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Showing 71 - 80 of 1159 results for "Trusts"

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... The family office said Vanderpoel has a strong background in the investment management of private ancillary funds, SMSFs, trusts and family group portfolios. As for Pietropiccolo, he has been with Mutual Trust for five years, arriving from a Stonehage ...

AFCA consults on revised superannuation death benefits

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... deemed appropriate to include adult children and legal personal representative in distributions. The document also covers trusts for minor children, and how AFCA approaches cases on violence or abuse in a relationship, or if a claimant has been involved ...

MFF Capital Investments to acquire Montaka Global Investments

ANDREW MCKEAN  |  TUESDAY, 8 OCT 2024
... and core businesses," MFF said. "In addition to portfolio management, MFF considers that Montaka Global's focus on unit trusts is sensible and complementary to MFF. Public unit trusts and companies have pooling and other benefits for investors compared ...

Limiting negative gearing could add $2bn in annual revenue

ELIZA BAVIN  |  MONDAY, 30 SEP 2024
... income, including interest, rental income, and capital gains." It said the 50% capital gains tax discount for individuals and trusts should also be reduced to 25%. "Curbing these 'leakages' would broaden the income tax base and, over time, reduce our ...

Managers struggle to secure positive net flows in FY24

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
... "superior indicator of the secular health of the market." Overall, the managed funds sector-comprising open unlisted unit trusts and exchange-traded products (ETPs) recorded estimated negative net flows of $1.4 billion in the 12 months to June 2024 ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... Fund is not being managed in the best interests of investors as there appear to be "conflicts of interest and breaches of trusts", citing that the value of the fund's assets do not match the value of investments made. However, the judge did not agree ...

Too much being asked of super trustees: Levy

ELIZA BAVIN  |  FRIDAY, 30 AUG 2024
... covenant and those regulators are already concerned that it is not enough. "I worry about adding to that burden. These are trusts, it's not a bank, they're not insurance companies, they don't have a lot of capital, they don't have shareholders - there ...

ASIC hits Melbourne adviser with travel ban

ELIZA BAVIN  |  TUESDAY, 23 JUL 2024
... companies. ASIC is currently investigating King for alleged financial misconduct in a network of companies and related trusts. ASIC applied for the travel restraint orders over concerns that King may leave the country while it continues its investigation. ...

Robeco launches two new strategies

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... available to Australian institutional investors via mandates or Luxembourg funds. However, there are no locally registered unit trusts available. In addition to the two new funds, Robeco has repositioned two existing strategies - the Transition Emerging ...

Pengana launches new term account

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
... list of investor types, including personal accounts, joint accounts, child accounts, SMSFs, companies, and unregulated trusts," Weinbren said. "Historically, term accounts have been backed by the Australian credit market. TermPlus breaks this mould by ...