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Showing 61 - 70 of 1408 results for "SMSFs"

Ausbil lists two global ETFs on ASX

MATTHEW WAI  |  TUESDAY, 14 OCT 2025
... accessible to a broader range of investors." "Through active ETFs, we're directly meeting the requests of financial advisers, SMSFs and everyday investors. "We believe Ausbil's active management, a rigorous top-down macro and bottom-up fundamental process ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... money idly sitting in a savings accounts, hoping to achieve better wealth goals. It services the bigger end of town, too. SMSFs, trusts, high-net-worth individuals and non-profit clients have all helped bolster FUM. For many clients who engage their ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
... management firms, namely Dixon Advisory. ASIC's investigation into UGC had found it advised prospective clients to establish SMSFs and invest into speculative schemes, which Joel Hewish, the sole director of UGC, had interests in. He has been banned ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... despite regulatory uncertainty, according to a report by Class. The 2025 Annual Benchmark Report by Class found the number of SMSFs reached a record 653,062, with total assets surpassing $1.05 trillion as at June 2025. It jumped 6.4% from the previous ...

Samuel Terry bids for Eildon again

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... securities that are listed or unlisted, as well as derivatives. It has some 425 wholesale investors comprising family offices, SMSFs, charitable organisations and high-net-worth individuals. Eildon's board said it is considering the off-market takeover ...

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... accessible to more investors. By offering an active ETF, we're meeting the requests of brokers, financial advisers, SMSFs and mum and dad investors for a more convenient and efficient way to generate regular monthly income from equities, with the ...

ATO eyes SMSF illegal early access

KARREN VERGARA  |  THURSDAY, 28 AUG 2025
... Another focus area in 2025-26 is outstanding SMSF annual returns, which has significantly grown. "There is a growing number of SMSFs falling behind in their lodgment obligations, and we know that lodgment is the most important compliance obligations ...

Euroz Hartleys in 'early stage' talks with big investor

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
... stockbroking, research and private wealth management services to investors that include high-net-wealth individuals and SMSFs. It also has institutional and corporate finance businesses. "Discussions remain confidential and incomplete, no terms or valuation ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
... 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. ASIC said Rankin failed to act in the best interests of his clients ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... FAAA is now seeking education providers in estate planning, retirement, money therapy, self-managed superannuation funds (SMSFs), and responsible investing. Applications are open until August 29; the FAAA also welcomes those in other specialised fields ...