Legacy pensions and rules for non-residents head Budget submission

The SMSF Association is urging the Federal Government to address two critical issues – legacy pensions and extending the temporary absence rule for non-residents – in its 2022-23 Federal Budget. […]

SMSF Association Submission – Budget 2022/23

SMSF Association Submission The SMSF Association welcomes the opportunity to put forward our Pre-Budget submission for the first Federal Budget of the Albanese Government. We look forward to working with […]

The Joint Associations Working Group welcomes the Quality of Advice Review Proposal Paper

The Joint Associations Working Group (JAWG) welcomes the publication today of the Quality of Advice Review (QOAR) Proposal Paper. The Quality of Advice Review is critically important given its focus […]

Quality of Advice Proposal Paper offers pathway for advice industry

The Quality of Advice Review Proposal Paper offers a pathway for the advice industry to be able to focus on consumer outcomes and not be burdened with excessive regulation, says […]

APRA figures reveal an SMSF sector in robust health

The SMSF sector has emerged from the 2021-22 financial year in robust health based on APRA’s Quarterly Superannuation Performance figures for the June 2022 quarter. In the 12 months to […]

e-learning modules designed for SMSF specialists now available

The 2022-23 edition of the SMSF Association’s SMSF e-learning modules, incorporating the latest legislative changes, tax thresholds and industry developments, is now available for professionals. SMSF Association Deputy CEO and […]

Hottest new super strategies to help your kids and spouse

First published in the Financial Review on 10 August 2022. Recontribution tactics made possible by rule changes are a game changer for older Australians and their families. The 2021 federal […]

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 […]

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 […]