Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 79 results for "SMSF Specialist"

SMSFA recognises outstanding members

ELIZA BAVIN  |  FRIDAY, 20 FEB 2026
... 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 ...

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 ...

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI  |  TUESDAY, 11 MAR 2025
... 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."

SMSF Association names annual award winners

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
... 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 ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
... 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 ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
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 ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... 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 ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
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 ...

COVID-19 relief for SMSFs may require specialist input

CHLOE WALKER  |  MONDAY, 22 NOV 2021
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 ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... 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 ...
PAGE:
1
PREVIOUS
NEXT