SMSF returns match APRA counterparts

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Returns from the SMSF sector were on a par with the APRA- regulated superannuation sector in 2015-16 – welcome news for the more than 1.1 million people who chose to manage

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Call to lift super restrictions on SMSF members working overseas

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Legislative restrictions effectively compel Australians who have self-managed super funds (SMSFs) and are temporarily living overseas to switch to an APRA-regulated fund while they are outside the country, says SMSF

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SMSF industry still coming to grips with super changes

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The SMSF industry is still working through the far-reaching policy and legislative changes that took effect on 1 July 2017, says SMSF Association CEO John Maroney. He says the changes

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Royal Commission offers opportunity to improve banking, financial services sectors

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A Royal Commission into banking and financial services will provide an opportunity to increase transparency and improve ethics and professionalism across the financial services sector, says SMSF Association CEO John

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December Transfer Balance Cap deadline looms

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SMSF trustees need to ensure that their funds comply with the Transfer Balance Cap (TBC) rules before the transitional period runs out on 31 December. The SMSF Association is recommending

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SMSFA endorses ATO’s Super Scheme Smart

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The SMSF Association has confirmed its full support for the Super Scheme Smart material launched by the Australian Tax Office (ATO).  With 45 per cent of SMSF members aged 50

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ATO gets thumbs up for reducing burden of SMSF event-based reporting

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The SMSF Association welcomes the news that the Australian Taxation Office (ATO) has followed several of its suggestions to reduce the compliance burden of transfer balance cap (TBC) event reporting

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Diverse educational program attracts keen trustee interest

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The SMSF Association, Australia’s leading body representing the self-managed super fund sector, today hosted a dedicated education event exclusively for SMSF trustees in Sydney. Over 150 delegates attended the event to

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Super changes require rethink on estate planning

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Members of self-managed super funds (SMSFs) should seek specialist advice on the possible impact of receiving a pension on the death of their spouse, says SMSF Association Head of Technical

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SMSF members benefit from voluntary super contributions

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The ability for all Australians to make tax-deductible voluntary superannuation contributions is benefiting many self-managed super fund (SMSF) members, says SMSF Association CEO John Maroney. “The opening up of voluntary

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