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Showing 1 - 10 of 112 results for %22SMSF Adviser Network%22

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... doubling of superannuation tax to 30%, saying it is a blatant attack on Australians' wealth. Addressing day two of the SMSF Association National Conference at the Brisbane Convention and Exhibition Centre this morning, Taylor labelled the tax changes ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... so was less cost-effective than an alternative option. One such client had financial difficulties, with not enough in the SMSF to cover insurance payments, while facing a potential default on their home loan. The Administrative Appeals Tribunal affirmed ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
... international equities and exchange-traded funds (ETFs) across multiple markets and currencies. AUSIEX currently has a network of 4500 advisers from about 850 firms. It also supports four of the major wealth platforms in Australia. AUSIEX chief executive ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... growing AFSLs, with Count Financial topping the ranks on this front. The fastest contracting AFSL remains the SMSF Adviser Network, losing almost 400 advisers in 2022.

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... and Count Financial at 15%. JBWere has the highest proportion of advisers with a Bachelor's degree at 88%, followed by the SMSF Advisers Network (75%) and Morgans Financial (70%). The median across all AFSLs was 57%. As for the AFSL with the most advisers ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... association with Interprac as the initial national practice manager, before moving to the NTAA and helping establish the SMSF Advisers Network AFSL, sees him come to Sequoia with a good feel already for our business. "Knowing the quality of Phil's ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... 3605 advisers became inactive. In the same 12-month period, only 546 new advisers were registered. In the last six months, SMSF Advisers Network lost the most advisers for any AFSL at 285. It's also lost the most advisers in the last 12 months, shedding ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... remaining top 10 groups with the largest numbers are Charter Financial Planning (376), Consultum Financial Advisers (320), SMSF Advisers Network (283), Count Financial (278), Interprac Financial Planning (267), Alliance Wealth (264), and Capstone Financial ...
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