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Showing 1 - 10 of 72 results for "Limited Recourse Borrowing"

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA | THURSDAY, 6 NOV 2025

... interest, including in relation to advice to establish an SMSF to acquire off-the-plan properties through limited recourse borrowing arrangements. ASIC warned licensees that they are ultimately responsible for the advice provided by their financial advisers. ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN | FRIDAY, 9 MAY 2025

... During this period, he was licensed to advise on SMSFs, though restricted from providing advice on limited recourse borrowing arrangements or setting up SMSFs. His financial adviser status is now listed as "ceased" and he isn't currently registered. ...

Adviser queries jump 40%: AMP

ELIZA BAVIN | THURSDAY, 11 JUL 2024

... network for the half year ending June 30 included innovative retirement income streams, navigating limited recourse borrowing arrangements as well as aged care. "The last six months have seen a significant focus on super contributions as more and more ...

Evidence of poor LRBA advice: Report

ANDREW MCKEAN | THURSDAY, 17 NOV 2022

... Superannuation System, says there continues to be evidence of individuals receiving advice regarding the use of limited recourse borrowing arrangements (LRBAs) that could put their retirement savings at risk. The Australian Financial Complaints Authority ...

New research backs diversified SMSF portfolios

CHLOE WALKER | THURSDAY, 21 APR 2022

... deposits, listed Australian equities, listed international equities, listed trusts, unlisted trusts, Limited Recourse Borrowing Arrangements (LRBAs) and other assets) the research revealed the least diversified SMSFs (those holding a single asset class) ...

SMSF sector grows 11%: ATO stats

JAMIE WILLIAMSON | TUESDAY, 22 FEB 2022

... (26%), cash and term deposits (21%), unlisted trusts (12%), non-residential real property (10%) and limited recourse borrowing arrangements (7%). The sector saw 25,000 establishments and 15,900 wind-ups in 2019/20. Of those that were wound up, 39% reported ...

SMSFs given small LRBA win

KARREN VERGARA | TUESDAY, 23 FEB 2021

Self-managed super funds that borrowed from a private company under a limited recourse borrowing arrangement (LRBA) will not suffer adverse tax consequences if the loan interest has been capitalised because of COVID-19. This recent announcement by the ...

Adviser banned for five years

ELIZA BAVIN | TUESDAY, 26 MAY 2020

... Mercantile Group from July 2019 to January 2020. ASIC said Lewis advised most of his clients to use a Limited Recourse Borrowing Arrangement (LRBA) to fund the purchase of real property through a SMSF. ASIC said Lewis also gave insurance advice to all ...

SMSFA chief slams regulators, FASEA

ALLY SELBY | FRIDAY, 24 JAN 2020

... of the superannuation system is the exposure to both commercial and residential property, often via limited recourse borrowing arrangements," Maroney said. "The SMSF sector's exposure to these asset classes is reviewed regularly by the Council of ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON | THURSDAY, 7 NOV 2019

... all of them to establish a self-managed superannuation fund or use an existing SMSF and to then use a limited recourse borrowing arrangement to purchase a property. In doing so, Khaw failed in his duty to implement a strategy that was in the best interests ...

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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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