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Showing 41 - 50 of 1807 results for "Managed Super"

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
The number of self-managed super funds (SMSF) has grown on the back of increased participation by younger Australians despite regulatory uncertainty, according to a report by Class. The 2025 Annual Benchmark Report by Class found the number of SMSFs ...

Concentration of private credit sector a concern: ASIC

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
ASIC has released the interim report from its review into the nation's $200 billion private credit market, which it says could pose a systemic risk to many investors if a downturn were to occur. The review has so far found that while most investors ...

Another industry body urges Division 296 reconsideration

MATTHEW WAI  |  TUESDAY, 16 SEP 2025
... taxpayers, especially for small business owners and farmers who hold illiquid assets like real property in their self-managed super funds. "There's a strong possibility a member could be cumulatively taxed on investments that ultimately make an overall ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON  |  MONDAY, 1 SEP 2025
Former United Global Capital (UGC) adviser Milutin Petrovic is banned for six years after ASIC found he failed key advice obligations when recommending clients invest their retirement savings into the Global Capital Property Fund Limited (GCPF). Petrovic ...

Former adviser back in Australia to face theft charges

JAMIE WILLIAMSON  |  MONDAY, 25 AUG 2025
... Perth Magistrates Court on 136 counts of stealing. The funds she misappropriated were intended for clients' self-managed super funds but were instead deposited into a bank account in Pearson's business' name without their knowledge. It's also alleged ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
Gold Coast-based financial adviser Andrew Rankin has been banned for four years for failing to act in clients' best interests by pushing them to invest in the Global Capital Property Fund (GCPF) and Pivotal Diversified Fund. The banning took effect ...

Decade-long ban for UGC director upheld

MATTHEW WAI  |  WEDNESDAY, 13 AUG 2025
The Administrative Review Tribunal has upheld ASIC's decision to ban United Global Capital (UGC) director Joel James Hewish for 10 years, after he lodged a review of the ban handed down in June 2024. The Tribunal conducted two hearings since the application ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
The Financial Advice Association Australia (FAAA) is looking to expand its Approved Specialisations Program, urging eligible education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow ...

Investments, advice complaints jump 18%

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
... we're seeing in complaints is a clear pattern of conflicted advice models and the inappropriate use of self-managed super funds that ultimately isn't in the customer's best interest," AFCA chief executive David Locke said. "This only highlights ...

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... closed at $2 million over its target. Wealth Data provides insights on advisers, superannuation funds, and self-managed super funds (SMSFs). Following the acquisition, Padua Solutions will receive enhanced wealth insights to enable more effective adviser ...