Giselle Roux

1 month ago | ioandc.com | Rob Prugue |David Chaplin |Giselle Roux

The employer-employee split worked well when not-for-profit funds were in their infancy. Today, in an era of member choice and the growing demands of retiree members, it’s a model that fails to cut the mustard.

1 month ago | ioandc.com | Penny Pryor |David Chaplin |Giselle Roux

The ratings house is pinning its growth strategy on a revamped methodology that increases the emphasis on governance to 25 per cent – a timely move considering APRA’s proposed reforms.

1 month ago | ioandc.com | Nicholas Way |David Chaplin |Giselle Roux

While equities came out of the blocks like Usain Bolt in January, propelled by strong domestic and international share markets, a White House committed to tariffs and slowing interest rate cuts could still derail investment returns in 2025.

1 month ago | ioandc.com | Duncan Hughes |David Chaplin |Giselle Roux

The wealth transfer from Baby Boomers to their offspring, which is in full swing, has got the taxman’s full attention, especially as it pertains to capital gains payments, trust structures and potential breaches of the Tax Act’s Division 7A.

Nov 29, 2024 | ioandc.com | Giselle Roux |Ishan Dan

Capturing structural growth potential is not easy, but in uncertain markets, it’s essential, according to Ninety One. Investors are eager to explore the opportunities in artificial intelligence, and exposure to higher quality companies can successfully position them for an AI-driven future.