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Showing 31 - 40 of 95 results for "SMSF Advice"

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 ...

Managing Director departs AMP-backed planning network

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... to the departures of former chief executive Craig Meller and chair Catherine Brenner. AMP added current Jigsaw and SMSF Advice managing director Chris Digby would expand his responsibilities to take the reins of Charter Financial Planning in the inte ...

Industry stakeholders welcome PC report

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAY 2018
... as possible," Maroney said. "To achieve this goal the association strongly recommends trustees receive specialised SMSF advice from accredited and appropriately qualified professionals to ensure that their fund is fit for purpose and achieves the best ...

Unlicensed SMSF advice not systemic: ASIC

HARRISON WORLEY  |  FRIDAY, 4 MAY 2018
ASIC has completed its review of unlicensed SMSF advice from accountants. The regulator found that there were no systemic concerns around the provision of unlicensed SMSF advice, but did note that the accountants reviewed had significant levels of inaccurate ...

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... as holding AFA membership - found that Fraser had failed to act in the best interests of his clients in regards to SMSF advice, while Cannon and Pianta were both found to have provided risk advice that did not meet the standards required of a financial ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... needs," Peker says. While the advice community expected in 2014 to have increased its practice revenue from providing SMSF advice by 10% in 2017, the figures have held steady. Only SMSF specialists (20+ SMSF clients) received client growth. Growth in ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... experience of accountants and advisers via HUB24's administration and reporting functionalities. "The removal of the SMSF advice exemption has seen accountants gradually move into the financial advice environment. This not only includes advice in SMSFs ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Financial advisers can now manage the entire needs of SMSF clients through a new purpose built, cloud-based solution. Queensland-based financial services firm Quill Group has developed a new low-cost portal to enable advisers to establish a new SMSF ...

AMP reshapes advice businesses, appoints MD

ALEX BURKE  |  FRIDAY, 31 MAR 2017
... as managing director of Hillross; Neil Swindells as managing director, Charter; Chris Digby as managing director of SMSF advice and Jigsaw; and Dave Akers as director, channel strategy and services. Akers will oversee the new channel strategy and services ...