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Showing 21 - 30 of 79 results for "SMSF Specialist"

FASEA approves association designations

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... learning. This is in line with the application submitted by the AFA to FASEA. Advisers who completed the SMSFA's SMSF Specialist Adviser designation on or after 2005 will be awarded one credit point. FASEA chief executive Stephen Glenfield said: "The ...

SMSF wind-ups spike: ATO

ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
... around one million for the last five years - reaching a high of 1,102,730 last year. Liam Shorte, director and SMSF specialist at Verante Financial Planning, said these numbers come after an ATO crackdown on non-reporting SMSFs. He further explained ...

Two new faces join SMSF Association board

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... capabilities of our membership that we can make appointments of this calibre." Scotchbrook is a chartered accountant with SMSF Specialist and Public Practice certificates and has had significant involvement with the association including as a member ...

Founder leaves SMSF Association

ELIZABETH MCARTHUR  |  FRIDAY, 12 APR 2019
... position of where the SMSF sector's future was in question, we have overseen the emergence of the multi-skilled SMSF specialist to service the 1.1 million people who have opted to take personal control of their retirement savings, whether it be in the ...

Heffron reshuffles leadership

HARRISON WORLEY  |  FRIDAY, 29 MAR 2019
... appointments recently, including hiring Natalie Sillar as head of sales and marketing, and Alex Denham as a senior SMSF specialist in its education team. Sillar was previously a senior marketing manager in wealth transformation at BT Financial Group ...

SMSFA recognises member achievements

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... highest scoring exam participants in 2018, with Phi Nguyen of Curve Accountants recognised for his top score in the SMSF specialist adviser exam. Cutcher & Neale's Jace Pedonese was also recognised for his excellent exam results, after taking top spot ...

Royal Commission on social media: Former Treasurer weighs in

HARRISON WORLEY  |  FRIDAY, 10 AUG 2018
... fees. Apathy will mean that you won't take action...or will you? - Alan Perrott (@LBW_Adviser) August 9, 2018 SMSF specialist Alan Perrott said the Commission highlighted the dangers of apathy towards superannuation. Talk about the blindness of affluence! ...

ASIC bans Queensland adviser, suspends licence

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
... it obtains approval for a replacement key person and responsible manager from ASIC. Cribb was qualified as an SMSF specialist adviser by SMSF Association in 2013, ASIC's adviser registers show. Both Cribb and Mode have the right to appeal to the Administrative ...

Government to increase SMSF member limit

KARREN VERGARA  |  MONDAY, 30 APR 2018
... extremely beneficial to the SMSF sector by reducing red tape," he added. Verante Financial Planning director and SMSF specialist adviser Liam Shorte said on Twitter having six members opens up strategy options that can keep commercial property via intergenerational ...

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... administration, tax and investment services. In doing so, he has taken on the dual roles of practice principal and SMSF specialist mentor. Busoli said he intends for SMSF Alliance's approach to be "quite opposite to the modern trend of industrialising ...