Scott Hay-Bartlem appointed Chair of SMSF Association

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Scott Hay-Bartlem, a Partner at the Brisbane law firm Cooper Grace Ward, has been appointed Chair of the SMSF Association, effective yesterday. Hay-Bartlem, who has been a Director since 1

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SMSFs’ investment returns competitive with APRA funds at $200,000

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The investment performance of a typical self-managed super fund (SMSF) improves as the fund balance approaches $200,000. Once this threshold is reached the fund achieves comparable investment returns with APRA

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SMSF Association calls for simplification of Transfer Balance Caps

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The SMSF Association has called for the Transfer Balance Caps (TBCs) to be simplified in its 2022-23 Federal Budget submission to the Federal Treasury. In its wide-ranging submission on the

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New date for the 2022 SMSF Association National Conference

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The 2022 SMSF Association National Conference was due to be held at the Adelaide Convention Centre from February 16-18. Unfortunately, the current health landscape and restrictions being enforced due to

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National Conference has sharp focus on technical issues

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The SMSF Association has constructed an exciting technical program for its annual National Conference that is attracting enormous interest from SMSF specialists and advisers hungry for knowledge about how to

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COVID-19 relief for SMSFs may require specialist input 

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The various relief measures implemented by the Federal Government in the wake of the COVID-19 pandemic and extended into the 2021-22 financial year have highlighted the need for SMSF specialist

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Specialist advisers have key role to play in preventing scams

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SMSF specialist advisers can play a critical role in assisting trustees and self-directed investors avoid cybercrime and investment scams. SMSF Association CEO John Maroney says: “Scams Awareness Week, which launched

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Far-reaching changes in the spotlight at SMSF National Conference

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The SMSF Association has formally launched its 2022 National Conference to be held at the Adelaide Convention Centre from February 16-18. The Association’s first physical conference since the highly successfully

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White Paper on modernising financial advice hits the right note

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The SMSF Association welcomes the Financial Services Council’s White Paper on Financial Advice, saying it aligns with its goals of modernising financial advice and enhancing the professionalisation of the advice sector.

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SMSFs exemption from retirement income strategy legislation gets thumbs up

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The SMSF Association has thrown its in principle support behind the Government’s decision to remove SMSFs from the legislative requirement for trustees to develop a retirement income strategy for fund

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