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| | ... advisers are also members of the following associations: The Chartered Professional Accountants Association, SMSF Association, Stockbrokers and Financial Advisers Association, Institute of Public Accountants, Association of Independently Owned Financial ... |
| | | ... provide affordable, engaging, scalable and professional advice," she said. John Maroney, the chief executive of the SMSF Association, commented that years of regulatory change has built an advice framework that is complex, convoluted, and costly. The ... |
| | | ... fees". ISA calculated that industry funds outperformed SMSFs by 1% and retail funds by 1.7%. Research from the SMSF Association and the University of Adelaide found that the investment performance of SMSFs is competitive with APRA-regulated funds starting ... |
| | | The SMSF Association has welcomed adjustments made by the Australian Tax Office (ATO) to align its SMSF performance calculations more closely with the methodology used for APRA-regulated funds. In its 2019-20 SMSF statistical overview report, the ATO ... |
| | | Brisbane Lawyer Scott Hay-Bartlem has been named chair of the SMSF Association. Hay-Bartlem, a partner at Brisbane law firm Cooper Grace Ward, has been a director for the organisation since July 2019, and will replace Andrew Hamilton who is stepping ... |
| | | ... minimum SMSF balances of $500,000 is excessively conservative and could be recalibrated to $200,000. "For the SMSF Association, we think there is strong evidence to warrant a focus on trustee education around the risks and limitations of inefficient ... |
| | | ... Standing Committee on Economics Financial Services Compensation Scheme of Last Resort Levy Bill 2021 last week, SMSF Association deputy chief executive Peter Burgess pointed to deficiencies in the proposed bill that will fail to protect its members. ... |
| | | Extended government relief measures highlight the need for SMSF specialist advice, says SMSF Association chief executive. SMSF Association chief executive John Maroney has commented on the need for SMSF specialist advice in the wake of extended COVID-19 ... |
| | | ... legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia and New Zealand and CPA Australia are among the groups that are calling ... |
| | | ... welcomed by the sector. In response to the release of the Retirement Income Covenant exposure draft legislation, SMSF Association chief executive John Maroney said SMSFs raised concerns in the past about providing a retirement income strategy and the ... |
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