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Showing 41 - 50 of 4422 results for "Williams"

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON  |  THURSDAY, 26 MAR 2026
The Financial Services and Credit Panel (FSCP) issued a reprimand to a financial adviser who recommended a client roll their super over to another product, costing them their insurance coverage. The financial adviser was reprimanded this month, after ...

Contact Asset Management terminates sole fund

JAMIE WILLIAMSON  |  WEDNESDAY, 25 MAR 2026
Contact Asset Management is closing its only fund, but the boutique isn't going anywhere, continuing as manager of BKI Investment Company. Contact Asset Management began winding up its Australian Ex-50 Fund earlier this month following a review ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
Montgomery Investment Management has cut ties with Polen Capital, with the latter's responsible entity opting to terminate its funds after five years of underperformance. Polen Capital first entered the local wholesale market in 2021 through a partnership ...

Australian Ethical makes changes to super menu, fees

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
Australian Ethical Super is closing its High Growth offering and introducing another investment option as it prepares to roll out fee changes. Australian Ethical Super will close its High Growth investment option from May 1, with all members to be transferred ...

APRA greenlights Insignia Financial takeover

JAMIE WILLIAMSON  |  MONDAY, 23 MAR 2026
APRA has provided approval for Insignia Financial to be taken over by CC Capital's Daintree Bidco. Under the deal announced in July 2025, APRA's approval was required for Daintree Bidco to hold a controlling stake in Insignia Trustees. The acquisition ...

Bailador pumps millions more into DASH

JAMIE WILLIAMSON  |  MONDAY, 23 MAR 2026
DASH received a further $5 million investment from Bailador Technology Investments as it pushes towards profitability. DASH is undertaking another capital raise as it looks to drive further automation, accelerate its direct and partnership go-to-market ...

Macquarie broke law by not putting Shield on watch list, says court

JAMIE WILLIAMSON  |  FRIDAY, 20 MAR 2026
Macquarie Investment Management breached the Corporations Act by failing to place the Shield Master Fund on a watch list, the Federal Court has found. Handing down findings today, Justice Wheelahan determined Macquarie should have placed the fun on ...

Senate report provides fuel for CGT discount tweak

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
A Senate inquiry into the operation of the capital gains tax discount concluded the concession does skew ownership away from owner-occupiers and impacts wealth and intergenerational inequality. The Select Committee on the Operation of the Capital Gains ...

First Super switches out group insurer

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
First Super has negotiated a mandate with a new group insurer that will see most of its members pay less for their cover. From April 1, group insurance for First Super members will be provided by TAL. The mandate sat with MetLife for the past 14 years ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...