Joint Media Release with Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, and Institute of Public Accountants. ASIC hikes financial adviser licence fees despite adviser numbers

Although a self-managed super fund (SMSF) investment strategy is not an advice document, advisers must ensure that it has not been interpreted as advice, Adam Goldstien, a financial adviser with

The SMSF Association National Conference ticked all the boxes with the two-day event attracting more than 1,100 registrations from every state and territory, over 9,500 hours of sessions viewed and

Self-managed super funds (SMSFs) that have borrowed from a private company under a limited recourse borrowing arrangement (LRBA) will not suffer adverse tax consequences if the loan interest has been

The SMSF Association has called on the ATO to address several critical issues in its final ruling on how the new rules for non-arm’s length expenses (NALE) will apply.  The

The self-managed super fund (SMSF) sector has no grounds for concern about the proposed introduction of a new duty requiring all superannuation fund trustees, including SMSF trustees, to act in

The SMSF Association fully supports the Federal Government initiative to embrace technology as a means of cutting red tape and complexity in the SMSF sector. Addressing the Association’s 2021 SMSF

Industry experts will dissect the Retirement Income Review (RIR) report that was handed down late last year at the 2021 SMSF Association National Conference being held virtually on 16 and

The Federal Government is being urged to use the 2021-22 Budget to reduce complexity in the retirement income system. In its submission, the SMSF Association says the Retirement Income Review

The SMSF Association says the current regulatory system is failing consumers with an outdated compliance regime, impost from Australian Financial Services Licensees (AFSLs) and the operation of scaled advice the

The SMSF Association welcomes the announcement in the Federal Government’s Mid-Year Economic and Fiscal Outlook (MYEFO) that will allow the partial commutation of certain non-commutable pensions. SMSF Association Deputy CEO

The SMSF Association is putting its weight behind the Government’s decision to streamline the number of regulators for the financial advice industry. Under the proposal, Treasury will oversee the education,