Search Results | Showing 11 - 20 of 331 results for "Shield" |
| | | ... Dixon Advisory, while the estimate also includes the first tranche of some 474 claims stemming from the collapses of the Shield and First Guardian master funds. These represent over $30.1 million in gross claim payments according to data provide by the ... |
| | | | ... financial advisers from InterPrac Financial Planning and Financial Services Group Australia (FSGA) who were involved in the Shield and First Guardian master funds for five years. Andrew Hanley and Shane Monte Silva received their verdicts after applying ... |
| | | | ... committee tore into Equity Trustees' governance at a hearing today, with one senator calling its approach to onboarding Shield and First Guardian a "checklist model", a characterisation the trustee rejected. The committee revealed Equity Trustees' ... |
| | | | ... representatives, such as Venture Egg and Rhys Reilly advised "thousands" of clients to invest their super into the First Guardian and Shield master funds. Both funds have now collapsed, with over $1.2 billion, and counting, of retirement funds that was ... |
| | | | ... trusteeship business via its subsidiary Equity Trustees Superannuation Limited (ETSL), after facing continued scrutiny over the Shield and First Guardian collapses. ASIC is going after Equity Trustees on a number of fronts, which include alleged failures ... |
| | | | ... 15% from $124.1 million in the previous year. Sequoia said the business was directly affected by the First Guardian and Shield Master Fund failures, attributing the decline largely to the reduction in adviser numbers from 294 in July 2025 to 110 June ... |
| | | | ... entities where it wasn't necessary to charge a fee. But the government, over time, before we ran into the complication of Shield and First Guardian, had agreed as the result of a lot of advocacy to extend it to include advice practices and allow ... |
| | | | ... compliance with licence conditions," Equity Trustees said. Despite ongoing legal issues with ASIC, the assessment of the Shield and First Guardian matters "remains unchanged", with no additional provisions or contingent liabilities recognised beyond ... |
| | | | ... regulator's intervention would have seen the Sequoia group of entities divest itself of liabilities stemming from the Shield and First Guardian master fund collapses. |
| | | | ... failed to exercise the same degree of care, skill and diligence as a prudent superannuation trustee would in respect of the Shield Master Fund. It also failed to act in the best financial interests of its members, do all things necessary to ensure the ... |
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