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Showing 1 - 10 of 1171 results for "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 ...

JANA launches private credit trust

ELIZA BAVIN  |  TUESDAY, 25 AUG 2026
JANA Investment Advisers has launched the JANA Private Credit Trust, expanding its suite of investment trusts to provide wholesale investors with access to a diversified global private credit strategy through an institutional-quality investment structure. ...

Trusts, foundations deploy $100m in catalytic capital: Report

KARREN VERGARA  |  MONDAY, 24 AUG 2026
A new report reveals Australian trusts and foundations have deployed $100 million into higher-risk, impact-focused investments over the past three years, signalling promising demand for catalytic capital despite the market remaining in its early stages. ...

Treasury rolls out negative gearing, CGT Tranche 2 consultation

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
... from a spouse as a 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 ...

FAAA calls for rethink on trust tax overhaul

VINNY VUCAGO  |  TUESDAY, 4 AUG 2026
... Financial Advice Association (FAAA) has urged the federal government to reconsider its proposed minimum tax on discretionary trusts, warning the reforms could impose significant costs on small businesses, financial advisers and lower income Australians ...

WAM returns 9.5%, increases dividend

RIDDHIMA TALWANI  |  TUESDAY, 4 AUG 2026
... performance for the 2026 financial year was driven by holdings in listed investment companies (LICs) and listed investment trusts (LITs) with exposure to global equities, with 52.4% of the portfolio allocated to the sector. "During the year we realised ...

ATO issues guidance on new LRBA rules for SMSFs

KARREN VERGARA  |  WEDNESDAY, 29 JUL 2026
... the law. The tweak was part of a larger tax reform to replace the 50% capital gains tax (CGT) discount for individuals, trusts and partnerships with cost base indexation and a 30% minimum tax rate on capital gains accruing on and after 1 July 2027. Negative ...

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI  |  THURSDAY, 23 JUL 2026
... tax-effective structures outside superannuation," GDG said. "The 2026 Federal Budget's tax reforms to capital gains, discretionary trusts and negative gearing significantly widens the pool of investors likely to consider investment bonds. We expect the ...

Viridian promotes to investment team, launches Infinity

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
... spectrum of investment needs." Infinity offers managed account portfolios, Australian equities and private markets unit trusts, as well as private portfolio solutions. In April, Shahien told Financial Standard that Viridian is eyeing mergers and acquisitions ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... administration, recalls his time at Macquarie in the mid-1990s. "We sat around and we said, 'Okay, well, are master trusts and wraps going to take over the world?' And strategically we made the decision that they were, and as a consequence we ...
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