Category: News articles

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 […]

Increase in CPI a positive for superannuation strategies

According to the latest data from the Australian Bureau of Statistics (ABS) released yesterday, the Consumer Price Index (CPI) rose 0.2 per cent in the December 2024 quarter and 2.4 […]

New Super Tax: A Sucker Punch to Economic Growth

No one begrudges Treasury’s advice that Australia should have a fair and equitable superannuation system. However, continual claims that the proposed new tax on large superannuation balances will only affect […]

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 […]