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Showing 11 - 20 of 25 results for "Specialist SMSF"

Poor advice forces changes to SMSF practice

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
... advice, require advisers to undertake additional training, require advisers who provide SMSF advice to complete specialist SMSF training, employ additional compliance personnel and place some advisers on a pre-vet program. ASIC was concerned that the ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... in the financial services industry, CoreData said. Financial planners are more likely than accountants to hold specialist SMSF qualifications (58.9% vs. 43.7%). Three in four (75.0%) accountants without these qualifications believe they are not necessary. ...

Count and SPAA partner to provide SMSF training

LAURA MILLAN  |  FRIDAY, 28 MAR 2014
... Slattery said that the partnership with Count will also benefit SPAA's broader membership, adding to the network of specialist SMSF professionals. "With Count's strong focus on accountants, there is a natural alignment between the two organisations," ...

SMSF industry hits back on 'rort' claims

MELANIE TIMBRELL  |  FRIDAY, 28 SEP 2012
Specialist SMSF group Dixon Advisory has rejected claims that self-managed super funds should be subject to new tax treatment, arguing that recent papers ignore tax concessions available to all superannuation members. Nerida Cole, managing director ...

SMSFs exposed in related party transactions

ALISON BEVEGE  |  TUESDAY, 16 AUG 2011
... process, for example by getting a professional property valuation. Townsends Business and Corporate Lawyers provide specialist SMSF services for accountants and financial planners and work in conjunction with SUPERCentral.

Online SMSF training centre opens for trustees, advisers

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... advisers, it provides a resource where they can do courses in their own time to amass SPAA accredited CPD points and specialist SMSF modules. Aaron Dunn, managing director at SMSF Academy said there was a vacuum of knowledge in the SMSF space. He started ...

New SMSF course on offer

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... graduates satisfying the ASIC RG146 compliance requirement in the area of SMSFs, Cavendish said. Cavendish & ICFS Specialist SMSF Course, jointly offered with the International Centre for Financial Services, Adelaide University, starts in May and will ...

Class Financial warns against poor SMSF admin

MICHELLE BALTAZAR  |  FRIDAY, 11 JUN 2010
... businesses set up, administer and advise clients on SMSFs. It offers services to accounts, planning groups and specialist SMSF administrators. Late last year, it signed Perpetual and Count Financial as clients. In a statement this month, the group's ...

Cavendish slashes SMSF starting fees

RUTH LIEW  |  MONDAY, 18 MAY 2009
... open a Brisbane office on 1 June which will be managed by David Busoli, former chief executive and founder of a specialist SMSF administration and compliance bureau. The new office will service Brisbane, regional areas of Queensland and Northern NSW. ...

SPAA membership rises 50 pc

MICHAEL HOBBS  |  WEDNESDAY, 11 MAR 2009
... Adelaide, Graeme Colley, SPAA chair, said the association now has more than 1,500 members. "SPAA's aim to have a specialist SMSF professional advising, to some extent, in every superannuation fund by 2011 is certainly well on the way," he said. Andrea ...