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Showing 81 - 90 of 95 results for "SMSF Advice"

Who will fill the SMSF education gap?

JAMES FERNYHOUGH  |  FRIDAY, 14 JUN 2013
... targets qualified professionals with some experience in the sector. It is delivered by Peter Hogan, national manager SMSF advice with MLC Advice Solutions, and Peter Burgess, head of policy & technical at AMP SMSF. Assistant director of programs Tania ...

One third of SMSF advice is poor: ASIC

ALEX DUNNIN  |  THURSDAY, 18 APR 2013
... was assessed as 'good' although 70% was assessed as 'adequate'. The remaining 28% was assessed as 'poor'. This poor SMSF advice included advice that was not sufficiently tailored for the client, where suitable alternatives for SMSFs were not considered ...

AMP SMSF appoints Burgess as new policy head

MARK SMITH  |  WEDNESDAY, 3 APR 2013
... policy and technical. Burgess will be responsible for interpreting SMSF legislation to help with the development of SMSF advice as well as technical support for AMP's aligned planner network. He will also lead AMP's SMSF policy development and represent ...

ASIC closes in on SMSF advice firms

LINDA HAUSKEN  |  FRIDAY, 13 JUL 2012
The Australian Securities & Investments Commission has obtained interim court orders against two Queensland-based self-managed superannuation advice companies, following concerns that the firms have misled investors about their investments. The corporate ...

My Adviser offers accountants licensing package

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
... 10,000 accountants will be looking to take advantage of the current legislative changes to move into the sphere of SMSF advice. "There is a significant opportunity for accountants to licence themselves sooner rather than later," said Sheehan. "At My ...

SMSFs face fire-sales of illiquid assets

BEN COLLINS  |  TUESDAY, 8 MAY 2012
... assets, SMSF trustees may not be considering how these 'lumpy' holdings will be sold after their death, according to an SMSF advice and training provider. The consequences of this oversight could be the fire-sale of the property, with the risk of it ...

Securitor launches accountant SMSF solution

ELISE BURGESS  |  MONDAY, 5 MAR 2012
BT dealer group Securitor has launched a new solution for accountants who provide SMSF advice and would need to transition the business under the proposed framework for the removal of accountants' exemption. The Federal Government announced in 2010 ...

SPAA board appoints new member

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
... which she will be able to assist with SPAA-developed education programs. "Carolyn's expertise in accounting, audit and SMSF advice, coupled with her business experience from building her own practice, means the SPAA Board will be well equipped to continue ...

Accountants partner up with AXA and MLC to offer financial advice

CLAIRE MCGREAL  |  MONDAY, 14 NOV 2011
... National Manager MLC Business Consulting, stressed the imporantance of accountants being able to provide appropriate SMSF advice under FoFA. "SMSFs are an excellent solution for clients that are highly engaged with their superannuation." IPA members ...

Legal threats loom over poor SMSF advice

ELISE BURGESS  |  FRIDAY, 23 SEP 2011
Some financial advisers and accountants that call themselves 'SMSF specialists' are ill-equipped to adequately advise on running a self-managed super fund - making them prime targets for litigation and causing reputational damage to the SMSF sector. ...