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Showing 1 - 10 of 10 results for "SMSF Expert"

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... Merit Wealth under Diverger from October 2022 to June 2023. Before that Jaidka was with the SMSF Advisers Network, The SMSF Expert, and GPS Wealth. Over five years, Jaidka agreed not to carry on a financial services business, provide financial services ...

Class bolsters leadership with new general managers

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... partners and as well building relationships and propositions for new customer segments. Hurley is a highly respected SMSF expert and entrepreneur with deep experience and well established SMSF industry relationships, Class said. In recent years she has ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... in statutory net profit for the same period. The wealth solutions division comprises GPS Wealth, Merit Wealth, The SMSF Expert and Paragem, which was acquired in February 2021. The unit's net revenue grew 30% year on year to $7.5 million. Revenue from ...

SMSF expert joins AMP board

HARRISON WORLEY  |  THURSDAY, 31 JAN 2019
Former SMSF Association chief executive Andrea Slattery is set to take a seat on AMP's board next month. Joining as a non-executive director, Slattery will begin her tenure at AMP on February 15. She left a non-executive director position at Centrepoint ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
Easton Investments has acquired a company which authorises accountants to provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A self-managed superannuation industry stalwart has taken on a board advisory role with a boutique funds management firm. Former SMSF Association chief executive Andrea Slattery will advise the board of fund manager and individually managed account ...

AMP to launch SMSF trustee course

DARREN SNYDER  |  MONDAY, 19 OCT 2015
AMP will launch an online self-managed superannuation fund (SMSF) trustee course early next year as part of a wider education strategy aimed at both advisers and trustees. AMP SMSF head of policy, technical and education services, Peter Burgess said ...

SMSF 'Boost Camp' 2013 gets underway July 23

JAMES FERNYHOUGH  |  FRIDAY, 12 JUL 2013
Sydney will host the first day of the 2013 SPAA State Technical 'Boost Camp' Series on Tuesday 23 July, at the Sydney Convention and Exhibition Centre in Darling Harbour. The event, organised by the SMSF Professionals' Association of Australia (SPAA) ...

Macquarie launches SMSF tool

LINDA HAUSKEN  |  WEDNESDAY, 10 OCT 2012
Macquarie has released an online Share market Tax Facts for accountants, making it the latest addition to its range of tools for SMSF experts. The new product provides key information required to prepare tax returns for clients with share portfolios ...

Tax rules set for TPD insurance deductibility

ALISON BEVEGE  |  THURSDAY, 4 AUG 2011
... superannuation tax law will make it easier for self-managed super funds to work out their tax deductions for insurance, an SMSF expert has said. The draft legislation, released yesterday, specifies how much of the premium for total and permanent disability ...
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