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

Search Results

Showing 81 - 90 of 103 results for "SMSF Advice"

Count Financial launches its Accountants' Solution

ALICE URIBE  |  THURSDAY, 20 MAR 2014
... to be licensed to do what they're currently doing.A Accountants risk losing clients if they decide not to provide SMSF advice and refer their clients to financial advisers outside their firm," Lane said. The 'Accountants' Solution' has a choice of two ...

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
... added that he believes the ability to focus on delivering investment and strategic advice will be what defines the SMSF advice industry in the future. "We believe what will set qualified advisers apart from the spruikers is education and the ability ...

Industry funds ask for specialised SMSF adviser training

LAURA MILLAN  |  THURSDAY, 3 OCT 2013
... funds to require a new specialist knowledge section," the submission said. Industry super associations are asking SMSF advice to have its own specialist knowledge section within Regulatory Guide 146 on Training of Financial Product Advisers. "AIST and ...

ASIC questions SMSF advice in proposed guidance

LAURA MILLAN  |  MONDAY, 16 SEP 2013
The Australian Securities and Investments Commissions (ASIC) has called into question the quality of advice given to self-managed superannuation funds (SMSF) investors in proposed guidance the regulator released today. "There is a need to improve the ...

Anne Street SMSF advice falls under ASIC radar

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
... management system and is ensuring that all representatives receive specialised SMSF training and are competent to provide SMSF advice.

ASIC concerned over "pockets" of poor SMSF advice

LAURA MILLAN  |  MONDAY, 2 SEP 2013
... investors gear into real property. ASIC's commissioner Greg Tanzer said that the regulator has identified examples of poor SMSF advice across the industry through its SMSF taskforce headed by himself and deputy chairman Peter Kell. ASIC has found cases ...

NTAA keen to establish referral relations with advisers

LAURA MILLAN  |  MONDAY, 5 AUG 2013
... an Australian financial services licence (AFSL) under the name of NTAA Advice that its members can use to provide SMSF advice.

SPAA CEO appointed to board

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
... early career as a lecturer at the University of Adelaide Business School, before moving into financial planning and SMSF advice. Commenting on her dual role at SPAA, Slattery said: "Good governance now requires the chief executive to be on the board ...

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 ...