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Showing 1 - 10 of 13 results for "SMSF Expert"

SMSFA recognises outstanding members

ELIZA BAVIN  |  FRIDAY, 20 FEB 2026
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 ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... 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 ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
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 ...

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 ...
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