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Showing 1 - 10 of 112 results for "Estates"

L1 Group hires private client lead

KARREN VERGARA  |  TUESDAY, 11 AUG 2026
... for identifying, sourcing and developing strategic joint venture opportunities across the region. He joined from Jaws Estates Capital where he was head of fund investments at the family office of Starwood Capital co-founder Barry Sternlicht. For that ...

Treasury rolls out negative gearing, CGT Tranche 2 consultation

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
... result of inheritance or relationship breakdown. Capital gains distributed through genuine testamentary trusts, deceased estates and special disability trusts are set to be exempt from the new minimum tax on capital gains. The treatment aligns with exemptions ...

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 ...
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