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Showing 31 - 40 of 79 results for "SMSF Specialist"

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 ...

SMSF advisers face demanding year

MARK SMITH | TUESDAY, 2 AUG 2016

SMSF advisers are facing a year of significant change for their clients as the Government seeks to implement its 2016-17 Budget superannuation measures. That was the message from SMSF Association head of policy Jordan George in his address to delegates ...

SMSF Association partners with Morgans to raise standards

MARK SMITH | THURSDAY, 26 MAY 2016

... Morgans' 500 advisers. Via membership of the SMSF Association, Morgans advisers will participate in either the SMSF Specialist Advisor (SSA) Pathway program or the SMSF Practitioner (SSP) Pathway program. Other benefits include participation at the SMSF ...

Banned SMSF adviser charged for misappropriating $1.8m

ALEX BURKE | FRIDAY, 20 MAY 2016

... required to provide a copy of the EU to any licensee who authorises him to provide advice in the future, complete SMSF specialist training and refrain from becoming a licensee (or office-holder of one) for two years. "Self-managed super funds are not ...

Libertas launches licensing to attract SMSF specialists

KERRIE SYDEE | TUESDAY, 3 MAY 2016

Libertas Financial Planning has launched an accountants' licensing package in the hope of attracting experienced SMSF accounting specialists to the network. The package includes customised software that will guide the adviser through the compliance ...

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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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