smsf association

SMSF

RC to improve financial advice: SMSF Association

The Royal Commission has laid groundwork to improve the financial services sector and build a more trusted industry, according to the SMSF Association....

SMSF

Consumer protection answer to LRBA risk

The SMSF Association has strengthened its opposition to any outright ban on limited recourse borrowing arrangements, instead calling for an increase in consumer protectio...

People & Products

Andrea Slattery to join AMP board

The founder and former managing director and chief executive of the SMSF Association, Andrea Slattery, is the latest appointment to the AMP board as a non-executive direc...

Financial planning

PC calls for higher SMSF advice standards

With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...

Financial planning

Major financial planning bodies sign on to develop code monitoring solution

Six major financial planning associations have signed on to develop a code monitoring solution for their members. ...

Policy & Regulation

Limited licence accountants disadvantaged by FASEA

The SMSF Association has claimed limited licence accountants are being disadvantaged by FASEA’s approach....

Financial planning

Give professional associations leadership on CPD says SMSF Association

The Financial Adviser Standards and Ethics Authority has been urged to give professional associations leadership on continuing professional development with the SMSF Asso...

Superannuation

Franking credits policy “un-Australian”

Treating self-managed superannuation funds differently to industry funds with respect to franking credits is un-Australian, according to financial services academic, Prof...

Financial planning

FASEA urged not to rush to implementation deadline

The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...

Superannuation

SMSF research identifies challenge of regulatory uncertainty

The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...

Financial planning

Call to exclude SMSFs from product intervention

Self-managed superannuation funds should be excluded from the product design and distribution rules, according to the SMSF Association....

Superannuation

Govt signals death benefit changes

Assistant treasurer Stuart Robert has announced a plan to ensure that death benefits that include insurance proceeds are not subject to tax when rolled over to a new supe...

Policy & Regulation

Standing Committee warned of “inequity” of ALP’s dividend reform

Labor’s proposed franking credits reforms are “flawed, inequitable and fail to meet the policy intent of improving the integrity of dividend imputation for all tax payers...

SMSF

Reporting date looming for SMSFs

The clock is ticking for self-managed superannuation funds on a quarterly transfer balance cap schedule, with their first lodgement due in three weeks....

Superannuation

Industry body welcomes SuperStream proposal

The SMSF Association has welcomed a move by Parliament to allow self-managed superannuation funds to receive digital rollovers through the SuperStream system....