SMSF Association Submission – Consultation Paper – Transition to strengthening client verification

SMSF Association Submission The SMSF Association welcomes the opportunity to provide a submission on consultation paper: Transition to strengthening client verification (QC65469). We welcome any measures that seek to improve […]

End-of-financial-year essentials for SMSF trustees

First published in the Brisbane Times on 08 June 2021   As the end of the financial year approaches, it is a good time for trustees to do an annual check-up […]

SMSF Association Submission – CP 340 Breach Reporting and related obligations

SMSF Association Submission The SMSF Association welcomes the opportunity to provide a submission on ASIC’s Consultation Paper 340: Breach Reporting. We refer to recent roundtables and other industry engagement undertaken […]

Single advice disciplinary body gets SMSF Association’s support

The SMSF Association has thrown its support behind the establishment of a single advice disciplinary body, calling it a critical reform for the financial advice sector. SMSF Association CEO John […]

Women lead the charge into SMSF

First published in the Financial Review on 31 May 2021 Self-managed super is attracting the interest of those segments of society that have traditionally done poorly for want of control […]

Cutting-edge technology puts investors in driver’s seat

First published in the Financial Review on 31 May 2021 Today’s investors have access to markets and trading opportunities which in the past were the exclusive domain of stockbrokers, bankers, […]

Technical Summit delegates to get Federal Budget updates

The 2021-22 Federal Budget has given the SMSF Association’s Technical Summit a cutting edge as delegates will get the opportunity to hear the ramifications of one of the most significant […]

Federal Budget clarifications

This year’s Federal Budget provided some good news for SMSF investors and self-funded retirees. While more detail about the changes to legacy pensions and the removal of the work test […]

SMSF Association Submission – Regulator Performance Guide

SMSF Association Submission The SMSF Association welcomes the opportunity to provide a submission on the Government’s Regulator Performance Guide. We support measures which are designed to assist Regulators to operate […]

Budget delivers the bacon for self-funded retirees

First published in the Financial Review on 20 May 2021   The standouts are removing the work test for non-concessional contributions for those aged 67-74 and lowering the eligibility age from […]