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Showing 1 - 10 of 37 results for "Managed Investment Trusts"

FAAA welcomes 'widow's tax' changes in CGT, negative gearing reforms

KARREN VERGARA  |  TUESDAY, 25 AUG 2026
... to strip out indexation or discount benefits obtained at a different level of a trust or Attribution Managed Investment Trusts (AMIT) structure before being re-applied at the level of an underlying individual member. It therefore asks the government ...

Treasury rolls out negative gearing, CGT Tranche 2 consultation

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
... treatment aligns with exemptions already available to discretionary trusts. How CGT changes to Attribution Managed Investment Trusts (AMITs) should be applied is also up for discussion. Further consultation will be undertaken to examine options that ...

ASIC moves to extend managed investment scheme relief measures

VINNY VUCAGO  |  THURSDAY, 28 MAY 2026
... charitable investment fundraising, school enrolment deposits, horse racing syndicates and attribution managed investment trusts (AMITs). ASIC is also proposing to remove transitional provisions that no longer considered necessary, including relief tied ...

JANA bolsters senior team with three key appointments

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... overseeing due diligence and advisory services on infrastructure portfolios for the firm's clients and managed investment trusts. Meanwhile, McAvoy (pictured) has been promoted to his new role from senior consultant. Since joining JANA in early 2020 ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... market spans the four key reporting segments of trustees - securitisation, wholesale loans, funds, and managed investment trusts, each of which have unique market dynamics and client requirements," Pesco said. "As the only scaled end-to-end provider ...

Tax rules clarified for managed investment trusts

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
The government will amend tax laws to clarify the treatment of managed investment trusts to ensure "legitimate investors" keep their concessional withholding tax rates in Australia. Federal Budget documents said that change complements the Australian ...

Plan to increase competitiveness of managed funds

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... had argued that the regime should provide equivalent tax treatment of CCIVs with that of attribution managed investment trusts; flexibility for CCIVs to use a custodian or a depositary; flexibility to list a retail CCIV with one sub-fund on a prescribed ...

CCIV consultation opens

KARREN VERGARA  |  THURSDAY, 17 JAN 2019
... aiming to ensure the tax treatment of CCIVs broadly aligns with the existing treatment of attribution managed investment trusts, and provides investors with the benefits of flow-through taxation. Robert said the Government has consulted extensively with ...

Confidence remains in face of regulatory headwinds

JAMIE WILLIAMSON  |  FRIDAY, 31 AUG 2018
... 20% citing increased regulation as their biggest impediment. The recent introduction of Attribution Managed Investment Trusts (AMIT) and Regulatory Guide 97 (RG97) in Australia, the European Union's (EU) Markets in Financial Instruments Directive (MiFID ...

Perpetual names interim chief

KARREN VERGARA  |  FRIDAY, 8 JUN 2018
... custody, wholesale trustee and responsible entity services. She will also oversee investment management for managed investment trusts and Perpetual's Singapore business. Riggio replaces Andrew Cannane who departed in March for a new role with the ...
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