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Showing 611 - 620 of 1159 results for "Trusts"

Extra year for tax related overhauls

MATT WOODINGTON  |  FRIDAY, 8 APR 2011
The federal government has granted an extra year to both Managed Investment Trusts (MITs) and financial planners providing tax advice to come to terms with new legislation. Bill Shorten, assistant treasurer and minister for financial services and superannuation ...

Pooled funds lose cash

ALISON BEVEGE  |  WEDNESDAY, 6 APR 2011
... easily reverse itself. But Plan For Life figures also showed money flowing into master fund products, including master trusts, wraps and platforms, fell from $18.7 billion in the year to December 2009 to $11.7 billion last year. Connie McKeage, chief ...

Offshore fund managers tap Northern Trust

ELISE BURGESS  |  FRIDAY, 25 MAR 2011
... clients or as managers on a third party basis." Hester said these parties are interested in management investment schemes and trusts, particularly support fund accounting and custody. This could mean a single fund coming in offshore or fund managers ...

Mason Stevens signs dealer group MAs

ELISE BURGESS  |  WEDNESDAY, 23 MAR 2011
... for more tax-efficient, transparent structures and want to move some of their clients' assets away from wraps and unit trusts. Managed accounts provide this opportunity while still offering the benefits of professional investment management." The group ...

Equity Trustees names head of wealth mgmt

ELISE BURGESS  |  TUESDAY, 22 MAR 2011
... managing director of Equity Trustees. Burns said the fund manager has received increasing demand for personal estates and trusts business services with growth expected in its traditional philanthropy, estate planning and personal trusts business under ...

Platforms bounce back after GFC

ALEX DUNNIN  |  TUESDAY, 22 MAR 2011
... reported that while investment platforms are up just 0.4 per cent, this masks a major restructure as investment master trusts are giving way to IDPSs, which increased 4 per cent over the same period. Financial Standard is owned by Rainmaker Group.

Dealer groups stay with Japan, eye opportunities

ELISE BURGESS  |  WEDNESDAY, 16 MAR 2011
... exposure. "We take a fairly specific approach to country asset allocation and we maintain international exposure to strategic trusts, and that basically sits our current exposure at about 9.6 per cent to Japan," said Nick Bedding, chief executive, Shadforth ...

Ratings houses silent on Japan fund fallout

ALISON BEVEGE  |  WEDNESDAY, 16 MAR 2011
... Milton, head of funds research for Standard and Poor's, which rates more than 100 global equity strategies including unit trusts and super funds, said none of the portfolio managers or their teams in Tokyo had reported being affected. "In the next couple ...

AXA Aus preps for next phase of North

ELISE BURGESS  |  THURSDAY, 10 MAR 2011
... share trading and automated model portfolios and bulk trading. Additionally, the new generation platform will offer unit trusts, multi-manager funds, direct shares and term deposits as investment options. The platform will also have access to Elevate's ...

NAB buys 35pc stake in AREA

ALISON BEVEGE  |  THURSDAY, 10 MAR 2011
... It also gives AREA a new pool of funds to invest with the company reportedly looking to buy small real estate investment trusts, larger distressed assets and to grow its debt business. The US commercial property market has shown signs of a rebound, according ...