Search Results | Showing 1 - 10 of 25 results for "Specialist SMSF" |
| | | ... advisers," he said. "The SSA designation provides independent verification of an adviser's competencies to provide specialist SMSF advice as well as demonstrating their commitment to ongoing personal development in this advice space." FPA members ... |
| | | | The final report calls for additional requirements that financial advisers must comply with before they provide SMSF advice. The Productivity Commission is again calling for specialist training for those financial advisers wishing to advise on SMSFs ... |
| | | | ... Association chief executive John Maroney said regulatory instability will always be difficult to navigate but specialist SMSF advice can help. "There really should be no barriers today for SMSFs to be run cost-effectively and to mitigate against market ... |
| | | | ... "compelling submission." Providing an industry update, SMSFA head of technical Peter Hogan said there was a need for specialist SMSF advice to be segregated from broader superannuation advice. Hogan added the SMSFA felt the FASEA changes were "not going ... |
| | | | ... association's long-held view that the establishment of an SMSF should only ever take place following the advice of a specialist SMSF adviser. The association also welcomed the report's recommendations for the broader industry, with Maroney stating: "Proposed ... |
| | | | ... advisers who can meet all their needs. However growth in the market is coming from the rise of the lower-cost specialist SMSF administration firm, whose average SMSF trustee client base has risen from 90,000 in 2015 to 125,000 today. "The reason this ... |
| | | | ... growth. Growth in the market, according to Investment Trends, is really only coming from the rise of the lower-cost specialist SMSF administration firm, whose average SMSF trustee client base has risen from 90,000 in 2015 to 125,000 today. "The reason ... |
| | | | ... will appeal to accountants looking for an independently owned and non-aligned licensee with no product ties. "Specialist SMSF accountants are looking for a seamless transition to the new licensing regime, while they continue to do what they have been ... |
| | | | ASIC has requested all advisers in an SMSF advice firm complete specialist training following an investigation. CMH Financial Group was found to have provided advice that, in the regulator's view, "did not demonstrate that the advice provider had acted ... |
| | | | ... that are unsure of the superannuation pension rules should seek to educate themselves about them as well as get specialist SMSF advice to help them meet their obligations. "Specialist SMSF advice can play an important role in assisting the trustees and ... |
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