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Showing 91 - 100 of 1833 results for "Managed Super"

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs). A statement from Police NSW said officers began an investigation after five individuals reported unauthorised ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... said. "So that will obviously catch quite a lot more people. They're also looking for a ban on lending in self-managed super funds on property." Abood said lowering the threshold will put many more retirees at risk, including those who are farmers ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... to three financial advisers who provided template advice to clients to roll over their superannuation into self-managed super funds (SMSFs) and use those funds to purchase property through a related entity, Equiti Property. The Federal Court found that ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... ASX-listed wealth manager is acquiring Lincoln Indicators, expanding its presence in the high-net-worth and self-managed super spaces. Based in Melbourne, Lincoln Indicators is a provider of investment research and portfolio, platform and funds management ...

Collectables market reaches $17bn: Report

KARREN VERGARA  |  MONDAY, 14 APR 2025
... Shorte said collectables are for those who are "total experts in those areas." "The people who invest in our self-managed super funds in collectables are normally antique dealers or art dealers, or people who've got a really good understanding of ...

Webull launches SMSF account offering

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
Webull Securities Australia has launched a self-managed superannuation fund (SMSF) account offering, targeting cost-conscious younger investors. Webull's SMSF offering has no monthly fees and features commission-free trading on ASX and US-listed exchange-traded ...

Falcon Capital, First Guardian fund to be wound up

MATTHEW WAI  |  FRIDAY, 11 APR 2025
Following the order to freeze the assets of the First Guardian Master Fund and its responsible entity Falcon Capital last month, the Federal Court has ordered both the fund and the entity to be wound up. In response to a petition by ASIC, the court ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... significant losses. "Let's say a client was advised to switch from an APRA-regulated superannuation fund to a self-managed super fund (SMSF) with most of the assets placed in a high-risk product. Having found the advice to be inappropriate, under ...

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
Fortitude Investment Partners has acquired a majority stake in self-managed superannuation fund (SMSF) audit firm ASF Audits. The investment will improve ASF Audits' client experience and accelerate future growth; the primary capital investment ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... complaints," Singh said. "What we are seeing here at AFCA is that conflicted advice models and inappropriate use of self-managed super funds (SMSFs) are the most prevalent issues behind complaints that then lead to CSLR claims." Singh said one in five ...