All Star IAM Australian Share Fund achieves Recommended rating by Zenith

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Kate Mulligan, Managing Director of All Star Funds has announced today that the All Star IAM Australian Share Fund has been given a rating of “Recommended” by ratings agency Zenith.

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Deferred date for new tax treatments for managed investment trusts

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Last year, the government announced a new tax system for managed investment trusts (MITs) that will reduce complexity, increase certainty and minimise compliance costs for MITs and their investors.  In

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The taxation of financial arrangements under TOFA rules

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Background to the TOFA reforms The TOFA reforms were first announced in the 1992 budget and were later taken up by the Review of Business Taxation. The review’s final report

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Investors demand more competitive offerings from Alternative Strategies – Multi Asset Sector

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Notable changes have occurred in the Alternative Strategies – Multi Asset sector since Standard & Poor’s Fund Services’ last review in December 2009, according to the Sector Report published today.

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Research reveals investor appetite for future innovation, but on new terms

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Improve existing products before creating new Focus on solutions which deliver targeted outcomes Human judgement a key enabler Third party administrators a partner for innovation An annual, independent study released

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S&P Assigns ‘STRONG’ Rating To Commonwealth Bank’s Vantage+ Product

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Standard & Poor’s Fund Services has assigned its ‘STRONG’ rating to the Commonwealth Bank Vantage+ product. This reflects what we view as a solid expected risk-return profile, simple and efficient

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Australia sets the standard in ETF regulation

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BetaShares Capital Ltd (BetaShares), one of Australia’s leading exchange traded fund (ETF) providers, says Australia is leading the way with best practice standards for regulating ETFs that are designed to

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Digging Deeper: Institutional ETF investment in Australia

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The Australian ETF market has gathered momentum over the last two years, gathering AUM across a range of products, investment styles and providers.   However unlike the US or Europe,

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A Short Morality Play – The Triway Super Case

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A recent decision of the AAT has highlighted certain basic rules when operating an SMSF. The facts of the case are very straightforward. A couple, at the urging of their

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CommSec: Population growth hits 5-year low and cash is now king

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Demographic data; Financial Accounts Australia’s population grew by 69,703 people over the December quarter to 22,477,378. Annual population growth slowed from 1.57 per cent to 1.47 per cent – the

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