Regulatory relief request – Financial adviser CPD requirements during COVID-19 and the Bushfire Crisis

SMSF Association Joint Submission Association of Financial Advisers (AFA), CPA Australia, Chartered Accountants Australia and New Zealand (CA ANZ), SMSF Association (SMSFA), Financial Planning Association (FPA) and Institute of Public […]

Move to give advisers more time to meet FASEA requirements lauded

The passing of legislation giving the financial advice profession more time to complete the Financial Adviser Standards and Ethics Authority (FASEA) exam and meet the qualification requirements has the full […]

Technical Day agenda adds concurrent stream, thought leadership

The SMSF Association Technical Day will be bigger and better in 2020 – COVID-19 notwithstanding. The addition of a concurrent stream means there will be more sessions delivered than ever […]

Don’t overload new NALI rules

The ATO has released Practical Compliance Guideline PCG 2020/5 which explains their compliance approach in respect of applying the non-arm’s length income (NALI) provisions to non-arm’s length expenditure. This Guideline […]

Here’s an end-of-year guide for SMSF trustees

First published in The Sydney Morning Herald on 09 June 2020. One of the benefits of saving for retirement through a self-managed super fund is that when you need to […]

SMSF advisers need to be alert to new work test, spouse contributions

The Government’s commitment to increase the age when the work test starts to apply from 65 to 67 and the age limit for spouse contributions from 69 to 74 before […]

Here’s an end-of-year guide for SMSF trustees

First published in the Financial Review on 21 May 2020. COVID-19 will make the end of the financial year more complicated than usual for some self-managed superannuation fund trustees. Here […]

SMSF Association appoints Peter Burgess to Exec Role

The SMSF Association is pleased to announce it has appointed Peter Burgess as Deputy CEO and Director of Policy and Education, effective from 1 June 2020. Burgess worked at the […]

Do’s and don’ts of repositioning your SMSF portfolio

First published in the Financial Review on 23 April 2020 Given COVID-19 volatility, trustees should be revisiting the objectives they have set for their long-term retirement savings as well as […]

SMSF 2018-19 annual returns deferred to 30 June

The Australian Tax Office’s announcement today allowing an automatic deferral of SMSF lodgments to 30 June is further evidence of its flexible approach to issues during the COVID-19 (coronavirus) crisis […]