FASEA releases Code of Ethics Guidance – Invitation for feedback

SMSF Association invitation for feedback Last Friday, FASEA released their Code of Ethics Guidance. This document aims to assist stakeholders in understanding, interpreting and applying the Code. Compliance with the Code […]

Update on code monitoring for financial advisers

Page updated on 21 October 2019 Despite satisfying ASIC’s requirements and receiving in-principle approval, the Associations that were working to establish a code monitoring body have withdrawn the application for […]

ASIC Fact Sheet on SMSFs lacks balance

The Australian Securities and Investments Commission’s (ASIC) Fact Sheet, “Self-Managed Super Funds: Are they for you?” provides a timely warning about the need to get specialist advice before establishing an […]

Do’s and don’ts of SMSF property investment

First published in the Financial Review on 10 October 2019. Direct property is an investment that self-managed superannuation fund (SMSF) trustees are likely to consider at some stage. In fact, […]

SMSF Association Board appoints Robin Bowerman Chair

The SMSF Association Board has appointed Robin Bowerman as its new Chair, effective immediately. Bowerman, who is Head of Corporate Affairs at Vanguard Investments, has been Vice Chair for the […]

Specialist session to be major attraction at 2020 National Conference

The Specialist-only session will be a major highlight at the SMSF Association National Conference being held at the Gold Coast Convention and Exhibition Centre from 19-21 February 2020. SMSF Association […]

SMSF Association submission on ASIC Product Intervention Power

SMSF Association Submission The SMSF Association (SMSFA) welcomes the opportunity to make a submission on the Australian Securities and Investments Commission’s (ASIC) consultation paper regarding its product intervention power. We […]

SMSF Association submission on Grandfathered Conflicted Remuneration

SMSF Association Submission The SMSF Association (SMSFA) welcomes the opportunity to make a submission on the Treasury Laws Amendment (Ending Grandfathered Conflicted Remuneration) Regulations 2019. We support the Royal Commission […]

ATO gets tougher on SMSF investments

First published in the Financial Review on 12 September 2019.  The Australian Taxation Office has started to issue letters to nearly 18,000 self-managed super fund trustees and their auditors as […]

SMSF licensed advice needs in-depth review

The independent Review into the effectiveness of the Tax Practitioners Board (TPB) provides an opportunity to identify some of the impediments in the regulatory advice system that prevents SMSF trustees […]