Category: News articles

Technical Newsletter: Edition 6

Edition 6 December 2024 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 2024. […]

Lockyer Valley Foods – $50M raise launched for circular food startup: Lockyer Valley Foods

Content provided by Lockyer Valley Foods | Proud partner of the SMSF Association Lockyer Valley Fruit & Vegetable Processing Company Limited (‘Lockyer Valley Foods’), the circular economy fruit and vegetable […]

Legacy Pension Amnesty now law

Late last week the SMSF sector was handed a somewhat unexpected, but much welcomed, early Christmas present. But this gift was richly deserved – just reward for your Association’s extensive […]

S&P Dow Jones Indices – How have the actively managed funds performed in 1H 2024?: The SPVIA® (S&P Index Versus Active) Mid-Year 2024 Scorecard is in

Webinar Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association Over the six-month period ending June 2024, a majority (54%) of funds across all Australian […]

SuperRecords – How to protect your client data when outsourcing SMSF administration

Sponsored Content provided by SuperRecords | Proud partner of the SMSF Association Blog post Many mid-tier accounting and financial planning firms outsource their SMSF administration, whether it’s due to overhead […]

Division 296 – the walking dead!

To borrow and slightly misquote former British Prime Minister Harold Wilson, 24 hours is a long time in politics. Certainly, it seemed that way to me yesterday as I traversed […]

S&P Dow Jones Indices – Bridging Value and Growth: Designing a GARP Strategy for Australia

Webinar Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association The growth versus value debate has shaped the investment landscape for decades. Utilizing a distinctive […]

SuperRecords – Questions to Ask Before you outsource

Sponsored Content provided by SuperRecords | Proud partner of the SMSF Association On-demand webinar Accountants and Financial Planners are spoilt for choice when it comes to outsourced providers. But, if […]

Technical Newsletter: Edition 5

Edition 5 September 2024 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 May 2024. […]

The ATO’s Tough Stance on Illegal Early Release Schemes – What SMSF Professionals Should Know

Before diving into the details, let me just say up front – I’m not a lawyer. What follows is my take on the recent developments in the ATO’s approach to […]