SMSF Owners’ Form policy advisory council

The Chairman of the SMSF Owners’ Alliance, Bruce Foy, has announced the formation of an SMSF Policy Advisory Council to offer strategic advice to the Board on how best to carry out its mission to promote and protect the interests of Australia’s one million SMSF owners.

The initial appointments to the SMSF Policy Advisory Council are:

–  Diana D’Ambra, Chair of the Australian Shareholders’ Association and former KPMG Executive Director
–  Stuart Forsyth, previously a senior ATO executive dealing with the supervision of SMSFs and now a director of the advisory firm McPherson Super Consulting and a non-executive director of SuperIQ.
–  Matthew Rowe, Managing Director of Hood Sweeney, a professional services firm providing accounting, wealth management and information technology to individual and business clients.

Mr Foy said:

“The appointment of Diana D’Ambra, Stuart Forsyth and Matthew Rowe to our new SMSF Policy Advisory Council will create a sounding board for ideas on the development of SMSF Owners as a strong representative voice for Australians who have stepped up to take responsibility for their own retirement savings.

Diana, Stuart and Matthew will bring an independent and knowledgeable perspective to the table and help to guide our thinking on the important strategic policy issues with which we are dealing.”

Leave a Comment

‘Data war’ a major roadblock to big productivity gains for advisers

‘Data war’ a major roadblock to big productivity gains for advisers

A standoff between platforms and advice businesses over who controls client data is holding back productivity gains that could transform the economics of advice. The Professional Planner Licensee Summit heard that platforms are sitting on client data that isn't theirs to keep and the industry can't reach its productivity potential until it changes.

Sort content by