Category: News articles

The right way to use transition to retirement schemes

First published in the Financial Review on 19 July 2019. Given it is the beginning of the financial year and many are considering starting or continuing pensions, it is timely […]

How couples can even up their super balances

First published in the Financial Review on 23 May 2019. Are you like many households where there’s one much higher super balance and the other is lower? We outline why […]

A June checklist for SMSF trustees

First published in the Financial Review on 29 April 2019. With just a few months until the end of the financial year, now’s the time to be organising your DIY […]

SMSF Connect (formerly Trustee Knowledge Centre)

We are pleased to provide our valued members, complimentary access to SMSF Connect (formerly Trustee Knowledge Centre) as an important benefit of your professional membership. Access to SMSF Connect is valued […]

SMSF tips: What to consider before closing your self-managed superannuation fund

First published in the Financial Review on 26 February 2019. Self-managed superannuation fund (SMSF) members need to think long and hard before winding up their fund. Although there are often […]

Changes in the wings for SMSFs

First published in The Constant Investor on 11 February 2019.  SMSF Association CEO John Maroney discusses the Royal Commission, the Productivity Commission, FASEA and franking credits. Representing over 1.1 million […]

What your financial planner should look like by 2024 as new standards kick in

First published in the Financial Review on 31 January 2019.  In the final moments of 2018 and early into 2019, the new standard setter for financial advisers – the Financial […]

Court decisions a sharp reminder of SMSF trustee responsibilities

First published in the Financial Review on 02 January 2019.  The outcome of two court cases involving self-managed superannuation fund (SMSF) auditors will have long-term consequences for SMSF advisers and […]

SMSFs warned: stick to arm’s length rules or lose tax breaks

First published in the Financial Review on 20 July 2018. The federal government is widening the scope of the non-arm’s-length income rules to make it clear to SMSF trustees who improve […]