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Showing 61 - 70 of 79 results for "SMSF Specialist"

SPAA board appoints new member

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
... Professionals' Association of Australia (SPAA) during her eight year membership with the association, Baker is a SPAA SMSF Specialist Adviser and also part of SPAA's regulatory sub-committee. Baker's professional experiences includes the founder and ...

Leenane Templeton Chartered Accountants adds financial planning

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
Leenane Templeton Chartered Accountants has launched a financial planning and advisory services division under the new brand Leenane Templeton Wealth Management. Andrew Frith, chief executive officer of the Newcastle based Leenane Templeton said the ...

Legal threats loom over poor SMSF advice

ELISE BURGESS  |  FRIDAY, 23 SEP 2011
... of the laws, some of which the ATO itself is yet to clarify. Batten warned advisers, "By putting those words 'SMSF specialist' on your card, you are placing yourself as an expert and giving people a false sense of security, not to mention legal action ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
... property held outside an SMSF and left to adult children in a will is exempt from CGT under certain conditions. SMSF specialist firm, The SMSF Academy is running a one-hour webinar tomorrow at 11am from their website. Aaron Dunn, managing director, said ...

SMSF body moves against super death tax

ALISON BEVEGE  |  TUESDAY, 26 JUL 2011
... impact of capital gains tax bills on real estate that had been held in an SMSF for many years. David Busoli of SMSF specialist firm Cavendish also highlighted the point yesterday. The issue is a red flag to SMSF trustees as real estate held for a long ...

SMSFs may be banned from buying shares off-market

ALISON BEVEGE  |  FRIDAY, 8 JUL 2011
... and trustees are able to pick any day within 30 days as the transfer date. David Busoli, head of education for SMSF specialist firm Cavendish, said the tax office allowed a couple of months' leeway for extenuating circumstances, but that people had taken ...

Count, NAB targets SMSFs through SPAA

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
... qualifications. The new membership and accreditation process has been streamlined, but compliments the existing SPAA SMSF Specialist Advisor accreditation program. "Our streamlined SPAA membership process for dealer groups focuses on enabling individual ...

SPAA to lift professional standards

MICHELLE BALTAZAR  |  WEDNESDAY, 23 FEB 2011
More than 1,100 delegates are in Brisbane this week to attend the annual Self Managed Super Fund Professional's Association (SPAA) conference, a record turnout that highlights the growing importance of SMSFs in financial services. In his keynote address ...

More planners gain SMSF cred

RUTH LIEW  |  TUESDAY, 13 JUL 2010
... increase in advisers completing the program over the six months to 30 June 2010, bringing the total number of SMSF Specialist Advisers (SSA) to 585 with a further 279 advisers due to complete the accreditation. Similarly, demand for specialist auditor ...

SMSFs turn to advisers

MICHAEL HOBBS  |  MONDAY, 7 DEC 2009
... advisers, actuaries and lawyers seeking to gain the necessary skills to advise SMSF trustees. "Anecdotally we've found SMSF Specialist Advisors are getting a lot more business. The people that are committing to the specialisation are benefiting significantly ...