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Showing 1 - 10 of 100+ results for "SMSF Association"

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia and New Zealand and CPA Australia are among the groups that are calling ...

SMSFs welcome RIC exemption

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
... welcomed by the sector. In response to the release of the Retirement Income Covenant exposure draft legislation, SMSF Association chief executive John Maroney said SMSFs raised concerns in the past about providing a retirement income strategy and the ...

Auditor referral threshold test troubling: SMSFA

ANNABELLE DICKSON  |  MONDAY, 13 SEP 2021
The SMSF Association is concerned that the introduction of a 20% threshold for auditor referral fees does not address at what point in time the threshold test must be considered or applied. The Accounting Professional & Ethical Standards Board introduced ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... discrete and effective support even more important." The Financial Planning Association of Australia (FPA) and SMSF Association are both network members of The Separation Guide, as is the Financial Services Institute of Australia.

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
... and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique Financial Planning Principals ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique Financial Planning Principals ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
The SMSF Association has welcomed back its former director following the completion of the Retirement Income Review and appointed BT's head of financial literacy & advocacy to its board. Deborah Ralston and Bryan Ashenden have been appointed as non-executive ...

Deborah Ralston joins Household Capital

JAMIE WILLIAMSON  |  THURSDAY, 13 MAY 2021
... Allianz Retire+ that will look to drive innovation in the retirement sector. She is also the former chair of the SMSF Association. "Australia has to find new ways to help current baby boomers navigate retirement with confidence. Throughout my career ...

Deborah Ralston to advise Allianz Retire+

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... the three panel members on Treasury-commissioned Retirement Income Review. She is also the former chair of the SMSF Association. Rubinsztein is a non-executive director at UniSuper, Class, SuperEd, Zurich and OnePath. Evans is a non-executive director ...

Adviser levy to increase by 160%

ELIZABETH MCARTHUR  |  FRIDAY, 5 MAR 2021
... Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants and the SMSF Association have now joined forces to slam the hike. They claim the steep increase - during a time when the financial advice sector is losing ...
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