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Showing 1 - 10 of 84 results for "SMSF Adviser"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... 330 advisers in December 2025 to 164 currently, a net decrease of (-166) or 50.30%. It also follows the closure of SMSF Adviser Network, an entity operating in a similar model under the authorisation provided by the National Tax & Accountants' Association's ...

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

MATTHEW WAI  |  FRIDAY, 10 APR 2026
SMSF Adviser Network (SAN) has closed its doors and subsequently seen its entire fleet of 85 advisers delisted from ASIC's financial adviser register (FAR). SAN's representatives were predominantly accountants who operated under a limited licence ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
While over 2000 financial advisers had not yet met the qualifications standard by the end of 2025, Rainmaker Information analysis shows just a quarter of them have ceased their authorisation. According to Rainmaker Information analysis of the ASIC Financial ...

Financial Standard managing editor wins Journalist of the Year Award

STAFF WRITER  |  TUESDAY, 4 NOV 2025
... Finchley & Kent won the Independent Dealer Group of the Year and GDA Financial Services' Michael Driessen bagged the SMSF Adviser of the Year. Driessen also won the SMSF Adviser of the Year Award. Yield Financial Planning's Jarrod Ferrier won ...

Collectables market reaches $17bn: Report

KARREN VERGARA  |  MONDAY, 14 APR 2025
... invested in collectables and personal use assets, accounting for only 0.07% of the total $981 billion sector. Specialist SMSF adviser at Sonas Wealth Liam Shorte said collectables are for those who are "total experts in those areas." "The people who ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... of research Irene Guiamatsia told the SMSF Association Technical Summit. According to the Investment Trends 2024 SMSF Adviser and Accountant Report, there has been a significant increase in revenue from SMSF clients year-on-year, consolidating the market's ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
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 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 ...

SMSFs brace for more reforms: Expert

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
... 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 ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... 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. ...
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