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Showing 11 - 20 of 128 results for "SMSFA"

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... they hope they use the practical tips that were in this this review to improve their own processes," he told the annual SMSFA Conference in Adelaide. In the report, ASIC urged advisers to use professional judgement when determining whether a self-managed ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning, Meg Heffron, managing director of Heffron Consulting, discussed different scenarios on ...

Division 296 bill tabled, suggested reforms fall on 'deaf ears'

MATTHEW WAI  |  THURSDAY, 12 FEB 2026
Although the tabling of the super tax bill was largely supported by the industry, the SMSF Association (SMSFA) remains concerned about the likelihood of "unintended" consequences. Yesterday, Treasurer Jim Chalmers introduced the Treasury Laws Amendment ...

Improvised super tax poses unfair, inequitable outcomes: Industry

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... improved methodology for calculating superannuation earnings was previously applauded by the industry, the SMSF Association (SMSFA) and CPA Australia believe the Better Targeted Super Concessions Bill still fails to strike the "right balance" between ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
The SMSF Association has seen the graduation of the first cohort of specialist advisers under its revamped SMSF Specialist Adviser (SSA) accreditation. A total of 37 participants completed the program. Since its inception, more than 2300 professionals ...

CSLR a 'shared responsibility' for all AFCA members: SMSFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
Responding to the Treasury consultation on the Compensation Scheme of Last Resort (CSLR), the SMSF Association (SMSFA) agrees the most efficient and equitable way to fund the special levy is to spread it across all Australian Financial Complaints Authority ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
The SMSF Association (SMSFA) is repeating calls for the government to address "catastrophic" flaws in its proposed superannuation tax. SMSFA chief executive Peter Burgess said the critical flaw in the proposed tax is its calculation of investment earnings ...

Chalmers lays down the law on super tax

ELIZA BAVIN  |  WEDNESDAY, 14 MAY 2025
... changed our approach to it," he said. The super industry has been pushing against the policy with the SMSF Association (SMSFA) saying the tax on unrealised gains "punished aspiration". "Let's be clear: taxing someone on paper gains they haven't received ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... there to get rid of unnecessary red tape." De-regulation has been a sticking point for the industry, with SMSF Association (SMSFA) chief executive Peter Burgess agreeing that the complexity behind the DBFO reforms undermines the core policy objectives. ...

Payday super on track, but so is the $3m super tax

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... also confirmed it would proceed with tax on superannuation balances exceeding $3 million, in a move the SMSF Association (SMSFA) slammed as an "ill-conceived initiative". SMSFA chief executive Peter Burgess said the government has ignored valid industry ...