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Showing 1 - 10 of 73 results for "SMSF Specialist"

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 ...

Perks looks within for directors

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... Fiona Gordon have both been promoted from associate director to director. Bosnich joined the firm in 2015 as an SMSF specialist, having come from AMP where she was an SMSF solutions associate. She was previously an SMSF client manager at Cavendish Superannuation ...

Fintech to take on super with new hire

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... superannuation expert with close to 20 years of industry experience. Prior to taking the role at Stake, Kitto worked as an SMSF specialist at Intello, Solutions for Financial Advisers. He has also worked as director at Superfund Partners and general ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
Self-managed superannuation (SMSF) trustees are faced with unmet advice needs as costs and confidence in financial advisers stands in the way. The Vanguard Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet ...

SMSFs to weather the storm

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
... superannuation assets in the March quarter. As part of this, SMSF assets fell by 9.4%. However, Verante director and SMSF specialist adviser Liam Shorte told Financial Standard most of his clients are in a very manageable position despite the global ...

SMSFs in flashback to 2008

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
... to pay a statutory pension amount that they didn't really need," Pinnell said. Verante Financial Planning SMSF specialist adviser Liam Shorte explained while the change may be small to some, it could be very significant to those who need it most. ...

Stability needed: Maroney

ELIZABETH MCARTHUR  |  MONDAY, 24 FEB 2020
SMSF Association chief executive John Maroney gave a final address to the association's annual conference, calling for stability and engagement amid industry change. Closing out the conference on Friday, Maroney referred to the recent bushfire crisis ...
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