News : SMSFA

ATO, Compliance, Regulation, SMSFA

Audit of ATO oversight welcomed

A proposed audit of the ATO’s regulation of SMSFs, the first in nearly 20 years, has been welcomed by the SMSF Association.

A proposed audit of the ATO’s regulation of SMSFs, the first in nearly 20 years, has been welcomed by the SMSF Association.

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ATO, SMSF, SMSFA

Demographic sector shift continues

The SMSF sector has continued to expand, with ATO statistics showing the shift to younger member establishments continuing.

The SMSF sector has continued to expand, with ATO statistics showing the shift to younger member establishments continuing.

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financial advice, Financial Planning, SMSF, SMSFA, Technology

SMSF adviser AI take-up fairly low

Recent analysis with regard to the practice of SMSF advisers has shown the majority are not yet using AI to service clients.

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Accounting, Legislation, SMSF, SMSFA

Early AML/CTF preparation urged

SMSF Association members have been encouraged to start preparing for anti-money laundering regime changes that will now capture accountants.

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Administration, Death benefits, Estate Planning, financial advice, Financial Planning, SMSF, SMSFA

Death does not stop income allocation

The distribution of fund income may need to be made to an SMSF member even though the individual in question has passed away.

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ASIC, financial advice, SMSFA, Superannuation

SMSFA backs ASIC super warning

The SMSF Association has supported ASIC’s warning for people to be on high alert for cold callers encouraging them to switch their super.

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Appointments, SMSFA

SMSF Association makes new appointment

SMSF Association, Marnie Page, national partnerships manager, Alistair Shields, Peter Burgess, Neil Sparks

A new national partnerships manager has been appointed by the SMSF Association in the wake of the retirement of an industry stalwart.

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SMSF, SMSFA

New tax has not quelled growth

SMSF, self managed super, Division 296, SMSF Association, ATO statistics, SMSF quarterly statistical report, new funds, growth

The latest ATO data indicates the growth of the SMSF sector has not been diminished by the proposed Division 296 tax.

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