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Showing 731 - 740 of 1721 results for "Minimum"

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... licensee to transfer any specific proportion or amount of its funds under advice to the new service, though may contain minimum fees incurred by the licensee if minimum commercial levels of funds under administration are not reached, Financial Standard ...

Agricultural asset manager promotes new fund

KANIKA SOOD  |  MONDAY, 18 JUN 2018
... farmland and water rights and lease them to third-party farming businesses. The fund is aimed at wholesale investors and its minimum investment size is $100,000. Its investment strategy will look for farms sized $3-8 million in higher rainfall areas. ...

Investors drive third SCA unlisted retail fund

HARRISON WORLEY  |  FRIDAY, 15 JUN 2018
... gap. Set up as an unlisted closed end property unit trust registered as a managed investment scheme, the fund carries a minimum investment of $25,000 with a 6.5 year term from the closing date of the offer, which according to SCA is expected to be before ...

ASIC issues warning over Dover advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... authorising an ex-Dover adviser to undertake detailed background checks. "When hiring a new adviser ASIC suggests that, at a minimum, licensees receive audit reports and/or reference checks from the previous licensee. In the case of ex-Dover advisers ...

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... for users to produce consolidated reports across multiple accounts. Financial advisers and paraplanners can also now set minimum trade sizes by the percentage of total dollars invested in a managed account, in addition to being able to set a minimum ...

Global fixed income manager mulls active bond ETFs

HARRISON WORLEY  |  FRIDAY, 1 JUN 2018
... assets to fixed income, with large corporate bond parcel sizes proving no barrier to larger funds. According to Kirkham, minimum spends can lock SMSFs out of high grade corporate bonds, which he says is a real challenge. Western Asset client services ...

Former Macquarie equities team launches boutique

KANIKA SOOD  |  FRIDAY, 25 MAY 2018
... fee is 20% of the fund's excess return versus the benchmark RBA cash rate, net of management fees. Both funds have a minimum investment size of $20,000. The high conviction fund has a "highly recommended" research rating while the absolute return ...

APRA urges super funds to examine board skills

HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
... boards collectively and at an individual level. It highlighted some funds had failed to recognise the spirit and intent of minimum governance standards set by the regulator, by ignoring previous terms served on the board when renewing a director's tenure. ...

ASIC consults on advice code monitoring bodies

JAMIE WILLIAMSON  |  TUESDAY, 15 MAY 2018
... it will be regulating. To ensure this, ASIC has said the governing body for any monitoring body should be made up of a minimum of three non-executive members including an independent chair, a member with industry experience and a consumer representative. ...

Budget paves way for retirement income framework

KARREN VERGARA  |  TUESDAY, 8 MAY 2018
... pooled lifetime product payments as income, and 60% of the purchase price of the product as assets until age 84, or a minimum of five years and then 30% for the rest of the person's life. Morrison said people will not be forced to take up a CIPR at retirement. ...