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Showing 61 - 70 of 1159 results for "Trusts"

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... and over 50. "They [my clients] might have started a business, sometimes multiple businesses, and they might have some trusts or a self-managed super fund, or not," she told Financial Standard. "The business owners don't always have a great deal ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... advisers to make cashflow projections as well as add customised inputs and outputs for clients with family or discretionary trusts or those who are considering establishing one. intelliflo office users will have the ability to add beneficiaries, investments ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... Company. Late last year, JANA appointed Victoria Hugh as senior product manager, strengthening its leadership in investment trusts. Hugh's extensive experience in financial services will drive product development to meet evolving client needs. Hugh ...

Managed funds industry winners and losers

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
Exchange-traded funds (ETFs) are still winning the contest for net flows against unit trusts, according to Rainmaker Information's 2024: The year in wealth management webinar. ETFs attracted around $2 billion in net inflows a month last year whereas ...

Treasury flags $23bn in CGT benefits

ELIZA BAVIN  |  WEDNESDAY, 18 DEC 2024
... net capital gain in 2021-22; of those, around two-thirds benefitted from the capital gains discount for individuals and trusts. Around 95% of the benefit was received by people with above median income, and about 82% of the benefit was received by people ...

Illegal investment scheme operator to pay $1.25m

ELIZA BAVIN  |  THURSDAY, 28 NOV 2024
... schemes and associated companies be wound up, and that receivers be appointed over the property of the schemes and related trusts associated with the schemes. The court found that Hopkins and The A Team Property Group were operating unregistered managed ...

Top asset owners return to growth: Study

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... 2022. Of the total assets, pension funds manage 51.2%, sovereign wealth funds have 38.9%, and outsourced CIOs and master trusts oversee 9.3%. Foundations and endowments account for 0.6%. This has changed slightly over the years, with pension funds' dominance ...

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN  |  TUESDAY, 12 NOV 2024
... historical factors such as the Gold Rush wealth boom and Victorian Trustee Law, which incentivised the creation of charitable trusts, particularly through estates. NSW, however, has seen its share of philanthropic funding more than double from around ...

Active managers find no saviour in dual access products

ANDREW MCKEAN  |  TUESDAY, 29 OCT 2024
... which are, for the most part, not actively managed, but are cheaper to own and cheaper to trade than actively managed unit trusts," it said. The research also found dual access ETPs were more likely to have negative net flows, over the year to June 2024. ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... Consequently, many DB funds are looking to de-risk by transferring liabilities to insurers or consolidating into master trusts like Plum or Mercer Super Trust. This helps streamline operations and reduce the burden of managing these legacy structures ...