Search Results | Showing 121 - 130 of 778 results for %22SMSF Advice%22 |
| | | ... services group for allegedly paying conflicted remuneration totalling $165,000 to its financial advisers who gave inappropriate SMSF and property advice. Equiti Financial Services (Equiti FS) - which is now called DOD Bookkeeping and is in liquidation ... |
| | | | ... was finalising its verdict. On a year-on-year comparison, the number of advisers dropped 11% at the end of March 2021. The SMSF Advisers Network is currently the largest advice licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. ... |
| | | | ... Australia as of September 2020, defined as those with over $1 million in investable assets outside their home, business and non-SMSF super. Among this group, there has been a sharp increase in the number of HNWs that are open to receiving professional ... |
| | | | ... a tax statement," Malone said. Malone said Raiz was receiving enquiries from dealer groups each week asking to put their SMSF customers in the portfolio. "To date only individuals could invest with Raiz - it has more than 400,000 active customers - but ... |
| | | | ... 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 ... |
| | | | ... Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants and the SMSF Association have now joined forces to slam the hike. They claim the steep increase - during a time when the financial ... |
| | | | ... improving retirement income depends on how the industry communicates with the public. Callaghan appeared alongside Kay and former SMSF Association chair Deborah Ralston, saying that the industry trades off the public's fears of not having enough ... |
| | | | ... sounding a warning that it is flexing its new powers in superannuation. ASIC commissioner Danielle Press told the recent SMSF Association's National Conference via video link that several key projects are progressing to address the poor advice and ... |
| | | | ... being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) National Conference, Deloitte director of ... |
| | | | ... ethical option. "To say our members are worse off is just incorrect," she said. Hobbs was questioned on Verve's general advice offering, which gives members access to a divorce coach and a pay rise negotiator among other coaching and general advice ... |
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