Quality of Advice Review comes under the microscope at Technical Summit

Allens partner and superannuation law expert Michelle Levy, who is heading the Quality of Advice Review with Treasury, will join a panel dissecting Quality of Advice at the SMSF Association […]

Associations united in response to quality of advice review

Joint media release with Association of Financial Advisers, Boutique Financial Planning Principals Association Inc., Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Financial Services Council, Financial Services Institute of Australasia, Institute of Public […]

SMSF Association Submission – CAANZ, IPA & SMSFA Joint Submission: Quality of Advice Review, specifically 4.6 ‘Accountants providing financial advice’.

SMSF Association Submission We thank you for the opportunity to provide this submission which incorporates and summarises the extensive work Chartered Accountants ANZ (CA ANZ), the Institute of Public Accountants […]

SMSF Association Submission – Joint Associations Working Group Submission to Treasury Quality of Advice Review – Issues Paper

SMSF Association Submission An ongoing Joint Associations Working Group (JAWG), comprising representatives of key financial services industry and financial advice professional associations, prepared this submission for the Quality of Advice […]

Why self-managed super funds are anxious about these 3 reforms

First published in the Financial Review on 16 June 2022. The sector is anxiously waiting to see if the Labor government will proceed with some crucial changes that were in […]

SMSF Association Submission – Submission to the Quality of Advice Review

SMSF Association Submission The SMSF Association welcomes the opportunity to put forward our submission to the Quality of Advice Review. We thank Reviewer Michelle Levy and the Treasury Secretariat for […]

Specialist training critical to ensure health of SMSF sector

The SMSF Association is urging the Quality of Advice Review to “set in stone” the need for specialist training for those advising the more than 1.1 million Australians who are […]

Death benefits to come under the microscope at Technical Summit

The SMSF Association 2022 Technical Summit will include a deep-dive session into navigating death benefits with Accurium Head of Education, Mark Ellem, and Cooper Grace Ward Lawyers Partner Clinton Jackson.  […]

SMSF Association congratulates new Ministers

The SMSF Association is looking forward to a constructive relationship with the incoming Labor Government and is hopeful that two of the outstanding measures from the 2021 Federal Budget – […]

Technical Summit to drill deep into topical SMSF issues

Issues critical to SMSF specialists, such as complex strategy construction, contribution strategies, planning for incapacity and the payment of pensions, will be on the agenda at the annual SMSF Association […]