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Are small SMSF rollovers really a sign of consumer harm?
In recent months, small balance rollovers into SMSFs have been cast by some as a warning sign – an indicator of poor decision-making and, ultimately, consumer harm. It’s a serious
Mischaracterising Risk in the SMSF Sector
Recent commentary has cast SMSFs as a source of significant consumer harm within the superannuation system. While scrutiny is appropriate, the characterisation of the sector as “lawless” or inherently risky does
Technical Newsletter: Edition 10
Edition 10 April 2026 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 December 2025.
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
Technical Newsletter: Edition 9
Edition 9 December 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 September 2025.
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
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.
Technical Newsletter: Edition 7
Edition 7 April 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 January 2025.
S&P Dow Jones Indices – Celebrating 25 Years of the S&P/ASX Indices
Webinar Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association April 3, 2025, marks 25 years since the S&P/ASX 200, S&P/ASX 300 and the wider
S&P Dow Jones Indices – SPIVA® Australia Year-End 2024
Webinar Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association The SPIVA Australia Scorecard measures the performance of actively managed funds relative to benchmarks over
Division 296 Advocacy Update
On Tuesday I was in Canberra meeting members of the Senate cross bench. It was apparent from those discussions that some cross bench members had been approached by the Government
ATO statistics reveal a resilient SMSF sector
Despite the lingering possibility of the proposed new Division 296 tax being introduced, recently released ATO statistics point toward a resilient and mature SMSF sector – which continues to grow