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Showing 41 - 50 of 500 results for "Equity Trustee"

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator. Matthew Simon Bradley has ceased working in financial services for eight years after ASIC found ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
ASIC warns it will take a deeper dive into the roles that financial advisers, superannuation platforms and research houses are playing in members being pushed into high-risk investment schemes. The corporate regulator is closely looking at the entire ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
Equity Trustees was fined nearly $60,000 by the regulator for making misleading statements about the holdings of a sustainable bond fund. Equity Trustees agreed to pay three infringement notices totalling $56,340 over allegations it made misleading ...

Future Group confirms more mergers ahead, undertakes review

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
Future Group is growing again, taking on the Zurich Master Superannuation Plan and a small MLC product. The Zurich Master Superannuation Plan will be merged into the Smart Future Trust alongside the MLC Insurance Only product that currently sits inside ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
An Australian equity fund manager has run circles around its rivals over the year to March, according to Mercer's most recent investment survey. The Forager Funds Management Australian Shares Fund returned 21.7% before fees, outperforming all 123 investment ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator. The troubled SMF was terminated on April 10 after the new receiver, Alvarez & Marsal ...

HUB24 sees record quarterly inflows of $4.9bn

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
HUB24 saw record platform inflows in Q3 of $4.9 billion, thanks to the large migration of $1.3 billion from Clearview WealthFoundations to HUB24 Super. Total funds under administration (FUA) reached $124.1 billion, up 24% on the prior corresponding ...

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
Talaria Asset Management has appointed Equity Trustees as the responsible entity of its three global equity funds. The appointment covers the asset manager's dual access Talaria Global Equity Fund Complex ETF (Cboe: TLRA), the Talaria Global Equity ...

Pearler Super launches, new FHSSS product imminent

KARREN VERGARA  |  MONDAY, 31 MAR 2025
Trading platform Pearler is taking on the superannuation sector in launching Pearler Super and will shortly release HomeSoon to help young Australians maximise the First Home Super Saver Scheme (FHSSS). Pearler Super is strictly targeting young members. ...

India Avenue launches active ETF

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
India Avenue Investment Management has launched its first active ETF on Cboe Australia. The India Avenue Equity Fund Active ETF (IAEF) was admitted on the exchange yesterday. The fund invests in predominantly publicly listed companies in India or generate ...