Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 1620 results for "Recommended"

SMC calls for greater protections against financial abuse of older Australians

ANGELIQUE MINAS  |  MONDAY, 15 SEP 2025
... systems subject victims to complex barriers and possible re-traumatisation due to these adversarial processes. SMC recommended the introduction of clearer guidance for trustees, greater systemic recognition of risk factors and better support for vulnerable ...

GSFM becomes exclusive distributor for Auscap

MATTHEW WAI  |  WEDNESDAY, 10 SEP 2025
GSFM has become the exclusive distributor of Auscap Asset Management's two Australian equities funds in Australia and New Zealand. The Auscap High Conviction Australian Equities Fund commenced in December 2012 and was previously called the Auscap ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... future." Likewise, The Advisers Association also wants to see responsibility for funding the levy spread further. It has recommended all members of the Australian Financial Complaints Authority be required to contribute. It added that the CSLR needs ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON  |  MONDAY, 1 SEP 2025
... required to act in their best interests and providing comparisons regarding existing superannuation arrangements and the recommended SMSF and GCPF investment. "The comparison included demonstrating to clients that they would be so many dollars better ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... by implying it was operated by Macquarie, ASIC said, adding he falsely represented he had no vested interest in the recommended funds when, in reality, he was involved in marketing both schemes and received tens of millions of dollars for marketing First ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
... copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to more than 750 clients who then collectively invested about $155 million, ASIC said. This was done via a "low cost ...

Equity Trustees sued over Shield Master Fund failures

ELIZA BAVIN  |  TUESDAY, 26 AUG 2025
... Asset Management - the responsible entity for Shield - its directors and officers, certain financial advisers who recommended investors invest in Shield, the lead generators, and the research house. ASIC is also investigating Equity Trustees in relation ...

Liquidity issues hurting Healthbridge Capital investors

KARREN VERGARA  |  FRIDAY, 22 AUG 2025
... of fees. At the time, directors flagged concerns around the fund's liquidity and that it was not sustainable. They recommended a restructuring be undertaken to improve it and reduce credit risk. ASIC declined to comment on whether it was aware of the ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
... authorised representative of Next Generation Advice between 13 September 2021 and 11 November 2022 when he allegedly recommended his clients set up self-managed superannuation funds (SMSFs) and invest most of their retirement savings into the funds. ...

WAM eyes Platinum LIC

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... Richard Caldwell, Julian Martin and Geoff Wilson. More broadly, Platinum Asset Management's board has unanimously recommended merging with L1 Capital. Morningstar equity analyst Shaun Ler said the combined entity will have greater asset class and ...