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Showing 41 - 50 of 172 results for "Dad"

ATO cracks down on HNWs

ELIZA BAVIN  |  THURSDAY, 12 MAR 2020
The Australian Taxation Office has announced it will be expanding its Tax Avoidance Taskforce and introducing a new program targeting high wealth private groups. The ATO said in the 2016-17 financial year high wealth individuals and groups avoided paying ...

Helping everyone helps women

ELIZABETH MCARTHUR  |  THURSDAY, 5 MAR 2020
New research from UTS Business School has highlighted successful changes businesses have made to increase the participation and advancement of women. The report focussed on industry archetypes where women do not progress through the talent pipeline. ...

Wealth manager makes senior appointment

ALLY SELBY  |  MONDAY, 3 FEB 2020
... Dixon's value in the process. Today, Evans Dixon shares are trading at $1.00. Original clients of the two firms, mostly mum-and-dad investors, bought into the listing with packages of 8000 shares for $20,000. Today, those packages are worth less than ...

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
... argued that young people should try stand on their own two feet. "I would always advise not to proceed with the bank of Mum and Dad," he said. "There are incentives available of up to $82,145 for first home buyers (in Victoria) and with the various schemes ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... risks." While Cassar is a fan of low-cost, diversified index portfolios for many of her clients, she mostly works with mums and dad investors. Many of her clients don't engage with their super until they're older, or have a lot left over to invest ...

Healthcare property a buy

ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
Healthcare property is likely to continue to deliver strong returns for investors, despite current challenges in the asset class, according to Australian Unity. Australian Unity head of healthcare property Chris Smith said healthcare property should ...

Macquarie axes SMSF residential property loans

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... the same note, Macquarie said it will no longer offer family guarantee loans - popularly referred to as "the bank of mum and dad". Through this product, Macquarie had allowed family members to use the equity in their family home as security for their ...

Why this HNW adviser avoids hedge funds

KANIKA SOOD  |  TUESDAY, 5 MAR 2019
A prominent high-net-worth financial adviser is aiming to have 7-10% of his clients' portfolios in alternatives as the markets mature but he's eschewing hedge funds and picking private assets instead. Charlie Viola is a partner at Pitcher Partners where ...

Wills are an afterthought for the rich: Lawyer

KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
... 70-years-old, she says. Another shift she's noticed is once parents lose capacity, the children tend to argue about how mum or dad should be cared for. Sakellaris said it's critical for families to start conversations about enduring powers of attorney ...

Royal Commission to suppress bank stocks

KARREN VERGARA  |  MONDAY, 4 FEB 2019
... other major blue-chip stocks like BHP, Telstra and IAG. For example, more than half (53%) of shareholders in CBA were mum and dad investors as at March 2018. Hyperion Asset Management chief investment officer Mark Arnold says the Brisbane-based fund ...