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Showing 1 - 10 of 103 results for "SMSF Advice"

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI | FRIDAY, 10 APR 2026

... thinks the model has become "uneconomical" for businesses to continue to operate, which will subsequently impact the SMSF advice sector. "There were warning signs that the limited licence space was contracting... I can't talk for the specific factors ...

SMSF advice guidelines require improvement: AFCA

MATTHEW WAI | FRIDAY, 20 FEB 2026

The Australian Financial Complaints Authority (AFCA) has vented its frustration over ASIC's recommendations for financial advisers around self-managed superannuation funds (SMSF), claiming some suggestions were not "done well at all." In INFO SHEET ...

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA | THURSDAY, 19 FEB 2026

To thrive in providing SMSF advice, financial advisers must gain specialist skills, technical competencies and work on strengthening their professional judgement, according to the SMSF Association. Advisers are urged to do better particularly in the ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI | FRIDAY, 16 JAN 2026

... "Completing the SSA accreditation has significantly strengthened my confidence in delivering high-quality, strategic SMSF advice. It has enhanced my ability to identify risks, opportunities and appropriate structures for clients," Roy said. "The ongoing ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA | THURSDAY, 6 NOV 2025

... SMSF Association chief executive Peter Burgess said the "findings are not representative of the broader quality of SMSF advice currently being provided across the sector." "The advice files examined situations were, on face value, the establishment of ...

ASIC updates on SMSF advice review

ELIZA BAVIN | THURSDAY, 13 FEB 2025

... not be suitable for them and may adversely affect their retirement outcomes," ASIC said. The last review in thematic SMSF advice was released in June 2018, and ASIC said this project follows on from what it gathered from that report. ASIC said there ...

FSCP deregisters adviser for two years

KARREN VERGARA | WEDNESDAY, 12 FEB 2025

A financial adviser who provided "incompetent" SMSF advice has been barred from practising in the industry for two years by the Financial Services and Credit Panel (FSCP). Glenn Paul Meilak helped clients set up SMSFs in a way that was "systemic" and ...

SMSF Association announces board director changes

MATTHEW WAI | WEDNESDAY, 30 OCT 2024

... their industry knowledge and experience on the board as we strive to represent the industry and enhance the quality of SMSF advice." Heffron is a SMSFA fellow and brings over two decades of experience in SMSFs; she looks forward to leveraging her expertise ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA | WEDNESDAY, 21 FEB 2024

ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER | FRIDAY, 16 JUN 2023

... concerned with the $3 million cap proposal." The report also revealed the proportion of financial advisers providing SMSF advice continues to rise. It now sits at 79%, up from 74% in 2022 and 72% in 2021. What's more, two in five advisers report an increase ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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