Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 631 results for "Discretionary"

APG tops up MaxCap mandate

KARREN VERGARA  |  TUESDAY, 1 SEP 2026
... its mandates with MaxCap, deploying another $557 million ($US400m) to invest across Australian real estate. The discretionary mandate will continue to invest in first-mortgage loans across all real estate sectors with a primary focus on the living sector ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... retail clients. Managed accounts operate under two legal structures: separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMAs are the structure most widely used for retail clients, with IMAP data showing that around 64% of managed ...

Evans and Partners uplifts MDA offering

KARREN VERGARA  |  MONDAY, 10 AUG 2026
Evans and Partners chose Bloomberg's buy-side technology solution to expand its active bond managed discretionary account (MDA) offering. The wealth management firm, part of E&P Financial Group, will implement Bloomberg AIM as its order and investment ...

Treasury rolls out negative gearing, CGT Tranche 2 consultation

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
... to be exempt from the new minimum tax on 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 ...

FAAA calls for rethink on trust tax overhaul

VINNY VUCAGO  |  TUESDAY, 4 AUG 2026
... The Financial Advice Association (FAAA) has urged the federal government to reconsider its proposed minimum tax on discretionary trusts, warning the reforms could impose significant costs on small businesses, financial advisers and lower income Australians ...

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI  |  THURSDAY, 23 JUL 2026
... tax-effective structures outside superannuation," GDG said. "The 2026 Federal Budget's tax reforms to capital gains, discretionary trusts and negative gearing significantly widens the pool of investors likely to consider investment bonds. We expect the ...

Prime Value licence suspended over reporting failures

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
... investment manager also acts as trustee for 53 unregistered managed investment schemes and operates a wholesale managed discretionary account service.

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... activity in healthcare, technology and particularly the enablers of the AI build out. "Also, sectors such as non-discretionary consumer, education, industrials, advanced manufacturing, defence, and aerospace are other thematics we are investing behind," ...

Super funds fail customer service test: SCA

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... also expects trustees to have better documentation and audit trails and carry out mandatory processes replacing discretionary practices. The first tranche of the standards is set to go live in July 2028. AustralianSuper also stood out in the new report ...

Start-ups carve out confirms tax reforms are 'flawed': WAM

MATTHEW WAI  |  MONDAY, 13 JUL 2026
... entrepreneurship and economic growth." "A carve-out built on multiple eligibility gates, a five-year holding lock, a discretionary innovation test and a $10 million lifetime cap will not give investors the certainty they need to commit long-term productive ...
PREVIOUS
NEXT