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Showing 1 - 10 of 100+ results for "SMSF Association"

SMSFA collaborates with APRA on rollover improvements

ANDREW MCKEAN  |  FRIDAY, 22 APR 2022
... 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 backs diversified SMSF portfolios

CHLOE WALKER  |  THURSDAY, 21 APR 2022
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 ...

Plans to remedy NALI, NALE issues welcomed

JAMIE WILLIAMSON  |  WEDNESDAY, 23 MAR 2022
... 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 ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... 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 ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... 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 ...

Industry funds buoyed by unlisted assets

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... 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 ...

SMSFA welcomes ATO adjustments

CHLOE WALKER  |  THURSDAY, 24 FEB 2022
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 ...

SMSF Association appoints chair

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
Brisbane Lawyer Scott Hay-Bartlem has been named chair of the SMSF Association. Hay-Bartlem, a partner at Brisbane law firm Cooper Grace Ward, has been a director for the organisation since July 2019, and will replace Andrew Hamilton who is stepping ...

ATO underestimates SMSF performance: Report

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
... minimum SMSF balances of $500,000 is excessively conservative and could be recalibrated to $200,000. "For the SMSF Association, we think there is strong evidence to warrant a focus on trustee education around the risks and limitations of inefficient ...

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... Standing Committee on Economics Financial Services Compensation Scheme of Last Resort Levy Bill 2021 last week, SMSF Association deputy chief executive Peter Burgess pointed to deficiencies in the proposed bill that will fail to protect its members. ...
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