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Showing 61 - 70 of 103 results for "SMSF Advice"

ASIC bans SMSF adviser

ALEX BURKE  |  MONDAY, 9 NOV 2015
ASIC has permanently banned a former self-managed superannuation fund adviser. Marion Joan Pearson, who provided SMSF advice to clients from November 2007 to October 2013, now resides in New Zealand. She is the sole director of and shareholder in Colisa ...

Accountants nearing SMSF exemption deadline

ALEX BURKE  |  MONDAY, 31 AUG 2015
... working on an accountant licensing solution to provide a professional pathway for accountants to continue to provide SMSF advice. Bstar chief executive Grant Bloxham also said in February that accounting practices that will be the most successful "are ...

AMP names new Charter and ipac managing director

STAFF WRITER  |  FRIDAY, 21 AUG 2015
... advice and banking, Rob Caprioli. Tim Mitchell-Adams will be responsible for leading the Charter, ipac, Jigsaw and SMSF Advice businesses. Mitchell-Adams previously led AMP's national sales team responsible for servicing the group's advice licensees ...

Minimum $200k SMSF balance "completely incorrect"

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... counsel on superannuation Michael Hallinan said ASIC's comments - included in the regulator's new guidance papers on SMSF advice - were "completely incorrect, arbitrary and deeply ill-informed." "An SMSF with a starting balance of $200,000 or below is ...

ASIC seeks more bans in SMSF advice crackdown

ALEX BURKE  |  FRIDAY, 15 MAY 2015
ASIC is seeking banning orders ranging from 7.5 years to permanent for individuals participating in providing unlicensed advice to SMSF investors. The regulator has provided submissions to the Federal Court, specifically mentioning property developer ...

SMSFs attract too much criticism

MARK SMITH  |  THURSDAY, 19 FEB 2015
... also admitted that a recent Australian Securities and Investments Commission (ASIC) investigation into the quality of SMSF advice had unearthed too many problems. "We still have some way to go before everyone in the country has access to competent SMSF ...

Accountants threatened by regulation, falling profits, succession

ALEX BURKE  |  TUESDAY, 17 FEB 2015
... uncertainties about their advice facilities, especially given the looming removal of the AFSL "accountant's exemption" for SMSF advice in July 2016. "The accounting practices which are most successful are those that are building leveraged advice services ...

St George head of advice joins Anne Street

LAURA MILLAN  |  MONDAY, 9 FEB 2015
... increasing client satisfaction," said chief executive Michael Adamson. Since ASIC raised concerns about the group's SMSF advice back in September 2013, Anne Street Partners has improved its risk profiling tool and advice template documentation, introduced ...

SPAA backs government position on SMSFs

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
... unsure of the superannuation pension rules should seek to educate themselves about them as well as get specialist SMSF advice to help them meet their obligations. "Specialist SMSF advice can play an important role in assisting the trustees and retirees ...

MLC partners with SPAA

JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... said: "This commitment will provide more of our advisers with market leading training and development opportunities in SMSF advice. "With more Australians looking to SMSFs to engage in their superannuation and retirement plans, it is imperative advisers ...