managed funds

Financial planning

Tax burden hindering Australia being financial hub

The Australian government needs to remove excessive taxes that penalise investors in financial services, according to the Financial Services Council. ...

Funds management

IFM maintains silence on remuneration

Industry funds-owned IFM Investors has maintained its relative silence on how it remunerates its executives, arguing that a key parliamentary committee is seeking more in...

Financial planning

LICAT calls for recognition of ‘misunderstood’ investment trusts

The Listed Investment Companies and Trusts Association has called for Treasury to recognise the importance of listed investment trusts and companies to the Australian eco...

Financial planning

Aussie investors adopt more defensive stance

More investors are looking to protect their assets and income from market falls and environmental, social, and governance factors are becoming a priority when selecting i...

Funds management

Are you paying too much for your ESG fund?

Six of the top 10 performing global equity environmental, social, and governance focused funds had fees below 0.9%, according to FE Analytics....

Financial planning

Financial services is Australia’s biggest economic growth contributor

The Financial Services Council has released its 2019 State of the Industry Report detailing the overall picture of the industry....

Policy & Regulation

Few Budget surprises in financial services

The financial services industry has delivered the Budget a muted response in circumstances where the Treasurer, Josh Frydenberg, had announced most of the Government’s fi...

Funds management

ACSA launches taskforce on managed funds efficiency

The Australian Custodial Services Association has announced today that it will facilitate an industry taskforce approach to improving inefficiencies in servicing managed ...

Superannuation

SMSFs prefer international equities

Managed funds invested in international equities came on top in terms of the assets held by self-managed superannuation funds, according to an analysis conducted by Class...

Funds management

Insto investors should go active in 2019

Institutional investors have been urged to opt for actively managed funds this year as the end of the bull market will see market risks increase. ...

Superannuation

Loss of franking credits will see SMSFs take investments offshore

Self-managed superannuation fund trustees plan to take their investments offshore should Labor’s franking credit removal proposal take off. ...

Policy & Regulation

Substantial impact on managed funds predicted from Labor policy

The Australian Labor Party’s policy to remove refundable franking credits would not just hit superannuation funds but also many managed funds with high Australian equitie...