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Showing 31 - 40 of 103 results for "SMSF Advice"

Minimum SMSF balance misleading: SuperConcepts

JAMIE WILLIAMSON | MONDAY, 14 JAN 2019

... Commission's recommendation that only those with recognised specialist qualifications should be permitted to provide SMSF advice. "This measure will enhance the compliance aspects of a fund and reduce inadvertent breaches due to lack of understanding ...

Specialist SMSF advisers need only apply

JAMIE WILLIAMSON | THURSDAY, 10 JAN 2019

The final report calls for additional requirements that financial advisers must comply with before they provide SMSF advice. The Productivity Commission is again calling for specialist training for those financial advisers wishing to advise on SMSFs ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON | MONDAY, 19 NOV 2018

... Association chief executive John Maroney said regulatory instability will always be difficult to navigate but specialist SMSF advice can help. "There really should be no barriers today for SMSFs to be run cost-effectively and to mitigate against market ...

Easton buys SMSF service provider

KANIKA SOOD | THURSDAY, 20 SEP 2018

Easton Investments has acquired a company which authorises accountants to provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support ...

Former Westpac adviser ban upheld

KARREN VERGARA | FRIDAY, 14 SEP 2018

... recourse borrowing arrangements to fund the purchase of real property. ASIC's investigation found Atkins provided SMSF advice to clients that involved setting up and using limited recourse borrowing arrangements to fund the purchase of real property. ...

SMSFA addresses policy hurdles

HARRISON WORLEY | THURSDAY, 16 AUG 2018

... system." "Apart from the Royal Commission hearings, we've had the Productivity Commission draft report, the ASIC SMSF advice report, budget recommendations on SMSF audits, and the FASEA reforms, to name but a few of the major challenges that are ...

SMSFs: Low balance, low satisfaction

JAMIE WILLIAMSON | TUESDAY, 31 JUL 2018

... establishing an SMSF into the spotlight. In July 2015, ASIC released guidance for AFSLs and financial advisers providing SMSF advice, highlighting that in many cases a recommendation for a retail client to set up an SMSF with a starting balance of $200,000 ...

ASIC bans Queensland adviser, suspends licence

KANIKA SOOD | FRIDAY, 20 JUL 2018

... identified Cribb's conduct from his client files included in the representative sample of its 2017 research project into SMSF advice for retail clients. At the time, Cribb worked was an authorised representative of Axis. He was the sole keyperson and ...

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON | TUESDAY, 17 JUL 2018

... trustees be required to complete specialised SMSF education, which was also recently proposed by ASIC in its review of SMSF advice. It is also calling for a specific education pathway for accountants providing SMSF advice under a limited AFSL. In contrast ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON | FRIDAY, 29 JUN 2018

... Adviser Standards and Ethics Authority (FASEA) to discuss a specific SMSF qualification for those wishing to provide SMSF advice. "Through this project, we have seen an unacceptable level of poor quality advice despite the information and guidance that ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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