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Showing 1 - 10 of 110 results for "Estates"

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
... trusts, such as fixed trusts, widely held trusts, complying superannuation funds, special disability trusts, deceased estates and charitable trusts. While some types of income, such as primary production income, will also be excluded from the minimum ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... to come?'" he says. According to the Grattan Institute, overall, longer lifespans add another layer of complexity. Estates are increasingly passed down to beneficiaries in their peak earning years, pushing the recipients into higher tax brackets. ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... types of trusts. This includes widely held trusts, complying superannuation funds, special disability trusts, deceased estates and charitable trusts. Exemptions also apply to primary production income, certain income relating to vulnerable minors, amounts ...

Div 296 requires fixing before finalisation: Industry

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... consultation, the Institute of Financial Professionals Australia (IFPA) said it 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 ...

Yarra hunts for superior returns outside ASX giants

RIDDHIMA TALWANI  |  THURSDAY, 26 MAR 2026
... companies in the consumer space, ex-20 has multiple options to pick from including JB Hi-Fi, Light and Wonder, Treasury Wine Estates and Flight Centre. Hershan said investors can complement their existing ASX 20 investments with ex-20 exposure, which ...

Future Group rejigs investment team

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
... subsidiary of Bendigo and Adelaide Bank. There, he oversaw multi-asset portfolios, superannuation investment strategy, and estates and charitable trust portfolios. Before Sandhurst, McCrindle held senior roles at Bendigo and Adelaide Bank, which he joined ...

AustralianSuper expands international investment team

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
... billion (£8bn) of new capital into the UK, including sectors like energy transition, digital infrastructure, mixed-use estates, and transport/logistics. Over the past year, it has also appointed David Page as head of macroeconomic research, Alexandre ...

Australian super funds 'important' for the UK economy

MATTHEW WAI  |  TUESDAY, 14 OCT 2025
... billion ($16bn) of new capital into the UK, including sectors like energy transition, digital infrastructure, mixed-use estates, and transport/logistics. According to IFM Investors, every week, approximately $4 billion (£2bn) flows into Australia's ...

ANZ fined $240m for bond trading, retail misconduct

KARREN VERGARA  |  MONDAY, 15 SEP 2025
... after a customer's death had been waived or refunded," ASIC said. "ANZ did not respond to representatives of deceased estates in the required timeframe after notification of the customer's death." ANZ still has not been unable to identify the ...

Barings expands into local self-storage sector

MATTHEW WAI  |  MONDAY, 7 JUL 2025
... Storage was founded by USS Funds Management (USSFM) in 2022 and predominantly focuses on contactless, drive up, storage unit estates with zero on-site staffing requirements. It has a property portfolio of 15 purpose-built self-storage centres. This marks ...
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