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Showing 1 - 10 of 16 results for "Personal Accounts"

Pengana launches new term account

ELIZA BAVIN | WEDNESDAY, 12 JUN 2024

... to deliver highly attractive target rates. "TermPlus caters to an extensive list of investor types, including personal accounts, joint accounts, child accounts, SMSFs, companies, and unregulated trusts," Weinbren said. "Historically, term accounts have ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA | THURSDAY, 28 SEP 2023

... victims were unaware that he had such access. Nugara would then transfer money from these SMSF accounts into his personal accounts. Nugara convinced clients that he was developing properties from which "they would receive high returns on their investments ...

NAB to pay $2.1m for knowingly overcharging customers

JAMIE WILLIAMSON | FRIDAY, 22 SEP 2023

... between January 2017 and July 2018. It occurred on close to 75,000 times and totalled $139,845 taken from 2888 personal accounts and 513 business accounts. The actual issue began in 2001 and resulted in about $9 million in remediation paid. The judge ...

Former adviser pleads guilty to stealing client funds

ELIZA BAVIN | WEDNESDAY, 18 NOV 2020

... 13 QWL clients amounting to $2,938,750. ASIC alleged the misappropriated funds were transferred into his own personal accounts, or accounts otherwise controlled by him, and used for his own benefit. ASIC further alleged Hopkins made false representations ...

MySuper funds redeem performance

KARREN VERGARA | FRIDAY, 2 OCT 2020

... Fundamentals - BlackRock Global Allocation Fund (10.8%), WA Personal Super - Sustainable Future (7.5%) and UniSuper Personal Accounts - Sustainable Balanced (6.6%). Rainmaker noted that international equities (7.3%), international bonds (2.5%), Australian ...

ASIC bans former Fitzpatricks employee

ELIZA BAVIN | MONDAY, 28 OCT 2019

... banking token that did not belong to her to transfer close to $300,000 of client and corporate funds into her personal accounts. "The fraudulent transactions affected client and company accounts of Fitzpatricks Private Wealth Partners Pty Ltd, a related ...

UniSuper advice offering surges

KARREN VERGARA | TUESDAY, 30 JUL 2019

... Jack McCartney said the FUA growth has been spurred by inflows from SMSFs, family take-up of the fund's personal accounts offering and increased access to dedicated member centres. "We are on track to continue this growth trajectory over the coming ...

Family members greenlit for $60bn industry fund

ALEX BURKE | WEDNESDAY, 22 NOV 2017

... May, a $60 billion industry superannuation fund is opening its doors to family and former members with a new Personal Accounts product. UniSuper said the move came about as a result of strong demand from members to allow a "broader range of relatives" ...

Female SMSF investors more focused on securing retirement

JAMIE WILLIAMSON | MONDAY, 4 SEP 2017

... accounts showed females invested almost one-and-a-half times more in dollar terms into their SMSFs than in their personal accounts - the opposite of men in the same demographic. CommSec said this is indicative of women being both more cautious and more ...

ASIC bans former Patersons adviser for life

ALEX BURKE | FRIDAY, 13 MAR 2015

... alleged to have transferred nearly $500,000 in client funds from margin lending accounts to his and his wife's personal accounts. In a separate incident he also transferred $1 million from a client's bank account to his personal account. Fellowes practiced ...

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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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