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Showing 41 - 50 of 319 results for "SMSF Association"

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
Generation X and Millennials collectively drove about 85% of new self-managed superannuation fund (SMSF) establishments for the six months to 31 December 2024, according to a new report from Class. The total value of the net assets administered on Class ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... from the University of Adelaide's International Centre for Financial Services (ICFS), commissioned by the SMSF Association (SMSFA), the five-year annualised rate of return (ROR) on SMSFs between 1 July 2018 and 30 July 2023 was 6.5% compared with ...

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... card surcharges by linking it to the passing of Div 296," Ali said. A similar argument was recently raised by SMSF Association chief executive Peter Burgess, who believes the bill has been pushed due to the missing vote. "We think this is a sure sign ...

Chalmers' claims on super tax are 'misleading': SMSFA

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
The SMSF Association (SMSFA) says Treasurer Jim Chalmers' claims that the $3 million superannuation tax followed extensive consultation are misleading, accusing the Treasurer of making several ambiguous statements in defence of the tax. SMSFA chief ...

SMSFs surpass $1tn milestone

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
... non-residential properties. The average assets per SMSF sits at $1.55 million while the median is about $877,500. SMSF Association chief executive Peter Burgess said while the figures are estimates, they underscore the confidence Australians place in ...

$3m super tax faces uncertain future

ELIZA BAVIN  |  TUESDAY, 26 NOV 2024
The SMSF Association (SMSFA) has welcomed reports the government's $3 million superannuation tax, which was expected to come into effect 1 July 2025, could be shelved until after the next federal election. SMSFA chief executive Peter Burgess said the ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... impressive pedigree of founders including Venn O'Neil, Linda Hogan, and Peter Hogan, formerly head of technical at the SMSF Association. "StrategyOne has a strong reputation for excellent service and advice, and a team of a dedicated, capable professionals," ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
Following the retirement of three board directors, the SMSF Association (SMSFA) has announced their successors. The SMSFA has welcomed Heffron managing director Meg Heffron, Vincent director of superannuation advisory Brett Griffiths and Matrix Norwest ...

$3m super tax edges closer to reality

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... day and younger Australians can continue to aspire to fully self-funded retirement," Tink asserted. Meanwhile, SMSF Association (SMSFA) is now urging the Senate to reject the legislation of a "deeply flawed" tax. "In all likelihood, the fate of this ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
SMSF Association, Deakin University, and AccountantsIQ have partnered to deliver two courses for financial advisers. Deakin University is offering Ethics for Financial Services (Intensive), a compulsory bridging unit with 30 CPD hours. It runs across ...