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Showing 1 - 10 of 11 results for "Holding Assets"

Government, super funds to increase UK collaborations

MATTHEW WAI | MONDAY, 20 APR 2026

... largest in the world, with assets totalling $4.5 trillion. The UK's pension market is the second largest globally, holding assets worth more than £3 trillion ($5.7tn). Access to this capital has the potential to drive growth in both economies. By seeking ...

Improvised super tax poses unfair, inequitable outcomes: Industry

MATTHEW WAI | TUESDAY, 20 JAN 2026

... how our tax system is designed to work." The submission warns the draft legislation would penalise super funds holding assets that generate franked dividends, even where those dividends ultimately attract little or no tax due to superannuation's concessional ...

MP says Coalition will 'fight to the death' over $3m super tax

MATTHEW WAI | WEDNESDAY, 4 JUN 2025

... impacted by this tax," she said. At one point, Canavan asked about the farmers that could be affected by the tax, holding assets within self-managed super funds. Attempting to brush off the question, Waters responded that she was sure that "they've [farmers] ...

AustralianSuper warns outdated tax laws will hurt returns

ANDREW MCKEAN | WEDNESDAY, 19 FEB 2025

... without crystalising capital gains tax (CGT) events. "Crystallisation of a CGT event often acts as a deterrent to holding assets in the most effective way for members, or where the reorganisation is undertaken in any event due to a commercial need, the ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN | FRIDAY, 7 FEB 2025

... recognises the growing popularity of trusts as a wealth protection tool, with almost a million established in Australia holding assets of more than $2 trillion. "The trust modelling update recognises the increasing appetite for trusts in Australia and ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA | THURSDAY, 28 NOV 2024

... that are harder to get wrong. Perhaps we could define simplicity in relation to the client circumstances, such as holding assets and income below a certain level. There are several options here, but what's not negotiable is we need a very clear distinction," ...

Advisers show growing interest in ASX-listed Bitcoin ETF

ANDREW MCKEAN | TUESDAY, 5 MAR 2024

... conducted on the appointment process, and issuers will need to consider RG133 Funds management and custodial services: Holding assets. "Broadly speaking, ASX have indicated they are focused on the issuer's capability, global footprint, and experience ...

Aware Super cuts carbon emissions by 40%

ELIZABETH MCARTHUR | THURSDAY, 26 NOV 2020

... of the new Aware Super benchmarks means we can help safeguard our members' funds from the risks associated with holding assets that contribute to climate change, including those with the potential to become stranded assets."

Super clarity presents adviser opportunity

KERRIE SYDEE | FRIDAY, 9 DEC 2016

... $400,000. In this instance a super accumulation account would see tax of up to 15% which compares favourably to holding assets directly if returns are taxed at 49%. However for a client with no other taxable income holding the $400,000 directly, they ...

Asia-Pacific leads global HNW population and wealth

KERRIE SYDEE | FRIDAY, 14 OCT 2016

... accounts (32.6%) rather than hold it with a wealth manager (30.6%). The trend continues in Japan, with 23.7% of HNWIs holding assets with a wealth manager in comparison to 27% holding it in a bank and a further 17.8% holding it as physical cash. "With ...

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Australian Unity to shed 195 roles

MATTHEW WAI | 12:42PM

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | 12:34PM

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI | 12:17PM

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA | 12:29PM

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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