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Showing 741 - 750 of 10096 results for "Trust"

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change." FAAA chief executive ...

Oreana targets early education assets with new fund

MATTHEW WAI  |  MONDAY, 24 MAR 2025
... announced its expansion to Australia last month, unveiling the Professional Partners Fund, a close-ended Australian unit trust, to seek growth among local professional services. It is targeting an initial capital raise of $30 million and expects to raise ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements ...

Resolution Capital to list second active ETF

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... Active ETF (RIIF) will launch on the ASX on Tuesday, March 25. The new offering provides direct listed access to the unit trust of the same name, a portfolio of fewer than 40 companies that provide essential infrastructure services across the globe. ...

State Super: In decline but doing fine

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
State Super closed its main defined benefit schemes in 1985 and 1992, meaning the fund is on a long slow march to completion. Its chief executive John Livanas unpacks the challenges of managing a fund with no new members and an inevitable end. State ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
... financial advisers to sell Metrics Credit Partners' private credit funds - the Metrics Direct Income Fund, Metrics Master Income Trust and Metrics Income Opportunities Trust. At the time of publication, no explanation was given on the recommendation ...

WTW welcomes investment chief

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... around the world. Baker will continue to lead the portfolio management team for Alliance Witan - the FTSE 100 investment trust that Towers Watson has been managing since April 2017 - and look for opportunities to secure similar opportunities. Jon Pliner ...

CFS awards fixed income mandate

ELIZA BAVIN  |  THURSDAY, 20 MAR 2025
... continue to expand. "We are excited to apply our systematic approach to the Global Aggregate universe. We thank CFS for their trust in Man Numeric, and we look forward to working with them closely in the years ahead," Gandhi said. In November 2024 CFS ...

Super fund consolidation to accelerate: Mercer

ANDREW MCKEAN  |  THURSDAY, 20 MAR 2025
Australia's superannuation industry is poised for accelerated consolidation, with most existing funds set to disappear, according to a Mercer report. The report noted that during the 2023/24 financial year, the number of APRA-regulated super funds declined ...

India Avenue launches active ETF

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
India Avenue Investment Management has launched its first active ETF on Cboe Australia. The India Avenue Equity Fund Active ETF (IAEF) was admitted on the exchange yesterday. The fund invests in predominantly publicly listed companies in India or generate ...