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Showing 51 - 60 of 79 results for "SMSF Specialist"

Embrace client interests or wither on the vine, advisers told

MARK SMITH  |  WEDNESDAY, 18 FEB 2015
... don't think you can say today that that is the case. We need to take some hard steps to get to that position." The SMSF specialist also warned professionals serving the sector that even if they think life is difficult now, there are potentially stormier ...

SPAA rebrands as SMSF Association

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 11 FEB 2015
... "simpler and more intuitive," she argued. In operation since January 2003, SMSF Association established the first SMSF Specialist and SMSF Auditor accreditation programs, participated in the Superannuation Consultative Committee as the leading SMSF sector ...

Voting opens on the SelectingSuper popular awards

STAFF WRITER  |  TUESDAY, 21 OCT 2014
Voting has opened for the SelectingSuper 2014 self managed super fund (SMSF) administrator of the year popular choice and for the consumer choice award division of the SelectingSuper fund awards. Results in the SMSF popular vote will contribute to determining ...

Federation Alliance appoints acting CEO

STAFF WRITER  |  TUESDAY, 14 OCT 2014
Platform provider Federation Alliance has appointed former AMP SMSF specialist Alan Kenny as its acting chief executive officer, based in Sydney. The company said it has created the role following strong growth since it was founded last year. The business ...

SPAA launches pilot program for "complex" issues

STAFF WRITER  |  WEDNESDAY, 20 AUG 2014
... with focus on complex and difficult scenarios. The new educational program is available to members holding a SPAA SMSF Specialist SSA and/or SSAud accreditation and will assist in enhancing and raising the standard of professional advice and skills. ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... appetite among accountants for further education, with more than half (51.7%) of accountants intending to obtain SMSF specialist qualifications in the next three years compared to only two in five (40.3%) planners. "The needs of SMSF trustees are often ...

Super IQ doubles after dual acquisitions

MARK SMITH  |  FRIDAY, 1 NOV 2013
... price in a deal that was completed yesterday. Super Concepts staff, clients and FUM have all transferred to the SMSF specialist. As part of the agreement, Super IQ, which is 49%-owned by AMP, will provide a white-labeled SMSF offering for ANZ customers. ...

ASIC's SMSF report being misread

ALEX DUNNIN  |  THURSDAY, 19 SEP 2013
... described in the recently released Rainmaker super fund fee survey report. Peter Lalor, general manager and CFO of SMSF specialist administrator SuperIQ said, "If you have less than $200,000 a SMSF is going to be more expensive that an APRA [regulated] ...

SMSFs dominating super assets

CLAIRE MCGREAL  |  TUESDAY, 13 DEC 2011
... organisations like SPAA, together with the high professional standards of SMSF advisors, including SPAA accredited SMSF Specialist Advisors and Auditors. According to the Australian Tax Office (ATO) the SMSF sector remains the largest sector of Australia's ...

SMSF sector tackling misconceptions

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... will increase in importance. Last month, SPAA announced that the number of SMSF professionals who achieved SPAA's SMSF Specialist Advisor (SSA) and SMSF Specialist Auditor (SSAud) status over the past 12 months grew by 65%. The number of SSAs alone grew ...