New ASIC SMSF fact sheet “lacks balance”: SMSFA

ASIC has announced that it will be piloting sending a fact sheet to new SMSF trustees in November. The factsheet – called Self-Managed Super Funds: Are they for you? – has proved controversial in the SMSF sector, with the SMSF Association now questioning if it is balanced. The SMSF Association says the letter is a… Continue reading New ASIC SMSF fact sheet “lacks balance”: SMSFA

Professor Ralston resigns as Chair of SMSF Association

Professor Deborah Ralston has resigned as Chair of the SMSF Association, and stepped down as a Director, following her appointment to the Review of the Retirement Income System panel. Professor Ralston was appointed Chair of the Association in February last year. Robin Bowerman – Head of Corporate Affairs with Vanguard Investments – has taken over… Continue reading Professor Ralston resigns as Chair of SMSF Association

Specialist-only sessions a highlight of 2020 SMSFA National Conference

Specialist-only sessions will be a major highlight of the SMSF Association National Conference in 2020. These sessions will be returning to the 2020 conference, after they were “hugely popular” at the 2018 and 2019 conferences, said SMSF Association CEO John Maroney. The sessions will include DBA Lawyers’ Special Counsel Bryce Figot examining the technical aspects… Continue reading Specialist-only sessions a highlight of 2020 SMSFA National Conference

Patron of SMSF Association Tim Costello steps down

The SMSF Association has announced that its Patron, Reverend Tim Costello AO, is stepping down. Costello took up the role in August 2017, succeeding former Chief Justice of the High Court of Australia Sir Anthony Mason. Costello is stepping down for personal reasons, the Association said. Costello said being Patron of the SMSF Association had… Continue reading Patron of SMSF Association Tim Costello steps down

SMSF Association Head of Policy resigns to take up Treasury position

The SMSF Association’s Head of Policy, Jordan George, has resigned to take up a position in the Federal Treasury. The SMSF Association (SMSFA) announced that Gorge, who had been with the organisation for over seven years, had resigned, effective 23 August. George had “made a valuable contribution to the Association and the broader SMSF sector,… Continue reading SMSF Association Head of Policy resigns to take up Treasury position

Third Specialist Adviser appointed to SMSF Association Board this month

The SMSF Association has appointed three SMSF Specialist Advisers to its Board in the last month. The SMSF Association has appointed Scott Hay-Bartlem – a partner with Brisbane law firm Cooper Grace Ward – to its Board, from 1 July. Hay-Bartlem is a SMSF Specialist Adviser – the third Specialist Adviser appointed to the SMSF… Continue reading Third Specialist Adviser appointed to SMSF Association Board this month

Impressive list of speakers for 2019 SMSF + Investor Expo: SMSF Association

The list of speakers lined up for the second SMSF + Investor Expo is “impressive”, says the SMSF Association. This is the second year for the SMSF + Investor Expo – being held later this week, in Melbourne – which is presented by the SMSF Association. The speakers at the 2019 expo include new Assistant… Continue reading Impressive list of speakers for 2019 SMSF + Investor Expo: SMSF Association

SMSF Association makes two further Board appointments

The SMSF Association has made two further Board appointments. Tracey Scotchbrook, Vice Chair of the West Australian Local Community, and Michael Houlihan, Chair of the Victorian Local Community, will join the SMSF Association Board from 1 June 2019. SMSF Association Chair Dr Deborah Ralston said it was “extremely gratifying” to appoint two members to the… Continue reading SMSF Association makes two further Board appointments

Former MP Bernie Ripoll joining SMSF Association Board

Former MP Bernie Ripoll is joining the SMSF Association Board, effective immediately, the Association has announced. Ripoll is known for his work on the financial services industry. He Chaired the Parliamentary Inquiry into financial products and services in Australia – which is sometimes called the Ripoll Report. Ripoll will replace Cath Mulcare, who is stepping… Continue reading Former MP Bernie Ripoll joining SMSF Association Board

Andrea Slattery to step down from SMSF Association Board

The SMSF Association has announced that former Managing Director and CEO Andrea Slattery is stepping down from the Association’s Board. Slattery has been serving as a non-executive director since resigning as MD and CEO in April 2017, and will step down from the Board effective from 18 April. “Her decision to resign from the board… Continue reading Andrea Slattery to step down from SMSF Association Board