News

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

Opinion piece written by John Maroney, CEO, SMSF Association Published in the Australian 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 Adviser Standards and Ethics Authority (FASEA) – issued new educational and ethical standards for financial advisers.…

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Productivity Commission Inquiry Report into Superannuation

10 January 2019 The SMSF Association has welcomed the Productivity Commission’s decision to follow our recommendations to improve SMSF advice standards and reject introducing minimum establishment balances as a way of ensuring the integrity of the SMSF sector. The Productivity Commission’s report into Superannuation was handed to the Australian Government on 21 December 2018 and publicly released…

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Podcast: A frank discussion about the ALP dividend proposals

December 2018 Some investors have sold off parts of their portfolio and changed their asset allocation under the assumption that the Opposition’s policy proposals have been implemented.  However, this is not the case and frankly, any announcements could take a while to reach implementation. With ongoing questions received about this topic, Gemma invited Peter Hogan…

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Court decisions a sharp reminder of SMSF trustee responsibilities

Opinion piece written by John Maroney, CEO, SMSF Association Published in the Australian 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 trustees.The cases – Cam & Bear Pty Ltd v McGoldrick and Ryan Wealth Holdings Pty Ltd v Baumgartner…