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Showing 61 - 70 of 3180 results for "Reporting"

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 ...

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
... director and head of APAC private wealth, effective immediately. Santer will be based in the company's Hong Kong office reporting to Sean Connor, president and chief executive of global private wealth. Santer previously served as Fidelity International ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... leveraging a platform partner equipped with the capabilities to facilitate seamless trade execution and deliver transparent reporting on complex assets," he said.

Australian Retirement Trust applies new investment exclusion

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... International shares asset classes for companies that generate more than 10% gross revenue in the most recent year of financial reporting from the mining of thermal coal and its sale to third parties." The only exception to the change will be for the ...

Chief member officer leaves Insignia Financial

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAY 2024
... or legal roles and with experience working within retail superannuation and with or within a trustee support office. Reporting to the trustee board, Coyne played a key role in advocating for member outcomes, exercising fiduciary responsibilities on behalf ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... cost-of-living concerns were most notable for pre-retirees, unadvised Australians, and women, with almost 40% of these cohorts reporting cost-of-living as significantly impacting retirement happiness and their view of financial security. Minney said ...

New framework for investors to navigate AI released

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... framework is purposefully designed so a range of investors can practically implement it into existing ESG analysis and reporting, picking and choosing the tools that work for them," Zhu said. "With global AI adoption expected to accelerate significantly ...

AFM Investment Partners brings new feeder fund to Australia

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... access for Australian investors." The feeder fund would provide access to the two funds, local regulatory cover and reporting for domestic wholesale clients. The plan is that Vasco Trustees will provide the Australian fund administration. KGAL is a German ...

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... said despite these over-performers, Australian equities underperformed global equities over the quarter. "The February reporting season was the key event investors focused on over the period, Results were mixed across sectors but overall seemed to suggest ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... assist clients achieve their investment outcome objectives." Chebli commenced his new role at JANA on 17 April 2024 reporting into Srinivasan. "The breadth of services JANA provides is impressive, including their ability to provide bespoke managed account ...