Joint Submission – Draft Rulings LCR 2021/2DC and TR 2010/DC2

SMSF Association Submission Chartered Accountants Australia and New Zealand, CPA Australia, the Financial Advice Association Australia, the Institute of Financial Professionals Australia, the Institute of Public Accountants, the National Tax […]

SMSF Association refutes ‘heaps of consultation’ claim on Division 296

SMSF Association Media Release The SMSF Association refutes claims made this morning by Federal Treasurer Jim Chalmers that the Government’s proposed new tax on superannuation balances exceeding $3m followed extensive […]

Joint Submission – Senate Inquiry – Treasury Laws Amendment (Tax Incentives and Integrity) Bill 2024

SMSF Association Submission Chartered Accountants Australia and New Zealand (CA ANZ), the Institute of Public Accountants, National Tax and Accountants Association and the SMSSF Association appreciate the opportunity to provide […]

Technical Newsletter: Edition 6

Edition 6 December 2024 Compiled by the SMSF Association’s technical team, this Technical Newsletter provides a snapshot of key SMSF legislative and technical developments which have occurred since September 2024. […]

Lockyer Valley Foods – $50M raise launched for circular food startup: Lockyer Valley Foods

Content provided by Lockyer Valley Foods | Proud partner of the SMSF Association Lockyer Valley Fruit & Vegetable Processing Company Limited (‘Lockyer Valley Foods’), the circular economy fruit and vegetable […]

SMSF Association celebrates legacy pension amnesty as a win for retirees

SMSF Association Media Release The SMSF Association has lauded the Federal Government’s decision to fast track the implementation of a legacy pension amnesty. SMSF Association CEO Peter Burgess says this […]

Legacy Pension Amnesty now law

Late last week the SMSF sector was handed a somewhat unexpected, but much welcomed, early Christmas present. But this gift was richly deserved – just reward for your Association’s extensive […]

S&P Dow Jones Indices – How have the actively managed funds performed in 1H 2024?: The SPVIA® (S&P Index Versus Active) Mid-Year 2024 Scorecard is in

Webinar Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association Over the six-month period ending June 2024, a majority (54%) of funds across all Australian […]

SMSF Association supports push for affordable and accessible financial advice

SMSF Association Media Release The SMSF Association says the framework outlined in the second tranche of the Government’s Delivering Better Financial Outcomes (DBFO) reform package lays the groundwork for reducing […]

SuperRecords – How to protect your client data when outsourcing SMSF administration

Sponsored Content provided by SuperRecords | Proud partner of the SMSF Association Blog post Many mid-tier accounting and financial planning firms outsource their SMSF administration, whether it’s due to overhead […]