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Showing 71 - 80 of 1833 results for "Managed Super"

Former adviser back in Australia to face theft charges

JAMIE WILLIAMSON  |  MONDAY, 25 AUG 2025
... Perth Magistrates Court on 136 counts of stealing. The funds she misappropriated were intended for clients' self-managed super funds but were instead deposited into a bank account in Pearson's business' name without their knowledge. It's also alleged ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
Gold Coast-based financial adviser Andrew Rankin has been banned for four years for failing to act in clients' best interests by pushing them to invest in the Global Capital Property Fund (GCPF) and Pivotal Diversified Fund. The banning took effect ...

Decade-long ban for UGC director upheld

MATTHEW WAI  |  WEDNESDAY, 13 AUG 2025
The Administrative Review Tribunal has upheld ASIC's decision to ban United Global Capital (UGC) director Joel James Hewish for 10 years, after he lodged a review of the ban handed down in June 2024. The Tribunal conducted two hearings since the application ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
The Financial Advice Association Australia (FAAA) is looking to expand its Approved Specialisations Program, urging eligible education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow ...

Investments, advice complaints jump 18%

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
... we're seeing in complaints is a clear pattern of conflicted advice models and the inappropriate use of self-managed super funds that ultimately isn't in the customer's best interest," AFCA chief executive David Locke said. "This only highlights ...

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... closed at $2 million over its target. Wealth Data provides insights on advisers, superannuation funds, and self-managed super funds (SMSFs). Following the acquisition, Padua Solutions will receive enhanced wealth insights to enable more effective adviser ...

Superannuation is Australia's 'productivity engine': ASFA

MATTHEW WAI  |  MONDAY, 14 JUL 2025
... claim on a quarter of Australia's capital stock, with 14% through institutional super - climbing to 25% when self-managed super funds (SMSFs) are included - proving the importance of super in lifting productivity in key areas such as enterprises, infrastructure ...

Most traded stocks in the first half of the year revealed

MATTHEW WAI  |  THURSDAY, 10 JUL 2025
Retail and advised investors both invested heavily into mining and energy industries in the first half of the year, according to new research from AUSIEX. Despite strong growth in the Commonwealth Bank share price, it isn't the most sought-after stock ...

Betashares gearing up to expand Wealth Builder product suite

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
... spokesperson said. Geared ETFs like those in the Wealth Builder range offer a compelling proposition, particularly for self-managed super funds (SMSFs), which can't legally borrow to invest in shares as they can with property. However, SMSFs are permitted ...

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows. According to the annual Radar Results Price Guide, there has been a notable increase in price multiples for practices, rising between ...