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Showing 11 - 20 of 32 results for "URF"

ASIC takes Dixon Advisory director to court

KARREN VERGARA | FRIDAY, 4 AUG 2023

... 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 administration. ...

E&P appoints new chief executive

KARREN VERGARA | FRIDAY, 30 JUN 2023

... 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 for the likes ...

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 ...

More DASS complainants flock to AFCA

KARREN VERGARA | MONDAY, 6 FEB 2023

... of eight clients on 53 occasions with respect to their investment in the ASX-listed US Masters Residential Property Fund (URF) and related products between 2015 and 2019. Six representatives did not conduct a reasonable investigation of the clients' ...

DASS clients pushed to accept paltry recoupment

ANDREW MCKEAN | FRIDAY, 2 DEC 2022

... costs associated with defending civil proceedings against the company regarding the US Masters Residential Property Fund (URF). In September, Dixon Advisory was made to pay $7 million for providing inappropriate advice and not meeting client best interest ...

Dixon Advisory pays $7m for poor advice

JAMIE WILLIAMSON | TUESDAY, 20 SEP 2022

... instance involved advising the clients to acquire, roll over or retain interests in the US Masters Residential Property Fund and URF-related products. The conduct took place between October 2015 and May 2019. The URF is a unit trust and a registered ...

E&P pulls the plug on DASS

KARREN VERGARA | WEDNESDAY, 19 JAN 2022

... defending investors who received dodgy advice in the group's beleaguered ASX-listed US Masters Residential Property Fund (URF). Kosen-rufu, which is part of the class action, attempted to freeze the payable $7.2 million civil penalty ASIC slapped ...

ISPT takes stake in property fund manager

KARREN VERGARA | FRIDAY, 17 DEC 2021

... involvement in providing bad advice to retail clients who invested in its ASX-listed US Masters Residential Property Fund (URF).

Plaintiff seeks to ring fence Dixon penalty

KARREN VERGARA | THURSDAY, 25 NOV 2021

... potential conflict of interest while putting their money in the troubled ASX-listed US Masters Residential Property Fund (URF) and related products between 2 September 2015 and 31 May 2019. ASIC ultimately dropped its Federal Court case against Evans ...

E&P Financial Group hit with class action

KARREN VERGARA | THURSDAY, 4 NOV 2021

... involvement in providing bad advice to retail clients who invested in its ASX-listed US Masters Residential Property Fund (URF). Piper Alderman claims that DASS representatives failed to act in the best interests of investors and put themselves first ...

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First Sentier expands mandate with Northern Trust

MATTHEW WAI

Northern Trust will offer a range of front-to-back solutions as third-party administrator for First Sentier Investors under an extended agreement.

Venture capital exits expected to grow in 2025: Preqin

ELIZA BAVIN

The venture capital market is expected to see even more exits in 2025 after the sector was impacted by higher interest rates throughout 2024.

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN

The FAAA has made a submission to the Senate Economics Committee calling out underlying issues brought to the fore by the establishment of the CSLR.

NRL legend joins private wealth firm

ANDREW MCKEAN

Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador.

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