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Showing 41 - 50 of 95 results for "SMSF Advice"

ASIC watching SMSF advice closely

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2017
ASIC will undertake a major project focused on the advice provided to self-managed super fund clients, particularly around the establishment of SMSFs, as the regulator continues its work to lift the standard of financial advice in Australia. Deputy ...

New Bentleys director to encourage growth

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
... division, Bentleys Wealth Advisors which is focused on providing superannuation and retirement, insurance, investment and SMSF advice.

AMP subsidiary appoints SMSF executive manager

ALEX BURKE  |  THURSDAY, 11 AUG 2016
... technical team, which already includes some of the industry's leading technical experts and SMSF educators. "Providing SMSF advice is an area which requires specialist knowledge. We believe providing a market-leading SMSF service is about quality administration ...

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
... and qualification programs in SMSF and complex tax and retirement advice," George said. "You can choose a career in SMSF advice either through the association or continue your higher education through the graduate certificate in SMSF advice at the University ...

Last-minute accountant AFSL applications creating ASIC backlog

ALEX BURKE  |  FRIDAY, 8 JUL 2016
... deadline for accountants to apply for limited or full Australian financial services licenses to continue providing SMSF advice has been reached, a substantial number of applications are still being assessed due to late submissions. In fact, ASIC said ...

SMSFA hires technical head from MLC

MARK SMITH  |  FRIDAY, 17 JUN 2016
... its former directors from MLC to head up its technical team. Peter Hogan is leaving his role as national manager of SMSF advice at MLC Technical to return to the industry body he was a director of between 2004 and 2013. Hogan has many years industry ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... leaving more than 12,000 not completing the process before the 30 June deadline. Accountants need an AFSL to provide SMSF advice from 1 July. "It is typically the sole practitioners and those working in small accounting firms who are yet to make the ...

Banned SMSF adviser charged for misappropriating $1.8m

ALEX BURKE  |  FRIDAY, 20 MAY 2016
... undischarged bankrupt. At the same time, ASIC has also announced it has accepted an enforceable undertaking (EU) from SMSF advice provider Ascentiv Group. The regulator said that it had "identified concerns about the appropriateness of Ascentiv's advice ...

Accountants should beware AFSL traps

ALEX BURKE  |  MONDAY, 4 APR 2016
Accountants should be careful in choosing the right licensee if they want to continue providing SMSF advice from July 1, according to Connect Financial Service Brokers chief executive Paul Tynan. Tynan noted that existing business models and succession ...

Advice firm made to take specialist SMSF training

ALEX BURKE  |  THURSDAY, 31 MAR 2016
ASIC has requested all advisers in an SMSF advice firm complete specialist training following an investigation. CMH Financial Group was found to have provided advice that, in the regulator's view, "did not demonstrate that the advice provider had acted ...