Search Results | Showing 1 - 10 of 13 results for "SMSF Expert" |
| | | The SMSF Association (SMSFA) honoured some of its leading members at its 2026 SMSF National Conference, celebrating excellence and contributions to the SMSF sector. The 2026 Chief Executive Award was presented to David Saul, while Bryce Figot received ... |
| | | | ... large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning, Meg Heffron, managing director of Heffron Consulting, discussed different ... |
| | | | The SMSF Association has seen the graduation of the first cohort of specialist advisers under its revamped SMSF Specialist Adviser (SSA) accreditation. A total of 37 participants completed the program. Since its inception, more than 2300 professionals ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 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 ... |
| | | | 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 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 ... |
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