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Showing 1 - 10 of 1159 results for "Trusts"

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
The government is consulting on the minimum tax on discretionary trusts set to come into effect 1 July 2028. Annoucned during the 2026 Federal Budget, Treasury is now seeking industry feedback on the incoming tax around the expanded rollover relief ...

BNP Paribas Asset Management ANZ chief exits

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... superannuation plan policy committee for nearly 12 years. Before BNP Paribas AM, he was a manager of investments and charitable trusts at State Trustees for seven years and then worked at HSBC for one year. The fund manager currently manages $2.6 trillion ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... visibility, greater control and access to investments. Its services BFG's clients which includes individual investors, families, trusts and foundations, companies, SMSFs and not-for-profits. The official launch of BPPW follows from BFG's tie-up with ...

Super system to hit $12.4tn by 2045

VINNY VUCAGO  |  TUESDAY, 30 JUN 2026
... rationalisation, with the few remaining corporate funds eventually moving into aligned public offer industry funds or retail master trusts. While some smaller funds will remain, we anticipate they will offer specialist investments or a targeted or niche ...

CGT, negative gearing changes to become a law

RIDDHIMA TALWANI  |  FRIDAY, 26 JUN 2026
... start-ups and their investors following backlash since the reforms were announced in the Budget on May 12. Testamentary trusts will also be given a reprieve from the new tax regime. "This is a victory for workers, first home buyers and future generations," ...

Start-ups, small businesses win CGT reform carveouts

KARREN VERGARA  |  FRIDAY, 19 JUN 2026
... start-ups and their investors following backlash since the reforms were announced in the Budget on May 12. Testamentary trusts will also be given a reprieve from the new tax regime. Treasurer Jim Chalmers is shifting the turnover threshold for small ...

Soul Patts to pocket $1.89bn from Brickworks divestment

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
... Co is set to receive $1.89 billion after agreeing to divest its stake in Brickworks' industrial joint venture property trusts to Goodman Group, freeing up capital for future investment opportunities. The transaction will see Soul Patts sell Brickworks' ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... centred on proposed changes to Capital Gains Tax (CGT) rules, negative gearing, and the tax treatment of discretionary trusts. Against this backdrop, many advisers are already preparing to navigate a changing tax environment. While reforms still require ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... that JPMAM proposed a progressive framework that leveraged local structuring experts, which involved the creation of two trusts, one equity and one fixed income, integrated within Findex's MDA. Each fund is actively managed with defined alpha and tracking ...

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 ...
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