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Everything from SMSF Association

Government urged to stay focused on efficiency and integrity gains amidst MBR program cancellation

From SMSF Association

The SMSF Association is urging the Government not to lose sight of key aspects of the Modernising Business Registers (MBR) program, that would have delivered improved administrative efficiencies and enhanced

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08 Sep 2023

Call for more accredited SMSF specialists

From SMSF Association

The SMSF Association is urging more advisers to step up and become accredited SMSF Specialists as demand for SMSF advice continues to grow. SMSF Association CEO, Peter Burgess, says there

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24 Aug 2023

SMSF Audit Day to focus on diligent evidence

From SMSF Association

A recent Administrative Appeals Tribunal (AAT) decision, which highlighted the importance of contemporaneous documentation and commercial reasoning, provides the perfect backdrop for the SMSF Association’s SMSF Audit Day being held on

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21 Aug 2023

Technical Summit celebrates 20 years of improvements across superannuation sector

From SMSF Association

SMSF Association members can take pride of place in the role they have played in building both our superannuation sector and this organisation, says SMSF Association CEO Peter Burgess. Addressing

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28 Jul 2023

Taxing unrealised capital gains a grave concern

From SMSF Association

The SMSF Association has renewed its call for a more equitable and less costly approach to the Federal Government’s proposed new tax on superannuation balances exceeding $3 million. With the

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27 Jul 2023

Levy to head all-star cast to dissect Government’s response to QAR

From SMSF Association

The SMSF Association has scored a major coup in having Michelle Levy, Allens Partner and lead author of the Quality of Advice Review (QAR), discuss the Federal Government’s response to

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05 Jul 2023

ASIC levy fee increase a heavy blow for advisors

From SMSF Association

Financial advisors and licensed accountants are facing a threefold increase in their ASIC levy to $3217 – an increase the SMSF Association says risks driving more advisors out of the industry. Association

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03 Jul 2023

SMSF Association Technical Summit program setting the bar on professional development

From SMSF Association

There is no shortage of complex issues confronting SMSF specialists, from legislative changes, ATO rulings, the rising cost of living pressures to technological advancements such as ChatGPT, impacting on their

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22 Jun 2023

Positive step towards accessible and affordable high-quality advice

From SMSF Association

The Federal Government’s response to the Quality of Advice Review is a positive step towards ensuring Australians have greater access to high quality, accessible and affordable financial advice, says SMSF

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14 Jun 2023

SMSF Association buoyed by franking credit recommendation

From SMSF Association

The SMSF Association welcomes the decision by the Senate Economics Legislation Committee to recommend that the Federal Government review the legislative amendments that target franked distributions funded by capital raisings. The amendments

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07 Jun 2023

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]