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Showing 1 - 10 of 67 results for "Limited Recourse Borrowing Arrangement"

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA | THURSDAY, 6 NOV 2025

Nearly two thirds of SMSFs established under the recommendations of a financial adviser are unsuitable to their needs and put retirement savings at risk, an ASIC review reveals. Of 100 financial advice files investigated, 62 failed to demonstrate compliance ...

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

ANDREW MCKEAN | FRIDAY, 9 MAY 2025

Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs). A statement from Police NSW said ...

Adviser queries jump 40%: AMP

ELIZA BAVIN | THURSDAY, 11 JUL 2024

Financial advisers are focused on helping their clients navigate superannuation contributions, transfer balance caps, dealing with a death benefit and home ownership issues, according to the latest data from AMP Advice. TapIn, AMP Advice's technical ...

Evidence of poor LRBA advice: Report

ANDREW MCKEAN | THURSDAY, 17 NOV 2022

A second Council of Financial Regulators (CFR) report, Leverage and Risk in the Superannuation System, says there continues to be evidence of individuals receiving advice regarding the use of limited recourse borrowing arrangements (LRBAs) that could ...

New research backs diversified SMSF portfolios

CHLOE WALKER | THURSDAY, 21 APR 2022

New research conducted by the SMSF Association and the University of Adelaide confirms self-managed super funds (SMSFs) that have diversified investment portfolios outperform those that do not. The research, based on financial statement data from over ...

SMSF sector grows 11%: ATO stats

JAMIE WILLIAMSON | TUESDAY, 22 FEB 2022

The latest annual figures from the ATO show the SMSF sector bounced back from the horrors of COVID-19 to add $80 billion in the year to 30 June 2021. Releasing data today, the ATO said total assets in SMSFs hit $822 billion at 30 June 2021. This is ...

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

... 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 clients. ...

SMSFA chief slams regulators, FASEA

ALLY SELBY | FRIDAY, 24 JAN 2020

SMSF Association chief executive John Maroney has slammed ASIC for a fact sheet published and distributed to SMSF trustees last year. During a speech at a Pritchitt Partners event in Sydney, the SMSFA chief also took aim at FASEA and the ATO. Maroney ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON | THURSDAY, 7 NOV 2019

... 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 of the clients ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

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

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

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

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

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

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

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

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