Article list

Everything from SMSF Association

ATO ruling gets the thumbs up from SMSF Association

From SMSF Association

The SMSF Association has backed the ATO’s decision to give SMSF trustees an extra three months to declare any tax planning schemes where personal services income has been diverted to

continue reading

02 Feb 2017

Adequacy concept critical to Superannuation Objective

From SMSF Association

The SMSF Association says it is essential that the concept of adequacy be included in the Superannuation Objective to help ensure people have a secure and dignified retirement. In its

continue reading

24 Jan 2017

SMSFs better placed to monitor employer contributions

From SMSF Association

Members of self-managed super funds (SMSFs) have a number of advantages over other superannuation funds via their direct involvement with their own fund to ensure they receive all employer contributions,

continue reading

16 Jan 2017

Business sales can trigger concessional/non-concessional cap issues

From SMSF Association

Small business owners selling their business or business assets and using the proceeds to contribute to superannuation free of capital gains tax (CGT) need to be aware of the recent

continue reading

13 Dec 2016

Slattery steps down from ICFS Advisory Board after 12 years

From SMSF Association

The Managing Director/CEO of the SMSF Association, Andrea Slattery, is stepping down from the Board for the International Centre for Financial Services (ICFS) at the University of Adelaide. Slattery, who

continue reading

09 Dec 2016

SMSF Association 2017 National Conference to put spotlight on wide-ranging super changes

From SMSF Association

The premier event on the self-managed super fund calendar, the SMSF Association National Conference, will be in Melbourne from 15-17 February 2017. SMSF Association managing director/CEO Andrea Slattery said the

continue reading

01 Dec 2016

SMSF members urged to seek appropriate and qualified advice now as changes to super rules pass through Parliament

From SMSF Association

The SMSF Association welcomes the passage of the legislation implementing the Government’s superannuation reforms through both Houses of Parliament unamended. Andrea Slattery, SMSF Association Managing Director/CEO, said that this gives

continue reading

25 Nov 2016

Financial advice legislation an important step in the right direction

From SMSF Association

The SMSF Association welcomes yesterday’s introduction by the Government of its legislation to lift the education and ethical standards of financial advisors. “This legislation is a critical step in lifting the

continue reading

24 Nov 2016

Introduction of super legislation provides important certainty: SMSF Association

From SMSF Association

The SMSF Association has welcomed the Government’s introduction of its superannuation legislation to Parliament as a step towards greater certainty for SMSF trustees and their advisers, says SMSF Association Managing

continue reading

11 Nov 2016

SMSF trustees advised to ignore market uncertainty post-US poll

From SMSF Association

The best defence for SMSF trustees in the wake of any market volatility caused by the US presidential election is having a clearly defined, well-rounded and long-term investment strategy, says

continue reading

08 Nov 2016

FIRST 1...29 30 31 323334 35 36 37...58 LAST

Earn CPD Points

CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]