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SMSF Association and FPA launch SMSF Specialist Advisor pathway
The SMSF Association has joined forces with the Financial Planning Association (FPA) to launch an express pathway for the valued SMSF Specialist Advisor (SSA®) designation. The pathway applies to FPA
Assistant Treasurer Stephen Jones to address delegates at the SMSF Association National Conference
The SMSF Association is excited to announce Assistant Treasurer & Minister for Financial Services, the Hon Stephen Jones will be providing a special address at this year’s National Conference being
SMSF Association Submission – Pre-Budget Submission 2023-24
SMSF Association Submission The SMSF Association welcomes the opportunity to put forward our 2023-2024 Pre-Budget submission. We thank the Government and Treasury for the consideration given to our pre-budget submissions.
Transfer Balance Cap set to increase – and benefits for Non-concessional contributions
Following the release of today’s CPI figure by the Australian Bureau of Statistics, the General Transfer Balance Cap (TBC) is set to increase from $1.7 Million to $1.9 Million, from
NALE consultation paper released
The Government has today released a Consultation Paper putting forward options to amend the NALI provisions to address the potential for disproportionately severe outcomes for breaches relating to general expenses.
Why you need more than just $200,000 to start your own super fund
First published in the Financial Review on 23 January 2023. It’s not only about the starting amount, says the regulator – illustrating the point with two different case studies. For
National Conference is virtually here
With the largest in-person SMSF Conference just around the corner, the SMSF Association has today released its curated virtual program for this much-anticipated event. Being held at the Melbourne Convention
Run your own super fund? This is what to watch out for in 2023
First published in the Financial Review on 27 December 2022. With government proposals to cap large super balances, there are four key issues to consider. There will be no shortage
The perils of missing a payment – SMSFs with corporate trustees
The ATO is reminding SMSFs with a corporate trustee to pay their ASIC Annual Review fee or risk severe ramifications. With over 65% of the SMSF population having a corporate
SMSF Association Submission – Joint Submission – Treasury – TPB Reforms Exposure Draft
SMSF Association Submission Implementation of the Government’s response to the Review of the Tax Practitioners Board The external professional association members of the Tax Practitioners Board (TPB) Tax Practitioner Governance
ASIC releases updated SMSF advice guidance
On December 8 2022 ASIC released information Sheet 274 Tips for giving self-managed superannuation fund advice (INFO 274). This information sheet is designed to help Australian financial services (AFS) licensees
SMSF Association Submission to ATO – ABRS 2022/D1 Draft Corporations (Eligible Officer Exclusion – Non-individuals and Resigned Directors) Determination 2022
SMSF Association Submission The SMSF Association welcomes the opportunity to provide this submission in response to theRegistrar’s Draft Corporations (Eligible Officer Exclusion – non-individuals and resigned directors) Determination 2022. The