SMSF growth good news for advisers

SMSF practitioners expect recent establishments to continue and fund advice to boost revenue in the coming years.

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Accounting, Financial Planning

Accountants well qualified to give advice

June 22, 2022

Qualified accountants should be able to provide limited SMSF advice having already met the standards needed to do so.

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Financial Planning, Regulation

Advice delivers trustee opportunities

June 21, 2022

Specialist financial advice is providing trustees with better regulatory knowledge that can lead to a material benefit for their SMSF.

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Industry push for advice regime change

June 21, 2022

A group of 12 industry bodies has recommended the Quality of Advice Review focus on making advice easier to deliver by enabling the professionalism of practitioners

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Perception tarnishing SMSF advice

June 20, 2022

Poor industry perception is preventing younger SMSF trustees from seeking financial advice to assist them in the running of their own super fund.

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Advice value-add evident

June 16, 2022

One specific area where financial advice can add value for SMSF trustees has been identified by the latest quantitative research into the sector.

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Financial Planning, Regulation

Specialist SMSF advice training a must

June 16, 2022

SMSF advice should only be given by those with specialist training and this should be a mandatory requirement under any further advice reforms.

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Financial Planning, Technology

Padua releases robo-advice solution

June 15, 2022

Following on from the appointment of two senior staffers, Padua has released a new time-saving robo-advice offering.

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ASIC, Financial Planning

ASIC outlines adviser warning conditions

June 9, 2022

ASIC has outlined when it will issue a warning to a financial adviser for poor conduct and noted these will also be passed on to their licensee.

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SMSF data reflects advice upside

June 8, 2022