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$16M settlement reached in Dixon Advisory class action
Class Actions 2023-11-14 4:27 pm By Cat Fredenburgh

Wealth manager E&P Financial Group has agreed to a $16 million settlement in a class action by Dixon Advisory clients who allege they suffered financial loss when the firm and its directors encouraged the purchase of high risk securities.

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Westpac class action settlement gets OK, but funder won’t recoup all ATE insurance
Financial Services 2023-11-13 11:33 pm By Christine Caulfield

A $29.95 million settlement resolving a superannuation class action against two Westpac units has won court approval. The judge overseeing the case has also indicated he will OK the litigation funder’s commission but only some of its after-the-event insurance premium.

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AMP accused of unconscionable conduct by financial advisor
Financial Services 2023-11-13 11:55 pm By Cat Fredenburgh

AMP has been taken to court by a former licenced financial advisor who alleges he was terminated without proper and sufficient cause and forced to sell his business for $6.1 million under the wealth manager’s buyer of last resort program.

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Melissa Caddick’s son to keep half of sneaker collection in deal with receivers
Restructuring & Insolvency 2023-11-13 3:10 pm By Cat Fredenburgh

The receivers of Sydney fraudster Melissa Caddick’s estate have reached an agreement with her husband on a small pool of remaining assets in dispute that will see half of her teenaged son’s sneaker collection sold to repay defrauded investors.

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ANZ faces shareholder litigation over climate risk management
Financial Services 2023-11-10 2:07 pm By Christine Caulfield

ANZ is facing proceedings by a shareholder who wants the bank to turn over documents related to its risk management systems in response to concerns it is increasing loans to fossil fuel companies and failing to properly address climate change risks.

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HESTA pays fine for misleading performance figures in social media ads
Financial Services 2023-11-10 3:22 pm By Christine Caulfield

Superannuation fund trustee H.E.S.T Australia has paid a $48,600 fine after being slapped with three infringement notices by the corporate regulator over alleged misleading statements in Facebook and Instagram ads.

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AusSuper admits account merger failings in ASIC case
Superannuation 2023-11-08 11:17 pm By Cat Fredenburgh

AustralianSuper has admitted that it contravened superannuation regulations when it failed to merge the accounts of members who had multiple accounts, but says it has remediated affected customers more than $69 million.

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ASIC sues TelstraSuper in first case over dispute resolution rules
Financial Services 2023-11-06 12:40 pm By Sam Matthews

The Australian Securities and Investments Commission has filed its first-ever case over internal dispute resolution regulations, targeting Telstra Super over its handling of customer complaints.

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PwC sued for $32M over Pioneer Credit accounting advice
Financial Services 2023-10-31 11:41 pm By Cat Fredenburgh

Financial services provider Pioneer Credit has taken auditor PwC to court, claiming $32 million in loss and damages over its advice on how the company should value its financial assets.

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Mawhinney’s defamation case against ASIC put on hold
Defamation 2023-10-31 11:44 pm By Cat Fredenburgh

Trial in a defamation suit by Mayfair 101 founder James Mawhinney over a media release issued by ASIC has been pushed off until the outcome of the regulator’s second go against the investment spruiker.

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