NALE – solving a problem that no longer exists

The Federal Government’s non-arm’s length expenditure (NALE) consultation paper fails to address the problems caused by the 2019 amendments, the SMSF Association’s Deputy CEO / Director of Policy & Education, […]

SMSF Association backs Government’s objective for super proposal

The SMSF Association is lending its support to the Federal Government’s proposal to legislate the objective for superannuation. Association Deputy CEO / Director of Policy & Education, Peter Burgess, says: […]

SMSF Association Submission – Joint Submission – Access to offenders’ superannuation for victims and survivors of child sexual abuse – Discussion Paper

SMSF Association Joint Submission Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association, the Institute of Public Accountants and the SMSF Association support, in principle, the policy outlined in […]

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 Submission – Joint JAWG submission – Open Letter to Stephen Jones: Quality of Advice Review

Joint Open Letter The government’s Response to the Quality of Advice Review has the potential to fundamentally improve financial advice in the interest of consumers by ensuring many millions more Australians can […]

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 […]

SMSF Association Submission – Pre-Budget Submission 2023-24

SMSF Association Submission The SMSF Association welcomes the opportunity to put forward our 2023-2024 Pre-Budget submission. We thank the Government and Treasury for the consideration given to our pre-budget submissions. […]

Transfer Balance Cap set to increase – and benefits for Non-concessional contributions

Following the release of today’s CPI figure by the Australian Bureau of Statistics, the General Transfer Balance Cap (TBC) is set to increase from $1.7 Million to $1.9 Million, from […]