Renaming ‘General Advice’ will give consumers more clarity

The Productivity Commission’s recommendation to rename “General advice” in its report into Competition in the Australian Financial System has the full support of the SMSF Association. This recommendation, if accepted, […]

SMSF Association submission on proposed financial adviser examination

SMSF Association Submission The SMSF Association has lodged their submission on the proposed financial adviser examination. The Associations key points are summarised below: The exam should not be set at […]

Getting the fundamentals right key message for advisers at Technical Day

A strong focus on the fundamentals of self-managed super funds (SMSFs), from setting a fund up to alternative investment strategies, will be a dominant theme at this year’s SMSF Association […]

SMSF Association Productivity Commission Draft Report Submission

SMSF Association Submission The SMSF Association (SMSFA) welcomes the opportunity to make a submission to the Productivity Commission on its draft report on the efficiency and competitiveness of the superannuation […]

SMSF Association takes issue with PC draft findings

The Productivity Commission’s draft findings about the cost effectiveness of self-managed super funds (SMSFs) uses evidence that is “fundamentally flawed” and does not consider broader motivations on why individuals set […]

SMSFs warned: stick to arm’s length rules or lose tax breaks

First published in the Financial Review on 20 July 2018. The federal government is widening the scope of the non-arm’s-length income rules to make it clear to SMSF trustees who improve […]

Extending SuperStream to SMSF rollovers gets thumbs up

The Federal Government’s decision to release draft regulations to extend SuperStream to self-managed superannuation fund (SMSF) rollovers has the strong backing of the SMSF Association. The announcement, by the Minister […]

More clarity needed about advisers’ prior learning

The SMSF Association is urging the Financial Adviser Standards and Ethics Authority (FASEA) to provide more guidance and certainty about how recognised prior learning for existing financial advisers will be […]

Liam Shorte brings practical knowledge to SMSF Association board

The SMSF Association has appointed Liam Shorte, an SMSF Specialist Advisor™ and Financial Planner with his firm Verante Financial Planning, to its Board. Shorte, who has chaired the Association’s NSW […]

SMSF Association submission on proposed guidance on education pathways for existing advisers

SMSF Association Submission The SMSF Association (SMSFA) welcomes the opportunity to make a submission on the Financial Adviser Standards and Ethics Authority’s (FASEA) proposed guidance on education pathways for existing […]