Latest news articles
The perils of missing a payment – SMSFs with corporate trustees
The ATO is reminding SMSFs with a corporate trustee to pay their ASIC Annual Review fee or risk severe ramifications. With over 65% of the SMSF population having a corporate
ASIC releases updated SMSF advice guidance
On December 8 2022 ASIC released information Sheet 274 Tips for giving self-managed superannuation fund advice (INFO 274). This information sheet is designed to help Australian financial services (AFS) licensees
SMSF Auditors Alert – Quality assurance standards commence 15 December 2022
Auditing Standard ASQM 1 Quality Management for Firms that Perform Audits or Reviews of Financial Reports and Other Financial Information, or Other Assurance or Related Services Engagements comes into effect
How retirees can save more than $3000 a year
First published in the Financial Review on 1 December 2022. The income threshold for eligibility for a Senior’s Health Card has just been significantly increased in gift to many self-funded
Latest media releases
National Conference panel to examine the role of accountants in Quality of Advice Report
The decision by the Quality of Advice Review to largely overlook the role of accountants in delivering financial advice will be a hot topic when a four-member panel examines the
Michelle Levy headlines expert panel at the National Conference
The landmark Quality of Advice Review final report released today will be the headline act at the upcoming SMSF Association National Conference where review lead and author Michelle Levy will
SMSF Association and FPA launch SMSF Specialist Advisor pathway
The SMSF Association has joined forces with the Financial Planning Association (FPA) to launch an express pathway for the valued SMSF Specialist Advisor (SSA®) designation. The pathway applies to FPA
Assistant Treasurer Stephen Jones to address delegates at the SMSF Association National Conference
The SMSF Association is excited to announce Assistant Treasurer & Minister for Financial Services, the Hon Stephen Jones will be providing a special address at this year’s National Conference being
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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