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SMSF Association strengthens technical expertise with appointment of industry heavyweight
SMSF Association Media Release The SMSF Association has appointed John Perri as Technical Manager enhancing its technical support capabilities at a time of massive change and reform in financial services
Removal of tax on unrealised capital gains and commitment to consult gets strong tick of approval
SMSF Association Media Release The SMSF Association has welcomed today’s announcement by the Federal Government to scrap its proposal to tax unrealised superannuation capital gains. In a statement released today,
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
ATO’s final NALI and contributions rulings provide welcome clarity – but missed opportunities remain
SMSF Association Media Release The ATO’s long-awaited rulings on non-arm’s length income (LCR 2021/2) and contributions (TR 2010/1) have provided long-sought clarity on several critical issues, says SMSF Association CEO
Joint Submission – Guidance on best practice principles for superannuation retirement income solutions
Joint Submission Guidance on best practice principles for superannuation retirement income solutions (“Consultation Paper”) Chartered Accountants Australia & New Zealand (CA ANZ), CPA Australia, the Institute of Public Accountants, and
SMSF Association supports review of the ATO’s regulation of SMSFs
SMSF Association Media Release The SMSF Association supports the Australian National Audit Office’s (ANAO) proposed performance audit of the ATO’s regulation of self-managed superannuation funds (SMSFs). Association CEO, Peter Burgess,
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.
Cost of CSLR special levy, should be a shared responsibility says SMSF Association
SMSF Association Media Release The most efficient and equitable way to fund the special levy needed to meet the shortfall in consumers’ unpaid compensation claims is to spread it across
SMSF Association Submission – CSLR Exceeding the Sub Sector Levy Caps
SMSF Association Submission The SMSF Association welcomes the opportunity to provide this submission to the Treasury consultation on the Compensation Scheme of Last Resort: exceeding sub-sector levy caps. The SMSF
Professionals set to excel at SMSF Audit Day
The SMSF Association’s annual SMSF Audit Day returns on 9 September, as a one-day virtual event dedicated to the regulatory and compliance issues shaping SMSF audits. Designed for all SMSF
Advice wrapped in red tape: SMSF industry calls for reform to meet consumers’ needs
SMSF Association Media Release The SMSF Association says Australia’s fragmented regulatory framework governing professional advice needs urgent reform, warning that SMSF professionals are being constrained by outdated structures that no
Deferred start date needed if Division 296 becomes law
SMSF Association Media Release Addressing the contentious Division 296 legislation during his opening address at the SMSF Association’s 2025 Technical Summit, Association CEO Peter Burgess outlined the technical challenges with