All Articles tagged with 'Jordan George'

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Critical need for super objective to be legislated

From SMSF Association

It is imperative that Government puts the process of legislating the objective of superannuation back on the agenda in 2019. The push to resuscitate this recommendation that emanated from the

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22 Feb 2019

Clock ticking for SMSFs with quarterly TBC report due soon

From SMSF Association

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

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09 Oct 2018

SMSFs to benefit from access to SuperStream system

From SMSF Association

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

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05 Oct 2018

Renaming ‘General Advice’ will give consumers more clarity

From SMSF Association

The Productivity Commission’s recommendation to rename “General advice” in its report into Competition in the Australian Financial System has the full support of the SMSF Association. This recommendation, if accepted,

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07 Aug 2018

SMSF Association takes issue with PC draft findings

From SMSF Association

The Productivity Commission’s draft findings about the cost effectiveness of self-managed super funds (SMSFs) uses evidence that is “fundamentally flawed” and does not consider broader motivations on why individuals set

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26 Jul 2018

Extending SuperStream to SMSF rollovers gets thumbs up

From SMSF Association

The Federal Government’s decision to release draft regulations to extend SuperStream to self-managed superannuation fund (SMSF) rollovers has the strong backing of the SMSF Association. The announcement, by the Minister

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20 Jul 2018

More clarity needed about advisers’ prior learning

From SMSF Association

The SMSF Association is urging the Financial Adviser Standards and Ethics Authority (FASEA) to provide more guidance and certainty about how recognised prior learning for existing financial advisers will be

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18 Jul 2018

Next steps in SMSF audit policy proposal crucial

From SMSF Association

Federal Treasury’s decision to release a discussion paper on the proposed three-yearly audit cycle for some self-managed superannuation funds (SMSFs) has been welcomed by the SMSF Association. The proposal to

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09 Jul 2018

Banking Royal Commission to put financial advice in the spotlight

From SMSF Association

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services will place ongoing scrutiny on the financial advice industry, Jordan George, SMSF Association, Head of Policy, told its National Conference yesterday. He

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15 Feb 2018

Technical Day gives delegates early chance to discuss super changes

From SMSF Association

The SMSF Association Technical Day will be one of the first superannuation conference offerings in the post 1 July super landscape, giving members the opportunity to discuss the new measures

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19 May 2017

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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 [...]