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Showing 1 - 10 of 316 results for "SMSF Association"

LRBA ban requires immediate clarity: SMSFA

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
The SMSF Association (SMSFA) is urging the government to provide immediate clarity and guidance with the upcoming change on the limited recourse borrowing arrangements (LRBAs) access for self-managed superannuation funds (SMSFs). The Australian government ...

SMSFA backs review of ATO's regulatory approach

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The SMSF Association (SMSFA) has welcomed the Australian National Audit Office's (ANAO) review of the Australian Taxation Office's regulation of self-managed super funds, describing it as a timely opportunity to assess whether the regulatory framework ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... shows many are considering leaving the profession and abandoning recruitment plans," Anderson added. Meanwhile, SMSF Association chief executive Peter Burgess is calling for an immediate reform and highlighted the levy should be aimed at bad actors. ...

Greens, Labor agree on LRBA ban on SMSFs

MATTHEW WAI  |  WEDNESDAY, 24 JUN 2026
... for renters, pulled up the ladder on first homebuyers, and let the 1% keep $33bn in tax breaks." In response, SMSF Association chief executive Peter Burgess was disappointed in the decision, claiming that LRBAs pose "no material risk" to the super system ...

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
In improving the sustainability of the Compensation Scheme of Last Resort (CSLR), SMSF Association (SMSFA) chief executive Peter Burgess says reform is needed for greater accountability around the distribution and production of managed investment schemes ...

Digital asset adoption in SMSFs not a surprise: Burgess

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... data shows more self-managed super funds (SMSFs) are rapidly adopting digital assets in their portfolios, but SMSF Association chief executive Peter Burgess said it isn't a worry to him if all entities remain compliant under their respective obligations. ...

Div 296 requires fixing before finalisation: Industry

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... attribution risk creating unnecessary complexity, higher compliance costs and inequitable outcomes." Meantime, the SMSF Association also worries the current design may pose risks that can create "unworkable" outcomes for self-managed super fund (SMSF) ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... in global equities compared to 24% for advised investors. Recent research from the University of Adelaide and SMSF Association found SMSFs underperformed APRA-regulated funds by 1.04% in FY24, noting this tends to be the case in times of strong market ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... consultation carefully to ensure that the proposals deliver the flexibility that the profession requires," she said. SMSF Association chief executive Peter Burgess said a key concern is post-death attribution of earnings. "Applying tax to earnings after ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... the bottom 25% of SMSFs achieved returns of up to just 1.9% compared to 8% for the bottom 25% of APRA funds. SMSF Association chief executive Peter Burgess said the findings demonstrate the long-term strength and resilience of the SMSF sector; in the ...
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