Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 95 results for "SMSF Advice"

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... concerned with the $3 million cap proposal." The report also revealed the proportion of financial advisers providing SMSF advice continues to rise. It now sits at 79%, up from 74% in 2022 and 72% in 2021. What's more, two in five advisers report an increase ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... admired its professionalism and values, so to be able to join a team that is dedicated to improving the quality of SMSF advice, and moving this sector forward, is incredibility exciting," Sparks said.

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... association's technical team, as well as having access to comprehensive SMSF training materials. "For those providing SMSF advice, the importance of having the necessary competencies to do so, and maintaining those competencies over time, has been ...

ASIC abandons $500k SMSF threshold

ANDREW MCKEAN  |  FRIDAY, 9 DEC 2022
ASIC has updated guidance on SMSF advice, deciding to remove $500,000 as an indicator of the "appropriateness of advice" to establish a SMSF. ASIC hasn't opted to nominate a minimum threshold but said fund expenses are proportionality higher, and net ...

Peter Burgess to become SMSFA chief executive

CHLOE WALKER  |  WEDNESDAY, 27 JUL 2022
... sustainability of the SMSF sector. But most of all, I am passionate about our members and helping them to provide the best SMSF advice they can," he said. SMSFA chair Scott Hay-Bartlem said the association is extremely fortunate to have someone of Burgess' ...

HESTA hires growth executive

JAMIE WILLIAMSON  |  THURSDAY, 9 SEP 2021
... Before leaving in 2017, he served as managing director, Charter Financial Planning, ipac Financial Planning, Jigsaw and SMSF Advice. Mitchell-Adams joins the HESTA leadership team as it implements its three-year strategy. "Tim brings a strong track record ...

Former AMP adviser in enforceable undertaking

ELIZABETH MCARTHUR  |  MONDAY, 15 MAR 2021
... deliberate steps to avoid compliance with the court enforceable undertaking. Thorne was an authorised representative of SMSF Advice, a wholly owned subsidiary of AMP, when she allegedly received referrals in relation to establishing SMSFs from Park Trent ...

ASIC zeroes in on bad SMSF advice, conduct

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
The corporate regulator continues to hunt down perpetrators that give bad advice to self-managed super funds, sounding a warning that it is flexing its new powers in superannuation. ASIC commissioner Danielle Press told the recent SMSF Association's ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... compliance and the needs of AFSLs over consumers." Current regulation prevents SMSF trustees obtaining the limited SMSF advice they require. "We believe every effort should be made to implement ideas and changes, even where improvements may be difficult ...
PREVIOUS
NEXT