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Showing 11 - 20 of 1613 results for "Recommended"

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... Silva was an authorised representative of Financial Services Group Australia and, between July and August 2023, he recommended five clients roll their super over to invest in specific managed investment schemes, including Shield and First Guardian. Upon ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON  |  THURSDAY, 26 MAR 2026
The Financial Services and Credit Panel (FSCP) issued a reprimand to a financial adviser who recommended a client roll their super over to another product, costing them their insurance coverage. The financial adviser was reprimanded this month, after ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
Montgomery Investment Management has cut ties with Polen Capital, with the latter's responsible entity opting to terminate its funds after five years of underperformance. Polen Capital first entered the local wholesale market in 2021 through a partnership ...

Warakirri bolsters distribution squad

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... Companies Fund, launched in August last year and exclusively distributed by Warakirri, recently achieved an inaugural "Recommended" rating from Zenith.

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
... years. The regulator found Terheci gave inappropriate advice to clients which was not in their best interests when she recommended they invest most of their superannuation into the High Growth class or the Growth class of the Shield Master Fund which ...

IFM maps path for super funds to meet US infrastructure funding gap

RIDDHIMA TALWANI  |  MONDAY, 9 MAR 2026
... knowledge and technology transfer that experienced infrastructure investors can bring to enhance asset quality. It also recommended providing incentives for states and municipalities to recycle assets through a pilot infrastructure investment incentive ...

Treasury proposes options to block victim-survivors' super going to perpetrators

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... appropriate course of action. In December 2024, the Parliamentary Joint Committee on Corporations and Financial Services recommended an amendment to the Superannuation Industry (Supervision) Act 1993 to ensure beneficiaries who perpetrated domestic and ...

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
... the past 18 months following our decision to cease all new business from the three InterPrac-licensed advisers who recommended the failed Shield and First Guardian products."

Productivity slumps again, capital injection needed

ELIZA BAVIN  |  FRIDAY, 20 FEB 2026
... accumulation and improve labour productivity at a given level of capital intensity," he said. "The PC has previously recommended that governments improve Australia's tax and regulatory systems to support innovation and provide free or low-cost access ...

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... who recommend or offer managed accounts to clients. Sciacca warned the regulator also has its eye on advisers who recommended establishing an SMSF to invest in in-house managed accounts without considering the client's circumstances. "We'll also ...