SMSF Connect a major step in trustee education and knowledge: SMSFA

The SMSF Association says it has taken a “major step” in terms of offering SMSF trustee education and knowledge services by launching its SMSF Connect website. SMSF Connect has its roots in the SMSF Association’s Trustee Knowledge Centre. SMSF Association CEO John Maroney said: “SMSF Connect delivers on our vision of enabling Australians to take… Continue reading SMSF Connect a major step in trustee education and knowledge: SMSFA

SMSFA 2018 Technical days to focus on the fundamentals

The 2018 SMSF Association Technical Day Series will have a strong focus on getting the fundamentals of SMSFs right. The Association’s Head of Education & Technical, Peter Hogan, said advisers who attended the Technical Day Series would benefit from the expertise of the five key speakers. “Individuals establish SMSFs for the control it gives them to… Continue reading SMSFA 2018 Technical days to focus on the fundamentals

Liam Shorte joins SMSF Association Board

The SMSF Association has announced that Liam Shorte will be joining its Board. Liam Shorte, of Verante Financial Planning, is an SMSF Specialist Advisor and has chaired the SMSF Association’s NSW Local Community since 2015. He will join the Board on 1 September 2018, replacing Andrew Gale. “It was a carefully considered choice to appoint… Continue reading Liam Shorte joins SMSF Association Board

Jeremy Cooper joins SMSF Association Public Policy Committee

Jeremy Cooper has been appointed to the SMSF Association’s Public Policy Committee. Jeremy Cooper is Chairman of Retirement Income at Challenger Limited, he was also Chair of the Super System Review and a deputy Chairman of ASIC. SMSF Association John Maroney said the appointment of Mr Cooper is testament to the Association’s commitment to having the… Continue reading Jeremy Cooper joins SMSF Association Public Policy Committee

3,000 expected to attend inaugural SMSF Expo in Melbourne

3,000 SMSF trustees and other visitors are expected to attend the inaugural SMSF Expo being held at the Melbourne Convention and Exhibition Centre over three days, starting April 27. The event will cover a range of topics of interest to SMSF trustees, with a focus on investment issues. SMSF Association CEO John Maroney said the Association… Continue reading 3,000 expected to attend inaugural SMSF Expo in Melbourne

Professor Ralston announced as new chair of the SMSF Association

Professor Deborah Ralston has been announced as the new chair of the SMSF Association. Professor Ralston will take over from Andrew Gale at the end of the Association’s National Conference, which is currently being held in Sydney and ends on Friday. Gale will remain a director and Robin Bowerman, Vanguard’s Head of Market Strategy & Communications,… Continue reading Professor Ralston announced as new chair of the SMSF Association

SMSF industry still working through impacts of changes on estate planning

The SMSF industry is still working through the “far-reaching” changes that took effect on 1 July 2017, according to the SMSF Association. SMSF Association CEO John Maroney said the changes, which he described as the most extensive in the past decade, fundamentally altered the landscape for SMSF members and advisers. He said the industry was… Continue reading SMSF industry still working through impacts of changes on estate planning

SMSF Association supports all super reforms put to Parliament

The SMSF Association supports all the superannuation reforms introduced to the Parliament last week. The Government last week introduced legislation to expand choice of super fund, close a salary sacrifice loophole, implement the announced ‘accountability and transparency’ reforms, change the governance of large funds and create the Australian Financial Complaints Authority (AFCA). SMSF Association CEO… Continue reading SMSF Association supports all super reforms put to Parliament

Super system needs period of stability, changes as part of five year review

The superannuation system needs a “sustained period” of stability, preferably with changes as part of a rolling five year review process, says the SMSF Association. The SMSF Association says that the lack of stability in the superannuation system is impeding the efficient deliver of retirement savings outcomes to members. “The system needs a sustained period… Continue reading Super system needs period of stability, changes as part of five year review

Tim Costello appointed as patron of SMSF Association

The SMSF Association has announced that the Reverend Tim Costello AO has been appointed Patron of the Association. Costello will assume the position on 6 September 2017. He succeeds the inaugural Patron of the Association, Sir Anthony Mason, a former Chief Justice of the High Court of Australia, who was appointed in February 2007. SMSF… Continue reading Tim Costello appointed as patron of SMSF Association