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| | | ... members in the association's accreditation programs were also celebrated. Ben Harrison was the top achiever for the SMSF Specialist Advisor accreditation course for 2025, while Miriam Kewley was top achiever for the SMSF Specialist Auditor accreditation ... |
| | | | 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 ... |
| | | | ... lightly," he added. "As the association has always maintained, SMSFs are not for everyone, so the input of an SMSF specialist before embarking on this journey is critical." |
| | | | ... relationship manager Michael Lorimer was recognised for achieving the highest examination score in 2024 for the SMSF Specialist Advisor accreditation program, and Ryan Ding, senior SMSF audit manager from Aquila Super, was recognised for achieving the ... |
| | | | ... hours. It runs across four half days during November with enrolments closing October 21. The SMSFA is running the SMSF Specialist Advisor Program, which has up to 47 CPD hours and one credit point, running over 12 weeks. The two online courses are approved ... |
| | | | The average adviser today is managing more clients than a year ago, resulting in a ratio of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical ... |
| | | | ... technical services at BT, a tenure he has held for over 15 years. As a fellow of the association, Sparks also holds an SMSF specialist advisor designation. He is a former member of the SA State Chapter committee and has previously presented at the Association's ... |
| | | | The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt ... |
| | | | Extended government relief measures highlight the need for SMSF specialist advice, says SMSF Association chief executive. SMSF Association chief executive John Maroney has commented on the need for SMSF specialist advice in the wake of extended COVID-19 ... |
| | | | ... being completed. However, the platform remained down for two more days. Verante Financial Planning adviser and SMSF specialist Liam Shorte told Financial Standard the outage left part of his business "paralysed for the best part of the week". "Firstly ... |
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