Category: News articles

Letter to Members | Quality of Advice Review

Dear member, As you are no doubt aware, the Assistant Treasurer and Minister for Financial Services, Stephen Jones, has delivered the Federal Government’s final response to the Quality of Advice […]

ATO Update: Collaboration progress – Enhancing the SMSF Client-to-Agent linking process

We are delighted to share an update on our collaborative efforts with the ATO aimed at refining the client-to-agent online linking process for SMSFs. In a proactive measure to fortify […]

SuperRecords – How to achieve efficiency and productivity in the face of a chronic skills shortage

Sponsored Content provided by SuperRecords | Proud partner of the SMSF Association Discover how other mid-tier firms are tackling the skills shortage head on It’s no secret that the accounting […]

S&P Dow Jones Indices – Is Active Management Active Enough?

Webinar Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association Arguably the single biggest trend influencing investment portfolios in recent years and beyond is the […]

accountantsGPS – Leveraging Digital Advice To Fill The Gap Left By The QAR

Sponsored Content provided by accountantsGPS | Proud partner of the SMSF Association Accountants are frequently asked, “Why do you need to produce a costly advice document to respond to a […]

ATO Update: SMSFs to navigate enhanced online security measures

As part of the ATO’s commitment to safeguarding taxpayer’s information from fraudulent activity and identity theft, an added layer of verification will be introduced to ensure that only authorised tax […]

Be on the lookout for Division 293 tax notices

When determining an individual’s liability to Division 293 tax, the ATO uses information obtained from the individual’s personal income tax return, as well as information reported to the ATO by […]

Disposing of in-house assets when the 5% limit is exceeded

Following the publication of a recent media article, we have received numerous member enquiries in relation to the proper treatment of in-house assets. Specifically, what must occur when a fund […]

$3 million cap advocacy update – Join our Roundtable Sessions

Last week, Association Chair, Scott Hay-Bartlem, and I travelled to Canberra to meet with politicians and Treasury officials. The topic of discussion was the proposed new tax on super balances […]

accountantsGPS – How AI delivers a game-changing strategic analysis of an SMSF in under 5 minutes

Sponsored Content provided by accountantsGPS | Proud partner of the SMSF Association New subscription platform allows accountants to provide exceptional value to SMSF clients at minimal effort and cost. Savvy […]