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Showing 21 - 30 of 73 results for "SMSF Specialist"

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 ...

SMSFs continue rise

EMMA RAPAPORT  |  WEDNESDAY, 6 DEC 2017
Self-managed superannuation funds are on the rise according to figures released by the Australian Taxation Office. The 2017 Statistical Report reveals the total number of SMSFs in operation has increased to almost 600,000 with 23,508 accounts added ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
The number of self-managed superannuation funds with unmet financial advice needs is at record highs, and yet this is not translating to greater use of financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research ...

Governance professional joins SMSFA board

EMMA RAPAPORT  |  THURSDAY, 1 JUN 2017
The SMSF Association is welcoming a non-executive director and governance professional to its board of directors. Robyn FitzRoy, who is currently a non-executive director of Gateway Credit Union, joins the SMSF Association board effective 1 June 2017. ...

ATO pushes back SMSF returns deadline

KARREN VERGARA  |  MONDAY, 15 MAY 2017
... Maroney said the ATO's flexible approach acknowledges this is "a pressing time for accountants, tax agents and SMSF specialist advisors due to the complexity of the changes." "The extra time will allow SMSF trustees to make well-informed decisions instead ...

Need for SMSF specialists growing

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2017
Financial advisers must adapt self-managed superannuation offerings if they wish to keep up with the new generation of SMSF investors, as the latest insight from Commonwealth Bank and the SMSF Association demonstrates an increased need for SMSF specialists. ...

Strong SMSFs bridging gender super gap

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
The average SMSF balance of females has grown 24%, demonstrating that women are becoming increasingly engaged with their superannuation. The annual self-managed superannuation funds (SMSFs) statistical overview released by the ATO shows that over the ...