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| | | Nearly two thirds of SMSFs established under the recommendations of a financial adviser are unsuitable to their needs and put retirement savings at risk, an ASIC review reveals. Of 100 financial advice files investigated, 62 failed to demonstrate compliance ... |
| | | | ... an average cost per member of $217. For 14 funds between $10 billion and $50 billion, it was $375 per member. Excluding SMSFs, the average operating cost per super fund member grew from $230 to $237 in the 2024 financial year. In contrast, the average ... |
| | | | ... time. ASIC's investigation into UGC, which is now in liquidation, had found it advised prospective clients to establish SMSFs and invest into speculative schemes. The failure of UGC has been a key driver of the spike in the 2026 Compensation Scheme ... |
| | | | ... accessible to a broader range of investors." "Through active ETFs, we're directly meeting the requests of financial advisers, SMSFs and everyday investors. "We believe Ausbil's active management, a rigorous top-down macro and bottom-up fundamental process ... |
| | | | ... money idly sitting in a savings accounts, hoping to achieve better wealth goals. It services the bigger end of town, too. SMSFs, trusts, high-net-worth individuals and non-profit clients have all helped bolster FUM. For many clients who engage their ... |
| | | | ... management firms, namely Dixon Advisory. ASIC's investigation into UGC had found it advised prospective clients to establish SMSFs and invest into speculative schemes, which Joel Hewish, the sole director of UGC, had interests in. He has been banned ... |
| | | | ... despite regulatory uncertainty, according to a report by Class. The 2025 Annual Benchmark Report by Class found the number of SMSFs reached a record 653,062, with total assets surpassing $1.05 trillion as at June 2025. It jumped 6.4% from the previous ... |
| | | | ... securities that are listed or unlisted, as well as derivatives. It has some 425 wholesale investors comprising family offices, SMSFs, charitable organisations and high-net-worth individuals. Eildon's board said it is considering the off-market takeover ... |
| | | | ... accessible to more investors. By offering an active ETF, we're meeting the requests of brokers, financial advisers, SMSFs and mum and dad investors for a more convenient and efficient way to generate regular monthly income from equities, with the ... |
| | | | ... Another focus area in 2025-26 is outstanding SMSF annual returns, which has significantly grown. "There is a growing number of SMSFs falling behind in their lodgment obligations, and we know that lodgment is the most important compliance obligations ... |
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