SMSF Association awards outstanding members at 2025 National Conference

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SMSF Association members have been recognised at the 2025 SMSF National Conference for demonstrating excellence in their SMSF capabilities and for their contribution to the SMSF sector. The 2024 CEO Award was posthumously... Read more continue reading

SMSF Association National Conference flags key sector risks and the need for urgent action

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There is an urgent need for the Government to prioritise legislative amendments to clarify the operation of wholesale investor rules for SMSFs in the wake of recent determinations by the... Read more continue reading

Australian life insurers step up support for victim-survivors of family and domestic violence

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Australian life insurers are making major changes to the way they support victim-survivors of family and domestic violence. The Council of Australian Life Insurers (CALI) has released a new Best practice... Read more continue reading

CSLR Actuaries Report reveals much more pain to come

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When the CSLR operator released the CSLR Levy Estimate for the 2025/26 year on 31 January 2025, the shocking number was the $70m cost to the financial advice profession in... Read more continue reading

SMSF Association celebrates $1 trillion milestone and key sector reforms

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The sector enjoyed a breakout year in 2024 with total assets invested in SMSFs reaching the $1 trillion milestone, near record numbers of new funds established, and some important legislative... Read more continue reading

SMSF sector posed for further growth

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Key superannuation indicators highlighted a thriving SMSF sector that had established a firm foundation for strong growth, SMSF Association CEO Peter Burgess told delegates attending its National Conference Thought Leadership Breakfast... Read more continue reading

Class Benchmark report half year findings 

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Leading cloud-based accounting and SMSF administration software provider Class today announced updated figures from its Benchmark Report revealing Generation X (51.9%) and Millennials (33.6%) collectively drove more than 85% of... Read more continue reading

FAAA submission on National Plan to end abuse and mistreatment of older people

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The FAAA has made a submission to the Attorney General’s Department on the National Plan to End the Abuse and Mistreatment of Older People. It says the financial services industry... Read more continue reading

Future Generation appoints Chief Investment Officer

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Future Generation, the $1.4 billion philanthropic investment group, has appointed Lee Hopperton as its inaugural Chief Investment Officer (CIO). Caroline Gurney, CEO of Future Generation said, “Lee’s appointment adds significant... Read more continue reading

Datt Capital Funds now available to investors via HUB24

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Boutique Australian equity investment manager Datt Capital has had its two funds – the Datt Capital Absolute Return Fund and the Datt Capital Small Companies fund – added to the... Read more continue reading