Latest news articles
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
Why self-managed super funds are anxious about these 3 reforms
First published in the Financial Review on 16 June 2022. The sector is anxiously waiting to see if the Labor government will proceed with some crucial changes that were in
What the new super rules mean for those aged 67-75
First published in the Financial Review on 18 May 2022. From July 1, they will be able to contribute without having to meet the work test, but they need to
Why poor SMSF planning will leave less for your heirs
First published in the Financial Review on 27 April 2022. A well-considered estate plan will make life easier for any beneficiaries – the invaluable parting gift. For self-managed super funds,
Latest media releases
SMSF specialists lap up in-person Technical Summit
The SMSF Association’s 2022 Technical Summit held over two days on the Gold Coast again highlights how SMSF specialists relish in-person events as well as demonstrating the value they bring
SMSF Association appoints a new CEO
Peter Burgess, the SMSF Association Deputy CEO / Director of Policy & Education, has been appointed Chief Executive Officer, effective March 2023. Burgess will succeed John Maroney who has been
Quality of Advice Review comes under the microscope at Technical Summit
Allens partner and superannuation law expert Michelle Levy, who is heading the Quality of Advice Review with Treasury, will join a panel dissecting Quality of Advice at the SMSF Association
Associations united in response to quality of advice review
Joint media release with Association of Financial Advisers, Boutique Financial Planning Principals Association Inc., Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Financial Services Council, Financial Services Institute of Australasia, Institute of Public
Latest submissions
SMSF Association Submission – CAANZ, IPA & SMSFA Joint Submission: Quality of Advice Review, specifically 4.6 ‘Accountants providing financial advice’.
SMSF Association Submission We thank you for the opportunity to provide this submission which incorporates and summarises the extensive work Chartered Accountants ANZ (CA ANZ), the Institute of Public Accountants
SMSF Association Submission – Joint Associations Working Group Submission to Treasury Quality of Advice Review – Issues Paper
SMSF Association Submission An ongoing Joint Associations Working Group (JAWG), comprising representatives of key financial services industry and financial advice professional associations, prepared this submission for the Quality of Advice
SMSF Association Submission – Submission to the Quality of Advice Review
SMSF Association Submission The SMSF Association welcomes the opportunity to put forward our submission to the Quality of Advice Review. We thank Reviewer Michelle Levy and the Treasury Secretariat for
SMSF Association Submission – APES 110 Exposure Draft 01/22
SMSF Association Submission The SMSF Association welcomes the opportunity to provide this submission in response to the APES Board’s revised exposure draft 01/22 regarding auditor independence and fee dependency on
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