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Showing 1 - 10 of 68 results for "Attribution"

FAAA welcomes 'widow's tax' changes in CGT, negative gearing reforms

KARREN VERGARA  |  TUESDAY, 25 AUG 2026
... gains to be recalculated to strip out indexation or discount benefits obtained at a different level of a trust or Attribution Managed Investment Trusts (AMIT) structure before being re-applied at the level of an underlying individual member. It therefore ...

Treasury rolls out negative gearing, CGT Tranche 2 consultation

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
... capital gains. The treatment aligns with exemptions already available to discretionary trusts. How CGT changes to Attribution Managed Investment Trusts (AMITs) should be applied is also up for discussion. Further consultation will be undertaken to examine ...

Special Feature: Beyond safekeeping

BRENDAN SWIFT  |  MONDAY, 27 JUL 2026
... its investment book of record while the accounting book of record comes from State Street, feeding into performance, attribution and external manager oversight. Aware Super has built its own internalised book of record for private markets via BlackRock's ...

Aware Super sells majority stake in water portfolio

ELIZA BAVIN  |  FRIDAY, 19 JUN 2026
... Odin. The multi-year transformation delivered the GoldenSource Investment Data Platform, Ortec PEARL Performance and Attribution, the BlackRock eFront for private markets, with the final phase being the BlackRock Aladdin Investment Platform. Aware Super ...

ASIC moves to extend managed investment scheme relief measures

VINNY VUCAGO  |  THURSDAY, 28 MAY 2026
... property rental schemes, charitable investment fundraising, school enrolment deposits, horse racing syndicates and attribution managed investment trusts (AMITs). ASIC is also proposing to remove transitional provisions that no longer considered necessary ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... consolidated household and entity structure, while also layering in calculated income entitlements and performance attribution metrics. This allows advisers to track valuations, asset allocations and total returns across portfolios, with returns broken ...

Div 296 requires fixing before finalisation: Industry

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... is concerned about the treatment of deceased estates, the lack of clarity around actuarial certification, and the attribution formula for small super funds where reserves exist. IFPA said the proposed deceased estate rules are "impractical" and may delay ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... the profession requires," she said. SMSF Association chief executive Peter Burgess said a key concern is post-death attribution of earnings. "Applying tax to earnings after death is a significant outcome that wasn't clearly evident from the legislation ...

Aware Super enhances portfolio management capabilities

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
Aware Super has integrated Ortec Finance's performance measurement and attribution software to enhance its ability to measure and manage investment performance, including improved currency hedge capabilities, across its portfolio. The software ...

New gig for JP Morgan's AI guru

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... and technical support to clients on equity and fixed-income portfolio construction as well as risk and performance attribution.
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