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SMSF

MATTHEW WAI  |  TUESDAY, 11 MAR 2025   12:53PM
SMSF Association (SMSFA) chief executive Peter Burgess has called out recent hawking practices that prompt people to transfer their retirement savings into a self-managed super fund (SMSF).

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SMSF Association names annual award winners

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
SMSF Association (SMSFA) has recognised four of its members at the 2025 SMSF National Conference, citing their excellence in self-managed superannuation and their contribution to the sector.

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
The number of self-directed SMSFs strongly rebounded last year to rise 19.8%.

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.

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
The regulator is conducting surveillance of personal advice provided to retail clients about establishing SMSFs.

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
New research shows that self-managed superannuation funds (SMSFs) outperformed APRA-regulated funds by 1.2 percentage points per annum in the five years to June 2023.

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.

SMSFs surpass $1tn milestone

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
The latest statistics from the Australian Taxation Office (ATO) show the total assets held within self-managed superannuation funds (SMSFs) hit $1.02 trillion at September end.

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
A new report published by the SMSF software provider has revealed growing opportunity for financial advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax.

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
Investment Trends has outlined the polarising challenges being faced by SMSF applicants due to the ATO's ever-changing landscape.
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