Latest news articles
Deciding who gets your super after you die? Follow these three steps
First published in the Financial Review on 5 October 2022. The High Court decision in Hill v Zuda has given trustees greater certainty around binding death benefit nominations. The High
Why SMSF trustees could be the big losers
First published in the Financial Review on 7 September 2022. Accountants are crucial to DIY super funds yet their role has been overlooked in the Quality of Advice Review. When
Hottest new super strategies to help your kids and spouse
First published in the Financial Review on 10 August 2022. Recontribution tactics made possible by rule changes are a game changer for older Australians and their families. The 2021 federal
Why rules need to change on SMSF financial advice
First published in the Financial Review on 14 July 2022. The Future of Financial Advice Review offers an opportunity to get the balance right on compliance versus cost. For self-managed
Latest media releases
Members benefit from boost to technical resources
The SMSF Association has significantly boosted its Resource Library content for its Fellow, Specialist and Associate members. Recordings of the 2020 and 2021 National Conference sessions, as well as presentations
Proposed compensation scheme enhances consumer protection
Decision to exclude Managed Investment Schemes ‘a concern’ The Federal Government’s compensation scheme of last resort (CSLR) provides an important, new layer of consumer protection, says SMSF Association CEO John
Legacy pensions and rules for non-residents head Budget submission
The SMSF Association is urging the Federal Government to address two critical issues – legacy pensions and extending the temporary absence rule for non-residents – in its 2022-23 Federal Budget.
The Joint Associations Working Group welcomes the Quality of Advice Review Proposal Paper
The Joint Associations Working Group (JAWG) welcomes the publication today of the Quality of Advice Review (QOAR) Proposal Paper. The Quality of Advice Review is critically important given its focus
Latest submissions
SMSF Association Submission – Joint Associations Working Group: Financial Adviser Education Standards Consultation Paper
SMSF Association Submission We write on behalf of the members of key financial services industry and financial advice professional associations with respect to the current Treasury consultation into the Professional Standards
SMSF Association Submission – Quality of Advice Review: Proposals for Reform
SMSF Association Submission The SMSF Association welcomes the opportunity to provide this submission in response to the Quality of Advice Review’s consultation paper – Proposals for Reform. The paper considers
SMSF Association Submission – Financial Adviser Education Standards
SMSF Association Submission The SMSF Association welcomes the opportunity to provide this submission in response to the Government’s Financial Advisers Education Standards consultation paper. Two essential elements of the Association’s mission are
SMSF Association Submission – CPA Australia, CA ANZ, National Tax and Accountants’ Association & SMSFA Joint Submission: Consultation on draft guidance – Exposure Draft TPB Information Sheets
SMSF Association Submission Consultation on draft guidance – Exposure Draft TPB Information Sheets TPB(I) 48/2022, TPB(I) D47/2022, TPB(I) D49/2022 and D50/2022. CPA Australia, Chartered Accountants Australia and New Zealand (CA
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