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

Search Results

Showing 1 - 10 of 13 results for "Fund Income"

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
The government has been encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC). The Actuaries Institute dialogue ...

Consultation opens on NALI reforms

ANDREW MCKEAN  |  TUESDAY, 20 JUN 2023
... arm's length expense and the amount that was actually charged to the fund. Currently, general expenses result in all fund income being taxed at the highest marginal rate. The new law sets out that expenses incurred or expected to have been incurred before ...

Consultation opens on NALI amendments

CASSANDRA BALDINI  |  TUESDAY, 24 JAN 2023
... funds would be amending both to a factor-based approach. If amended, both would have an upper limit on the amount of fund income taxable as NALI due to a general expenses breach. "The maximum amount of fund income taxable at the highest marginal rate ...

Cashwerkz appoints chair for Fund Income

KANIKA SOOD  |  THURSDAY, 17 DEC 2020
Cashwerkz has appointed a chair for its Fund Income business, as its first pick of Fortlake Asset Management hits $300 million in assets. Peter Coad will be a non-executive chair for Fund Income in addition to the previously-announced risk committee ...

Cashwerkz director departs

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... investors and financial advisers. Further to the launch of Bond Income, Cashwerkz launched a funds incubator named Fund Income to support new managers entering the market. Aspiring fund managers will leverage Cashwerkz technology, talent and infrastructure ...

New fixed income boutique launches

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... in Fortlake. "We are delighted to bring the Fortlake Asset Management business to market, our first fund within the Fund Income business. The quality of the people within the business and the partners to the business, is a great example of the high standards ...

Cashwerkz fits out bond service

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... income investment in Australia." Further to the launch of Bond Income, Cashwerkz launched a funds incubator named Fund Income to support new managers entering the market. Aspiring fund managers will leverage Cashwerkz technology, talent and infrastructure ...

Cashwerkz to launch funds incubator

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... funds incubator to help establish new entrants into the market. The assistance provided by Cashwerkz via its incubator Fund Income will include appropriate licencing using the responsible entity infrastructure of Trustees Australia - and will also extend ...

Super taxes break $35bn budget hit

ALEX DUNNIN  |  WEDNESDAY, 1 FEB 2017
... the most costly were concessional taxation rates of employer contributions and concessional taxation rates for super fund income - accounting for 93% of total superannuation taxation expenditures. Concessional taxation concessions for personal contributions ...

Martin Currie argues for multi-assets in retirement

DARREN SNYDER  |  MONDAY, 1 FEB 2016
... from valuing the total returns of an asset class to valuing their income returns, retirees can reduce the need to fund income from capital, and avoid costly capital drawdowns during equity downturns." Yet recent research published by Morningstar argues ...
PAGE:
1
PREVIOUS
NEXT