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Showing 721 - 730 of 7140 results for "SMA"

Discover the best performing asset class of 2023: Mercer

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
2023 proved to be a great year for investors, with all but one asset class delivering a positive return. International equities (unhedged) led the pack with a positive return of 23.2%, driven by investor enthusiasm for tech and AI-related opportunities. ...

AFCA and CSLR sign MoU

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
The Australian Financial Complaints Authority (AFCA) and Compensation Scheme of Last Resort (CSLR) have signed a Memorandum of Understanding (MoU) setting out how they will work together to support a fair and efficient financial services sector. The ...

ATO introduces trust taxation changes

ELIZA BAVIN  |  WEDNESDAY, 8 MAY 2024
The Australian Taxation Office (ATO) has announced income tax reporting changes under the Modernisation of Trust Administration Systems (MTAS) that will come into effect on July 1. For beneficiaries of a trust, there will be a new trust income schedule ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ...

Mercer rolls out new corporate super plan

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
Mercer Super has launched a new corporate superannuation plan for employers of all sizes called Mercer Business Super. Mercer Super chief executive Tim Barber told Financial Standard that historically, Mercer Super Trust's "bread and butter" has been ...

Global X launches new gold ETF

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
Global X has launched the Global X Gold Bullion ETF (ASX: GXLD), expanding the company's range of gold-backed products. GXLD will complement Global X's flagship product, Global X Physical Gold (ASX: GOLD), to provide investors more choice in selecting ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
Crescent Wealth Superannuation will shut down next month; its members will be moved to the new 'Salaam' division of Russell Investments Master Trust. Following a review by Equity Trustees, the trustee for Crescent Wealth's super fund, an ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals. The majority (70%) of participants that ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ...

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
Mercer's investment performance charts have revealed which Australian funds are giving investors the biggest returns, with some delivering over 30%. ECP Asset Management's All Cap fund was the top performer, delivering a massive 32% annual return, before ...