Page 3 - Technical Summit News Today

The Institute of Public Accountants is hoping the Quality of Advice Review makes bold moves towards meaningful reform for the advice sector. Speaking at the SMSF Association Technical Summit, IPA grou

Confusion around the terms general and personal advice and the requirements for limited advice are some of the main issues causing disputes, says AFCA. Speaking at the SMSF Association Technical Sum

Submissions in the Quality of Advice Review have reflected an intense fear of ASIC and AFCA, the head of the review has said. Speaking at the recent SMSF Association Technical Summit, Allens partne

While most APRA-funds now have consistent approach to proof of identity requirements for SuperStream, there are still a few outlier funds causing issues for the SMSF sector. Speaking at the SMSF Ass

Declining mental health caused by compliance burdens and tougher education standards resulting in droves of advisers leaving the financial planning industry, according to research.

The SMSF Association has announced a new chief executive, with John Maroney stepping down from the role from March next year. SMSF Association deputy chief executive and director of policy and educa

With Australia Post having expanded its ESA service to include rollovers, its likely the ATO will soon look to remove the concessions currently provided to some SMSFs, says the SMSF Association. Mo

A replacement has been confirmed. The SMSF Association has announced that John Maroney will step down from the position he has held since May 2017 in March 2023, after he decided to take some time

Peter Burgess, the current SMSF Association deputy chief executive and director of policy and education, will take on the top job in March 2023.

The SMSF Association has appointed Peter Burgess as chief executive, succeeding John Maroney who has decided to step down to take time off and explore future opportunities.