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Showing 741 - 750 of 9365 results for "Income"

Realm House hires from Plato

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
A former Plato Investment Management credit specialist has joined contrarian credit and fixed income manager Realm Investment House. Simon Tung has been appointed portfolio manager within the boutique asset manager's strategy and risk division. ...

Franklin Templeton folds Martin Currie into affiliates

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
... Birtles, who has been in the role since 2006. He is the lead portfolio manager for Martin Currie's Value Equity, Equity Income, and Diversified Growth strategies.

SMC pushes for DBFO to curb retiree tax bills

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JAN 2025
... side, 56% of those with a high balance - being more than $400,000 - had left theirs in accumulation because they had other income sources, as did 51% of those with a moderate balance, being between $100,000 and $400,000. Just 17% of Australians, including ...

Bumpy roads ahead for traditional active managers

MATTHEW WAI  |  WEDNESDAY, 29 JAN 2025
... report on listed asset managers for the December quarter, active managers are losing shares in traditional equity and fixed income strategies. Although the net flows have improved among active managers for the fifth consecutive quarter, the collective ...

CPI nears RBA's target range, but rate cut remains in doubt: Experts

MATTHEW WAI  |  WEDNESDAY, 29 JAN 2025
... that the Australian economy will accelerate in 2025 from the lacklustre growth performance of 2024," Cunneen said. "While income tax cuts last year and the solid jobs market are positives, the reality is that Australian consumers are reluctant to spend ...

Martin Currie adds to active ETF stable

KARREN VERGARA  |  TUESDAY, 28 JAN 2025
... in local and global real asset securities, was admitted on the ASX today under the ticker R3AL. The Martin Currie Real Income Fund - Active ETF aims to provide a pre-tax income yield above the S&P/ASX 200 Index's yield and to grow this income above ...

How much is needed to maintain your standard of living in retirement?

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
... you're spending at our mid-level for a single or couple, we estimate you'll typically have about 70% of your retirement income coming from the Age Pension, and your super and earnings on your super will cover the remaining 30%," SCA said. "If you're ...

Chalmers' claims on super tax are 'misleading': SMSFA

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
... of the superannuation system where unrealised gains are calculated. "In some parts of the superannuation system deemed income rates are applied which differ fundamentally from taxing unrealised capital gains," Burgess explained. "By drawing a parallel ...

Global dividend strength to continue: Plato

ELIZA BAVIN  |  FRIDAY, 24 JAN 2025
... 2024 was the icing on the cake for a very positive year for many Australians who have global equities allocations in their income portfolios," Plato Global Shares Income Fund senior portfolio manager Daniel Pennell said. "Looking forward, what's very ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... underlined the importance of recruiting a dedicated retirement chief as more members reach retirement age. "Retirement income is a high priority, and appointing Sarah will further assure our members that we are looking after their long-term best interests," ...