Category: News articles

Technical Newsletter: Edition 9

Edition 9 December 2025 Compiled by the SMSF Association’s technical team, this Technical Newsletter provides a snapshot of key SMSF legislative and technical developments which have occurred since September 2025. […]

Legacy pension amnesty period – Greater Social Security clarity provided

The commutation of a ‘legacy’ pension that was previously asset test exempt for Centrelink purposes will result in the failing of the Centrelink provisions, leading to a loss of asset […]

Technical Newsletter: Edition 8

Edition 8 September 2025 Compiled by the SMSF Association’s technical team, this Technical Newsletter provides a snapshot of key SMSF legislative and technical developments which have occurred since April 2025. […]

Technical Newsletter: Edition 7

Edition 7 April 2025 Compiled by the SMSF Association’s technical team, this Technical Newsletter provides a snapshot of key SMSF legislative and technical developments which have occurred since January 2025. […]

S&P Dow Jones Indices – Celebrating 25 Years of the S&P/ASX Indices

Webinar Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association April 3, 2025, marks 25 years since the S&P/ASX 200, S&P/ASX 300 and the wider […]

S&P Dow Jones Indices – SPIVA® Australia Year-End 2024

Webinar Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association The SPIVA Australia Scorecard measures the performance of actively managed funds relative to benchmarks over […]

Division 296 Advocacy Update

On Tuesday I was in Canberra meeting members of the Senate cross bench. It was apparent from those discussions that some cross bench members had been approached by the Government […]

ATO statistics reveal a resilient SMSF sector

Despite the lingering possibility of the proposed new Division 296 tax being introduced, recently released ATO statistics point toward a resilient and mature SMSF sector – which continues to grow […]

Clarity for Financial Advisers who cease to be authorised as the end of education transition period nears

  With less than 11 months until the transition period to meet the education standards ends for financial advisers, there has been some confusion how the standards may apply if […]

Minimum Pension Underpayments: Compliance win for the sector, but the fight for pragmatic outcomes continues

The SMSF Association, as a key contributor to a joint industry submission, has secured an important compliance win for our industry. In June 2024, an update to TR 2013/5 included […]