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 […]
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 […]
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 […]
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 […]
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 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 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 […]
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 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 […]
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 […]
