Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 776 results for %22SMSF Advice%22

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... admired its professionalism and values, so to be able to join a team that is dedicated to improving the quality of SMSF advice, and moving this sector forward, is incredibility exciting," Sparks said.

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... control of their financial future - whether that's through directly investing their savings or establishing their own SMSF," he said.

Risk clients, practices worth more: Radar Results

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
... before interest and taxes of $2 million. Radar Results said accounting fees can include self-managed superannuation fund (SMSF) admin fees, these annual administration fees may be between $3000 to $4000 per SMSF account, including the auditing and tax ...

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The number of financial advice-related complaints has slashed by nearly half in the last year, according to the Australian Financial Complaints Authority (AFCA). AFCA registered 2211 financial advice-related complaints in 2022, the majority of which ...

Super fund advice needs more guardrails: Conference

KARREN VERGARA  |  MONDAY, 27 FEB 2023
Loosening financial advice regulation under the Quality of Advice Review proposals would highly benefit superannuation fund members, but many are convinced that this only works in theory. The Quality of Advice Review chair Michelle Levy stuck to her ...

More DASS complainants flock to AFCA

KARREN VERGARA  |  MONDAY, 6 FEB 2023
... AFCA's latest figures. Last August, corporate watchdog ASIC urged former DASS clients who potentially suffered bad advice to lodge a formal complaint with AFCA, which subsequently registered some 1600 complainants in November. ASIC warned that complainants ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... El-Ansary, Institute of Public Accounts chief executive Andrew Conway, Licensee Leadership Forum chief executive Neil Younger, SMSF Association chief executive John Maroney, Stockbrokers and Investment Advisers Association chief executive Judith Fox ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... association's technical team, as well as having access to comprehensive SMSF training materials. "For those providing SMSF advice, the importance of having the necessary competencies to do so, and maintaining those competencies over time, has been ...

Former planner pleads guilty to dishonest conduct

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
... seven more occasions during November 2015, Grimm dishonestly transferred shares and convertible notes owned by his clients' SMSF to Equity Capital Partners Hedge Fund, without advising his client he was the sole director. He also failed to advise his ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... huge," Schaffer said. In terms of suitable clients, Schaffer highlighted a third of advisers are using managed accounts for SMSF clients and close to 40% use them for retirees. However, there is a change in demographics, with a third of managed account ...