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. […]

Life insurance risk for SMSF members in APRA funds

Some self-managed super funds (SMSFs) are at risk of losing their life insurance cover under new legislation that takes effect on 1 July 2019, warns the SMSF Association. The legislation, […]

Shadow economic team shows commitment to policy development

The appointment of five Shadow Ministers to the Labor Party’s economic portfolios shows a genuine commitment to policy development that has been welcomed by the SMSF Association. Association CEO John […]

Government’s super, financial services focus gets tick of approval

The appointment of two new ministers to the Government’s economic team, Senator Jane Hume as Assistant Minister for Superannuation, Financial Services and Financial Technology, and Michael Sukkar as Assistant Treasurer, […]