SMSF Association clocks up policy wins in 2018

From

The SMSF Association has enjoyed a successful year with its advocacy work, benefiting both its members and the broader self-managed super fund community, says Association CEO John Maroney. “There’s no

continue reading

National Conference to throw spotlight on Royal Commission

From

The findings and recommendations of the Financial Services Royal Commission will go under the microscope at the SMSF Association 2019 National Conference being held at the Melbourne Convention and Exhibition Centre

continue reading

The five-year evolution: what’s the next frontier for SMSFs?

From

The adoption of new technology and more education will be critical for the future of SMSF sector, according to an industry expert panel held as part of SMSF Week. The

continue reading

FASEA consultation crucial to advice industry  

From

The release of the updated guidance on financial advice education and ethical standards from the Financial Adviser Standards and Ethics Authority (FASEA) shows “work remains to be done” to ensure

continue reading

SMSFs facing triple risk to retirement savings: New research reveals opportunity to mitigate

From

More than one million Australians with SMSFs are potentially facing three key challenges to their retirement savings because they potentially do not have the right assistance, according to the SMSF

continue reading

Government change on death benefits gets thumbs up

From

The Federal Government’s decision to change the law to ensure that death benefits that include life insurance proceeds are not subject to tax when rolled over to a new superannuation

continue reading

Labor’s franking credits policy ‘flawed, inequitable’

From

The Labor Party’s proposal to abolish refundable franking credits is “flawed, inequitable and fails to meet the policy intent of improving the integrity of dividend imputation for all taxpayers”. The

continue reading

Make Limited Recourse Borrowing Arrangements ‘limited recourse’ 

From

The SMSF Association is calling for a two-pronged policy change to ensure Limited Recourse Borrowing Arrangements (LRBAs) remain a legitimate retirement savings strategy, especially for small business owners. SMSF Association

continue reading

Clock ticking for SMSFs with quarterly TBC report due soon

From

Self-managed super funds (SMSFs) on a quarterly Transfer Balance Cap (TBC) reporting schedule must make their first lodgment with the Australian Tax Office (ATO) in three weeks, warns SMSF Association

continue reading

SMSFs to benefit from access to SuperStream system

From

Draft regulations tabled in Parliament to allow self-managed super funds (SMSFs) to receive digital rollovers through the SuperStream system has been welcomed by the SMSF Association. SMSF Association Acting CEO

continue reading