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Showing 41 - 50 of 1613 results for "Recommended"

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... in products that were unsuitable, high risk and costly. "We allege that no competent financial adviser could have recommended Australians invest large amounts of their superannuation in these funds, and that Interprac - as licensee - should have been ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
... S&P/ASX 100 Equal Weight Index and is managed by portfolio managers Jason Kururangi and Roland Houghton. It has a recommended investment timeframe of eight years. Additionally, while Class A for the fund will incur no performance fee, the management ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... report to improve the quality of their SMSF establishment advice, identify circumstances where an SMSF should not be recommended and detect misconduct." The report lays out eight action points for advisers and four action points for licensees. This includes ...

Equity Trustees to ask Mulino for help amid First Guardian, Shield fallout

JAMIE WILLIAMSON  |  THURSDAY, 30 OCT 2025
... critical point of failure rests with the responsible entities of the two collapsed schemes. He said the group has recommended key changes to legislation to ensure the independence of REs governing managed investment schemes, which were also shares with ...

Retirees could be out up to $136k: SMC

ANGELIQUE MINAS  |  THURSDAY, 30 OCT 2025
... low super balances, so they are still able to access the benefits of a tax-free retirement phase. The report also recommended strengthening consumer protections by implementing a quality filter on all retirement products. SMC chief executive Misha Schubert ...

One in three Aussies face 10-year retirement savings gap: Fidelity

RIDDHIMA TALWANI  |  THURSDAY, 30 OCT 2025
... executed some sort of retirement plan, only 15% of those have actively taken professional financial advice. The research recommended addressing financial anxieties early, embracing digital platforms and AI-powered tools, addressing wellbeing and care ...

ASIC slaps MWL adviser with ban over Shield involvement

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... the review application of ASIC's decision is ongoing. According to ASIC, Spooner gave inappropriate advice when he recommended clients invest most of their superannuation in the High Growth and Growth options of the Shield Master Fund when it was not ...

More suitors line up for Iress

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... which have previously expressed interest in Iress, in order to ascertain whether there is a proposal that could be recommended by the Iress board." "The basis for engagement is that bidders are restricted from contacting certain former management without ...

ASX announces changes following independent review

ELIZA BAVIN  |  FRIDAY, 17 OCT 2025
... practices for the Australian listed market. Led by corporate governance expert Quentin Digby, the review panel unanimously recommended that ASX assume ultimate responsibility for developing, approving and issuing the corporate governance principles and ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The retirement savings of thousands of Australians have been lost in the First Guardian and Shield failures and, while investigations are ongoing, the blame for their collapse and the misconduct that led to it is being passed around like a football ...