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Showing 1 - 10 of 312 results for "SMSF association"

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 ...

Advisers prioritise robust planning, education in retirement planning

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide, Accurium principal Melanie Dunn surmised that helping make voluntary super contributions ...

Aged care misinformation poses opportunity for advisers

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... misinformation surrounding the new aged care reforms. Louise Biti, director of Aged Care Steps, told the annual SMSF Association National Conference she is witnessing a proliferation of misinformation in the aged care industry, particularly off the back ...

SMSFA recognises outstanding members

ELIZA BAVIN  |  FRIDAY, 20 FEB 2026
The SMSF Association (SMSFA) honoured some of its leading members at its 2026 SMSF National Conference, celebrating excellence and contributions to the SMSF sector. The 2026 Chief Executive Award was presented to David Saul, while Bryce Figot received ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... outside of the home. If there are red flags, you might be the ones that see them," Hacker told a workshop at the SMSF Association National Conference. "If you've had to deal with an issue of elder abuse, it is an insidious thing to deal with. It ...
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