Search ResultsShowing 1 - 10 of 84 results for "SMSF Advice"
SMSFA slams limited licensing
HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
... that end, the association said its proposed "new customer-centric advice framework" will be designed with "improved SMSF advice" as a critical element. "As we state in our Budget submission, the ultimate goal is to advocate for reform that reduces complexity ...
How it can all go wrong
KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... four years. One of the problems with his advice was, even though some clients came to him asking specifically for SMSF advice, he still was obliged to say no if he thought an SMSF wasn't in the best interests of the client. By the time the first ...
Advisers struggle with untapped SMSF market
KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... offering over the next three years (36%). Interestingly, the report found there is largely an untapped market for SMSF advice, as members indicated their struggles with different aspects of investment strategies - a gap which advisers can meet. Vanguard ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... the time, Rainmaker analysis showed many that had joined had done so from Count Financial, CPA Australia Advice and SMSF Advice.
Former Millennium3 adviser banned
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 APR 2019
... operate, though with restrictions were applied in regards to securities advice and he was no longer able to provide SMSF advice. In December 2018, Forster moved to Beacon Financial Group. Again, he was not able to provide SMSF advice. ASIC said the banning ...
Major advice licensee in possible best interest breach
JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... monitor movements in adviser numbers when targeting future surveillance work," ASIC said. Further, when providing SMSF advice, advisers are required to adequately demonstrate why an SMSF is appropriate for the client and why it's in their best interests. ...
Accountant banned for bad SMSF advice
HARRISON WORLEY  |  TUESDAY, 19 FEB 2019
... SMSFs without considering their personal circumstances during her time as a representative of former AMP subsidiary, SMSF Advice. The corporate regulator also found Thorne "hadn't properly considered her clients' existing superannuation arrangements," ...
Superannuation reforms splits opinion: Spot poll
KARREN VERGARA  |  MONDAY, 14 JAN 2019
... the workforce. The Commission's decision to follow the SMSF Association's recommendations to opt for higher SMSF advice standards and reject the minimum balance approach as the better option for ensuring the integrity and sustainability of the ...
Minimum SMSF balance misleading: SuperConcepts
JAMIE WILLIAMSON  |  MONDAY, 14 JAN 2019
... Commission's recommendation that only those with recognised specialist qualifications should be permitted to provide SMSF advice. "This measure will enhance the compliance aspects of a fund and reduce inadvertent breaches due to lack of understanding ...
Specialist SMSF advisers need only apply
JAMIE WILLIAMSON  |  THURSDAY, 10 JAN 2019
The final report calls for additional requirements that financial advisers must comply with before they provide SMSF advice. The Productivity Commission is again calling for specialist training for those financial advisers wishing to advise on SMSFs ...
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