|Search Results||Showing 1 - 10 of 84 results for "SMSF Advice"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... the time, Rainmaker analysis showed many that had joined had done so from Count Financial, CPA Australia Advice and SMSF Advice.|
|... 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 ...|
|... 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. ...|
|... 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," ...|
|... 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 ...|
|... 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 ...|
|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 ...|
Australia's largest superannuation funds and wealth companies have largely cut back on their advertising spends over the past five years, documents from the Standing Committee on Economics show.
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.
For the first time, climate crisis and environmental degradation have taken out the top five spots in a list ranking the risks most likely to impact the world over the coming decade.
Powerwrap has signed an agreement in what could be its second-biggest client after Escala Partners and a new line of business for the platform.
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