Congratulations to Sam for being awarded the SMSF Specialist Advisor accreditation from the SMSF Association.
This is highly regarded in the Financial Planning industry and It is only awarded to professionals that have appropriate SMSF advice experience and meet stringent criteria including a lot of study and the completion of a high level assessment.
“The SMSF Association Specialist logo is a symbol of excellence and demonstrates that the individual’s SMSF expertise has been independently endorsed by the Association.”
“The listed professionals are a trusted source of information and advice for anyone managing their own super, as they have gone through rigorous and independent accreditation.
The SMSF Association Specialist Advisor and Specialist Auditor programs not only test SMSF legislation and regulatory knowledge, but also assess business and ethical practices to ensure ‘best practice standards’. The SMSF Association believes in tight controls, accrediting and educating advisors and providing accurate and appropriate information to trustees as the best way to ensure that self-managed super funds continue to provide their promised benefits.”
“SMSF Association Specialists maintain their high level skills and knowledge through ongoing education. Their work practices, integrity, professionalism and ethical standards are reviewed on a regular basis to ensure they remain at the highest standard.”
Source: SMSF Association find a specialist webpage