22-Mar-2018 Tahn Sharpe, Professional Planner
Three-quarters of advisers says there are more self-managed superannuation funds than necessary, according to a live poll taken at the Conexus Financial Post Retirement Conference in Sydney. The vote was held during a session discussing the ongoing recommendation of SMSFs, and whether advisers are doing enough to identify and quantify the benchmarks for SMSF appropriateness.
21-Mar-2018 Katarina Taurian, Accountants Daily
Mandatory new education requirements for accountants providing advice have been slammed for dismissing accountants’ years of training and making limited distinction between accountants and financial planners.
21-Mar-2018 Darin Tyson-Chan, Self Managed Super
Complying with the licensing regime now applying to accountants wanting to service SMSF clients with financial advisory services has not been the largest hurdle for these practitioners to successfully transition their businesses, a specialist licensing consultant has said.
AKW Chartered Accountants
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CS Accounting & Taxation
I really appreciate your time and knowledge at yesterday’s session. Things are a lot clearer now. I really do agree with you that this is an opportunity for us accountants and we need to start looking at it as that.
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