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Showing 1 - 10 of 2552 results for "SMSF"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
Count Financial has reportedly wound up its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
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. The ASX-listed wealth firm said BMO made the confidential, non-binding and conditional proposal to ...

Super funds push back on CSLR: SMC

VINNY VUCAGO  |  TUESDAY, 2 JUN 2026
The Super Members Council (SMC) has urged the federal government reject proposals that would expand funding responsibility for the Compensation Scheme of Last Resort (CSLR) to Australians in APRA-regulated superannuation funds, arguing the costs should ...

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
In improving the sustainability of the Compensation Scheme of Last Resort (CSLR), SMSF Association (SMSFA) chief executive Peter Burgess says reform is needed for greater accountability around the distribution and production of managed investment schemes ...

'No basis' to ban independent trustee model: Equity Trustees

ELIZA BAVIN  |  THURSDAY, 28 MAY 2026
... providing services to members and meeting their personal objectives. It said the platform market, together with the aligned SMSF market ($1.8 trillion FUM), offers products and services that are most closely aligned to the Retirement Income Covenant ...

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI  |  WEDNESDAY, 13 MAY 2026
... determining he inappropriately used a scaled advice model that excluded consideration of the suitability of establishing a SMSF and the suitability of the SMSF investing into products related to Rogers' licensee, and a rate of return in the benefit comparison ...

Former adviser jailed over $2m SMSF investment scheme

VINNY VUCAGO  |  WEDNESDAY, 13 MAY 2026
... 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 promised fixed returns of up to 300% after three years. However, ASIC ...

Digital asset adoption in SMSFs not a surprise: Burgess

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
New data shows more self-managed super funds (SMSFs) are rapidly adopting digital assets in their portfolios, but SMSF Association chief executive Peter Burgess said it isn't a worry to him if all entities remain compliant under their respective ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... administration, and the investment products recommended. There were no changes to valuations for risk clients or those charging SMSF administration fees. The highest multiples are attached to risk books with clients under 55 years of age, at up to 3.2x ...

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
Spheria Asset Management's Spheria Australian Smaller Companies Fund - Active ETF (ASX: SPHX) will be available on the ASX tomorrow, launching amid strong momentum shown across the broader ETF market despite volatility from the Middle East. Spheria ...
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