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Showing 791 - 800 of 6836 results for "Tax"

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... concerned" about the rising cost of living. In addition to regulatory, longevity and return risk, retirees need to manage a complex tax code and social security system. Further, figuring out the exact amount retirees should drawdown is also complex. ...

Family offices feeling optimistic about 2024

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... which there have already been multiple generational transitions are more likely to include philanthropy in their estate and/or tax planning strategies. The report said this is because of greater recognition of the need for such integration when the fourth ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... remains demand for several key advice areas among HNWIs - including inheritance and estate planning, strategies to reduce tax, portfolio review, retirement planning and intergenerational advice - but challenges and opportunities remain for advisers ...

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... had $305.9 million in in-force life insurance premiums. It further reported a 41% increase in underlying net profit after tax of $36.5 million and a 25% increase in new business to $25.2 million. At the time, Gooderick said the decision to reset and ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
... Chapter 7 of the Corporations Act, the Anti-Money Laundering and Counter-Terrorism Financing Act, the Privacy Act and the Tax Agent Services Act; applied ethical and professional reasoning and communication (including the Code of Ethics); and financial ...

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
Despite returning over 40% last financial year, Perpetual is terminating a six-year-old global equities fund. It will also shutter several Pendal funds in November. The Perpetual Global Innovation Share Fund was launched in June 2017 and invested in ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... benefits of managed accounts also extend beyond execution and transparency; they also offer a superior level of control over tax outcomes. This is particularly significant when managing both direct and indirect assets. Moreover, the flexibility of managed ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... of contribution caps, and the removal of the work test for people under the age of 67. SMSF members appear to be enjoying tax-free earnings in retirement phase compared to APRA fund members. In contrast, nearly one in two members over 65 years old in ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
NZ Super Fund has achieved a pre-tax return of 11.9% for the full year to 30 June 2023 and increased its value by $9.7 billion to $64.5 billion. Despite the positive results, the global recovery in share prices over the year meant that its total return ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... rate +2.5%. Its internal return target of over 8% per annum over a rolling 5-year period (net of fees and expenses and before tax) has not changed. The fund invests in global listed equities, either in direct equities, ETFs and other index exposures ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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