Governance

As a professional Association we are formally governed through our Constitution, elected Board and Executive Team

SMSF Association Board Calls for Non Executive Director Expressions of Interest

The SMSF Association is now seeking suitably qualified candidates from within its membership to join the Board commencing in the second half of 2024 for an initial 3-year term.

For further details on how to submit your application, please see the below links:

SMSF Association Constitution and corporate governance statement
SMSF Association Constitution and corporate governance statement

The SMSF Association Ltd is governed formally through the SMSF Association Constitution. We follow the AICD Not-For-Profit Governance Principles promoting good governance for Not-for-Profit Organisations. 

SMSF Association Annual Reports

2023 | 202220212020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014

SMSF Association Financial Statements

SMSF Association Financial Statements are only available to members.  

20232022 | 20212020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014

Please click here to download the 2023 AGM Minutes. The SMSF Association AGM was held on Wednesday 22 November 2023.

Our Board

Scott Hay-Bartlem
Chair
View Scott's biography
Liam Shorte
Director
View Liam's biography
Hon. Bernie Ripoll
Director
View Bernie's biography
Geoff Rooney
Director
View Geoff's biography
Michael Houlihan
Vice Chair
View Michael's biography
Dr Deborah Ralston
Director
View Dr Ralston's biography
Bryan Ashenden
Director
View Bryan's biography
Christine Franks AM
Director
View Christine's biography

Our Executive Team

Chief Executive Officer
Contact: Peter Burgess
View Peter's biography
Joshua Geers
Chief Operating Officer
Lyn Gelligen
Head of Governance / Company Secretary
Tracey Scotchbrook
Head of Policy and Advocacy
Mary Simmons
Head of Technical
Neil Sparks
Head of Membership & Corporate Development

Committees

The SMSF Association has a number of Board and Association Committees which support the management and administration of the Association. We appreciate the contribution and assistance of committee members to achieve our objectives.  

Board Committees

Finance, Risk and Audit Committee

Michael Houlihan – Chair
Geoff Rooney
Peter Burgess
Joshua Geers
Cassandra De Conno

Governance, Nomination and Remuneration Committee

Scott Hay-Bartlem
Dr Deborah Ralston
Bryan Ashenden
Peter Burgess

Public Policy Committee

Dr Deborah Ralston – Chair
Hon. Bernie Ripoll
Bryan Ashenden
Robin Bowerman 
Jeremy Cooper
Peter Burgess
Tracey Scotchbrook

Association and Advisory Committees

National Membership Committee

Liam Shorte – Chair
Michael Houlihan
Megan Kelly
Con Gotsis
Doug McBirnie
Katrina Hancock
Julie Steed
Wayne Bolin
Vivi Chen

Professional Standards Committee

David Saul – Chair
Tracey Scotchbrook
Fiona Hinrichsen
Nathan Baker
Lisa Papachristoforos
Rebecca Edwards 

National Conference Program Committee

Mary Simmons – Chair
Scott Hay-Bartlem
Mark Ellem
Shelley Banton
Belinda Aisbett
Julie Steed
Dan Butler
Jo Hurley

About Us

The SMSF Association is the independent, professional body representing Australia’s self-managed super fund sector. 

Learn more

Advocacy

We are actively involved in discussions with key members of Government and Opposition, sector stakeholders, regulators and policy makers. 

Learn more

Subscribe to stay in touch