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Showing 71 - 80 of 103 results for "SMSF Advice"

AMP to wind up Genesys licence

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... advisers in Australia and includes of AMP Financial Planning, Charter Financial Planning, Hillross, Horizons, ipac and SMSF advice.

Count launches new online tool

MARK SMITH  |  THURSDAY, 16 OCT 2014
... launched a new online tool to help accountants ensure they complete all the necessary steps to continue providing SMSF advice to clients before the July 2016 deadline. The new tool, which launched on 13 October, helps users to understand, and plan for ...

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
... listed corporations, such as banks, insurance companies and the like." Premium Wealth has three license options - SMSF advice license, iPremium and the traditional Premium offer for large and mature practices. Formed in 2000, the independently-owned ...

Poor advice forces changes to SMSF practice

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
... who may have received poor advice, require advisers to undertake additional training, require advisers who provide SMSF advice to complete specialist SMSF training, employ additional compliance personnel and place some advisers on a pre-vet program. ...

High fees deter accountants from using platforms for SMSFs

LAURA MILLAN  |  THURSDAY, 28 AUG 2014
... and found that 56% would prefer to use a "one stop shop solution." The report surveyed 1,289 accountants who provide SMSF advice.

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... comprises AMP Financial Planning, Charter Financial Planning, Genesys Wealth Advisers, Hillross, Horizons, ipac and smsf advice

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
More than 286,000 self-managed super funds (SMSFs) have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. SMSFs who say they have unmet advice needs are prepared to pay up to ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... planners to start building strong relationships with accounting businesses disinterested in getting licenses to provide SMSF advice. "Our research on this sector tells us that a substantial portion of the accountant market have no intention of obtaining ...

ASIC concerned about SMSFs, warns spruikers

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... entity or individual applicant. "As I said about misleading and deceptive conduct, where you see examples of unlicensed SMSF advice, please let us know," Tanzer asked the audience at the CPA Australia conference.

SMSFs get off lightly in FSI interim report

JAMES FERNYHOUGH  |  WEDNESDAY, 16 JUL 2014
... question of advice, citing a 2013 review by the Australian Securities and Investments Commission (ASIC) that found 28% of SMSF advice was 'poor'. In the general superannuation section, the report questioned current tax exemptions for high balance super ...