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Showing 81 - 90 of 1517 results for "Save"

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... advisers have with their clients, and we've done a lot of work in understanding how to simplify this for advisers, seamlessly save time and drive much better engagement every step of the way." Maloney added the firm will continue to invest in the functionality ...

Fixing retirement system an election priority: Grattan

JAMIE WILLIAMSON  |  MONDAY, 17 MAR 2025
... said. It also wants to further curb "overly generous" superannuation tax breaks, with better targeted concessions which would save today's budget $10 billion a year and more in future. They currently total $52 billion a year or 2% of GDP, with two-thirds ...

Deficit to reach $26bn: Deloitte

KARREN VERGARA  |  MONDAY, 17 MAR 2025
The federal government's pre-election budget is expected to unveil an underlying cash deficit of $26.1 billion for the 2025 financial year, while revenues will deteriorate by $11.3 billion over four years, a new report from Deloitte shows. The deficit ...

Tokenisation can save US$135m in back-office costs: Study

KARREN VERGARA  |  FRIDAY, 7 MAR 2025
Tokenisation can save the asset management industry US$135 billion in back office and administrative costs that drain the bottom line, a new study from Calastone found. The survey of 26 asset managers from Asia, the UK, US and Europe expressed their ...

Dania Zinurova exits Wilson AM

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
Wilson Asset Management's alternative assets specialist has popped up at Dexus as its head of infrastructure funds. Dania Zinurova - the portfolio manager for WAM Alternative Assets and now fund manager of Dexus Diversified Infrastructure Trust ...

Nest to acquire 10% stake in IFM Investors

ELIZA BAVIN, MATT TOLEDO  |  WEDNESDAY, 5 FEB 2025
The UK National Employment Savings Trust (Nest) will take a 10% stake in Industry Super Holdings, the parent company of IFM Investors. Nest said it would primarily invest in IFM's alternate asset investments. An IFM spokesperson told Financial Standard ...

How much is needed to maintain your standard of living in retirement?

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
Super Consumers Australia (SCA) has unveiled new savings targets to help Australians work out how much they'll need to save for a lengthy retirement, provided they own their home outright. For single retirees aged 65 planning to spend at a "mid-level" ...

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
The Securities and Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities. The failings relate to Vanguard dropping ...

$3m super tax will level playing field: Australia Institute

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
... compared to 11.1% in Sweden and 3.8% in Norway," he said. "Superannuation tax concessions are designed to encourage people to save and reduce dependency on the Age Pension, they are not designed to be used by the very wealthiest in society to avoid paying ...

Perpetual awards mandate to Equity Trustees

KARREN VERGARA  |  TUESDAY, 7 JAN 2025
... assets will remain as is. The two products are part of the Perpetual WealthFocus offering. The Super Plan allows investors to save for retirement and offers death, disability, and salary continuance insurance cover to eligible members. The Pension Plan ...