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Showing 21 - 30 of 319 results for "SMSF association"

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... specialist skills, technical competencies and work on strengthening their professional judgement, according to the SMSF Association. Advisers are urged to do better particularly in the area of SMSF establishments in light of ASIC's Report 824 findings ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... I pick? [Sometimes] you have to make a choice." Financial Standard is the official media partner of the 2026 SMSF Association National Conference.

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
... according to industry experts - but they can reclaim their lead. New findings from Class released at the annual SMSF Association National Conference this morning revealed SMSF establishments in the quarter to September 2025 were the highest on record ...

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
... the 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 ...

APRA-regulated funds should not pay CSLR special levy: SMC

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... doesn't account for First Guardian and Shield. The Financial Advice Association Australia (FAAA) and the SMSF Association have advocated for spreading the special levy to across all Australian Financial Complaints Authority (AFCA) sub-sectors. However ...

Advisers may be caught by new AML/CTF reforms: Expert

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
... conducting a rebalance on a wrap platform on a client's behalf could also fall under the new order. The FAAA and SMSF Association strongly oppose it, but Derham said the industry will need to wait and see the new developments of the reform to gain ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... the ability to make a complaint about the fund or its trustees to AFCA," he added. In response to the report, SMSF Association chief executive Peter Burgess said the "findings are not representative of the broader quality of SMSF advice currently being ...

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 ...