tax a "significant ...