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Showing 61 - 70 of 1381 results for "SMSFs"

Collectables market reaches $17bn: Report

KARREN VERGARA | MONDAY, 14 APR 2025

... portion, they continue to be popular in the SMSF sector. Australian Taxation Office (ATO) data for December 2024 shows that SMSFs had $683 million invested in collectables and personal use assets, accounting for only 0.07% of the total $981 billion sector. ...

Webull launches SMSF account offering

ANDREW MCKEAN | MONDAY, 14 APR 2025

... warrants and options holdings, allowing investors to log in and get full control over their investments," Talevski said. SMSFs remain the cheapest segment of the superannuation system, with average fees of 0.65% per annum, according to Rainmaker Information. ...

Falcon Capital, First Guardian fund to be wound up

MATTHEW WAI | FRIDAY, 11 APR 2025

... invest into the First Guardian Master Fund. Some investors received advice to set up self-managed superannuation funds (SMSFs) to facilitate investments into the fund. ASIC alleged that investors were misled into assets that differ from what was disclosed ...

UGC's AFCA membership to cease

KARREN VERGARA | MONDAY, 7 APR 2025

... retail and sophisticated investors. ASIC's investigation into UGC 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 from ...

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI | WEDNESDAY, 2 APR 2025

... organically and through acquisition," McGrath said. "We have strong conviction in the quality of our work, and believe the more SMSFs we audit, the more assurance we can provide to trustees and the SMSF industry itself."

Court approves Caddick SMSF class action settlement

KARREN VERGARA | WEDNESDAY, 2 APR 2025

... Melissa Caddick victims who brought a class action against auditors that failed to detect fraudulent activities in their SMSFs. Michael Chapman, a director at Mackay Chapman, which led the class action, said the settlement was a "good outcome" for the ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN | TUESDAY, 1 APR 2025

... said. "What we are seeing here at AFCA is that conflicted advice models and inappropriate use of self-managed super funds (SMSFs) are the most prevalent issues behind complaints that then lead to CSLR claims." Singh said one in five of the complaints ...

Super fund consolidation to accelerate: Mercer

ANDREW MCKEAN | THURSDAY, 20 MAR 2025

... funds." Mercer believes the industry will shift away from traditional labels, with the industry settling into four fund types: SMSFs, small-non platform funds, large non-platform funds, and platform funds. "Among other benefits, this reframing will likely ...

India Avenue launches active ETF

KARREN VERGARA | WEDNESDAY, 19 MAR 2025

... Siva said, marks the next stage of growth for India Avenue as it aims to capture a broader range of investors, including SMSFs, younger cohorts, and long-term investors. "Our focus on India's structural transformation, coupled with our local stock-picking ...

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI | TUESDAY, 11 MAR 2025

... the advice, and must be offered in good faith, competently and must not be misleading or deceptive." Burgess warns that SMSFs are not for everyone and are a vehicle that needs to be rigorously explored with professionals. "Deciding to set up an SMSF ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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