Gemma Dale SMSF and Investor Behaviour Director, National Australia Bank Limited Dale is responsible for curating and developing NAB's suite of SMSF solutions across banking and wealth - including product, marketing and distribution. She is a regular media and industry commentator discussing opportunities and legislative developments for SMSF trustees. Prior to this role, Dale was head of technical services at MLC for five years, leading a team comprising twelve technical specialists. This team provided technical support to 2000 advisers within Godfrey Pembroke, Apogee, Garvan, MLC and NAB Financial Planning, as well as independent financial advisers. Prior to joining MLC, Dale was a senior technical manager at Asgard Wealth Solutions and head of technical services at Suncorp.
GEMMA DALE | TUESDAY, 25 MAR 2014 A thorough reading of the Rice Warner report on self-managed super funds (SMSF) reveals that the findings are in fact broadly positive for the SMSF sector. Read more PAGE: 1 |
Latest News
HNW clients value quality over fees: Praemium
High-net-worth (HNW) Australians who receive ongoing financial advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found.
TAL launches new campaign focused on mental health
TAL has launched a new campaign, working with youth media group The Daily Aus, and partners with the AFLW, aimed at promoting mental wellbeing.
Selfwealth expands into full-fledged wealth platform
Trading platform Selfwealth has launched three managed portfolios, expanding from online brokerage into a wealth platform.
Adviser increase the 'strongest' since FY20: Padua WealthData
The number of financial advisers has risen to 15,169, with net gains of six new members this week, according to Padua WealthData's analysis.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
SMSF changes unlikely to deter those seeking greater control over superannuation
HLB Mann Judd's Mitchell Markwick believes the recent changes will not slow down the rapid growth in SMSFs.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
