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Showing 101 - 110 of 778 results for %22SMSF Advice%22

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... the beginning of 2021, there were 21,103 practising advisers and precisely 2286 left the industry throughout the year. The SMSF Advisers Network dominates the adviser landscape, with the highest number of active advisers at 635. AMP Financial Planning ...

COVID-19 relief for SMSFs may require specialist input

CHLOE WALKER  |  MONDAY, 22 NOV 2021
Extended government relief measures highlight the need for SMSF specialist advice, says SMSF Association chief executive. SMSF Association chief executive John Maroney has commented on the need for SMSF specialist advice in the wake of extended COVID-19 ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... is reflected across aligned and non-aligned AFSLs. Aligned AFSLs edge out the non-aligned at 23% and 21% respectively. The SMSF Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... while 778 ceased registrations. Overall, AMP Financial Planning (653) has the highest number of advisers, followed by the SMSF Advisers Network (647), Morgans Financial (469), Synchronised Business Services (422), Charter Financial Planning (411) and ...

CountPlus to acquire Challenger SMSF business

ANNABELLE DICKSON  |  WEDNESDAY, 20 OCT 2021
The ASX-listed advice and accounting group is expanding its SMSF offering after finalising terms to acquire Accurium from Challenger. CountPlus will pay $9 million for Accurium made up of cash and a debt facility. It will hold an 85% shareholding with ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... registration and enabling electronic identity verification for individuals, companies and SMSFs across execution, general advice, sophisticated and professional investors. "We are delighted to partner with LAB Group and adopt their market-leading technology. ...

New super fund prepares for launch

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... holding board positions. Hall says the platform's target market has parallels with those who would typically establish an SMSF, seeking to have more control of their super, usually aged in the 35-50-year bracket. "Many SMSF customers don't believe 'traditional ...

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 ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... access to discrete and effective support even more important." The Financial Planning Association of Australia (FPA) and SMSF Association are both network members of The Separation Guide, as is the Financial Services Institute of Australia.

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
... during his time at Sentinel. ASIC alleges Toledo breached the existing banning order by providing financial advice to an SMSF to invest in Premier Realty Group (PRG) and arranged the sale of a financial product (70,000 shares in PRG for $70,000) to the ...