The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 108 results for "Estates"

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 ...

Aware Real Estate names new chief

ELIZABETH FRY | THURSDAY, 12 JUN 2025

... leading property investment and management firms, including, most recently, as finance chief at Lincoln Place Lifestyle Estates. ARE continues its collaboration with long-term investment partner Barings to complement ARE's expertise in sectors where ...

Former Qualitas duo launch funds management shop

ANDREW MCKEAN | TUESDAY, 13 MAY 2025

... Queensland. The firm will initially invest in facilities of $5 million to $75 million for land subdivisions, townhouse estates, and mid-rise projects that have pipelines tied to the Olympic Games. ASIC figures show that close to 3000 construction firms ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

A guaranteed future

Follow the leaders

Maintaining a fundamental focus in a world obsessed with the short term

Strength amid noise

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE