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Showing 1 - 10 of 286 results for "Product Disclosure Statement"

Super funds score win on stamp duty disclosure

JAMIE WILLIAMSON  |  MONDAY, 4 MAY 2026
The way in which super funds will have to disclose stamp duty as part of fees and costs to members is changing from July. From July 1, stamp duty paid in one year will be disclosed over the following seven years in fees and costs summaries publishing ...

Pengana plots AI-focused LIT launch

KARREN VERGARA  |  MONDAY, 4 MAY 2026
... proposed offer will proceed, and any offer of units in the proposed trust would be made pursuant to a product disclosure statement (PDS) issued in accordance with applicable law (which should be read in full, and considered together with a target market ...

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
ASIC has banned Sydney-based former financial adviser John Morgan from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

Fiducian to pay $7.3m greenwashing fine

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... million pecuniary penalty. It will also reimburse ASIC for its legal costs of about $650,000. The product disclosure statement of DSAF was found to have "contained ESG Statements and Systems and Processes Statements which were liable to mislead the public ...

Binance Australia to pay $10m over deliberate customer misclassifications

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... quiz until they have passed were deemed one. During the period, Binance also failed to provide a product disclosure statement (PDS) to retail clients, implement a target market determination, maintain a compliant internal dispute resolution system and ...

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
ASIC has banned Melbourne-based financial adviser Raluca Terheci from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

Product showcase: Follow the leaders

STAFF WRITER  |  MONDAY, 9 MAR 2026
... product, or to engage in or refrain from engaging in any transaction. You should read the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making any recommendations to a client. The disclosure documents can be ...

First half steady, net inflows positive for Fiducian

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... Diversified Social Aspirations Fund (DASF) in relation to its description of how the fund works in the Product Disclosure Statement (PDS). The underlying funds were the Candriam Sustainable Global Equity Fund operated by Ausbil Investment Management ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
... for their clients via platforms. Fundhost remains the responsible entity and issuer of the updated product disclosure statement. "The launch of this retail fund reflects rising wealth adviser demand for specialist small cap exposure at a time when Australian ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... This involves looking into the fund's compliance with the target market determination (TMD) and product disclosure statement, and whether it has breached the law in relation to its investments. Abernethy said it has "been clear for some time that ...
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