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Showing 41 - 50 of 312 results for "SMSF association"

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 ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical Summit. According to the Investment Trends 2024 SMSF Adviser and Accountant Report, there has been a significant increase ...

GST rebate changes worsens cost of advice: SMSFA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... for the GST component of adviser fees from July 1 can aggravate the cost of financial advice, according to the SMSF Association (SMSFA). In a few weeks' time, superannuation funds and platform providers will no longer be able to claim a rebate for the ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... flexibility in the qualification standards and access to a broader pool of candidates to increase numbers," she said. SMSF Association chief executive Peter Burgess lauded the fact that instead of needing a second degree to meet the financial planning ...

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... clarify the confusion surrounding legacy pensions and reserves, and how they should be calculated, according to the SMSF Association (SMSFA). The SMSFA is calling for an amnesty for legacy pensions in the upcoming federal budget as current draft regulations ...

Treasury releases draft legislation for new $3m super tax

ELIZA BAVIN  |  TUESDAY, 19 MAR 2024
... deliver income for a dignified retirement, alongside government support, in an equitable and sustainable way." The SMSF Association (SMSFA) slammed the proposed changes to the bills, calling them "significant and complex". "This is a policy that has ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... am I going to need to [implement these] because they have not historically done it," she told last week's SMSF Association Conference. Last year, assistant treasurer Stephen Jones said that superannuation's highly regulated framework makes it ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... financial services businesses, according to McCrindle Research principal Mark McCrindle. During day two of the SMSF Association National Conference, McCrindle emphasised the importance of financial advisers understanding and being prepared for these ...