Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 2567 results for "SMSF"

Super funds break records, inactive accounts balloon

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
... trillion while retail funds grew 12% to $848.5 billion. Public sector funds made a 6% gain to end up with $584.8 billion. SMSF assets, coming from a total of 653,062 accounts, rose 5% year on year to $1.1 trillion. Corporate funds were the only ones ...

Samuel Terry bids for Eildon again

KARREN VERGARA  |  MONDAY, 8 SEP 2025
Two years after making an "opportunistic" takeover bid for Eildon Capital Group, Samuel Terry Asset Management is attempting another acquisition. This time, Samuel Terry is offering 80 cents per share for the ASX-listed company. Samuel Terry, which ...

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
Ausbil Investment Management has launched an active ETF version of its seven-year-old dividend income fund. As first flagged last year, the Ausbil Active Dividend Income Fund - Active ETF (DIVI) officially began trading. Debuting on the ASX today, DIVI ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON  |  MONDAY, 1 SEP 2025
... into the Global Capital Property Fund Limited (GCPF). Petrovic advised clients to set up a self-managed superannuation fund (SMSF) and invest significant amounts of their retirement savings in the Global Capital Property Fund, which was offered by his ...

Life insurers double earnings in FY25

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... trillion while retail funds grew 12% to $848.5 billion. Public sector funds made a 6% gain to end up with $584.8 billion. SMSF assets, coming from a total of 653,062 accounts, rose 5% year on year to $1.1 trillion. Corporate funds were the only ones ...

ATO eyes SMSF illegal early access

KARREN VERGARA  |  THURSDAY, 28 AUG 2025
The Australian Taxation Office (ATO) will continue to tighten controls around early access of SMSF money as it grapples to contain those who access it illegally. The ATO said the growing frequency in accessing super early has forced it to make enforcement ...

Euroz Hartleys in 'early stage' talks with big investor

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
Euroz Hartleys Group confirmed it is in the "early stages" of discussions with the Bank of Montreal (BMO) for the latter to potentially make a strategic stake in the Perth-based financial services company. Addressing an AFR article published on August ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
... deceptive, ASIC said. He allegedly increased his advice fee significantly when he "placed clients in more complex and onerous SMSF environments compared to their previous APRA regulated superannuation funds." After a thorough review, ASIC believes Rankin ...

Decade-long ban for UGC director upheld

MATTHEW WAI  |  WEDNESDAY, 13 AUG 2025
... Fund (GCPF) was found to have contacted prospective clients, urging them to establish a self-managed superannuation fund (SMSF) to invest in highly speculative schemes tied to Hewish. "[UGC] used a client onboarding process that lured people into investing ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... advice across the industry," Palmer said. "Licensees with advisers focusing on aged care or self-managed superannuation funds (SMSF) for example, often mandate further education in these fields for their advisers. "An FAAA endorsed specialisation ensures ...