gains

Investment Strategy

Future Fund’s assets drop to $73.07 billion

The Future Fund’s total assets under management fell to $73.07 billion as of December 31 compared with $73.18 billion as of September 30. The Melbourne-based fund’s return in the six months to December 31 was minus 3.1 per cent. “Underlying pressures remain and Europe continues to wrestle with debt-related challenges and the risk of recession,” […]
Administration

Valuing Future Income Tax Benefits: a how-to guide

During the market’s boom years, trustees only had to worry about minimising capital gains tax liabilities and maximising franking credits to assure a good after-tax performance for their fund. But with the concept of ‘gains’ long gone, and dividends on their way down too, harvesting losses is suddenly the name of the game. This article, […]
Administration

Valuing Future Income Tax Benefits: a how-to guide

During the market’s boom years, trustees only had to worry about minimising capital gains tax liabilities and maximising franking credits to assure a good after-tax performance for their fund. But with the concept of ‘gains’ long gone, and dividends on their way down too, harvesting losses is suddenly the name of the game. This article, […]
Unintentional

Rollover relief on deck, Maritime Super sets sail

The $2.6 billion Maritime Super will conduct a full review of its investment portfolios over the next 12 to 18 months on the back of the long-awaited merger of the two maritime industry super funds on March 1. The merger between the $1.5 billion Stevedoring Employees Retirement Fund (SERF) and the $1.1 billion Seafarers Retirement […]
Opinion

Just like lay-by, hedge funds will be back

Would you like to know how many times Investment & Technology published a story including the word ‘after-tax’ in 2007? I’ll tell you anyway. 29. And how many do you reckon we’ll run in 2009? This editorial could well be it.
Opinion

Just like lay-by, hedge funds will be back

Would you like to know how many times Investment & Technology published a story including the word ‘after-tax’ in 2007? I’ll tell you anyway. 29. And how many do you reckon we’ll run in 2009? This editorial could well be it.
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