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Showing 1 - 10 of 1917 results for "Determine"

Treasury launches minimum tax on discretionary trusts draft legislation

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
... progressivity of the tax system," Chalmers said. Going forward, the trustee of a discretionary trust will continue to determine the share of trust income that beneficiaries are entitled to each year. Beneficiaries will continue to be responsible for ...

Is demand for active ETPs genuine beyond outlier conversions?

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
... Spike report found that several large fund conversions to ETFs bought billions of inflows, yet it is now difficult to determine whether growth reflected genuine investor demand. The shift to positive active flows occurred in April, June and July of 2024. ...

HNWIs demand outperforming, mission-driven endowment funds

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
... governance is central to achieving that objective. Before investing, Evans and Partners works with clients and boards to determine investment horizons, risk tolerances and liquidity requirements, which are then formalised in an investment policy statement. ...

Insurer sanctioned for over 10k breaches

MATTHEW WAI  |  WEDNESDAY, 2 SEP 2026
The Life Insurance Code Compliance Committee (Life CCC) has sanctioned a life insurer after it reported more than 10,000 breaches of the Life Insurance Code of Practice (Life Code) in relation to failure to provide timely, completed annual notices. ...

Equity Trustees super exit sparks Hejaz Islamic Super and Pension closure

KARREN VERGARA  |  MONDAY, 31 AUG 2026
Hejaz's Islamic Super and Pension products will be terminated as a fallout from Equity Trustees ditching the superannuation trustee business. The latter, however, says otherwise. Hejaz Islamic Super had 2600 members and more than $98 million in ...

Perpetual weighed down by wealth management business

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
Perpetual Group recorded "stable" revenue of $1.4 billion in FY26, as growth was affected by lower asset and wealth management revenue. Operating revenue of $1.4 billion was stable year-on-year, with revenue growth reflected by its corporate trust division ...

Phil Anderson to retire at the upcoming FAAA Congress

MATTHEW WAI  |  WEDNESDAY, 26 AUG 2026
The industry stalwart is closing the curtains on a stellar career in the financial services industry at the conclusion of the upcoming FAAA Congress in Melbourne. FAAA general manager, policy, advocacy and standards Phil Anderson will retire on November ...

Perpetual hit with double whammy redemption, impairment

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Perpetual's earnings will be slugged with a massive impairment thanks to an unnamed client redeeming nearly $6.5 billion (US$4.6bn) from a strategy run by Thompson, Siegel & Walmsley LLC (TSW). Perpetual said it was notified last week of the client's ...

Zurich completes ClearView takeover

VINNY VUCAGO  |  FRIDAY, 21 AUG 2026
... draft is not binding and ClearView expects the final ruling to be issued after implementation. The final ruling will determine the tax treatment applicable to eligible shareholders, with ClearView advising investors to seek independent tax advice based ...

Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
... payments," he told the National Press Club today. "We will review the scope of the New Class of Adviser in three years to determine how it is going and whether we should expand it further." The government will also reform the best interests duty to support ...
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