News & Insights

In this new research report, Perpetual and the IPA find demand for Australian infrastructure assets is still increasing – but supply is getting tight. What does that mean for the sector?

Investment by foreign fund managers into Australian Managed Investment Trusts has doubled over the past five years but the proportion of financial exports has remained consistent at 3.6%.

There is increasing opportunity for local investment managers to raise capital in overseas markets as global investors seek real returns in a low growth world. Perpetual’s Rupert Smoker looks at this trend.

How Perpetual helped Sydney Airport to simplify its corporate structure, increase permitted foreign ownership and improve its governance arrangements.

In global terms, Australia is already a key market for institutional investors who have an appetite for infrastructure but there are still challenges.

The Foreign Account Tax Compliance Act (FATCA) is United States (US) legislation, enacted to improve compliance with US tax laws

On 13 February 2015, ASIC announced that it had embarked on a campaign to review responsible entities' (REs) risk management processes, particularly focused on the impacts of heightened local and global market volatility. The Regulator's interest centres on how REs are managing liquidity and market volatility risks (ASIC 15-020MR).

The 2014 Australian Investment Managers Cross Border Flow Report, commissioned by Financial Services Council and Perpetual, provides a meaningful basis from which to analyse trends in the flow of funds into Australian Managed Investment trusts.

This research report commissioned by APREA and sponsored by Perpetual Corporate Trust highlights the different ways in which REITs are regulated and taxed in the region, looking at REIT structures, nature of operations, capital management, investor reporting, alignment of interests, related party transactions and regulatory and taxation issues.