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Showing 1 - 6 of 6 results for "SMSF strategies"

ASIC takes SMSF accountant to court

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... without considering their personal circumstances. The regulator found that Thorne did not adequately stress-test SMSF strategies and had recommended SMSFs to some of her clients despite inadequate evidence to suggest that the strategies would provide ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
... management team generally and, specifically, our expertise in SMSF services," he said. "Stephen has developed national SMSF strategies and reporting systems elsewhere. He has been managing and training teams that specialise in the administration of SMSFs ...

Details of new SMSF accreditation revealed

MARK SMITH  |  TUESDAY, 24 FEB 2015
... 'Understanding SMSF trustees', which deals with behavioural finance and cognitive bias; 'Coaching', which is all about SMSF strategies for accumulation and retirement; and for the fourth module students choose one elective from a choice of four occupational ...

New SMSF course on offer

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... funds. Cavendish self-managed super fund (SMSF) experts David Busoli and Tim Miller, who design and implement SMSF strategies with advisers and who have 50 years of industry experience between them, will be teaching the course. The largest topics to ...

FPs and accountants at odds on SMSF strategies

MICHAEL HOBBS  |  TUESDAY, 20 OCT 2009
Financial planners are almost three times as likely than accountants to place self managed super fund (SMSF) clients on a platform, highlighting key differences in how the two professions are dealing with this booming market segment. The Investment ...

Good wine, good advice

... run their own business. "Many of them have a self-managed super fund (SMSF) so we have a bit of a speciality in SMSF strategies." To access Leslie's advice, prospective clients have to pay a $270 fee for the first appointment, where Leslie and the client ...
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