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Showing 41 - 50 of 1159 results for "Trusts"

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... idly sitting in a savings accounts, hoping to achieve better wealth goals. It services the bigger end of town, too. SMSFs, trusts, high-net-worth individuals and non-profit clients have all helped bolster FUM. For many clients who engage their accountant ...

Chalmers says tax reform coming, but offers no detail

ELIZA BAVIN  |  MONDAY, 25 AUG 2025
... something that we will pick up and run with." Chalmers also confirmed the government would be looking at reforms around family trusts and capital gains discounts to bring more equality. "We've tried to make it clear that a lot of what we're doing already ...

ASIC freezes assets of First Mutual Private Equity

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... synthesising the highest standards of trust, service and professional conduct," the website reads. The firm has eight active unit trusts listed on its website, with performance dated to an unspecified date last year. This includes the Andromeda Fund ...

Grattan calls for large scale tax reform

ELIZA BAVIN  |  FRIDAY, 22 AUG 2025
... tax treatment extends to incomes in working life as well, through the way we treat investment in housing, and the use of trusts and private companies." Sathanapally said while 95% of people pay a similar tax rate for similar incomes, the amount of tax ...

James Mawhinney contravened law: Federal Court

KARREN VERGARA  |  FRIDAY, 11 JUL 2025
... granted to an investor in the Australian Property Bonds. Lastly, Judge Button rejected ASIC's argument that family trusts associated with Mawhinney received amounts traceable to funds invested in the Core Notes. Last April, Mawhinney was arrested ...

Average super balance grows to $172k: ATO

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... where women had $215,202 and men had $214,749. The ATO's breakdown of income tax positions of individuals, companies, trusts, super funds and partnerships shows it collected $577.4 billion in total tax revenue in FY23. Some 4.2% came from super funds ...

Aware Super tops up direct equities team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... telecommunications and diversified financials. She arrives from Barrenjoey, where she was a research analyst for real estate investment trusts (REITs). Ryan earlier spent three years at CLSA and at Ord Minnett. They join Michael Newbold, who started ...

Financial Standard names Investment Manager of the Year

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... investment ratings systems. They are complementary," Rainmaker said. Based on Rainmaker's analysis of unlisted unit trusts and exchange-traded funds (ETFs), covering six major asset classes over 22 categories, Macquarie Asset Management won the Investment ...

Perpetual mulls tie up with Partners Group

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... letter of intent, the two parties hope to collaborate on launching investment vehicles or products such as listed investment trusts, co-investments, and/or fund structuring. This also includes sharing research and investment insights. Perpetual head ...

Most investment managers see outflows - but who captured the most?

ANDREW MCKEAN  |  THURSDAY, 22 MAY 2025
... billion), Vanguard ($6.6 billion), and VanEck ($4.2 billion). This placement is reflective of the stark divide between unit trusts and exchange-traded products (ETPs), as unit trusts saw negative net flows of $15.7 billion, whereas ETPs benefited from ...