Search Results | Showing 1 - 10 of 78 results for "SMSF Adviser" |
| | RSM Australia director of SMSF services Katie Timms says farmers will be disproportionately impacted by the government's draft legislation Division 296 Tax. Commenting on the future of farming property at the SMSF Association Conference, Timms said ... |
| | | 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 ... |
| | | ... Office found that on average SMSFs earned $27,266 in income in the 2020-21 financial year. Investment Trends' SMSF Adviser Report found that new policy proposals, including indexation of the transfer balance cap and the $3 million cap present a variety ... |
| | | ... opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser Report stated the proposed and recently implemented regulations have the potential to significantly impact SMSF clients. ... |
| | | The financial advice industry bucked the trend for the first time in more than three years, adding 626 advisers during the March 2023 quarter. A new report by Rainmaker Information shows that the advice profession gained several advisers in the non-aligned ... |
| | | ... fastest growing AFSLs, with Count Financial topping the ranks on this front. The fastest contracting AFSL remains the SMSF Adviser Network, losing almost 400 advisers in 2022. |
| | | Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ... |
| | | ... something for everyone within the profession, whether you're a principal, a paraplanner, an aged care specialist or an SMSF adviser." FPA and AFA members are encouraged to register to the event before September 30. Financial Standard is the official ... |
| | | Former Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ... |
| | | As we officially hit the mid-way point of the year, the latest data from ASIC shows more than 1700 financial advisers have dropped off its register since January. Analysis of the ASIC Financial Adviser Register shows there is now 16,413 financial advisers ... |
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