An open letter to the SMSF profession
Licensing / Professionals / SMSF / Technology

An open letter to the SMSF profession

Dear Professional, I am writing to you at a time when issues relating to the self-managed super fund (SMSF) industry are once again part of a Government review.  The Financial Systems Inquiry’s (FSI) interim report is posing questions of the SMSF sector’s rise and potential issues with its continued growth. It wasn’t that long ago … Continue reading »

What impact will SMSF licensing have on an accountant’s business model?
Licensing / Professionals / SMSF / Webinars

What impact will SMSF licensing have on an accountant’s business model?

There are a range issues for accountants to consider as they look to move into licensing to advise their SMSF clients.  Whilst some may retain a ‘status quo’ until the removal of the removal of the accountant’s exemption from 1 July 2016, many are doing the training and education now, along with the necessary planning … Continue reading »

How do you know if licensing is right for you?
Licensing / SMSF

How do you know if licensing is right for you?

In the first of three videos around the impacts of licensing for accountants advising on SMSFs, Kath Bowler, Head of SMSF Advice shares with me some of the important aspects that need to be considered in determining whether licensing is right for you? With the new limited licensing regime expected to commence from 1 July 2013, … Continue reading »

The tale of two hats
Licensing / Professionals / SMSF / SMSF Strategy

The tale of two hats

Once upon a time, there was an accountant who was keen to grow his practice and build on his SMSF expertise.  He did his research and decided that some form of ASIC licensing would be a good idea.  He wasn’t wanting a change in career, but he did want to expand his service offering. He did his … Continue reading »

Are accountant’s getting ready for SMSF licensing?
Announcements / Licensing / Professionals / SMSF / SMSF Strategy

Are accountant’s getting ready for SMSF licensing?

With up to 10,000 accountants potentially impacted by the Future of Financial Advice (FoFA) reforms, in particular, those related to providing advice to SMSFs, the question must be asked whether practitioners are preparing themselves for 1 July 2013 or are they simply putting this issue into the ‘too hard basket’? At this stage only draft … Continue reading »

Watch the Future of SMSF Licensing webinar
Licensing / Professionals / SMSF / SMSF Strategy / Webinars

Watch the Future of SMSF Licensing webinar

With a great turnout to the webinar on the Future of SMSF Licensing (nearly 350 people logging in), I have now uploaded this recording for those who missed it, want to watch it again or simply didn’t realise it was on! A special thanks to my guest panelists, Liz Westover, Head of Superannuation, ICAA and … Continue reading »

COMPLIMENTARY WEBINAR: The future of SMSF licensing
Announcements / Licensing / Professionals / SMSF / SMSF Strategy

COMPLIMENTARY WEBINAR: The future of SMSF licensing

The release of draft regulations regarding the replacement of the accountant’s exemption has provided much-needed guidance to assist practitioners to prepare for the new licensing regime to impact SMSF advice from 1 July 2013. Continue reading »