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Showing 11 - 20 of 276 results for "Residential property"

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... existing superannuation to a newly established self-managed superannuation fund (SMSF) and borrow to invest in residential property. "The investigation has progressed and we are currently finalising the mediation process. The board believes that any ...

Legacy issues, business overhaul plague E&P results

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... billion thanks to it exiting the Real Asset funds business; asset sales New Energy Solar, the US Masters Residential Property Fund and the Fort Street Real Estate Capital Fund; and the responsible entity transition to K2 Asset Management. The E&P Wealth ...

ASIC takes Dixon Advisory director to court

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
... million debt. The creditors included thousands of financial advice clients who invested in the US Masters Residential Property Fund (URF) and financial products operated by entities related to Dixon Advisory. In January 2022, DASS went into voluntary ...

E&P appoints new chief executive

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... Advisory and Superannuation Services for providing dodgy advice to retail clients regarding its own US Masters Residential Property Fund (URF). In November 2021, Anderson took on the role of managing director. Prior to E&P, he led corporate restructures ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... includes third-party data feeds, importing clients' data held with banks and other financial institutions, residential property information, and asset holdings. Netwealth said this is the first time Wealth Accelerator users have had a 'whole of wealth' ...

URF investors reject K2 as RE

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
An overwhelming number of investors in E&P Financial Group's US Masters Residential Property Fund (URF) have rejected K2 Asset Management as its new responsible entity. Unitholders of URF voted against appointing K2 Asset Management (KAM) as its ...

ASIC bans former Madison adviser

CASSANDRA BALDINI  |  TUESDAY, 6 JUN 2023
... existing superannuation to a newly established self-managed superannuation fund (SMSF) and borrow to invest in residential property. The regulator's surveillance of the former adviser looked at client files from his time as an authorised representative ...

Collapsed trading house hit with charges

CHLOE WALKER  |  MONDAY, 5 JUN 2023
... 11 offences in total, D'Amore is alleged to have used some Berndale company money to fund deposits for residential property purchases. Kirby, charged with five offences, is alleged to have fabricated evidence related to Berndale funds in overseas ...

Raiz Invest launches residential property fund

ANDREW MCKEAN  |  TUESDAY, 16 MAY 2023
Raiz Invest has launched a diversified residential property fund, providing a new investment avenue for micro-investors in Australia. The Raiz Property Fund allows investors to dedicate up to 30% of their portfolio to a variety or residential properties ...

E&P Investments hands over RE mandate

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2023
... its managed investment schemes. In March, E&P Investments sought to replace itself as RE of the US Masters Residential Property Fund, the Venture Capital Opportunities Fund and CD Private Equity Fund I, II, III and IV. The move was part of its broader ...