Netwealth reveals $101m exposure to First Guardian collapse

Netwealth Group details $101 million member exposure to the failed First Guardian fund and the steps it's taking to support customers.

| More on:
A senior investor wearing glasses sits at his desk and works on his ASX shares portfolio on his laptop.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Netwealth Group revealed $101 million exposure affecting 1,088 members due to the First Guardian Master Fund's collapse, with financial assistance sought under the Superannuation Industry Act.
  • The company is seeking compensation for members, faced with ongoing ASIC investigations into fraudulent activities associated with FGMF, highlighting challenges in timing and completeness of compensation.
  • Netwealth remains committed to restoring member value and supporting them throughout the legal and regulatory processes, while continuing to ensure compliance and maintaining financial resilience amidst potential legal claims.

The Netwealth Group Ltd (ASX: NWL) share price may be in focus after the company revealed its $101 million exposure to the collapsed First Guardian Master Fund (FGMF) and steps underway to seek compensation for affected members.

What did Netwealth Group report?

  • 1,088 Netwealth members have a combined exposure of approximately $101 million to the FGMF collapse
  • An application for financial assistance has been lodged with the Minister for Financial Services under Part 23 of the Superannuation Industry (Supervision) Act
  • Any financial assistance approved aims to restore impacted members to their pre-fraud positions
  • Netwealth notes performance returns and valuations provided by FGMF's responsible entity are unreliable following the collapse
  • ASIC and liquidators continue to investigate related entities and individuals

What else do investors need to know?

Netwealth, through its subsidiary Netwealth Superannuation Services, is pursuing compensation for members affected by the FGMF collapse, citing fraudulent conduct by Falcon Capital Limited and others. The outcome and timing of the financial assistance application remain uncertain as the Minister's consideration may take some time and compensation may be only partial.

ASIC is investigating the collapse, including Netwealth's role. The company maintains it complied with relevant laws but has stated it has the resources to address any proven legal or monetary obligations that may arise.

What did Netwealth Group management say?

Commenting on this development, Hayden Stockdale, Chief Financial Officer said:

We are continuing to work co-operatively with all relevant stakeholders including the Government, the Regulators and the liquidators to pursue the best possible financial outcomes for Netwealth members, whilst also supporting members' wellbeing as the relevant legal and regulatory processes take their course.

What's next for Netwealth Group?

Netwealth's main priority is restoring value to affected members and supporting them as legal investigations continue. The company will provide updates as its application for government assistance progresses and as more information emerges from regulatory and liquidator reviews.

Netwealth also remains focused on ongoing compliance and maintaining sufficient financial capacity should further obligations result from investigations or legal claims.

Netwealth Group share price snapshot

Netwealth shares have risen 15% over the past year, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 10% over the same period. 

View Original Announcement

 

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

More on Share Market News

A couple cheers as they sit on their lounge looking at their laptop and reading about the rising Redbubble share price
Share Market News

5 top ASX ETFs to buy and hold for 5 years+

Let's look at five ASX ETFs to build wealth with through to 2030 and beyond.

Read more »

Surgeon looking at a monitor in an operating room.
Share Market News

Is the only way up for this ASX small-cap healthcare stock?

Bigger returns could be coming for this ambitious small-cap.

Read more »

One boy is triumphant while the other holds his head in his hands after a game of chess.
Opinions

Woolworths vs Coles shares: One I'd buy and one I'd sell

The supermarket war is as hot as ever.

Read more »

A woman with a magnifying glass adjusts her glasses as she holds the glass to her computer screen and peers closely at it.
Opinions

5 ASX 200 shares I'd buy with $10,000 this week

I have my eye on these stocks this week.

Read more »

A graphic showing a businessman running up a white upwards rising arrow symbolising the soaring Magellan share price today
Opinions

2 ASX shares to buy and hold for the next decade

I'd back these investments to deliver good results over the long-term.

Read more »

Contented looking man leans back in his chair at his desk and smiles.
Share Market News

5 things to watch on the ASX 200 on Wednesday

Let's see what is happening on the local market on hump day.

Read more »

A neon sign says 'Top Ten'.
Share Gainers

Here are the top 10 ASX 200 shares today

The ASX was back to selling mode this Tuesday.

Read more »

Man ecstatic after reading good news.
Broker Notes

Macquarie tips 20% return for this ASX 200 stock

The broker is bullish on this stock. But why?

Read more »