Search Results | Showing 11 - 20 of 97 results for %22SMSFA%22 |
| | ... it involves related entities, so determining a 'market rate' can be difficult, costly, and often subjective." The SMSFA remains of the view that the 2019 NALI changes were an overreach, he added. As for APRA-regulated funds, Association of Superannuation ... |
| | | ... disproportionate share of superannuation savings. Following the release of the consultation paper, the SMSF Association (SMSFA) expressed cautious optimism. SMSFA chief executive Peter Burgess said there are various items included in a member's total ... |
| | | ... convinced that this only works in theory. The Quality of Advice Review chair Michelle Levy stuck to her guns at the recent SMSFA Conference, forging ahead with the idea that financial advice should be easily accessible within financial institutions. ... |
| | | The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt ... |
| | | ... he said: "It's a significant breakthrough for our sector to have that $500,000 threshold removed." Earlier this year, the SMSFA wrote to ASIC requesting that it review its guidance for AFSLs (and their representatives) who provide advice to retail clients ... |
| | | The SMSF Association is urging Canberra to address legacy pensions and extend the temporary absence rule for non-residents in its first budget. In the Associations submissions, chief executive John Maroney highlighted several key measures that remain ... |
| | | ... But most of all, I am passionate about our members and helping them to provide the best SMSF advice they can," he said. SMSFA chair Scott Hay-Bartlem said the association is extremely fortunate to have someone of Burgess' calibre to succeed Maroney. ... |
| | | ... clarify what documents are required by the APRA regulated fund to satisfy their bank account verification requirements. The SMSFA now meets with the APRA regulated fund sector on a regular basis, he added. Positively, the APRA regulated fund sector is ... |
| | | ... least trustees should be given an opportunity to rectify the transaction if NALE arose from an inadvertent mistake." The SMSFA added that the ATO has previously stated that if it's a general expense that is not on arm's length terms, and it relates to ... |
| | | ... advisers who are members of the AFA. The SMSF Adviser Network and RI Advice (32 respectively) are the biggest networks for the SMSFA, while the AIOFP has a large cohort from Interprac (62). |
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