Search Results | Showing 111 - 120 of 778 results for %22SMSF Advice%22 |
| | | The robo-advice business has appointed a head of superannuation and partnerships, hiring from Vanguard. Enid Lal started in the newly created role on August 16. She will lead product initiatives to support Stockspot's direct clients including SMSFs ... |
| | | | ... Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique ... |
| | | | ... representatives in FY21. Of those, 90% left the industry but only 30% retired, he said, adding that many were accountants offering SMSF services that no longer found this viable. He added that the licensee's in-house modelling suggests in 2025 there ... |
| | | | ... business' service offering, which now encompasses private wealth, family office, superannuation, wealth management, aged care advice, and tax and business advisory. "Murray's ability to think strategically and develop strong working relationships ... |
| | | | The SMSF Association has welcomed back its former director following the completion of the Retirement Income Review and appointed BT's head of financial literacy & advocacy to its board. Deborah Ralston and Bryan Ashenden have been appointed as non-executive ... |
| | | | ... 19,544, latest ASIC data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF Advisers Network (SAN) had 669 representatives at the end of the period, Rainmaker modelling of ASIC's Financial Adviser ... |
| | | | ... Westpac. She previously led the strategy and technical services team at software firm NowInfinity and served as a director at SMSF Blueprint, an SMSF trustee educational platform. |
| | | | ... debating the Treasury Laws Amendment (Self-Managed Superannuation Funds) Bill 2020 that is proposing the maximum number of SMSF members is increased from four to six. McAllister said that Labor does not support the bill, arguing that having six members ... |
| | | | ... Lonsdale Dealer Associates. AMP Financial Planning netted 304 exits, paring down its representatives from 1038 to 734. The SMSF Advisers Network (SAN) has the largest book of advisers at 763, but over the period farewelled 98. SAN is operated by the ... |
| | | | ... director Shannon Bernasconi said. "Super Simplifier gives members the personalisation, transparency and flexibility of an SMSF but for a fraction of the cost. It is the only a low cost offering of its type in the market and offers full transparency of ... |
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