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

SMSFs to weather the storm

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
... 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 pandemic. "Most ...

SMSFs in flashback to 2008

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
... 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. "It may ...

FASEA approves association designations

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... This is in line with the application submitted by the AFA to FASEA. Advisers who completed the SMSFA's SMSF Specialist Adviser designation on or after 2005 will be awarded one credit point. FASEA chief executive Stephen Glenfield said: "The awarding ...

SMSFA recognises member achievements

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... scoring exam participants in 2018, with Phi Nguyen of Curve Accountants recognised for his top score in the SMSF specialist adviser exam. Cutcher & Neale's Jace Pedonese was also recognised for his excellent exam results, after taking top spot in the ...

ASIC bans Queensland adviser, suspends licence

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
... obtains approval for a replacement key person and responsible manager from ASIC. Cribb was qualified as an SMSF specialist adviser by SMSF Association in 2013, ASIC's adviser registers show. Both Cribb and Mode have the right to appeal to the Administrative ...

Government to increase SMSF member limit

KARREN VERGARA  |  MONDAY, 30 APR 2018
... beneficial to the SMSF sector by reducing red tape," he added. Verante Financial Planning director and SMSF specialist adviser Liam Shorte said on Twitter having six members opens up strategy options that can keep commercial property via intergenerational ...

Kaplan and SMSFA launch postgrad qualification

DARREN SNYDER  |  TUESDAY, 22 MAR 2016
... eligible for the SMSF Practitioner designation. Further designations, such as SMSF Specialist Auditor and SMSF Specialist Adviser, may be available depending on elective choice. Kaplan Professional chief executive Brian Knight said the qualification ...

Ipac head of technical services joins Perpetual

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
... Technology, Sydney and a Diploma of Superannuation Management from Macquarie University. He has been an SMSF specialist adviser for the SMSF Association since 2006 and is a founding member of the ASFA 300 (SMSFs) unit committee.

SPAA board appoints new member

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
... Association of Australia (SPAA) during her eight year membership with the association, Baker is a SPAA SMSF Specialist Adviser and also part of SPAA's regulatory sub-committee. Baker's professional experiences includes the founder and principal of respected ...

More planners gain SMSF cred

RUTH LIEW  |  TUESDAY, 13 JUL 2010
SPAA has recorded a 20 per cent jump in advisers seeking self managed super fund (SMSF) specialist accreditation as planners embrace higher professional standards to cater for the biggest sub-segment of the superannuation industry. The increased demand ...
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