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23-Apr-2018 Johanna Roberts, Professional Planner
In the thick of the global financial crisis, when other planners were hanging on for dear life, Damien Burns did something both controversial and brave. Burns was a senior adviser with one of the banks, and he moved his clients from an asset-based fee model to a fee-based set-up.
17-Apr-2018 Katarina Taurian, SMSF Adviser
The Royal Commission has heard nine in 10 SMSF professionals failed to comply with the Corporations Act for SMSF establishment advice, as part of a broader ASIC review of licensees and dealer groups.
17-Apr-2018 Katarina Taurian
An ASIC review of SMSF services, as part of broader licensee surveillance, found that the overwhelming majority of professionals are failing to fully comply with the Corporations Act.
AKW Chartered Accountants
Kath and her team at L4A were able to clearly analyse and recommend the level of licensing our people required. The process was efficient and painless and we found the summary webinar to be of great benefit. Thanks Kath.
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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