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Joint Submission – Enhancing oversight and governance of managed investment schemes
Joint Submission Chartered Accountants Australia and New Zealand (CA ANZ), CPA Australia, the Institute of Public Accountants (IPA) and the SMSF Association (the Joint Associations) welcome the opportunity to provide
TBC and Contribution Cap Indexation
Key superannuation thresholds set to be indexed While it had previously been widely anticipated, the recent release of Consumer Price Index (CPI) and Average Weekly Earnings (AWOTE) data from the
Systems, ethics and defensible processes critical amid technological change
SMSF professionals are operating in an increasingly complex environment, as advances in artificial intelligence (AI) and digital technology reshape not only how work is performed, but also the ethical, governance
Division 296 Tax reform takes centre stage at the SMSF Association’s National Conference
The Division 296 tax bill, tabled just days before the SMSF Association’s National Conference, placed the reform at the centre of discussions on client impacts, advice strategies, and long-term planning.
Joint Submission – Joint Association Submission: Enhancing the effectiveness of financial services professional indemnity insurance
Joint Submission Chartered Accountants Australia and New Zealand (CA ANZ), CPA Australia, the Institute of Public Accountants (IPA) and the SMSF Association (the Joint Associations) welcome the opportunity to provide
SMSF Association recognises outstanding members at 2026 National Conference
The SMSF Association has recognised outstanding members at its 2026 SMSF National Conference, celebrating excellence in SMSF expertise and significant contributions to the SMSF sector. The 2026 CEO Award was
SMSF Association re-appoints Chair and announces new vice-Chair
The SMSF Association is pleased to announce the reappointment of Scott Hay-Bartlem as Chair of the board, alongside the appointment of Meg Heffron as Vice-Chair, effective February 2026. This marks
CSLR funding model is broken — but raiding superannuation is not the answer
The Compensation Scheme of Last Resort (CSLR) funding model is fundamentally flawed and urgently requires reform. Requiring the financial planning profession to shoulder a disproportionate share of compensation costs is
Sector urged to focus on education as unadvised SMSF trustees surge
The SMSF sector has experienced rapid growth over the past two years, driven by Australians seeking greater control, higher engagement and more personalised retirement outcomes. SMSF Association CEO Peter Burgess
Division 296 Tabled: Small wins but unintended consequences remain
Following the tabling of the Division 296 legislation this morning in Parliament, the SMSF Association has welcomed some small technical amendments but remains concerned about the high likelihood of unintended
SMSF Association welcomes appointment of Sarah Court as ASIC Chair
The SMSF Association welcomes Ms Sarah Court as the next Chair of the Australian Securities and Investments Commission (ASIC), recognising the significance of this appointment for the self-managed superannuation (SMSF)
SMSF Association Submission – Pre-budget Submission 2026-27
SMSF Association Submission Our submission seeks to highlight and address key issues impacting the SMSF and broader superannuation sectors. These are set out across four core themes of sector equity,