Search Results | Showing 81 - 90 of 1485 results for "Master" |
| | | ... a business model that provided inappropriate financial advice to clients to invest their superannuation into the Shield Master Fund (Shield). It's alleged that between May 2022 and February 2024, nine MWL representatives advised at least 556 clients ... |
| | | | ASIC is suing SQM Research over its 'favourable' rating for the Shield Master Fund, marking the first time the watchdog has acted against a research house. ASIC alleges that the research house failed to obtain information needed to properly ... |
| | | | ... representatives Venture Egg and Rhys Reilly Pty Ltd advised about 6843 clients to invest some $677 million into the Shield Master Fund and First Guardian Master Fund. Of these, Venture Egg and its principal Ferras Merhi advised 2930 clients to invest ... |
| | | | ... monitoring and supervision activities particularly in the pre-vetting process. Kirkland pointed to the collapses of the Shield Master Fund and First Guardian Master Fund as the "worst-case scenario" for switching superannuation funds based on bad advice. ... |
| | | | Australians do not want their super invested in digital assets, despite some super funds and overseas pension funds dipping their toes in. According to Swyftx's fifth Annual Australian Crypto Survey, based on a survey of some 3009 Australian adults ... |
| | | | ... valuations," ASIC said. Other funds' valuations were infrequent while some have misaligned valuation frequency between the master and feeder funds. Only two funds perform stress testing as part of their liquidity risk management. ASIC also examined ... |
| | | | ... Superannuation Limited does not consider itself responsible for the losses incurred by members who invested in the First Guardian Master Fund (FGMF) or Shield Master Fund. It's estimated about $73 million was lost by Shield investors, while members ... |
| | | | ... aggressively pursued a technical issue against Crown, he said, large-scale investment fund failures such as the First Guardian Master Fund and the Shield Master Fund have caused widespread financial harm to Australians. "The cynic in me would say ASIC ... |
| | | | ... members." The multi-asset solution is managed by Michael O'Dea, the head of multi-asset at Perpetual. Formerly the AON Master Trust, the fund rebranded as PacSuper in April 2024 after it was acquired by PacWealth Capital. On June 1, Chris Hagan became ... |
| | | | ... and one for retirement. "We're very excited to have this innovative product in the wrap already, and coming into the master trust, MLC Super, soon," Woodall said. "All of this is supported by expertise in understanding markets and asset management. ... |
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