Specialist advisers have critical role safeguarding investors from scams

As part of Scams Awareness Week, the SMSF Association is calling on its members to take a leading role in educating clients on the growing risk of scams and how […]

Putting the buzz into the National Conference

One of the key takeaways from the last two years globally has been the benefit of knowledge-sharing to rapidly discover, develop and advance. The SMSF Association is tapping into this […]

When stepchildren miss out on inheritance

First published in the Financial Review on 4 November 2022. An ATO ruling that excludes family members on the death or divorce of their natural parent seems arbitrary in a […]

Partner content | Why non-traditional asset classes have a role in SMSF portfolios

Content provided by Hostplus Non-traditional assets are regularly overlooked by advisers and SMSF trustees due to illiquidity and accessibility concerns. There’s a good reason to take a second look. Diversity […]

The SMSF Association’s October 2022-23 Federal Budget summary: Delivering certainty

SMSF Association Media Note The Federal Budget, the second for 2022 and the first by the Albanese Labour Government, has delivered certainty for the SMSF sector. Key Points: Three-year SMSF […]

SMSF Association Submission – Financial Services Compensation Scheme of Last Resort Levy Bill 2022 [Provisions] and Financial Services Compensation Scheme of Last Resort Levy (Collection) Bill 2022 [Provisions]

SMSF Association Submission Chartered Accountants Australia and New Zealand, CPA Australia, the Financial Planning Association, the Institute of Public Accountants and the SMSF Association support the implementation of a ‘true’ compensation […]

SMSF Association Submission – CA ANZ, CPA Australia, FPA, IPA & SMSFA Joint Submission: Exposure Draft – Corporations Amendments (CSLR) Regulations 2022, Financial Services Compensation Scheme of Last Resort Levy Regulations 2022

SMSF Association Submission Chartered Accountants Australia and New Zealand, CPA Australia, the Financial Planning Association, the Institute of Public Accountants and the SMSF Association support the implementation of a ‘true’ compensation […]

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 […]

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 […]