Your ASIC “Red Flags” Summary – Improving the quality of advice and member experiences

ASIC’s Report 575 on improving the quality of advice and member experiences focused on whether advice providers are complying with the law when providing personal advice to retail clients to […]

SMSF Association submission on terms of reference of the Retirement Income Review

SMSF Association Submission The SMSF Association understands that the Government intends to establish a Retirement Income Review and would like to provide recommendations on key aspects that we believe should […]

Rising SMSF establishment balances ‘strong evidence’ advice improving

There has been a sharp increase in the average and median establishment balances for self-managed super funds (SMSFs) – clear evidence that the quality of advice to the SMSF sector […]

SMSF Association review of the Australian Taxation Office’s SMSF Statistical Overview 2016-2017

The SMSF Association has released their review of the Australian Taxation Office’s 2016-17 statistical overview of SMSFs. It reveals a sector that has not only performed well but provides a […]

The right way to use transition to retirement schemes

First published in the Financial Review on 19 July 2019. Given it is the beginning of the financial year and many are considering starting or continuing pensions, it is timely […]

FASEA Education Standards and Recognised Prior Learning

SMSF Association Submission The Financial Adviser Standards and Ethics Authority has recognised the SMSF Specialist Advisor (SSATM) designation for its recognised prior learning (RPL) category of “Coursework completed to attain […]

What the election result means for SMSFs on the Technical Day menu

Advisers attending this year’s round of Technical Day events in the five mainland capital cities will get an important update on what the result of the last federal election means […]

Specialist Advisor Scott Hay-Bartlem appointed to SMSF Association Board

The SMSF Association has appointed Brisbane law firm Cooper Grace Ward Partner and SMSF Specialist Advisor Scott Hay-Bartlem to its Board from 1 July. Hay-Bartlem, a chartered tax adviser and […]

SMSF Association submission on superannuation policy priorities

SMSF Association Submission The SMSF Association congratulates the Government on its re-election for a third term. We believe this provides a significant opportunity to pursue a policy platform to strengthen […]

Impressive list of speakers lined up for SMSF + Investor Expo

The SMSF Association has lined up an impressive list of speakers for its second SMSF + Investor Expo being held at the Melbourne Convention and Exhibition Centre on 21-22 June. […]