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| | | Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ... |
| | | | ... also a common reason. Most established SMSFs get advice from accountants, while newly established SMSFs prefer advice from SMSF administrators. Both groups, those with and without advisers, say they need help with tax and retirement strategies. They ... |
| | | | ... more flexibility in the qualification standards and access to a broader pool of candidates to increase numbers," she said. SMSF Association chief executive Peter Burgess lauded the fact that instead of needing a second degree to meet the financial planning ... |
| | | | ... transparency and tax efficiency of owning a personalised portfolio of ETFs within your super without the complexity of creating an SMSF." Stockspot added: "It's the end of pooled super funds and the beginning of transparent investing tailored to your ... |
| | | | ... found. These are either via platform super products offered by APRA-regulated funds or a self-managed superannuation funds (SMSF). The cold calling business receives payments in return. "Many of these models fail to consider insurance policies held through ... |
| | | | ... superannuation strategies, alongside a pension product and a home-finance offering. Additionally, a range of products including SMSF property finance, a Hajj savings fund, an educational fund for schools, and a Janazah (funeral) fund are scheduled for ... |
| | | | ... must clarify the confusion surrounding legacy pensions and reserves, and how they should be calculated, according to the SMSF Association (SMSFA). The SMSFA is calling for an amnesty for legacy pensions in the upcoming federal budget as current draft ... |
| | | | ... enforceable undertaking, disqualified person, credit banned/disqualification, Financial Services Credit Panel (FSCP) action, and SMSF auditor disqualification. The advice sector continues to consolidate. AZ NGA-backed advice firms Eureka Whittaker Macnaught ... |
| | | | Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ... |
| | | | ... Australia without an AFSL. "Australians who decide to self-manage their super should consider the risks before using their SMSF to invest in crypto related investment products such as blockchain mining. These proceedings should also send a message to ... |
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