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SMSF data reveals significant workload increase borne by advisers

New research has revealed that net assets per advisers held in self-managed superannuation funds have doubled since 2019. Net assets per adviser have more than doubled from $22.55 million in the first ....

Colin Williams , Maja Garaca Djurdjevic , Australian Taxation Office , Investments Commission , Productivity Commission , Association John Maroney , Wealth Data , Australian Securities , Advice Review , Advisers Code , John Maroney , Maja Garaca ,

Push to scrap failed limited licensing regime

With only 889 advisers now left in the limited licensing regime, the SMSF Association has called for it to be scrapped and replaced with a new strategic advice model. In a recent submission to the Q ....

Miranda Brownlee , John Maroney , Productivity Commission , Advice Review , Corporations Regulations , Advisers Code , Investor Daily ,

SMSF Association pushes for specialist adviser training

The SMSF Association is urging the Quality of Advice Review to “set in stone” the need for specialist training for those advising the self-managed superannuation fund sector. ....

John Maroney , Superannuation Fund , Productivity Commission , Self Managed Superannuation Fund , Advice Review , Advisers Code , Total Superannuation Balances , Transfer Balance Caps , Total Superannuation Balance , Smsf Association ,

SMSF Association calls for specialist training for advisers in QAR submission

The association has issued its submission to Treasury. The SMSF Association has argued that specialist training for professionals providing SMSF advice is “critical” the ensure the health of the ....

Neil Griffiths , Productivity Commission , Association John Maroney , Advice Review , Advisers Code , John Maroney ,

ASIC releases guidance and examples on limited advice

ASIC has today released an information sheet on limited advice and an example statement of advice (SOA) to assist financial advisers and advice ....

Ethics Authority , Regulatory Guide , Financial Adviser Standards , Financial Planners , Advisers Code , Danielle Press , Corporations Act , Consultation Paper ,