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| | | Peter Burgess, the current SMSF Association deputy chief executive and director of policy and education, will take on the top job in March 2023. Burgess will succeed John Maroney who has been chief executive since May 2017. Burgess brings more than ... |
| | | | ... Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Financial Services Council, SMSF Association and The Advisers Association among others. As a group, the Joint Associations Working Group represents more than 90% of ... |
| | | | ... minister Jones on this and other issues in the past and we look forward to working further with the new government." SMSF Association chief executive John Maroney also welcomed the new minister, flagging that Jones had previously said Labor would examine ... |
| | | | ... regulated funds to SMSFs, so the industry body is working with the regulator with the hope of improving processes. SMSF Association deputy chief executive and director of policy and education Peter Burgess warned delegates at the annual conference to ... |
| | | | New research conducted by the SMSF Association and the University of Adelaide confirms self-managed super funds (SMSFs) that have diversified investment portfolios outperform those that do not. The research, based on financial statement data from over ... |
| | | | ... an SMSF that is NALI or resulting from NALE is taxed at the top marginal rate of 45%. Welcoming the news, the SMSF Association said in their current form, the NALE rules "could have far-reaching and unjustifiable consequences for funds, both large and ... |
| | | | ... advisers are also members of the following associations: The Chartered Professional Accountants Association, SMSF Association, Stockbrokers and Financial Advisers Association, Institute of Public Accountants, Association of Independently Owned Financial ... |
| | | | ... provide affordable, engaging, scalable and professional advice," she said. John Maroney, the chief executive of the SMSF Association, commented that years of regulatory change has built an advice framework that is complex, convoluted, and costly. The ... |
| | | | ... fees". ISA calculated that industry funds outperformed SMSFs by 1% and retail funds by 1.7%. Research from the SMSF Association and the University of Adelaide found that the investment performance of SMSFs is competitive with APRA-regulated funds starting ... |
| | | | The SMSF Association has welcomed adjustments made by the Australian Tax Office (ATO) to align its SMSF performance calculations more closely with the methodology used for APRA-regulated funds. In its 2019-20 SMSF statistical overview report, the ATO ... |
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