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 […]

NALE consultation paper released

The Government has today released a Consultation Paper putting forward options to amend the NALI provisions to address the potential for disproportionately severe outcomes for breaches relating to general expenses. […]

Why you need more than just $200,000 to start your own super fund

First published in the Financial Review on 23 January 2023. It’s not only about the starting amount, says the regulator – illustrating the point with two different case studies. For […]

National Conference is virtually here

With the largest in-person SMSF Conference just around the corner, the SMSF Association has today released its curated virtual program for this much-anticipated event. Being held at the Melbourne Convention […]