Category: SMSF Association Media Release

National Conference to throw spotlight on Royal Commission

The findings and recommendations of the Financial Services Royal Commission will go under the microscope at the SMSF Association 2019 National Conference being held at the Melbourne Convention and Exhibition […]

The five-year evolution: what’s the next frontier for SMSFs?

SMSF Week: Thought Leadership Panel discusses: Impact of new technology on SMSFs The need for more education and advice for SMSFs Regulatory Uncertainty Shifting Australians’ mindset of SMSFs as a […]

FASEA consultation crucial to advice industry

The release of the updated guidance on financial advice education and ethical standards from the Financial Adviser Standards and Ethics Authority (FASEA) shows “work remains to be done” to ensure […]

SMSFs facing triple risk to retirement savings: New research reveals opportunity to mitigate

Inaugural SMSF Week kicks-off with new research to bust common misconceptions Research reveals gap between SMSF trustee’s knowledge and action when it comes to diversification SMSFs can be cost effective […]

SMSF Association National Conference set for 20-22 February

The SMSF Association National Conference will be held in Melbourne from 20-22 February 2019 at the Melbourne Convention and Exhibition Centre. SMSF Association CEO John Maroney says the theme for […]

Government change on death benefits gets thumbs up

The Federal Government’s decision to change the law to ensure that death benefits that include life insurance proceeds are not subject to tax when rolled over to a new superannuation […]

Fairer Retirement Summit highlights unfairness and poor design of proposed ALP franking credits refund policy

Labor’s proposal to deny franking credits refunds was labelled grossly “unfair” by the Assistant Treasurer, Stuart Robert, at the Alliance for a Fairer Retirement System Inaugural Summit held in Sydney […]

Labor’s franking credits policy ‘flawed, inequitable’

The Labor Party’s proposal to abolish refundable franking credits is “flawed, inequitable and fails to meet the policy intent of improving the integrity of dividend imputation for all taxpayers”. The […]

Make Limited Recourse Borrowing Arrangements ‘limited recourse’

The SMSF Association is calling for a two-pronged policy change to ensure Limited Recourse Borrowing Arrangements (LRBAs) remain a legitimate retirement savings strategy, especially for small business owners. SMSF Association […]

Clock ticking for SMSFs with quarterly TBC report due soon

Self-managed super funds (SMSFs) on a quarterly Transfer Balance Cap (TBC) reporting schedule must make their first lodgment with the Australian Tax Office (ATO) in three weeks, warns SMSF Association […]