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Showing 841 - 850 of 6836 results for "Tax"

Wealth management ecosystem at critical inflection point: Citi

ANDREW MCKEAN | THURSDAY, 20 JUL 2023

... outsourcing client facing activities, including onboarding, client services, reporting and data, and compliance, regulatory and tax reporting. Citi global head of securities services Okan Pekin commented: "The emergence of new technologies demands for ...

UniSuper rides tech tailwinds to strong returns

JAMIE WILLIAMSON | TUESDAY, 18 JUL 2023

... under management, the fund returned 10.3% to members invested in the default Balanced option, or 11.8% for those with a zero-tax pension account. In total, all investment options generated positive returns; half saw double-digit returns. However, the ...

Super framework ideal for advice: Jones

KARREN VERGARA | MONDAY, 17 JUL 2023

... making some of those critical decisions," he said. Many of these questions are also aimed at Centrelink and the Australian Tax Office. "There's no easy way of sharing information amongst those bodies at the moment," he said. Consequently, Jones flagged ...

KPMG recommends gender-focused super reforms

ANDREW MCKEAN | MONDAY, 17 JUL 2023

... paid a much lower rate." KPMG's proposal aligns with its previous 2022 recommendation of introducing a Carer's Income Tax Offset (CARITO). This tax credit, awarded upon re-entry to the workforce, incentivises carers by recognising the value of ...

HNW wealth transfer still on the to-do list

CHLOE WALKER | SATURDAY, 15 JUL 2023

... opportunity, however, LGT Crestone said financial advisers will need to combat HNWI's concerns over the misuse of money and tax implications. "While it is only 10% who report feeling "very worried" about wealth transfer, their top concern is that ...

Platinum loses $232m in FY23

CASSANDRA BALDINI | WEDNESDAY, 12 JUL 2023

... million or the distribution re-investment of $156 million. Looking ahead, Platinum expects the 2023 financial year profit after tax to be broadly in line with consensus estimates, which range from $77 million to $82 million. However, it flagged predictions ...

Challenger settles real estate unit divestment

KARREN VERGARA | MONDAY, 10 JUL 2023

... of $38 million. The total consideration, which represents 24.8 million shares issued in ASX-listed Elanor (ENN), is before-tax and transaction and other costs. Challenger was originally set to receive $41.8 million. However, when a major unnamed client ...

Allegro unveils PwC entity as Scyne Advisory

CASSANDRA BALDINI | TUESDAY, 4 JUL 2023

... said yesterday that eight of its partners who were found in breach of professional standards and entangled in the ongoing tax scandal would be dumped. Former chief executive Tom Seymour, Peter Konidaris, Eddy Moussa, Richard Gregg, Pete Calleja, Sean ...

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN | TUESDAY, 4 JUL 2023

... Association of Financial Advisers (AFA), and many of our members prefer to pay in the previous financial year in any case, for tax reasons." The FAAA announced that as of June 30, over 80% of eligible practitioner members had renewed across the AFA and ...

Count takes stake in Melbourne firm

CHLOE WALKER | MONDAY, 3 JUL 2023

... stake in Melbourne-based wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive Hugh Humphrey, the transaction is ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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