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Showing 71 - 80 of 1091 results for "BEAR"

Proposed super tax requires perspective: Expert

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... the time of sale, it's profoundly better to make a realised capital gain in super," she said. Another issue SMSFs must bear in mind is that Division 296 targets future gains from 30 June 2025. "The gains we're making now are never captured by ...

Risk, compliance staff in hot demand

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
With regulatory demands showing no signs of slowing in 2024, experienced risk and compliance professionals remain hot property. According to Kaizen Recruitment director Amanda Chisholm, factors like RG97, the Financial Accountability Regime, regulators' ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
Interest rates will continue to be a driving force behind client conversations in 2024 as financial advisers remain agile regardless of whichever direction they will go. The rapid upward trajectory of interest rates - from 0.10% in April 2022 to today's ...

Insurers drop allocation to risk assets: Research

CASSANDRA BALDINI  |  MONDAY, 13 NOV 2023
Over 80% of insurers are adopting a cautious investment approach, signalling their intent to decrease exposure to risk in the coming six months. Janus Henderson, in collaboration with Investment Trends, released its 2023 Insurance Asset Management Report ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... problematic given the general nature of capital markets. "It is common to see a string of bull market years followed by a sharp bear market decline. This means there is a strong possibility a member can effectively be cumulatively taxed on investments ...

Licensees shun remediation obligations: ASIC

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... align their remediation practices with the standards. "Getting remediation wrong is very costly - costly to consumers who bear the burden of a financial firm's mistakes, but also very costly for firms who have to re-do remediations and repair reputational ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
Causeway will manage a large pool of investor funds through a strategic joint venture with ASX-listed Hancock and Gore (H&G) and introduce its offerings to the Australian market. The H&G Causeway Dynamic Credit Fund looks to offer a streamlined mechanism ...

Government passes FAR legislation

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... to take remedial action and to apply to the Federal Court to impose a civil penalty on accountable entities," Jones said. BEAR, the FAR's first iteration, was recommended by Commissioner Kenneth Hayne in a bid to regulate senior leaders of super ...

Unlisted asset valuation flaws complicate comparison

ANDREW MCKEAN  |  TUESDAY, 29 AUG 2023
... think what one has to rely on is the governance and the processes that they go to valuation, and the expertise brought to bear in forming the valuation. That's about use of independence, a regular cycle of review within the team, and oversight by ...

Australian Ethical hits $9.2bn, focus turns to back-office

ANDREW MCKEAN  |  FRIDAY, 25 AUG 2023
Australian Ethical has reported 48% year-over-year growth in its funds under management (FUM), reaching $9.2 billion due to positive net flows and its successor fund transfer (SFT) with Christian Super. In an ASX announcement, the company reported underlying ...