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Showing 1 - 10 of 16 results for "SMSF Specialist Advisor"

SMSFA recognises outstanding members

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

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
... 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 units ...

SMSF Association names head of membership

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

ATO pushes back SMSF returns deadline

KARREN VERGARA  |  MONDAY, 15 MAY 2017
The Australian Tax Office is extending its self-managed superannuation fund annual returns date for the 2015-16 reporting period to 30 June 2017. The superannuation reform, taking effect on July 1, is proving to be a "crucial transition" period for ...

SMSF Association partners with Morgans to raise standards

MARK SMITH  |  THURSDAY, 26 MAY 2016
... 500 advisers. Via membership of the SMSF Association, Morgans advisers will participate in either the SMSF Specialist Advisor (SSA) Pathway program or the SMSF Practitioner (SSP) Pathway program. Other benefits include participation at the SMSF Association ...

SMSFA collaborates for education program

KERRIE SYDEE  |  WEDNESDAY, 20 APR 2016
... academic qualification but also the Association's highly sought-after industry designations, including the SMSF Specialist Advisor and SMSF Specialist Auditor," said Ward. David White, director, International Centre for Financial Services at the University ...

SMSF Association launches accreditation

LAURA MILLAN  |  FRIDAY, 24 JUL 2015
... providers in the SMSF space. The program can be a stepping stone to the association's already existing SMSF Specialist Advisor (SSA) accreditation. The SSP program begins on August 10 and will have a practical approach that the SMSF Association has compared ...

Details of new SMSF accreditation revealed

MARK SMITH  |  TUESDAY, 24 FEB 2015
... stepping stone for associates to build their knowledge prior to attaining the industry body's existing SMSF Specialist Advisor accreditation. "Members said they wanted an accreditation that would allow them to set themselves apart without needing to ...
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