Latest news articles
Budget delivers the bacon for self-funded retirees
First published in the Financial Review on 20 May 2021 The standouts are removing the work test for non-concessional contributions for those aged 67-74 and lowering the eligibility age from
New ATO survey of SMSF trustees
With over 1 million Australians having made the decision to take control over their superannuation and set up an SMSF, the Australian Government has recognised the need to find out
SMSF Annual Return 2019-20 – It’s not too late to request a deferral
Although most of industry is focusing their attention on the recent Federal Budget, it is important that we do not lose sight of the need to lodge an SMSF Annual
Scrabble Time: NALI, CGT & ECPI
Over the past few years, the SMSF industry has been heavily focused on the application of the new non arm’s length expenditure rules and working with the ATO to ensure
Latest media releases
Technical Summit returns to face-to-face forum with focus on workshops
The SMSF Association Technical Summit will be a face-to-face event as COVID-19 restrictions ease. The premium event will include a highly interactive workshop discussion and problem-solving Summit on 21-22 July
Shameful ASIC fee increase warrants immediate review
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
Investment strategies must be ‘trustee driven’
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
Virtual National Conference huge hit with delegates
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
Latest submissions
Submission on Consultation paper 332 – Promoting access to affordable advice for consumers
SMSF Association Submission The SMSF Association welcomes the opportunity to make a submission to the Australian Securities and Investments Commission (ASIC) on Consultation Paper 332 – Promoting access to affordable
SMSF Association joint Submission with SAFAA – Access to Capital
SMSF Association and Stockbrokers and Financial Advisers Association Submission to the Senate Select Committee on Financial Technology and Regulatory Technology on ‘access to capital’. The SMSF Association (SMSFA) and Stockbrokers and
Retirement Income Review – Key areas of interest for the SMSF sector
SMSF Association Summary The Government has now released their much-awaited Retirement Income Review Report. The Report provides a fact base of the current retirement income system in the context of
SMSF Association Submission on the Miscellaneous Amendments to Treasury Portfolio Laws 2020
SMSF Association Submission The SMSF Association (SMSFA) welcomes the opportunity to provide a submission on the miscellaneous amendments to Treasury portfolio laws 2020. We focus this submission on details of
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