Category: SMSF Association Media Release

SMSF Association appoints a new CEO

Peter Burgess, the SMSF Association Deputy CEO / Director of Policy & Education, has been appointed Chief Executive Officer, effective March 2023. Burgess will succeed John Maroney who has been […]

Quality of Advice Review comes under the microscope at Technical Summit

Allens partner and superannuation law expert Michelle Levy, who is heading the Quality of Advice Review with Treasury, will join a panel dissecting Quality of Advice at the SMSF Association […]

Associations united in response to quality of advice review

Joint media release with Association of Financial Advisers, Boutique Financial Planning Principals Association Inc., Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Financial Services Council, Financial Services Institute of Australasia, Institute of Public […]

Specialist training critical to ensure health of SMSF sector

The SMSF Association is urging the Quality of Advice Review to “set in stone” the need for specialist training for those advising the more than 1.1 million Australians who are […]

Death benefits to come under the microscope at Technical Summit

The SMSF Association 2022 Technical Summit will include a deep-dive session into navigating death benefits with Accurium Head of Education, Mark Ellem, and Cooper Grace Ward Lawyers Partner Clinton Jackson.  […]

SMSF Association congratulates new Ministers

The SMSF Association is looking forward to a constructive relationship with the incoming Labor Government and is hopeful that two of the outstanding measures from the 2021 Federal Budget – […]

Technical Summit to drill deep into topical SMSF issues

Issues critical to SMSF specialists, such as complex strategy construction, contribution strategies, planning for incapacity and the payment of pensions, will be on the agenda at the annual SMSF Association […]

SMSF Association ends 18th National Conference on a high note

The 2022 SMSF Association National Conference returned to the Adelaide Convention Centre this week, reminding the nearly 1000 delegates who attended this year’s event why this is their preferred conference […]

SMSF Association collaborates on improving rollover standards

When requesting rollovers from APRA regulated funds, be prepared to provide further SMSF bank account documentation, was a key message delivered by the SMSF Association’s Deputy CEO/Director of Policy & […]

Technological change will benefit SMSF trustees, but caution needed

The SMSF sector will benefit from technology advances, but it will be evolutionary, not revolutionary, SMSF Association CEO John Maroney told the Thought Leadership Breakfast that kick started the Association’s […]