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Showing 131 - 140 of 591 results for %22SMSF Association%22

SMSFA chief slams regulators, FASEA

ALLY SELBY  |  FRIDAY, 24 JAN 2020
SMSF Association chief executive John Maroney has slammed ASIC for a fact sheet published and distributed to SMSF trustees last year. During a speech at a Pritchitt Partners event in Sydney, the SMSFA chief also took aim at FASEA and the ATO. Maroney ...

SMSFA slams limited licensing

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
... limited licensing for professionals dealing with SMSFs. Outlining its 2020/21 Federal Budget submission today, the SMSF Association said limited licensing should be phased out in favour of a customer-centric framework designed to raise standards and ...

SMSF adviser hit with ban

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... interest in statements of advice to clients. The ASIC Financial Adviser Register shows Blazejczyk is a member of the SMSF Association, the Association of Independently Owned Financial Professionals and the Tax Practitioners Board.

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... for associate advisers, paraplanners and client service officers. 3. Major advice licensee in possible best interest breach SMSF Advisers Network had additional licence conditions imposed after ASIC surveillance spurred concerns the licensee had inadequate ...

Why joint effort is required in advice

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... present along with Judith Fox from the Stockbrokers and Financial Advisers Association and John Maroney from the SMSF Association. Representatives from the Financial Services Council, Association of Superannuation Funds of Australia, the Australian Financial ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... needs and circumstances, Khaw advised almost all of them to establish a self-managed superannuation fund or use an existing SMSF and to then use a limited recourse borrowing arrangement to purchase a property. In doing so, Khaw failed in his duty to ...

Vanguard swoops on superannuation

KANIKA SOOD  |  WEDNESDAY, 6 NOV 2019
... launch, or the place for external mangers in its superannuation product, saying it's too early. Bowerman also chairs the SMSF Association's board, replacing Deborah Ralston in October after she stepped down to sit on the panel for the retirement ...

ASIC zeroes in on SMSF auditors

HARRISON WORLEY  |  WEDNESDAY, 6 NOV 2019
ASIC has taken action against three SMSF auditors for breaches and deficiencies in their auditing. The corporate regulator disqualified a pair of SMSF auditors and imposed conditions on another, after it found the auditors to be deficient across a range ...

SMSFs not for everybody: ASIC

HARRISON WORLEY  |  MONDAY, 14 OCT 2019
... year, industry experts debated the appropriateness of a dollar figure determining the suitability of an SMSF. SMSF Association chief executive John Maroney said the dollar figure made sense from the perspective that it started the discussion about the ...

Ralston dumps director roles

HARRISON WORLEY  |  FRIDAY, 4 OCT 2019
... to her appointment on the retirement income review panel, Deborah Ralston has formally stepped down from the SMSF Association (SMSFA) and Alliance for a Fairer Retirement System. Previously the chair of the SMSFA and Alliance for a Fairer Retirement ...