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Showing 581 - 590 of 1159 results for "Trusts"

Platforms hoard cash amid FOFA uncertainty

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
... to opt-in and 46% expect help with administering opt-ins. The platform report released today, covering 26 leading master trusts and wrap platforms, points to this as a motivating factor in the $130 million spent by the industry in 2011 on new developments. ...

Provident Capital Monthly Income Fund upgraded

RACHEL DAVIS  |  FRIDAY, 10 FEB 2012
... provide investors with competitive monthly returns that are in the top 25% of all Australian retail mortgage investment trusts based on returns for 1 year.

La Trobe mortgage fund earns 4 stars

ELISE BURGESS  |  WEDNESDAY, 8 FEB 2012
... weighted average Loan-to-Value ratio is at a moderate level of 61% with no investors. In contrast to traditional mortgage trusts, SQM said investors with an interest in the Fund hold that interest as 'tenants in common'. Instead of a unitised structure ...

PJC concedes FOFA amendment may be warranted

MELANIE TIMBRELL  |  TUESDAY, 24 JAN 2012
... 'group policy', there could potentially be a need for an amendment to section 963B of the draft legislation concerning trusts. "Because of the nature of a superannuation trust, the owner of a policy can only ever be a trustee - the owner can never be ...

SMSFs shift focus to property

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... acquire off the plan (OTP) properties, acquisition of single properties with multiple titles attached and the use of holdings trusts for asset purchases and the GST concern with regular adviser reviews recommended. "Trustees and/or their advisers need ...

Global ETP markets earn $151bn in 2011

ELISE BURGESS  |  FRIDAY, 20 JAN 2012
... approaches, ETFs are more across the open-end investment company structure while ETPs use notes, commodity pools, partnerships, trusts, or other structures.

MySuper regulations fundamentally flawed

MELANIE TIMBRELL  |  TUESDAY, 17 JAN 2012
... within the CSSA that MySuper will cause fees to increase and service levels decrease, particularly for fund members in some trusts. An explicit fee to be negotiated at a workplace level in response to the level of services required by members is the ...

CFSGAM: REITS are a safe bet

ELISE BURGESS  |  FRIDAY, 16 DEC 2011
... downturn. According to Plater, the problem has been that people are looking at the direction a lot of Real Estate Investment Trusts (REITS) took before 2006, heading going overseas and taking on too much debt. "That was when people were looking at property ...

Advance Asset awards mandate to property group

ELISE BURGESS  |  MONDAY, 12 DEC 2011
... outperform its larger peers, especially for its specialised property fund that focuses on global real estate investment trusts and other property-related securities. "We selected Phoenix Portfolios because of its demonstrated ability to diversify away ...

Affinity launches wholesale property fund

RACHEL DAVIS  |  MONDAY, 28 NOV 2011
... Fund, has been designed for investors who do not require regular income from the investment. "The traditional mortgage trusts were focused on commercial property and, whilst popular, suffered a number of limitations, including no capital growth. Our ...