All Articles tagged with 'Keddie Waller'

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Advice wrapped in red tape: SMSF industry calls for reform to meet consumers’ needs

From SMSF Association

The SMSF Association says Australia’s fragmented regulatory framework governing professional advice needs urgent reform, warning that SMSF professionals are being constrained by outdated structures that no longer reflect how Australians

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13 Aug 2025

SMSF Association National Conference warns accountants to prepare for anti-money laundering reforms

From SMSF Association

Accountants need to get on the front foot and prepare for the sweeping reforms in the Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) regime taking effect on 1 July 2026, the

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25 Feb 2025

Advice, evolved: intelliflo whitepaper reveals the themes set to transform financial advice

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has today released Advice, evolved: A new era in Australian financial advice, a whitepaper detailing the major themes that will characterise the next five years of advice. With only one-in-10 Australians currently

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14 Feb 2025

Keddie Waller appointed as Policy Manager at SMSF Association

From SMSF Association

The SMSF Association has appointed Keddie Waller as Policy Manager, strengthening its advocacy and policy work at a time of significant government reforms impacting the SMSF sector. Keddie is highly

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22 Aug 2024

Australians’ access to quality financial advice under threat

From CPA Australia

Australians’ access to quality and affordable financial advice is under threat as the accounting profession feels the squeeze from regulatory burden, according to a report from CPA Australia. The pressure

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01 Oct 2019

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]