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Showing 1 - 10 of 26 results for "US Masters Residential Property Fund"

DASS compensation drags AFCA, lead decision published

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... investments was excessive. Further the related entity investments recommended, such as the US Masters Residential Property Fund (URF), carried more risk than the complainant understood or needed. The fees were also excessive when compared to alternative ...

Legacy issues, business overhaul plague E&P results

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... billion thanks to it exiting the Real Asset funds business; asset sales New Energy Solar, the US Masters Residential Property Fund and the Fort Street Real Estate Capital Fund; and the responsible entity transition to K2 Asset Management. The E&P Wealth ...

ASIC takes Dixon Advisory director to court

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
... million debt. The creditors included thousands of financial advice clients who invested in the US Masters Residential Property Fund (URF) and financial products operated by entities related to Dixon Advisory. In January 2022, DASS went into voluntary ...

E&P appoints new chief executive

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... and Superannuation Services for providing dodgy advice to retail clients regarding its own US Masters Residential Property Fund (URF). In November 2021, Anderson took on the role of managing director. Prior to E&P, he led corporate restructures for the ...

URF investors reject K2 as RE

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
An overwhelming number of investors in E&P Financial Group's US Masters Residential Property Fund (URF) have rejected K2 Asset Management as its new responsible entity. Unitholders of URF voted against appointing K2 Asset Management (KAM) as its ...

E&P Investments hands over RE mandate

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2023
... managed investment schemes. In March, E&P Investments sought to replace itself as RE of the US Masters Residential Property Fund, the Venture Capital Opportunities Fund and CD Private Equity Fund I, II, III and IV. The move was part of its broader strategy ...

E&P Investments hunts new RE

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
... replace itself as responsible entity for six of its managed investment schemes, including the US Masters Residential Property Fund. E&P Investments is currently responsible entity for all six of the schemes, however, is seeking an alternative responsible ...

More DASS complainants flock to AFCA

KARREN VERGARA  |  MONDAY, 6 FEB 2023
... interest of eight clients on 53 occasions with respect to their investment in the ASX-listed US Masters Residential Property Fund (URF) and related products between 2015 and 2019. Six representatives did not conduct a reasonable investigation of the ...

DASS clients pushed to accept paltry recoupment

ANDREW MCKEAN  |  FRIDAY, 2 DEC 2022
... of the costs associated with defending civil proceedings against the company regarding the US Masters Residential Property Fund (URF). In September, Dixon Advisory was made to pay $7 million for providing inappropriate advice and not meeting client best ...

Dixon Advisory pays $7m for poor advice

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
... Each instance involved advising the clients to acquire, roll over or retain interests in the US Masters Residential Property Fund and URF-related products. The conduct took place between October 2015 and May 2019. The URF is a unit trust and a registered ...
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