Search Results | Showing 121 - 130 of 2366 results for "SMSF" |
| | ... experience and expertise," she said. "Over the years David has built extensive relationships with top tier accounting, auditing, SMSF administration and financial planning firms by helping these businesses to embrace and use technology to benefit client ... |
| | | The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt ... |
| | | ... seven more occasions during November 2015, Grimm dishonestly transferred shares and convertible notes owned by his clients' SMSF to Equity Capital Partners Hedge Fund, without advising his client he was the sole director. He also failed to advise his ... |
| | | ... huge," Schaffer said. In terms of suitable clients, Schaffer highlighted a third of advisers are using managed accounts for SMSF clients and close to 40% use them for retirees. However, there is a change in demographics, with a third of managed account ... |
| | | ... 10 fastest growing AFSLs, with Count Financial topping the ranks on this front. The fastest contracting AFSL remains the SMSF Adviser Network, losing almost 400 advisers in 2022. |
| | | ... appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners (SMSFPP) to cater to demand from clients for more services. OFPS is a technology consulting firm and SMSFPP ... |
| | | ... start the new role on January 1, taking over from Ron Lesh who will continue as managing director. Tramontana joined the SMSF provider in 1997 as a member of the support team and has since held various positions including general manager. Lesh explained ... |
| | | ... that today services some 12,000 Australian advisers. Outside of his Vanguard tenure, Bowerman served on the board of the SMSF Association, founded the FSC ETF working group and co-authored Wealth of Experience with Duffield. Vanguard Australia managing ... |
| | | The SMSF provider released an electronic lodgment of the company tax return in its investment portfolio software solution, Simple Invest 360. Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals and ... |
| | | 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 ... |
|