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Showing 1 - 10 of 1620 results for "Recommended"

FSCP bans adviser over client advice failures

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
... relatively modest self-managed superannuation fund was invested in high-risk or illiquid assets. For two other clients, the recommended investments were inconsistent with their stated risks profiles and asset allocation requirements. The FSCP further ...

Another MWL adviser banned over Shield collapse

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
... was not in their best interests along with giving false and misleading information in her statements of advice. Niu recommended her clients invest most of their superannuation into the High Growth class and the Growth class of the Shield Master Fund ...

Start-ups carve out confirms tax reforms are 'flawed': WAM

MATTHEW WAI  |  MONDAY, 13 JUL 2026
... directs capital towards productive Australian businesses, not one that discourages investment and innovation." The firm recommended the government should retain the 50% CGT discount for productive Australian assets, and should the proposed concession ...

Treasury responds to Debelle's review into the AOFM

KARREN VERGARA  |  FRIDAY, 10 JUL 2026
... recommendations included the AOFM implementing a lower liquidity buffer and continuing its indexed bond program. Debelle also recommended expanding the advisory board's remit to advise on all aspects of the AOFM's operations that bear on the ...

Treasury publishes final report into the ERS

ELIZA BAVIN  |  THURSDAY, 2 JUL 2026
... the broader environment for financial innovation in Australia and assesses the ERS within this context." The review recommended the government should articulate its overarching ambition for financial innovation by developing a national financial innovation ...

Final report into Life Code makes 85 recommendations

MATTHEW WAI  |  WEDNESDAY, 1 JUL 2026
... conditions above and beyond the requirements of the Disability Discrimination Act 1992 (DDA). In response to that, Kell recommended a commitment in the code to comply with the DDA and a prohibition on the complete exclusion of mental health cover in ...

Treasury looks to reform regulation on consulting firms

RIDDHIMA TALWANI  |  WEDNESDAY, 1 JUL 2026
... partnership limit on law firms, for example, is 400 and the Parliamentary Joint Committee on Financial Services Corporations recommended that we look at that same limit of 400. So that's one of the options that we have included in the paper," Mulino ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... sophisticated investors. They're mum and dad investors putting money in with no protection," Torrington says. ASIC already recommended the government increase this threshold in 2024, stating individual wealth tests have drastically changed in the ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
... Melinda and other people to rightly get complaints lodged. All those people have been doing what they're being recommended to do. I am concerned that they are now in no man's land," said Blurton. "It is terrible conduct by InterPrac to delay ...

Former adviser jailed over $2m SMSF investment scheme

VINNY VUCAGO  |  WEDNESDAY, 13 MAY 2026
... serving three years and six months. The offences stemmed from conduct between 2017 and 2021, during which Arandez recommended clients invest money from their self-managed superannuation funds (SMSF) into investment products he controlled. Investors were ...
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