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Showing 11 - 20 of 79 results for "SMSF Specialist"

Perks looks within for directors

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... Fiona Gordon have both been promoted from associate director to director. Bosnich joined the firm in 2015 as an SMSF specialist, having come from AMP where she was an SMSF solutions associate. She was previously an SMSF client manager at Cavendish Superannuation ...

Fintech to take on super with new hire

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... superannuation expert with close to 20 years of industry experience. Prior to taking the role at Stake, Kitto worked as an SMSF specialist at Intello, Solutions for Financial Advisers. He has also worked as director at Superfund Partners and general ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
Self-managed superannuation (SMSF) trustees are faced with unmet advice needs as costs and confidence in financial advisers stands in the way. The Vanguard Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet ...

SMSFs to weather the storm

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
... superannuation assets in the March quarter. As part of this, SMSF assets fell by 9.4%. However, Verante director and SMSF specialist adviser Liam Shorte told Financial Standard most of his clients are in a very manageable position despite the global ...

SMSFs in flashback to 2008

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
... to pay a statutory pension amount that they didn't really need," Pinnell said. Verante Financial Planning SMSF specialist adviser Liam Shorte explained while the change may be small to some, it could be very significant to those who need it most. ...

Stability needed: Maroney

ELIZABETH MCARTHUR  |  MONDAY, 24 FEB 2020
SMSF Association chief executive John Maroney gave a final address to the association's annual conference, calling for stability and engagement amid industry change. Closing out the conference on Friday, Maroney referred to the recent bushfire crisis ...

SMSFs interrupted in 2019: SuperConcepts

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
In providing a technical update, SuperConcepts general manager of technical services Peter Burgess has said many of the reforms set to impact SMSFs proposed last year are still yet to eventuate. Speaking at the 2020 SMSF Association conference, Burgess ...

Advice complaints low: AFCA

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
In an update to the SMSF Association conference, the Australian Financial Complaints Authority has revealed complaints about financial advice are minimal. Addressing the conference, Ian Donald and Shail Singh, both ombudsmen at AFCA, said investments ...

Former SMSFA chair returns to role

HARRISON WORLEY  |  WEDNESDAY, 19 FEB 2020
... which aims to raise the standards across the industry, will be conducive to a business environment in which the SMSF specialist can flourish," Hamilton said.

ATO clarifies SMSF death benefit income streams

KARREN VERGARA  |  MONDAY, 22 JUL 2019
... another complying super fund for immediate cashing as a new death benefit income stream. SMSF Alliance principal and SMSF specialist mentor David Busoli said the clarification is "confusing in that it misses a couple of rather important items". "Pension ...