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Showing 81 - 90 of 2552 results for "SMSF"

ATO eyes SMSF illegal early access

KARREN VERGARA | THURSDAY, 28 AUG 2025

The Australian Taxation Office (ATO) will continue to tighten controls around early access of SMSF money as it grapples to contain those who access it illegally. The ATO said the growing frequency in accessing super early has forced it to make enforcement ...

Euroz Hartleys in 'early stage' talks with big investor

KARREN VERGARA | WEDNESDAY, 20 AUG 2025

Euroz Hartleys Group confirmed it is in the "early stages" of discussions with the Bank of Montreal (BMO) for the latter to potentially make a strategic stake in the Perth-based financial services company. Addressing an AFR article published on August ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI | TUESDAY, 19 AUG 2025

... deceptive, ASIC said. He allegedly increased his advice fee significantly when he "placed clients in more complex and onerous SMSF environments compared to their previous APRA regulated superannuation funds." After a thorough review, ASIC believes Rankin ...

Decade-long ban for UGC director upheld

MATTHEW WAI | WEDNESDAY, 13 AUG 2025

... Fund (GCPF) was found to have contacted prospective clients, urging them to establish a self-managed superannuation fund (SMSF) to invest in highly speculative schemes tied to Hewish. "[UGC] used a client onboarding process that lured people into investing ...

FAAA expands specialist education programs

MATTHEW WAI | THURSDAY, 7 AUG 2025

... advice across the industry," Palmer said. "Licensees with advisers focusing on aged care or self-managed superannuation funds (SMSF) for example, often mandate further education in these fields for their advisers. "An FAAA endorsed specialisation ensures ...

Investments, advice complaints jump 18%

KARREN VERGARA | WEDNESDAY, 23 JUL 2025

Investments and financial advice complaints jumped 18% in the 2025 financial year, thanks to the failures of United Global Capital, Shield Master Fund, First Guardian Master Fund and Brite Advisors. This is according to the Australian Financial Complaints ...

Padua Solutions buys up data provider

MATTHEW WAI | TUESDAY, 15 JUL 2025

Padua Solutions is strengthening its data capabilities with the acquisition of Wealth Data following a successful capital raise, which closed at $2 million over its target. Wealth Data provides insights on advisers, superannuation funds, and self-managed ...

Superannuation is Australia's 'productivity engine': ASFA

MATTHEW WAI | MONDAY, 14 JUL 2025

The Association of Superannuation Funds of Australia (ASFA) said Australia's superannuation sector provides a fundamental contribution towards the nation's growth, but argues there is more that needs to be done. ASFA has released The Impact and Opportunity ...

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 ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA | FRIDAY, 4 JUL 2025

... that has reached an "industrial scale." ASIC has also made this issue prominent in the CRIS report along with investigating SMSF establishment advice, which includes an assessment of related AFSL policies and procedures. The levy will also spend money ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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