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Showing 1 - 10 of 171 results for "SMSF investors"

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI | FRIDAY, 29 MAY 2026

... response to Treasury's proposal on how the CSLR applies for SMSFs, the association "strongly" rejects the denial of SMSF investors' access to the scheme or predicate that access on payment of a levy. "This is fundamentally inconsistent with the purpose ...

Former adviser jailed over $2m SMSF investment scheme

VINNY VUCAGO | WEDNESDAY, 13 MAY 2026

... corporations for five years following his release from prison. The case also highlights ongoing regulatory concerns around SMSF investors being targeted with high return investment schemes outside licensed financial advice channels, an area ASIC has ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON | TUESDAY, 17 MAR 2026

... AUSIEX national manager, strategic relationships Christopher Hill said. AUSIEX also said the overall number of SMSF investors using its platform jumped by 20% in 2025. Flows into fixed income ETFs also rose, up 46.6%. This was almost exclusively driven ...

UGC auditor 'comprehensively failed', registration stripped

JAMIE WILLIAMSON | MONDAY, 27 OCT 2025

... after he was found to have 'continuously failed to undertake basic audit work' that could have saved millions in SMSF investors' money. Ryan William O'Shea was employed by United Global Capital to audit both it and its managed funds, the Global Capital ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI | WEDNESDAY, 16 APR 2025

... alternative" to traditional private credit funds. The new Income Asset Management (IAM) offering provides private clients, SMSF investors, and financial advisers diversified exposure to high-quality debt with stable yields comparable to maturing ASX-listed ...

Webull launches SMSF account offering

ANDREW MCKEAN | MONDAY, 14 APR 2025

... annual performance. Webull Securities Australia chief executive Rob Talevski said while lower fees are attractive to SMSF investors, "the usual payoff is a no-frills trading platform." For this reason, the company built a "full-service suite" that includes ...

SMSF sector continues to grow

ELIZA BAVIN | FRIDAY, 21 FEB 2025

... for over 50% of new SMSFs accounts, both advised and self-directed. There was also an increase from Millennial SMSF investors, up 9.8% year-on-year. The report found this was mostly driven by male millennials. By contrast, there was a year-on-year decline ...

Monochrome moves to list Ethereum ETF

ANDREW MCKEAN | FRIDAY, 6 SEP 2024

... in flux," the spokesperson expects this to continue. The spokesperson added that there's "a lot of interest from SMSF investors," who are looking to streamline their holding structure and support estate planning.

Advised investors spurring SMSF rebound

ELIZA BAVIN | MONDAY, 18 MAR 2024

... were significantly fewer in numerical terms. In contrast, the number of new accounts created for self-directed SMSF investors across generation X, millennials and the interwar generation all fell sharply year on year, raising the possibility some are ...

SMSF growth slows, allocations shift

CHLOE WALKER | WEDNESDAY, 9 NOV 2022

... stayed steady, pooled investments and fixed interest appear to be where funds are being diverted," Dunnin said. "SMSF investors appear to be maintaining a preference for the more risk averse asset classes, but a surge in interest rates may play a role ...

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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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